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NewFocus Financial Group acquired by Berkshire Partners

merge_type Majority Acquisition
Financial Services
room
San Mateo, CA
today

Buyers/Investors

Berkshire Partners

Wealth Partners Capital Group

exit_to_app Website not detected

Targets

NewFocus Financial Group

info Provider of wealth management services
room San Mateo, CA

Add-On Platform (Portfolio Company)

EP Wealth Advisors