M&A Deal Summary

Beacon Pointe Acquires Joslin Capital

On June 4, 2024, Beacon Pointe acquired financial services company Joslin Capital

Acquisition Highlights
  • This is Beacon Pointe’s 3rd transaction in the Financial Services sector.
  • This is Beacon Pointe’s 4th transaction in the United States.
  • This is Beacon Pointe’s 2nd transaction in Washington.

M&A Deal Summary
Date 2024-06-04
Target Joslin Capital
Sector Financial Services
Buyer(s) Beacon Pointe
Deal Type Add-on Acquisition

Target

Joslin Capital

Redmond, Washington, United States
Joslin Capital is a financial advisors that offers financial planning, retirement planning, and wealth management services. Joslin Capital was formed in 1999 and is based in Redmond, Washington.

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Buyer(S) 1

Buyer

Beacon Pointe

Newport Beach, California, United States
Category Company
Founded 2002
Sector Financial Services
Employees150
DESCRIPTION

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 #
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
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
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.

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