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Gratz National Bank is a Gratz, PA-based company in the Financial Services sector.
Evergreen National Bank Inc is a Evergreen, CO-based company in the Financial Services sector.
BNY ConvergEx Group, LLC provides premier, customized global agency brokerage and investment technology solutions, together with unparalleled personal client service and support, to institutional clients worldwide.
Mahnomen First National Bank is a Mahnomen, MN-based company in the Financial Services sector.
Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to six nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors and True North Advisors. WPCGs mission, in partnership with these RIAs, is to identify, value, negotiate with and acquire smaller wealth advisory practices, and merge them into its partner firms. As of June 30, 2024, WPCG has executed 118 M&A transactions on behalf of its partner firms, representing over $43 billion in acquired AUA.