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Wealth Management Growth Capital Investments in 2024
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Full Export
Purchase the full list for Wealth Management Growth Capital Investments in 2024
12 rows · from $49 · CSV + XLSX
Get a point-in-time export of all tracked rows for this page. We email the file immediately after purchase.
What the export looks like
| Date | Title | Buyers | Targets | Industry | Transaction Type | Location | Closing Status |
|---|---|---|---|---|---|---|---|
| 2024-12-23 | Summit Financial (SGP) Takes Minority Stake in Gordon Asset Management | Summit Financial (Summit Growth Partners) | Gordon Asset Management | Wealth Management | Growth capital | North Carolina, United States | Confirmed closed |
| 2024-11-05 | Hightower Makes Strategic Investment in Financial Planning and Information Services (FPIS) | Hightower | Financial Planning and Information Services (FPIS) | Wealth Management | Growth capital | Wisconsin, United States | Confirmed closed |
| 2024-10-02 | BW Forsyth Partners Invests in Matter Family Office | BW Forsyth Partners | Matter Family Office | Wealth Management | Growth capital | Missouri, United States | Confirmed closed |
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