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Charlesbank Capital Partners-backed World Insurance Associates to acquire Pensionmark Financial Group.
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Service Providers
financial advisors
Ardea Partners
commercial advisors
Wise Rhino Group
legal advisors
Alston & Bird
legal advisors
Steckler Wayne Cochran Cherry
legal advisors
Ropes & Gray
or
Principals
target
WORLD INVESTMENT ADVISORS
bidder
CHARLESBANK CAPITAL PARTNERS LLC
bidder
WORLD INSURANCE ASSOCIATES LLC
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