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Cover Image BEACON POINTE ADVISORS LLC

BEACON POINTE ADVISORS LLC

BEACON POINTE ADVISORS LLC

HQ - Newport Beach

Summary

Beacon Pointe Advisors is one of the largest independent registered investment advisory firms in the US.

Deals Overview

Total Deals19

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

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09 Mar 2020|United States|Asset Managers and Custodians

Target: BEACON POINTE ADVISORS LLC

Bidder: ABRY PARTNERS LLC

6 Service Providers

3 Target | 3 Bidder

12 Dealmakers

10 Target | 2 Bidder

n/a

Value

09 Mar 2020|United States|Asset Managers and Custodians

Target: FERRELL WEALTH MANAGEMENT INC

Bidder: ABRY PARTNERS LLC

6 Service Providers

1 Target | 5 Bidder

12 Dealmakers

1 Target | 11 Bidder

n/a

Value

13 Jan 2021|United States|Asset Managers and Custodians

Target: ESSEX WEALTH MANAGEMENT

Bidder: BEACON POINTE ADVISORS LLC

4 Service Providers

2 Target | 2 Bidder

9 Dealmakers

2 Target | 7 Bidder

n/a

Value

01 Apr 2021|United States|Asset Managers and Custodians

Target: WEALTHSTREET INVESTMENT ADVISORS

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

1 Target | 2 Bidder

7 Dealmakers

1 Target | 6 Bidder

n/a

Value

01 Mar 2021|United States|Asset Managers and Custodians

Target: WEALTH DESIGN LLC

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

1 Target | 2 Bidder

6 Dealmakers

1 Target | 5 Bidder

n/a

Value

03 May 2021|United States|Private Equity

Target: DMJ WEALTH ADVISORS LLC

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

1 Target | 2 Bidder

8 Dealmakers

2 Target | 6 Bidder

n/a

Value

20 Apr 2021|United States|Private Equity

Target: DR SAUR FINANCIAL INC

Bidder: BEACON POINTE ADVISORS LLC

4 Service Providers

2 Target | 2 Bidder

7 Dealmakers

1 Target | 6 Bidder

n/a

Value

04 Oct 2021|United States|Asset Managers and Custodians

Target: STONEGATE CAPITAL ADVISORS

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

1 Target | 2 Bidder

8 Dealmakers

1 Target | 7 Bidder

n/a

Value

15 Nov 2021|United States|Asset Managers and Custodians

Target: BEACON POINTE ADVISORS LLC

Bidder: KKR & CO

8 Service Providers

3 Target | 4 Bidder | 1 Vendor

10 Dealmakers

5 Target | 4 Bidder | 1 Vendor

n/a

Value

02 Nov 2021|United States|Asset Managers and Custodians

Target: ROSENTHAL RETIREMENT PLANNING

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

1 Target | 2 Bidder

8 Dealmakers

1 Target | 7 Bidder

n/a

Value

17 Aug 2021|United States|Asset Managers and Custodians

Target: NORTHSTAR INVESTMENT ADVISORS

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

1 Target | 2 Bidder

11 Dealmakers

3 Target | 8 Bidder

n/a

Value

01 Sep 2021|United States|Financial Data and Systems

Target: RAINIER FINANCIAL GROUP

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

1 Target | 2 Bidder

12 Dealmakers

4 Target | 8 Bidder

n/a

Value

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