Submit Deal

Submit Deal

Cover Image Matthew Tancredi

Matthew Tancredi

Investment Banking Senior Associate at DeVoe & Company

Financial Advisor

Deal Bio

Total Deals1

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

Sort

17 Jul 2024|United States|Diversified Financials

Target: BOSTON HARBOR WEALTH ADVISORS

Bidder: WORLD INVESTMENT ADVISORS

5 Service Providers

2 Target | 3 Bidder

6 Dealmakers

2 Target | 4 Bidder

n/a

Value

By continuing, you agree to our Terms & Conditions and our Data Privacy Policy

Privacy Policy Terms of Service Contact Us Cookie Preferences

All rights reserved. Copyright © 2025 Datasite