Beacon Pointe - M&A Summary, Ownership, and Business Overview

Financial ServicesCompany

Beacon Pointe M&A Summary

Beacon Pointe has acquired 5 companies of its own, including 5 in the last 5 years.

Beacon Pointe has acquired in 4 different US states. The Company’s most targeted sectors include financial services (80%) and business services (20%).

Beacon Pointe Ownership

Who owns Beacon Pointe?

Beacon Pointe is owned by KKR. It was acquired on November 15, 2021.

Is Beacon Pointe PE-backed?

Yes. Beacon Pointe is owned by private equity investor KKR.

Was Beacon Pointe formerly PE-backed?

Yes. Beacon Pointe was formerly owned by 1 private investor.

Beacon Pointe Business Overview

Where is Beacon Pointe headquartered?

Beacon Pointe is headquartered in Newport Beach, California.

How many employees does Beacon Pointe have?

Beacon Pointe has 150 employees.

What sector is Beacon Pointe in?

Beacon Pointe is a financial services company.

When was Beacon Pointe founded?

Beacon Pointe was founded in 2002.

M&A Summary

  • M&A Total Activity5
    • M&A Buy Activity5
  • Total Sectors Invested 2
  • Total Countries Invested 1

Beacon Pointe

Beacon Pointe Advisors LLC

24 Corporate Plaza Drive, Suite 150,
Newport Beach, California 92660
United States,
(949) 718-1600
www.beaconpointe.com

Beacon Pointe is a registered investment adviser. 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.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.0/yr) # - - 3 - - 2 5
Sell (0.0/yr) # - - - - - - 0
  5

Most Recent M&A

Company Date Value Type
Landmark Wealth Management Group 2024-10-16 - Add-on Acquisition
Lake Elmo, Minnesota · www.landmarkwealth.com
Joslin Capital Advisors LLC 2024-06-04 - Add-on Acquisition
Redmond, Washington · www.joslincapital.com
Rainier Financial Group, Inc. 2021-09-01 - Add-on Acquisition
Seattle, Washington · www.rainierfinancial.com
Wealthstreet Invesment Advisors LLC 2021-04-01 - Add-on Acquisition
Dallas, Texas · www.wealthstreet-advisors.com
Wealth Design LLC 2021-03-01 - Add-on Acquisition
San Jose, California · www.wealthdesignllc.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 4 (80%) - - -
Business Services 1 (20%) - - -
Total 5 - - -

By Geo

State/Country Buy Value Sell Value
United States 5 - - -
  Washington 2 - - -
  Texas 1 - - -
  Minnesota 1 - - -
  California 1 - - -
Total 5 - - -

 Subscribe to unlock this and 208,848
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB


Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.6K Private Equity Firms
  • 201K M&A Transactions
  • 204K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 81K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.