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Provider of investment management services. The company offers comprehensive financial planning services to high net worth individuals, individuals, families, pension and profit sharing plans, charitable organizations, corporations, businesses and state and municipal government entities.
Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
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Request full access to PitchBookCompany Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
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000000 000000000 0 | 01-Sep-2017 | 000000000000000000 | Asset Management | ||
0000000000000 0000 | 01-Oct-2015 | 000000000000000000 | Consulting Services (B2B) | 000000 000000000 | |
H.L. Zeve Associates | 22-Jan-2013 | Merger/Acquisition | Brokerage |
Company Name | Industry | Location | Founded |
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0.0. 0000 00000000 | Brokerage | Pittsburgh, PA |