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Advisor Growth Strategies

Summary

Market Context

Deals Overview

Total Deals3

Valued Deals0

Total Valuevalue n/a

Avg. Deal Sizevalue n/a

Target: FOURTHOUGHT PRIVATE WEALTH

Bidder: FOCUS FINANCIAL PARTNERS

4 Service Providers

8 Dealmakers

n/a

Value

Target: ISI FINANCIAL GROUP

Bidder: GREENSPRING ADVISORS

4 Service Providers

6 Dealmakers

n/a

Value

Target: SANCTUARY WEALTH

Bidder: KENNEDY LEWIS INVESTMENT MANAGEMENT LLC

5 Service Providers

2 Dealmakers

n/a

Value

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