Orion Advisor Technology acquired the target/assets from Summit Wealth Systems in an acquisition.
Deal value was 2700000000 Sector: Financial Services; Location: USA.
On the acquirer side, legal advice was provided by a team including Manuel Miranda, Christian Bonser, Qingqing (Chelsea) Zheng, Matthew Makover, Geri Anne McEvoy, Yaniv Maman.
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Summit Wealth Systems advisor
Firm name is in progress
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Willkie advises Orion Advisor Technology on acquisition of Summit Wealth Systems | The Sponsor - The Sponsor
