A Birmingham-based financial advisory firm is growing through the acquisition of a Texas-based firm.
Lisa Narrell-Mead, has entered into a definitive agreement to acquire Dallas-based Everett Advisory Partners LLC through Workplace Advisors LLC, the firm she founded in 2013.
Financial details of the deal were not disclosed.
Narrell-Mead will serve as CEO of the combined company, which will continue under the Everett Advisory Partners’ name once the acquisition is complete. Stephen Curry, who founded Everett in 2009, is now serving as CEO of Gateway Mortgage Group.
The focus of the company, which will have more than 20 strategic advisers following the acquisition, will continue to be helping financial institutions overcome challenges they face in an ever-changing corporate landscape, the firm said in a press release.
“I am honored to have the opportunity to continue the strong legacy that Stephen has built at Everett over the last decade,” Narrell-Mead said. “The combined experience of professional advisers at both Everett and Workplace will offer substantial value to our banking clients. We all share a commitment to the financial services sector and with the fluid climate of the banking industry, these services are more important now than ever.”
Workplace serves financial service institutions, community and regional banks and other businesses with offices in Birmingham and Louisiana, according to its website. Everett, which provides strategic advice and execution resources for regional and community banks and investors, has offices in Chicago and Tulsa, Oklahoma in addition to Dallas, according to its website.