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Next Retirement Solutions
In PWD coverage since October 2, 2026 · 1 story
PWD coverage
M&A
Concurrent buys $5.4B Spire and sets a $3B-to-$10B platform target
The Tampa hybrid RIA says Spire is its first platform purchase and that it wants one or two more a year, in a market where deal counts are shrinking while the assets in play are not.