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Coe Financial Services acquired by General Atlantic

merge_type Majority Acquisition
Financial Services
room
Wichita, KS
today

Buyers/Investors

General Atlantic

Targets

Coe Financial Services

info RIA providin comprehensive financial planning and investment management for clients with approximately $126M AUM
room Wichita, KS

Add-On Platform (Portfolio Company)

Creative Planning

Sellers, Lenders, Advisors

Seller Advisors

Succession Resource Group