Kingswood Holdings has acquired 3 companies.
Kingswood Holdings’ largest acquisition to date was in 2019, when it acquired Chalice Wealth Partners for $4M. Kingswood Holdings has acquired in 1 US state, and 3 countries. The Company’s most targeted sectors include financial services (100%).
10‑11 Austin Friars,
London,
EC2N 2HG
United Kingdom,
+44 20 7293 0730
www.kingswood-group.com
| Date | Target |
Value
$mlns |
Transaction Type | Acquirer | Seller |
SRC
Link |
|---|---|---|---|---|---|---|
| 2019-12-20 |
Chalice Wealth Partners LLC · Financial Services
San Diego, California · www.chalicefn.com Chalice Wealth Partners LLC is an exclusive member-benefit organization dedicated to empowering today's small to a mid-sized advisor. Through the digital marketplace Chalice Advisor Exchange the company provides access to best-in-class wealth management products and services in pursuit of the economies of scale and operational efficiencies advisors want and need to succeed. Its community also provides unique peer-to-peer networking and collaboration opportunities creating a forum for sharing ideas and best practices to help strengthen members collectively. |
4 | Add-on Acquisition | - |
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