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Buyers/Investors
The Cynosure Group
exit_to_app https://cynosuregroup.com/
Targets
Umpqua Investments
info
Provider of advisory and wealth management services
room
Portland, OR
exit_to_app http://www.umpquainvestments.com/
Add-On Platform (Portfolio Company)
Steward Partners Global Advisory
exit_to_app https://www.stewardpartners.com/
Sellers, Lenders, Advisors
Seller Advisors
Raymond James Financial