Request Deal Involvement
iM Global Partner-backed Litman Gregory completed the acquisition of the private client business of Wedgewood Partners.
Identify your role
Select the side you represented in this transaction, and provide your current job title.
Service Providers
financial advisors
Raymond James
legal advisors
Armstrong Teasdale
legal advisors
Seward & Kissel
or
Principals
target
WEDGEWOOD PARTNERS (PRIVATE CLIENT BUSINESS)
vendor
WEDGEWOOD PARTNERS INC
bidder
LITMAN GREGORY ASSET MANAGEMENT
bidder
IM GLOBAL PARTNER
Principals or Service Provider not listed?Add missing Service Provider or Principal
Enter your Job Title on this deal
This title will appear on your profile next to this deal involvement.
To help us verify your involvement, please include links to any relevant publications that mention you or your company's role in this deal:
All rights reserved. Copyright © 2025 Datasite