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Cornerstone Advisors acquired by Lovell Minnick Partners

merge_type Majority Acquisition
Financial Services
room
Bellevue, WA
today

Buyers/Investors

Lovell Minnick Partners

exit_to_app Website not detected

Targets

Cornerstone Advisors

info Wealth and lifestyle management company
room Bellevue, WA

Add-On Platform (Portfolio Company)

Pathstone

exit_to_app www.pathstone.com

Sellers, Lenders, Advisors

Seller Advisors

Raymond James & Associates