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Philadelphia
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Target: FACET WEALTH
Bidder: DURABLE CAPITAL PARTNERS
6 Service Providers
8 Dealmakers
£ 73 M
Value
Target: STP INVESTMENT SERVICES
Bidder: LOVELL MINNICK PARTNERS LLC
7 Service Providers
7 Dealmakers
n/a
Target: VERITI MANAGEMENT
Bidder: FIRST TRUST CAPITAL PARTNERS
4 Dealmakers
Target: MODERN WEALTH MANAGEMENT
Bidder: CRESTVIEW PARTNERS
5 Service Providers
9 Dealmakers
£ 160 M
Target: CI FINANCIAL (US WEALTH UNIT)
Bidder: BAIN CAPITAL LP
8 Service Providers
12 Dealmakers
£ 1.06 B
Target: OAKBROOK SOLUTIONS
Bidder: F2 STRATEGY
Target: TRU INDEPENDENCE
Bidder: SANCTUARY WEALTH
22 Dealmakers
Target: CI FINANCIAL CORP
Bidder: MUBADALA INVESTMENT COMPANY
14 Service Providers
63 Dealmakers
£ 6.90 B
Target: H.M. PAYSON
Bidder: CORIENT CAPITAL PARTNERS
4 Service Providers
Target: GELLER & COMPANY (MULTI-FAMILY OFFICE BUSINESS)
10 Service Providers
41 Dealmakers
Target: GEOWEALTH
Bidder: APOLLO GLOBAL MANAGEMENT INC
13 Dealmakers
£ 28 M
Target: APOLLO/ GEOWEALTH JOINT VENTURE
Bidder: GEOWEALTH
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