Transactions

Park Sutton Advisors, a Waller Helms Company, is pleased to have represented Pegasus Partners on their partnership with Lido Advisors, a wealth advisory firm with more than $24 billion in client assets, headquartered in Los Angeles, California.

 

Founded in 2015, Pegasus is a Wisconsin-based RIA with over $3.4 billion in client assets that specializes in tailored family office solutions for ultra-high-net-worth families. The Firm has experienced remarkable growth and possesses distinctive expertise in guiding families through pre- and post-liquidity events, as well as navigating wealth transfers seamlessly.

 

“Serving the sophisticated wealth management needs of families in all aspects of their financial lives and legacies requires steadfast commitment to specialized expertise and the highest ethical standards. The Pegasus team exemplifies this commitment,” said Ken Stern, CFP®, President of Lido Advisors. “Together, we will strengthen our engagement with UHNW families in the Midwest community and beyond.”

 

All 22 members of Pegasus will be joining Lido, with the majority becoming partners. Pegasus is led by Todd Krieg, JD, CFA, Founder and CEO, and Matt D’Attilio, CFA, Founder and President. “In Lido, we saw a partner who shares our mission of putting client interests first, and serving them with deep investment capabilities, selective alternatives, and advanced wealth planning.  With Lido we are aligned in building a brand that embodies excellence.  Together, we will work to continuously enhance the investment and wealth planning advice that we offer to the families, foundations, and institutions we work with. Simply put, we are excited for the many opportunities as one firm,” said Todd.

 

“The cultural alignment and the opportunity to expand across the Midwest makes Pegasus an obvious fit with our strategic vision,” said Jason Ozur, CPA, CEO of Lido Advisors. “I cannot imagine finding a team more capable of helping us grow our clientele with the highest level of investment and wealth management support.” 

 

Park Sutton Senior Managing Director, Steven Levitt, remarked, “Having first advised Todd and Matt about 10 years ago when they initially formed Pegasus, it is so rewarding to advise them again on this partnership and important next step in their professional journey. This Pegasus-Lido combination represents the 6th multi-family office transaction on which our team has advised over the past year or so. I am also very excited for Park Sutton to be completing our first transaction with Lido.”