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KKR backed-Beacon Pointe completed the acquisition of Litman Gregory Wealth Management from iM Global Partner.
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Service Providers
financial advisors
Piper Sandler
legal advisors
Seward & Kissel
financial advisors
Piper Sandler
legal advisors
Seward & Kissel
or
Principals
target
LITMAN GREGORY WEALTH MANAGEMENT
bidder
BEACON POINTE ADVISORS LLC
vendor
IM GLOBAL PARTNER
bidder
KOHLBERG & COMPANY LLC
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