M&A Deal Summary

Beacon Pointe Acquires Landmark Wealth Management Group

On October 16, 2024, Beacon Pointe acquired financial services company Landmark Wealth Management Group

Acquisition Highlights
  • This is Beacon Pointe’s 4th transaction in the Financial Services sector.
  • This is Beacon Pointe’s 5th transaction in the United States.
  • This is Beacon Pointe’s 1st transaction in Minnesota.

M&A Deal Summary
Date 2024-10-16
Target Landmark Wealth Management Group
Sector Financial Services
Buyer(s) Beacon Pointe
Deal Type Add-on Acquisition

Target

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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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 5 of 5
Sector (Financial Services) 4 of 4
Type (Add-on Acquisition) 5 of 5
State (Minnesota) 1 of 1
Country (United States) 5 of 5
Year (2024) 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-06-04 Joslin Capital

Redmond, Washington, United States

Joslin Capital is a financial advisors that offers financial planning, retirement planning, and wealth management services. Joslin Capital was formed in 1999 and is based in Redmond, Washington.

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