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Fiduciary Plan Advisors acquired by Onex Partners

merge_type Majority Acquisition
Financial Services
room
Baltimore, MD
today

Buyers/Investors

Targets

Fiduciary Plan Advisors

info Provider of retirement planning and wealth management services
room Baltimore, MD

Add-On Platform (Portfolio Company)

OneDigital

Sellers, Lenders, Advisors

Seller Advisors

Park Sutton Advisors