M&A Deal Summary |
|
|---|---|
| Date | 2025-11-18 |
| Target | Hemington Wealth Management |
| 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 | 18 of 18 |
| Sector: Financial Services M&A | 16 of 16 |
| Type: Add-on Acquisition M&A Deals | 18 of 18 |
| State: Virginia M&A | 1 of 1 |
| Country: United States M&A | 18 of 18 |
| Year: 2025 M&A | 12 of 12 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-10-14 |
Sensible Financial Planning
Waltham, Massachusetts, United States Sensible Financial Planning provides a comprehensive suite of services that includes retirement planning, tax strategies, insurance analysis, estate and legacy planning, and integrated investment management. Sensible Financial Planning was founded in 2002 and is based in Waltham, Massachusetts. |
Buy | - |
