Acquisition · Other business activity

CFO Ortho

Transaction overview

Reported completed

Source published:

Exact closing date not established.

Cain Watters & Associates reported the successful acquisition of dental accounting firm CFO Ortho. The release carries a June 17, 2024 body date and a June 18 publication date; it does not specify the exact closing day.

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

  1. Cain Watters & Associates Acquires CFO Ortho ↗

    Official firm website · Published Jun 18, 2024

    Cain Watters & Associates reported the successful acquisition of dental accounting firm CFO Ortho. The release carries a June 17, 2024 body date and a June 18 publication date; it does not specify the exact closing day.

No firms selected for comparison.
CFO Ortho · RIA Monitor