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Summit Wealth Advisors acquired by Genstar Capital

merge_type Majority Acquisition
Financial Services
room
Fisco, CO
today

Buyers/Investors

Genstar Capital

exit_to_app Website not detected

Oak Hill Capital

Targets

Summit Wealth Advisors

info Operator of a wealth management firm
room Fisco, CO

Add-On Platform (Portfolio Company)

Mercer Advisors