Smith Hulsey & Busey has facilitated the acquisition of its client Parady Financial Group, Inc. , a Florida-based firm focused on helping retirees maintain financial security, by Risk Strategies , a leading national specialty insurance brokerage and risk management and consulting firm.
The Smith Hulsey & Busey team was led by shareholder Stephen D. Moore, Jr. and included David S. Dunn, David W. Roberts and Angela L. Cottrell. The deal, which closed earlier this year, included the acquisition of Parady Financial Group’s affiliates Parady Tax Solutions, LLC and Blueprint Wealth Management, LLC.
Smith Hulsey & Busey served as the exclusive legal advisor to Parady Financial Group, and Harbor View Advisors served as the exclusive financial advisor. Terms of the deal remain confidential.
“Parady Financial Group’s unique capabilities help expand our expertise in the financial and retirement services segment, providing a new, differentiated retirement solution to our current menu of product offerings for our clients,” said John Greenbaum, executive vice president, Risk Strategies. “We see great potential for Parady’s approach beyond its current core market and welcome their entire team to our family.”
SHB’s Mergers & Acquisitions team has decades of experience handling complex transactions, including M&A deals, joint ventures, private equity investments, financings and strategic alliances. The firm has represented clients in numerous cross-border transactions, including acquisitions and investments in the United Kingdom, Europe, India, Canada and Mexico.
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