Case Study: Cypress Capital Wealth Management

Overview

Ann Arbor, based Cypress Capital Wealth Management was acquired by Bad-Axe, Michigan based NorthStar Bank. Cypress Capital Founder and President, James Housler, was retained as part of the transition. With more than two dozen branches between Florida and Michigan, the acquisition will greatly enhance Cypress Capital’s ability to deliver a robust, customized suite of services to high-net-worth investors and their families. 

Strategy

Moment Strategies was brought in to structure the announcement in a targeted manner that communicated the impact of the acquisition and mitigated risk.

Results

Our efforts lead to comprehensive pieces in Crain’s Detroit Business and D Business.