Cameron
Stagg

Cameron Stagg is Director of M&A Analysis & Valuation at Signature Estate & Investment Advisors (SEIA). He helps lead SEIA’s growth through strategic partnerships and acquisitions that are designed to preserve the relationships, culture, and client service that made an advisory firm successful in the first place.

For advisory-firm owners, a transition is rarely only a financial transaction. It can affect clients, employees, successors, and a firm’s reputation in its community. Cameron works with prospective partners to evaluate the strategic, cultural, and operational factors that shape a successful long-term fit with SEIA. His approach emphasizes disciplined valuation, thoughtful due diligence, coordinated integration, and continuity for advisors and their clients.

Since joining SEIA in 2023, Cameron has helped build the firm’s formal M&A strategy and support its expansion into new markets. He collaborates across business development, operations, technology, compliance, human resources, and advisor teams to help ensure that acquired firms have the resources and support needed to transition successfully.

Cameron has played a key role in SEIA’s acquisition of Cedar Brook Group, a Cleveland-based RIA, which expanded the firm’s presence in the Midwest. He has also supported the acquisition of Beverly Investment Advisors. His work reflects SEIA’s broader belief that sustainable growth should strengthen advisor capabilities and client relationships, rather than pursue scale for its own sake.

Before joining SEIA, Cameron led M&A efforts at EP Wealth Advisors, where he sourced more than $1 billion in assets under management and helped close transactions totaling more than $4 billion. Earlier, he directed business development for the West Region at Focus Financial Partners, leading due diligence and deal execution and overseeing a team across 19 states. He began his career at ClearPath Capital Partners, where he developed business strategies for executives in private technology companies.

Cameron is also a recognized voice on RIA valuation, consolidation, and the changing M&A landscape. In 2025, Wealth Solutions Report named him Black M&A Executive of the Year in recognition of his leadership in SEIA’s growth strategy and the Cedar Brook transaction. The publication also named him Recruiter of the Month in December 2024.

Cameron earned his Bachelor of Science degree in Financial Mathematics and Statistics from the University of California, Santa Barbara, and his Master of Business Administration degree from Pepperdine University.