To our clients, referral partners, friends and colleagues …
We are pleased and excited to announce that we have changed our name! To better reflect our core values of insight, clarity of thought, and delivering the right result, the company you have known as Strategic Equity Group for many years is now Acuity Advisors.
With the same keen focus on helping business owners bring about ownership transition, the team at Acuity Advisors will continue to deliver insightful, high quality, responsive services in the areas of mergers and acquisitions, Employee Stock Ownership Plans (ESOP’s), and valuation advisory to middle market businesses. While our name has changed, our focus on helping you get to the right result has not.
While the team you have come to know remains intact, we are pleased to also announce the return of Michael Perez to Acuity. Michael brings our professional staff to 10 people, holding credentials including CFA, ASA, and ABV, along with FINRA licenses including Series 7, 63, 79 and 24 under our broker dealer entity Edgewater Capital.
We are enthusiastic about what the future holds and how we can continue to help you realize your goals and those of your clients. We look forward to connecting with you soon. If you would like to reach out in the meantime, please email me at [email protected], or reach me on my direct line at (714) 380-3300.
We thank you for your support over the years, and look forward to continuing to deliver the insightful, responsive, and results oriented services that you have come to expect for many years to come.