Lawson Kroeker Investment Management has announced the merger of Lawson Kroeker with Red Cedar Capital, LLC. The merger is expected to close in the fourth quarter of 2022.
“It is rare to have the opportunity to combine with a firm that thoroughly matches our existing team’s investment philosophy, acumen and integrity. The Red Cedar Capital leadership team has built a remarkable investment advisory practice from the ground up, and it is exciting to bring this expertise into the firm,” said Tom Sudyka, President of Lawson Kroeker.
Adam Yale, Principal of Red Cedar Capital, shares in this perspective as the two teams prepare to combine their skills and experience.
“I am thrilled to work with a team that aligns itself alongside its clients. Further, I am excited to work with Tom, Chad and Bruce because I can identify with their integrity, good judgement and the rigor that they employ in selecting investments,” said Yale.
Founded in Omaha in 1986 by Frank Lawson and Ken Kroeker, the combined entity will operate under the Lawson Kroeker name. The merger continues to build upon the founders’ vision of leading an autonomous, objective and enduring firm for the benefit of its clients. Now in its third generation of leadership, the Lawson Kroeker team maintains objective investment research and portfolio management based on consistency, a high level of focus and the willingness to take a contrarian view when necessary.
“Merging with Red Cedar Capital is an excellent progression in Lawson Kroeker’s history and bolsters the team’s experience, strengthening our investment approach. While our investment disciplines have been similar over the years, Adam has a unique perspective that we welcome to the team,” said Chad Clauser, Lawson Kroeker Partner and Portfolio Manager.
The combined firm’s five investment professionals will continue to employ a fundamentals-based, value investment style across financial planning, estate organization and retirement planning strategies. Learn more at Lawson Kroeker at lawsonkroeker.com.