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Cover Image Jeffrey Seeley

Jeffrey Seeley

CEO at LITMAN GREGORY ASSET MANAGEMENT

Manager

Deal Bio

Total Deals3

Valued Deals0

Total Value-

Avg. Deal Size-

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09 Mar 2021|United States|Asset Managers and Custodians

Target: LITMAN GREGORY ASSET MANAGEMENT

Bidder: IM GLOBAL PARTNER

6 Service Providers

3 Target | 3 Bidder

4 Dealmakers

3 Target | 1 Bidder

n/a

Value

19 Dec 2022|United States|Diversified Financials

Target: BERKSHIRE ASSET MANAGEMENT

Bidder: IM GLOBAL PARTNER

5 Service Providers

3 Target | 2 Bidder

9 Dealmakers

6 Target | 3 Bidder

n/a

Value

02 Aug 2023|United States|Investment Banking

Target: WEDGEWOOD PARTNERS (PRIVATE CLIENT BUSINESS)

Bidder: LITMAN GREGORY ASSET MANAGEMENT

6 Service Providers

3 Bidder | 3 Vendor

4 Dealmakers

2 Bidder | 2 Vendor

n/a

Value

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