BOK Financial Acquires The Milestone Group

August 20, 2012

On August 19, 2012, BOK Financial Corporation (NASDAQ: BOKF) announced that it had acquired Denver, Colorado-based investment adviser The Milestone Group, Inc.


On August 19, 2012, BOK Financial Corporation (NASDAQ: BOKF) announced that it had acquired The Milestone Group, Inc.  Milestone is a Denver, Colorado based registered investment adviser with approximately $1.3 billion in assets under management.  Milestone provides wealth management services to high net worth clients primarily in Colorado and Nebraska.  BOK is a regional financial services company based in Tulsa, Oklahoma.  After the acquisition, BOK’s assets will total approximately $50 billion.  The terms of the transaction were not disclosed.

To read the press release, please click here.


Categories

Investment Manager M&A, Transactions