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HW Financial Advisors acquired by Wealth Partners Capital Group

merge_type Majority Acquisition
Financial Services
room
Beachwood, OH
today

Buyers/Investors

Wealth Partners Capital Group

exit_to_app Website not detected

Targets

HW Financial Advisors

info Provider of wealth management services
room Beachwood, OH

Add-On Platform (Portfolio Company)

MAI Capital Management

exit_to_app www.mai.capital