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Est. 2026Moves · Money · ManagementNew York

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Deals

Concurrent eyes $3B to $10B RIA platforms after Spire buy

InvestmentNews ·

Image: InvestmentNews

Spire is Merchant-backed Concurrent's largest deal by revenue as CEO Nate Lenz targets one or two more platform acquisitions a year.

Summary as published by InvestmentNews
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