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Publication: Financial Advisor The materials on the Eversheds Sutherland website are for general information purposes only and do not constitute legal advice. While reasonable care is taken to ensure accuracy, the materials may not reflect the most current legal developments. Eversheds Sutherland disclaims liability for actions taken based on the materials. Always consult a qualified lawyer for specific legal matters. To view the full disclaimer, see our Terms and Conditions or Disclaimer section in the footer. Services Mergers and Acquisitions Industries Financial Services Key contacts B. Scott Burton Of Counsel Atlanta, United States Douglas J. Leary Partner Washington, DC, United States Laura Taylor Partner Washington, DC, United States Issa J. Hanna Partner New York, United States Michael V. Mannino Partner Atlanta, United States Grant D. 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Steward Partners Acquires $3.2B AUM Freedom Street Partners

November 16, 2023

United States

Eversheds Sutherland advised Steward Partners on its acquisition of Freedom Street Partners, a Chesapeake, Va.-based network of 38 independent financial advisors that manage about $3.2 billion in client assets.

Publication: Financial Advisor

The materials on the Eversheds Sutherland website are for general information purposes only and do not constitute legal advice. While reasonable care is taken to ensure accuracy, the materials may not reflect the most current legal developments. Eversheds Sutherland disclaims liability for actions taken based on the materials. Always consult a qualified lawyer for specific legal matters. To view the full disclaimer, see our Terms and Conditions or Disclaimer section in the footer.

B. Scott Burton

Of Counsel

Atlanta, United States

Douglas J. Leary

Partner

Washington, DC, United States

Laura Taylor

Partner

Washington, DC, United States

Issa J. Hanna

Partner

New York, United States

Michael V. Mannino

Partner

Atlanta, United States

Grant D. Cole

Associate

Atlanta, United States

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Eversheds Sutherland is the name and brand under which the members of Eversheds Sutherland Limited (Eversheds Sutherland (International) LLP and Eversheds Sutherland (US) LLP) and their respective controlled, managed or affiliated firms and the members of Eversheds Sutherland (Europe) Limited and Eversheds Sutherland (Africa) Limited (each an "Eversheds Sutherland Entity" and together the "Eversheds Sutherland Entities") provide legal or other services to clients around the world. Eversheds Sutherland Entities are constituted and regulated in accordance with relevant local regulatory and legal requirements. The use of the name Eversheds Sutherland, is for description purposes only and does not imply that the Eversheds Sutherland Entities are in a partnership or are part of a global entity. The responsibility for the provision of services to the client is defined in the terms of engagement between the instructed firm and the client. For further information about these Eversheds Sutherland Entities and Eversheds Sutherlands’ structure please see the Legal Notices page of this website. For information on Konexo please also see the Legal Notices page of this

Steward Partners Acquires $3.2B AUM Freedom Street Partners

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