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Buyers/Investors
Samson Investment Partners
exit_to_app http://samsonip.com/
Targets
Harris Financial Advisors
info
Provider of investment management and financial planning services
room
Torrance, CA
exit_to_app https://harrisfinancial.net/
Add-On Platform (Portfolio Company)
EP Wealth Advisors
exit_to_app https://www.epwealth.com/