Eagle Ridge and Laidlaw Group to Merge

July 17, 2015

On July 1, 2015, independent advisory firm Eagle Ridge Investment Management, LLC and Registered Investment Advisor Laidlaw Group reached an agreement to merge into a single entity called Eagle Ridge Investment Management, LLC.

Eagle Ridge Investment Management, LLC (“Eagle Ridge”) will have approximately $550 million in assets under management at the completion of the merger. Westport, CT-based Eagle Ridge and Bedford Hills, NY-based Laidlaw Group are both independent, partner-owned entities. The two firms will remain in their current locations until they relocate to their new office later this year. Eagle Ridge will continue to focus on long term investment management after the merger.

To read the news release: please click here.


Investment Manager M&A, Transactions