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Wednesday, October 14, 2026The Morning Brief →Sign in
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Tim Lower

In network coverage since October 14, 2026 · 2 stories
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VestGen lands Willow Tree credit facility to fund RIA acquisitions

The Chicago aggregator has 19 firms and $7.5 billion in platform assets; the credit facility's size was not disclosed.
M&A · Oct 14VestGen takes Willow Tree credit to fund Midwest RIA acquisitions
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