M&A Deal Summary

Beacon Pointe Acquires Rainier Financial Group

On September 1, 2021, Beacon Pointe acquired financial services company Rainier Financial Group

Acquisition Highlights
  • This is Beacon Pointe’s 2nd transaction in the Financial Services sector.
  • This is Beacon Pointe’s 3rd transaction in the United States.
  • This is Beacon Pointe’s 1st transaction in Washington.

M&A Deal Summary
Date 2021-09-01
Target Rainier Financial Group
Sector Financial Services
Buyer(s) Beacon Pointe
Deal Type Add-on Acquisition

Target

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.

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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 3 of 5
Sector (Financial Services) 2 of 4
Type (Add-on Acquisition) 3 of 5
State (Washington) 1 of 2
Country (United States) 3 of 5
Year (2021) 3 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-04-01 Wealthstreet Invesment Advisors

Dallas, Texas, United States

Wealthstreet Invesment Advisors was founded by all of the employees of Gerald L. Ray & Associates, Ltd. and is built upon a 40-year history of offering investment advice. It is a Dallas-based, fee-only Registered Investment Advisor (RIA) founded in 2017.

Buy -
FOLLOWING 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.

Buy -
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