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Cribstone Capital scooped up in California firm's acquisitions spree

Published: January 10, 2023

The acquisition is expected to grow the regional market through enhanced technology and resources of the larger national firm.

Source: mainebiz.biz

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United StatesNew HampshirePalm BeachAmyn MooljiJeff BurchRyan ParkerBrian ParkerScott UphamNick TreppDerek HolmanPatrick GoshtigianEp Wealth AdvisorsCribstone Capital ManagementWealth Partners Capital GroupCribstone CapitalMainebiz BookEast CoastPresident RyanBerkshire Partners

2023 Kicks Off with Several RIA M&A Announcements

Published: January 6, 2023

Deals from Prime Capital Investment Advisors, Carnegie Investment Counsel, Parallel Advisors, EP Wealth and more ended 2022 and kicked of 2023.

Source: wealthmanagement.com

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New YorkUnited StatesNew HampshirePatrick Goshtigian ScottGlenn SpencerNick StonningtonKarl HeckenbergJeff BurchAmyn MooljiJohn LangstonNick TreppScott UphamWes CreeseErik ChristmanAdam BirenbaumLos AngelesPeter RaimondiSincap GroupRepublic Capital GroupWealth Partners Capital GroupFinancial ServicesStonnington GroupCapital Investment Advisors AcquiresCapital Investment AdvisorsSouthern California