M&A Deal Summary |
|
|---|---|
| Date | 2024-06-04 |
| Target | Joslin Capital |
| Sector | Financial Services |
| Buyer(s) | Beacon Pointe |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 2002 |
| Sector | Financial Services |
| Employees | 150 |
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 | 4 of 18 |
| Sector: Financial Services M&A | 3 of 16 |
| Type: Add-on Acquisition M&A Deals | 4 of 18 |
| State: Washington M&A | 2 of 3 |
| Country: United States M&A | 4 of 18 |
| Year: 2024 M&A | 1 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-09-01 |
Rainier Financial Group
Seattle, Washington, United States Rainier Financial Group is an investment advisory company that empowers clients to make smarter financial decisions so they can spend more time doing what they love. Rainier Financial Group is based in Seattle, Washington. |
Buy | - |
| 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. |
Buy | - |
