Cooney Faulkner & Stevens Joins Mountjoy Chilton Medley

Cooney Faulkner & Stevens of Cincinnati will join Louisville, Ky.-based Mountjoy Chilton Medley (FY14 net revenue of $39.1 million) on Jan. 1, 2016.

The move will allow both organizations to provide a wider array of services and greater depth of expertise to clients, particularly in the in-demand and growing niches of exit planning and transaction advisory services.

“CFS has enjoyed remarkable growth in the Cincinnati market since our founding more than 16 years ago,” says Thomas M. Cooney, who founded the firm in 1999 in partnership with Crystal L. Faulkner and Charles R. Stevens II. “With the combination of our ongoing growth and our clients’ ever-changing needs, we knew it was time to reassess how to continue providing top-notch customer service that was truly advantageous and supportive of our entire client base.”

“MCM has been searching for a great Cincinnati partner to expand our presence and impact in this critical market,” said MCM MP Diane Medley. “The entrepreneurial attitude of the CFS co-founders and partners, combined with their value-added mindset, culture, community involvement and name recognition, was exactly what we needed.”

MCM’s current Cincinnati employees will move into the current CFS office in Hyde Park beginning in January. The office will then start operating as MCM.