CHICAGO--(BUSINESS WIRE)--Aaron Wealth Advisors, a multi-family office managing over $2 billion in client assets, announced the firm has hired industry veteran Christopher Mason as Managing Director of their new Mergers & Acquisitions business line, Aaron Wealth M&A Advisory.
“The wealth of experience Chris brings to Aaron to lead our M&A advisory team is a true differentiator for our firm,” said Gary Hirschberg, CEO of Aaron Wealth Advisors. “Chris is culturally a great fit for our team and will provide major value for our executive clients, focusing on advising these professionals and entrepreneurs through the complexities of the M&A process.”
Mr. Mason brings over 25 years of experience in both M&A and wealth management where he worked with executives of public and private companies at both Goldman Sachs and J.P. Morgan. Mr. Mason then spent seven years overseas as Head of Investment Banking Management at Saudi Aramco, one of the world’s largest publicly traded companies. Recently, Mr. Mason was the Chief Financial Officer of a private U.S.- based Company prior to its sale to a large private equity firm.
“I share a common purpose with Aaron’s leadership team, to provide clients with a highly personalized service to ultimately achieve their goal of leaving a lasting family legacy,” said Mr. Mason, Managing Director of M&A Advisory. “The primary objective of the M&A Advisory team is to help executives simplify and navigate sell-side transactions of a closely held private company. These transactions can vary from a founder seeking an exit, to managing a more complex multi-generational sale of a family business.”
The M&A Wealth Advisory practice at Aaron Wealth is led by both Mr. Hirschberg and Mr. Mason, along with a support team with deep experience advising executives and their families, including:
- Bill Andrakakos, President & CIO of Aaron Wealth
- Charles Tucker, Senior Associate for M&A Advisory
- Alex Fedynsky, Managing Director
The Aaron Wealth M&A team is focused on working closely with business owners and relevant advisors, including legal, accounting, tax and other pertinent functions required to execute a successful transaction. The M&A advisory engagement simultaneously involves close consultation with the client throughout the transaction process, including identification of target buyers, data room management, legal negotiations, valuation analysis, and pre-deal estate planning through deal close; further advise includes components of required post-close integration.
Aaron Wealth is a member of the Dynasty Financial Partners’ Network of independent financial advisory firms.
About Aaron Wealth Advisors
Aaron Wealth Advisors is a registered independent advisory firm dedicated to helping business owners, entrepreneurs, sophisticated individuals, multi-generational families and family offices manage the complex business of their wealth. Grounded in a client-centric and ethical mindset, our firm enhances the institutional quality of our platform by integrating highly personalized service and a comprehensive array of independent investment solutions. To learn more, visit: https://aaronwealth.com/
About Dynasty
Dynasty is a provider of technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. Dynasty provides access to a comprehensive platform of software and technology tools, business services and holistic investment management capabilities through an open-architecture platform delivered via a suite of proprietary and third-party technologies. Dynasty’s technology, tools and services provide advisory firms the supported independence to launch their business, scale their operations and grow their firms — both organically and inorganically — while also allowing them to be more focused on and better equipped to serve their clients.
For more than a decade, Dynasty has championed the benefits of independent wealth management for high net worth and ultra-high net worth clients and has contributed to the movement of assets from traditional brokerage channels to the independent channels of wealth management. As Dynasty is becoming a recognized industry leader, Dynasty has differentiated itself by developing competitive strengths, including a deep understanding of and strong relationship with its clients, a comprehensive offering of services and technology-enabled solutions, the ability to leverage its size and breadth to invest, the flexibility and seamlessness enabled by a modular technology solution, the entrepreneurial culture and experienced and committed management team. Dynasty is committed to continually growing its business by facilitating existing advisory firm clients’ growth, onboarding new clients, increasing the clients’ use of its broader capabilities, launching additional solutions, and carrying out complementary acquisitions.
For more information, please visit www.dynastyfinancialpartners.com.
Also visit Dynasty on social media:
LinkedIn: https://www.linkedin.com/company/dynasty-financial-partners
Twitter: @DynastyFP
YouTube: http://bit.ly/1MKXhC8
Aaron Wealth Advisors LLC is registered as an investment adviser with the Securities and Exchange Commission (SEC). Aaron Wealth Advisors LLC only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the adviser has attained a particular level of skill or ability. Aaron Wealth M&A Advisory is a separate affiliate of Aaron Wealth Advisors. M&A Advisory services are not to be considered “Investment Advisory Services” and are not offered under Aaron Wealth Advisors’ fee-based investment advisory platform.
