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Buyers/Investors
Lee Equity Partners
exit_to_app www.leeequity.com
Targets
SCF Securities
info
Provider of wealth management services
room
Fresno, CA
exit_to_app https://www.scfsecurities.com/
Add-On Platform (Portfolio Company)
Atria Wealth Solutions
exit_to_app https://www.atriawealth.com/