TRANSACTION PRESENTS STRATEGIC OPPORTUNITY FOR BOTH ORGANIZATIONS
Slocum serves a broad array of institutional clients in the
Pavilion offers institutional investment consulting in
Jeffrey Slocum, who will be retiring from institutional consulting after a brief transition period, said the transaction provides a defined succession plan for the business he founded in 1986. "We found Pavilion's commitment to employee-ownership to be a very compelling feature of the transaction since it aligns consultant and client interests. Further, Pavilion's depth of expertise, its specialized and dedicated services and its commitment to meeting or exceeding client expectations are a good fit for our clients and our team."
The transaction is expected to close in the coming weeks subject to a number of conditions.
Founded in 2006,
About Pavilion Advisory Group®