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How a $1.6bn Virginia deal came together – Cary Street Partners and Atlantic Union’s Dixon, Hubard, Feinour & Brown, Inc.

Atlantic Union executives sat down with the managing members of Cary Street Partners, a Richmond-based RIA that had long used Atlantic Union as its treasury bank. Deal talks emerged ‘organically,’ according to Cary Street CEO Joseph Schmuckler. ‘Understanding culturally what they were trying to do and reading the tea leaves as to what they were saying to the marketplace, we figured it was it was a good opportunity.’

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