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LLR Partners-Backed Soltis Investment Advisors Buys GDM Private Financial Solutions

GDM Private Financial Solutions, LLC

Announced Tuesday, April 7, 2026

Soltis Investment Advisors, LLC logo

Soltis Investment Advisors, LLC

LLR Partners

Deal Summary

GDM Private Financial Solutions is a provider of tax and financial planning services.

TargetGDM Private Financial Solutions, LLC
BuyerSoltis Investment Advisors, LLC
SponsorLLR Partners

Source

Soltis Investment Advisors Strengthens In-House Tax Capabilities with Addition of GDM Private Financial Solutions

llrpartners.comvia Firm Site

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