Experience

Merger with McDonald Securities

Assisted our client, Gradison & Company Incorporated, in their merger with McDonald Securities.  In connection with the merger, stockholders of Gradison received a combination of shares of common stock and cash totaling approximately $25MM.  Prior to the merger, Gradison operated as a full-service regional brokerage and investment advisory firm headquartered in Cincinnati, Ohio with a primary market of southwestern Ohio and Northern Kentucky.

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