M&A Deal Summary

Steward Partners Acquires Mainstay Wealth Management

On November 21, 2024, Steward Partners acquired financial services company Mainstay Wealth Management

Acquisition Highlights
  • This is Steward Partners’ 3rd transaction in the Financial Services sector.
  • This is Steward Partners’ 4th transaction in the United States.

M&A Deal Summary
Date 2024-11-21
Target Mainstay Wealth Management
Sector Financial Services
Buyer(s) Steward Partners
Deal Type Add-on Acquisition

Target

Mainstay Wealth Management

United States
Mainstay Wealth Management is a full-service independent financial services firm.

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Buyer(S) 1

Buyer

Steward Partners

Washington, District of Columbia, United States
Category Company
Founded 2013
Sector Financial Services
DESCRIPTION

Steward Partners is an employee-owned, full-service independent partnership catering to family, institutional and multigenerational wealth. Steward Partners was founded in 2013 and is based in Washington, District of Columbia.

DEAL STATS #
Overall 4 of 4
Sector (Financial Services) 3 of 3
Type (Add-on Acquisition) 3 of 3
Country (United States) 4 of 4
Year (2024) 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-04-18 Saling Simms Associates

Columbus, Ohio, United States

Saling Simms Associates helps individuals, associations, and small businesses employ advanced strategies for maximizing personal wealth, employee benefits, philanthropic giving, and retirement income, as well as solving other legacy and long-term planning issues. Saling Simms Associates was founded in 1983 and is based in Columbus, Ohio.

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