GreerWalker Sells Off Wealth Management Arm, Enters Strategic Partnership With Acquiring Firm

Charlotte, N.C.-based IPA 200 firm GreerWalker LLP (FY21 net revenue of $31.1 million) is entering into a strategic partnership with Chicago-based investment adviser Choreo LLC and selling its wealth management entity, GreerWalker Wealth LLC, to the firm. Beyond the transaction (which is expected to close in the first quarter of 2023), the goal of the ongoing relationship between the firms is to combine resources and align go-to-market and acquisition opportunities.

“GreerWalker Wealth is thrilled to join Choreo and to expand access to technology and operations expertise that will help grow our business,” says GreerWalker MP John Norman. “We look forward to our ongoing strategic partnership with Choreo and to creating new opportunities for our wealth professionals and their clients.”

“Partnering with GreerWalker is a special opportunity,” adds Choreo CEO Larry Miles. “Our firms have a strong philosophical alignment, shared CPA heritage and a complementary vision for future growth.”

Choreo entered into a similar arrangement with Richmond, Va.-based IPA 100 firm Cherry Bekaert in November.

 

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