M&A Deal Summary |
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Date | 2024-06-04 |
Target | Joslin Capital |
Sector | Financial Services |
Buyer(s) | Beacon Pointe |
Deal Type | Add-on Acquisition |
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Category | Company |
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Founded | 2002 |
Sector | Financial Services |
Employees | 150 |
Beacon Pointe is a registered investment adviser headquartered in Newport Beach, California, with office locations and clients located nationally. Clients rely on Beacon Pointe’s professional advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic financial plans. Beacon Pointe was founded in 2002 and is based in Newport Beach, California.
DEAL STATS | # |
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Overall | 4 of 4 |
Sector (Financial Services) | 3 of 3 |
Type (Add-on Acquisition) | 4 of 4 |
State (Washington) | 2 of 2 |
Country (United States) | 4 of 4 |
Year (2024) | 1 of 1 |
DATE | TARGET | DEAL TYPE | VALUE |
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2021-09-01 |
Rainier Financial Group
Seattle, Washington, United States Rainier Financial Group is an investment advisory company that empowers clients to make smarter financial decisions so they can spend more time doing what they love. Rainier Financial Group is based in Seattle, Washington. |
Buy | - |