Kestra Financial - M&A Summary, Ownership, and Business Overview

Financial ServicesCompany

Kestra Financial M&A Summary

Kestra Financial has acquired 5 companies of its own, including 3 in the last 5 years. It has also divested 1 asset.

Kestra Financial has acquired in 5 different US states. The Company’s most targeted sectors include financial services (60%) and business services (40%).

Kestra Financial Ownership

Who owns Kestra Financial?

Kestra Financial is owned by Oak Hill Capital and Warburg Pincus. It was acquired on February 25, 2019.

Is Kestra Financial PE-backed?

Yes. Kestra Financial is owned by private equity investors Oak Hill Capital and Warburg Pincus.

Was Kestra Financial formerly PE-backed?

Yes. Kestra Financial was formerly owned by 1 private investor.

Kestra Financial Business Overview

Where is Kestra Financial headquartered?

Kestra Financial is headquartered in Austin, Texas.

What sector is Kestra Financial in?

Kestra Financial is a financial services company.

When was Kestra Financial founded?

Kestra Financial was founded in 1997.

M&A Summary

  • M&A Total Activity6
    • M&A Buy Activity5
    • M&A Sell Activity1
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 3
  • M&A Advisors 1

Kestra Financial

Kestra Financial, Inc.

5707 Southwest Parkway, Building 2, Suite 400,
Austin, Texas 78735
United States,
www.kestrafinancial.com

Kestra Financial is a provider of independent advisor platforms that empowers sophisticated independent financial professionals, including traditional and hybrid RIAs, to prosper, grow and provide superior client service. Kestra Financial was founded in 1997 and is based in Austin, Texas.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # 3 - - - 2 - 5
Sell (0.2/yr) # - - - - 1 - 1
  6

Most Recent M&A

Company Date Value Type
Mooshi Wealth Planning & Management 2023-12-21 - Add-on Acquisition
Novi, Michigan
Catalyst Retirement Solutions 2023-10-24 - Add-on Acquisition
Ogden, Utah · www.catalyst-retire.com
Grove Point Financial LLC 2023-04-18 - Divestiture
Rockville, Maryland · www.grovepointfinancial.com
Vector Wealth Management 2019-11-14 - Add-on Acquisition
Minneapolis, Minnesota · www.vectorwealth.com
Reliance Trust Company Of Delaware 2018-10-22 - Divestiture
Wilmington, Delaware
Grove Point Financial LLC 2017-08-08 - Divestiture
Rockville, Maryland · www.grovepointfinancial.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 3 (60%) - - -
Business Services 2 (40%) - 1 (100%) -
Total 5 - 1 -

By Geo

State/Country Buy Value Sell Value
United States 5 - 1 -
  Maryland 1 - 1 -
  Utah 1 - - -
  Minnesota 1 - - -
  Michigan 1 - - -
  Delaware 1 - - -
Total 5 - 1 -

Top M&A Advisors

Financial Deals
Goldman Sachs
 1

M&A Connections

Deals
Acquired from
Strategic(s)
40%
2 (40%)
Divested to
Strategic(s)
100%
1 (100%)

Company Summary

SECTOR

Financial Services

Established

1997

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