M&A Deal Summary

Beacon Pointe Acquires Artemis Financial Advisors

On December 17, 2024, Beacon Pointe acquired financial services company Artemis Financial Advisors

Acquisition Highlights
  • This is Beacon Pointe’s 5th transaction in the Financial Services sector.
  • This is Beacon Pointe’s 6th transaction in the United States.
  • This is Beacon Pointe’s 1st transaction in Massachusetts.

M&A Deal Summary
Date 2024-12-17
Target Artemis Financial Advisors
Sector Financial Services
Buyer(s) Beacon Pointe
Deal Type Add-on Acquisition

Target

Artemis Financial Advisors

Boston, Massachusetts, United States
Artemis Financial Advisors is an independent, fee-only wealth management firm dedicated to helping clients achieve their financial, charitable, and retirement goals through tailored financial and investment strategies. Artemis Financial Advisors is based in Boston, Massachusetts.

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Buyer(S) 1

Buyer

Beacon Pointe

Newport Beach, California, United States
Category Company
Founded 2002
Sector Financial Services
Employees150
DESCRIPTION

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.

DEAL STATS #
Overall 6 of 6
Sector (Financial Services) 5 of 5
Type (Add-on Acquisition) 6 of 6
State (Massachusetts) 1 of 1
Country (United States) 6 of 6
Year (2024) 3 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-10-16 Landmark Wealth Management Group

Lake Elmo, Minnesota, United States

Landmark Wealth Management Group provides comprehensive financial services and customized advice to a diverse group of clients, including individuals, families, business owners, and employees. Landmark Wealth Management Group was founded in 1977 and is based in Lake Elmo, Minnesota.

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