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 - - -

Company Summary

SECTOR

Financial Services

Employees

150

Established

2002

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