Announced
Completed
Financials
Tags
United States
financial planner
Diversified Financials
Acquisition
Domestic
Private
Minority
Private Equity
Completed
Friendly
Single Bidder
Synopsis
Emigrant Partners, a specialist capital and advice partner, completed the investment in MONECO Advisors, a financial planner. Financial terms were not disclosed. "We are excited to welcome the MONECO team to the Emigrant Partners network. MONECO's differentiated client and community-centric model, advisor partnership platform, and organic growth engine are highly compelling. We were thoroughly impressed with MONECO's leadership team and they are well positioned for future growth in the New York Tri-State area," Jenny Souza, Emigrant Partners CEO and President.
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