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New Deal

New Deal

Cover Image David Pan
David PanSuccession Resource Group

David Pan

Marketing and Brand Manager at Succession Resource Group

Financial Advisor

Deal Bio

Total Deals1
Valued Deals0
Total Value-
Avg. Deal Size-

Expertise (1)

Key Relationships

United States
Diversified Financials
MajorityAcquisitionPrivatePrivate Equity
Coe Financial Services

target

Coe Financial Services

Creative Planning

bidder

Creative Planning

value n/a

5 dealmakers

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