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Buyers/Investors
CDPQ
KKR
exit_to_app www.kkr.com
Targets
Creative Planning Benefits
info
Provider of employee benefits consulting services
room
Overland Park, KS
exit_to_app https://creativeplanningbenefits.com/
Add-On Platform (Portfolio Company)
USI Insurance Services
exit_to_app www.usi.com
Sellers, Lenders, Advisors
Sellers
General Atlantic