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Transactions

WealthTrust - Circle Peak

Theme

Co-advised WealthTrust on its sale to and recapitalization by private equity firm, Circle Peak Capital LLC. WealthTrust holds ownership interests in ten investment counseling affiliates that collectively manage more than $6.5 billion in assets.

Press Releases

Circle Peak Capital Announces Acquisition and Recapitalization of WealthTrust, Inc.ʉۼ