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CJM Wealth Management acquired by TA Associates

merge_type Majority Acquisition
Financial Services
room
Deer Park, NY
today

Buyers/Investors

TA Associates

exit_to_app Website not detected

Targets

CJM Wealth Management

info Hybrid registered investment advisor
room Deer Park, NY

Add-On Platform (Portfolio Company)

Wealth Enhancement Group

Sellers, Lenders, Advisors

Seller Advisors

Park Sutton Advisors