New credential will enable Sferas to facilitate M&A deals, including sophisticated recruitment programs, among TG’s wealth management advisory clientele.

CHICAGO—December 9, 2024—Terrana Group, a transition consulting and recruitment firm for financial advisors in the United States, today announced that Samantha Sferas, Chief Operating Officer (COO), has earned a certification in mergers and acquisitions, (M&A). The certification represents a significant professional elevation for Sferas, a thirty-year veteran in the recruiting field. The credential will enable Sferas to facilitate complex M&A deals among financial advisory firms—expanding Terrana Group’s portfolio of services and enhancing its value to its clientele.

“I am thrilled to have achieved this next level of professional industry certification,” said Sferas. “This next year, we expect to see so many opportunities for firms to consolidate and achieve unprecedented profits. My comprehensive understanding of the entire M&A lifecycle adds value to client relationships and allows us to be essential in executing important deals.”

She continued, “Operating units, business organizations and ownership interests are looking for creative ways in the M&A space to transfer or consolidate their efforts. In this context, it is imperative to have experienced professional advice if any of these strategic merger and acquisition efforts are identified, positioned, and negotiations for completion.”

Sferas is a highly respected and well-known transition consultant and top Advisor recruiter in the broker dealer and RIA space nationally. Sferas is a trusted consultant who spent her career cultivating strategic team development and retention with employer relationships. With her new M&A certification, Sferas now has the credentials necessary to “up her game.” She is poised to work on strategic deals to buy and sell financial advisory firms, understand major assets, and facilitate the necessary financial transactions.

 For more information visit terranagroup.com

 You can reach Samantha at ssferas@terranagroup.com.