Story thread · 2 reports / 2 sources

$3B Berger Financial Sells Majority Stake to Bahrain-based Investcorp

wealthmanagement.com · 13d · first report

$3B Berger Financial Sells Majority Stake to Bahrain-based Investcorp

Investcorp chose Berger Financial Group after a multi-year search for a wealth manager that it could further scale through RIA acquisitions and organic growth.

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