Kestra Financial has acquired 6 companies, including 3 in the last 5 years. It has also divested 2 assets.
Kestra Financial has acquired in 6 different US states. The Company’s most targeted sectors include financial services (67%) and business services (34%).
5707 Southwest Parkway, Building 2, Suite 400,
Austin, Texas
78735
United States,
www.kestrafinancial.com
| Date | Target |
Value
$mlns |
Transaction Type | Acquirer | Seller |
SRC
Link |
|---|---|---|---|---|---|---|
| 2025-11-20 |
Grandview Partners · Financial Services
Westwood, Massachusetts · www.grandview.partners Grandview Partners is a wealth-management and financial-planning firm that provides personalised investment and portfolio-management services along with holistic financial planning for individuals and families. Grandview Partners was founded in 2019 and is based in Westwood, Massachusetts. |
- | Add-on Acquisition | - |
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