New Deal
James Poer
CEO at KESTRA FINANCIAL
Manager
Deal Bio
Expertise (6)
Key Relationships
Announcement Date
Deal Value
Kestra Financial
Warburg Pincus
value n/a
14 dealmakers
Cd Wealth Management
4 dealmakers
Capital Planning Advisors
8 dealmakers
Oak Hill Capital Partners
Goldstein Advisors
16 dealmakers
Grove Point Financial
Atria Wealth Solutions
6 dealmakers
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