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Senior Management
Scott Dell’Orfano
Chief Strategic Officer
Paul Lonergan
President
Deals (2)
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Target: PINNACLE ADVISORY GROUP
Bidder: CI FINANCIAL CORP
4 Service Providers
6 Dealmakers
n/a
Value
Target: CONGRESS WEALTH MANAGEMENT
Bidder: AUDAX PRIVATE EQUITY
6 Service Providers
8 Dealmakers
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