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Completed
Synopsis
Reverence Capital-backed Osaic, a wealth management solutions provider, completed the acquisition of CW Advisors, a SEC-registered investment management firm. Financial terms were not disclosed. "CW Advisors brings tremendous strength in delivering an institutional-quality platform for fee-only RIA advisors at the upper tiers of the wealth spectrum. Their scale, talent and infrastructure are highly complementary to our strategy of expanding Osaic’s presence across all models and segments of the wealth management industry," Jamie Price, Osaic President and CEO.
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