M&A Deal Summary |
|
|---|---|
| Date | 2025-07-08 |
| Target | Michael A. Dubis Financial Planning |
| 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 | 12 of 18 |
| Sector: Financial Services M&A | 10 of 16 |
| Type: Add-on Acquisition M&A Deals | 12 of 18 |
| State: Wisconsin M&A | 1 of 1 |
| Country: United States M&A | 12 of 18 |
| Year: 2025 M&A | 6 of 12 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-07-08 |
Hart & Patterson
Amherst, Massachusetts, United States Hart & Patterson is a fiduciary, financial planning firm in Amherst, Massachusetts. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-08-01 |
Amore Ambro
Jericho, New York, United States Amore Ambro is an independent, fiduciary-focused wealth advisory firm that manages $165M in client assets, working with retirees, families, and business owners. Amore Ambro was founded in 2018 and is based in Jericho, New York. |
Buy | - |
