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Transactions / N••• • P•••• L••• A•••••••

••• Locked

Add-on acquisitionannouncedadd-onannounced Dec 6, 2024Fact
What happened
Target
N••• • P•••• L••• A•••••••
Platform
A••••• W••••• M••••••••• L••add-on basis: L••• Advisors Announces Partnership with A••••• W••••• M•••••••••, a Southern California RIA Specializing in Multigenerational Families | published on L•••'s own news page
Control
Control
Share acquired
unknown
Industry
financial_services / wealth management
Target location
unknown
Seller kind
unknown
Rollover
unknown
Values, only where disclosed
Enterprise value
Not disclosed
Purchase price
Not disclosed
Equity value
Not disclosed
Target revenue
Not disclosed
Target EBITDA
Not disclosed
Multiple
Not disclosed
Parties and roles
4 named
Buy side
Side not stated
Evidence
“••• Locked”
P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)confidence 80%recorded Sep 17, 2026
••• Locked | Private Equity Intelligence | DFX