Steward Partners - M&A Summary and Business Overview

Financial ServicesCompany

Steward Partners M&A Summary

Steward Partners has acquired 4 companies, including 4 in the last 5 years.

Steward Partners has acquired in 4 different US states. The Company’s most targeted sectors include financial services (75%) and business services (25%).

Steward Partners Business Overview

Where is Steward Partners headquartered?

Steward Partners is headquartered in Washington, District of Columbia.

What sector is Steward Partners in?

Steward Partners is a financial services company.

When was Steward Partners founded?

Steward Partners was founded in 2013.

M&A Summary

  • M&A Total Activity4
    • M&A Buy Activity4
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1
  • M&A Advisors 1

Steward Partners

Steward Partners Global Advisory LLC

1776 I Street NW, Suite 700,
Washington, District of Columbia 20006
United States,
(202) 930-6000
www.stewardpartners.com

Steward Partners is an employee-owned, full-service independent partnership catering to family, institutional and multigenerational wealth. Steward Partners was founded in 2013 and is based in Washington, District of Columbia.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.8/yr) # - - 1 - 1 2 4
Sell (0.0/yr) # - - - - - - 0
  4

Most Recent M&A

Company Date Value Type
Mainstay Wealth Management 2024-11-21 - Add-on Acquisition
, United States
Saling Simms Associates, Inc. 2024-04-18 - Add-on Acquisition
Columbus, Ohio · www.salingsimms.com
Freedom Street Partners LLC 2023-11-16 - Add-on Acquisition
Chesapeake, Virginia · www.freedomstreetpartners.com
Umpqua Investments, Inc. 2021-04-23 - Divestiture
Portland, Oregon · www.umpquainvestments.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 3 (75%) - - -
Business Services 1 (25%) - - -
Total 4 - - -

By Geo

State/Country Buy Value Sell Value
United States 4 - - -
  Virginia 1 - - -
  Oregon 1 - - -
  Ohio 1 - - -
Total 4 - - -

Top M&A Advisors

Legal Deals
Eversheds LLP
 1

M&A Connections

Deals
Acquired from
Strategic(s)
25%
1 (25%)

Company Summary

SECTOR

Financial Services

Established

2013

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Related Lists for Steward Partners

District of Columbia Companies , Financial Services Companies , United States Companies , District of Columbia Financial Services Companies , District of Columbia Financial Services with Acquisitions , District of Columbia Financial Services with Divestitures

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Largest District of Columbia Companies , Acquisitive District of Columbia Companies , Recently Acquired District of Columbia Companies , Recently Sold District of Columbia Companies , Private District of Columbia Companies , Public District of Columbia Companies , Acquired District of Columbia Companies , PE Backed District of Columbia Companies

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Largest Financial Services Companies , Acquisitive Financial Services Companies , Recently Acquired Financial Services Companies , Recently Sold Financial Services Companies , Private Financial Services Companies , Public Financial Services Companies , Acquired Financial Services Companies , PE Backed Financial Services Companies

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