A multidisciplinary deal team advised Cary Street Partners, the wealth management arm of Cary Street Partners Financial based in Richmond, Virginia, on its acquisition of Waypoint Advisors, a Virginia Beach-based registered investment advisor. Waypoint, founded in 2001, serves high-net-worth clients and foundations. The acquisition creates a combined firm with $4 billion in client assets, giving Cary Street Partners an even stronger foothold in Virginia. The deal team was led by Anne Domozick with support from John Paris, Fallon Dungan, Adam Farnsworth, Conrad Garcia, Lee Lester, Mike Kelly, Wendy Chappell, Jenny Connors, Clinton Oas and Laura Windsor.
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