Business combination · Activity not yet classified
Karen J. Maurer team
Transaction overview
Reported joined
Announced:
Exact closing date not established.
Krilogy reported that Karen J. Maurer and her team joined from Six Point Financial Group.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- Maurer Team Joins Krilogy ® , Adds $145 Million in Assets to the Firm ↗
Krilogy · Published Jan 8, 2024
Reports that Maurer and her continuing advisory team joined Krilogy; no acquisition of Six Point Financial Group is stated.