Submit Deal
All Dealmakers
Similar Dealmakers
President at CONGRESS WEALTH MANAGEMENT
Manager
Deal Bio
Market Context
Back to top
All rights reserved. Copyright © 2025 Datasite
Expertise (2)
Key Relationships
Sort
Target: PINNACLE ADVISORY GROUP
Bidder: CI FINANCIAL CORP
4 Service Providers
6 Dealmakers
n/a
Value
Target: CONGRESS WEALTH MANAGEMENT
Bidder: AUDAX PRIVATE EQUITY
6 Service Providers
8 Dealmakers