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Expertise (15)
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Target: CAPITAL ONE INVESTING
Bidder: SAGEVIEW ADVISORY GROUP
6 Service Providers
11 Dealmakers
n/a
Value
Target: AMERICAN PORTFOLIOS FINANCIAL SERVICES INC
Bidder: REVERENCE CAPITAL PARTNERS
4 Service Providers
7 Dealmakers
Target: WENTWORTH MANAGEMENT SERVICES
Bidder: KINGSWOOD ACQUISITION CORP
7 Service Providers
14 Dealmakers
£ 174 M
Target: PERIGON WEALTH MANAGEMENT
Bidder: PM WEALTH MANAGEMENT
3 Service Providers
5 Dealmakers
Target: FINANCIAL MANAGEMENT CONCEPTS
Bidder: WEALTH ENHANCEMENT GROUP
Target: LINCOLN WEALTH
Bidder: OSAIC
17 Dealmakers
£ 560 M
Target: MARIADB
Bidder: K1 INVESTMENT MANAGEMENT
8 Service Providers
38 Dealmakers
£ 31 M
Target: TRU INDEPENDENCE
Bidder: SANCTUARY WEALTH
22 Dealmakers
Target: ARNERICH MASSENA
Bidder: COLDSTREAM WEALTH MANAGEMENT
Target: DOCUPACE TECHNOLOGIES INC
Bidder: GENSTAR CAPITAL LLC
10 Service Providers
9 Dealmakers
Bidder: CONSTELLATION WEALTH CAPITAL
4 Dealmakers
Target: BOSTON HARBOR WEALTH ADVISORS
Bidder: WORLD INVESTMENT ADVISORS
5 Service Providers
6 Dealmakers
Target: EVERLINE COATINGS AND SERVICES
Bidder: RED IRON GROUP
20 Dealmakers
Target: CHARTER IMPACT
Target: FREEMAN & VANNAUKER
10 Dealmakers
