M&A Deal Summary

Dominari Financial Acquires Dominari Securities

On March 27, 2023, Dominari Financial acquired financial services company Dominari Securities from Fieldpoint Private

Acquisition Highlights
  • This is Dominari Financial’s 1st transaction in the Financial Services sector.
  • This is Dominari Financial’s 1st transaction in the United States.
  • This is Dominari Financial’s 1st transaction in Connecticut.

M&A Deal Summary
Date 2023-03-27
Target Dominari Securities
Sector Financial Services
Buyer(s) Dominari Financial
Sellers(s) Fieldpoint Private
Deal Type Divestiture

Target

Dominari Securities

Greenwich, Connecticut, United States
Dominari Securities is a full-service wealth management and investment advisory company specializing in HNW and UHNW investors, family offices, small to mid-sized institutions, founders, and entrepreneurs. It will also provide certain banking and lending services through a collaborative agreement with third-party institutions, delivering the full balance sheet to investors, corporations, and institutional clients. Dominari Securities is based in Greenwich, Connecticut.

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Buyer(S) 1

Buyer

Dominari Financial

New York, New York, United States
Category Company
Sector Financial Services
DESCRIPTION

Dominari Financial is focused on acquiring revenue-generating assets in the fintech and financial services industry. The company executes a consolidation strategy forming a strong and differentiated platform of wealth management firms that cater to ultra-high-net-worth ("UNHW") and high-net-worth investors ("HNW"). Dominari Financial is based in New York, New York.

DEAL STATS #
Overall 1 of 1
Sector (Financial Services) 1 of 1
Type (Divestiture) 1 of 1
State (Connecticut) 1 of 1
Country (United States) 1 of 1
Year (2023) 1 of 1

Seller(S) 1

SELLER

Fieldpoint Private

Greenwich, Connecticut, United States
Category Company
Sector Financial Services
DESCRIPTION

Fieldpoint Private provides clients access to products and services offered through bank and non-bank affiliates. Banking services are offered through Fieldpoint Private Bank & Trust Member FDIC – Equal Housing Lender. Securities and Registered Investment Advisory Services are offered through Fieldpoint Private Securities, LLC, an SEC-registered investment advisor and broker-dealer. Member, FINRA, MSRB, and SIPC. Fieldpoint Private is based in Greenwich, Connecticut.

DEAL STATS #
Overall 1 of 1
Sector (Financial Services) 1 of 1
Type (Divestiture) 1 of 1
State (Connecticut) 1 of 1
Country (United States) 1 of 1
Year (2023) 1 of 1
Mergr

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