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Target: CAPTRUST FINANCIAL ADVISORS
Bidder: GTCR LLC
6 Service Providers
17 Dealmakers
£ 249 M
Value
Target: BEACON POINTE ADVISORS LLC
Bidder: ABRY PARTNERS LLC
12 Dealmakers
n/a
Target: FERRELL WEALTH MANAGEMENT INC
Target: CORNERSTONE CAPITAL GROUP
Bidder: PATHSTONE
19 Dealmakers
Target: BRIGHTWORTH LLC
Bidder: CI FINANCIAL CORP
22 Dealmakers
Target: ESSEX WEALTH MANAGEMENT
Bidder: BEACON POINTE ADVISORS LLC
4 Service Providers
9 Dealmakers
Target: INDEPENDENCE ADVISORS
Bidder: MODERA WEALTH MANAGEMENT
15 Dealmakers
Target: WEALTHSTREET INVESTMENT ADVISORS
3 Service Providers
7 Dealmakers
Target: WEALTH DESIGN LLC
6 Dealmakers
Target: SULLIVAN BRUYETTE SPEROS & BLAYNEY LLC
Bidder: CREATIVE PLANNING INC
5 Service Providers
Target: DMJ WEALTH ADVISORS LLC
8 Dealmakers
Target: DR SAUR FINANCIAL INC
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