Announced
Completed
Financials
Tags
investment management
Asset Managers and Custodians
Friendly
United States
Majority
Domestic
Completed
Single Bidder
asset and wealth management
Acquisition
Private
Synopsis
GCG Wealth Management, an independent, regional financial services firm, completed the acquisition of Cooper Investment Company, a wealth management firm. Financial terms were not disclosed. "Joel and his team understand the importance of generational wealth building, and the value of succession planning. That is what attracted me to GCG Wealth Management," Greg Cooper, Cooper Investment Company President.
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