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Cover Image BLUESPRING WEALTH PARTNERS

BLUESPRING WEALTH PARTNERS

BLUESPRING WEALTH PARTNERS

Deals Overview

Total Deals8

Valued Deals2

Total Value£ 511 M

Avg. Deal Size£ 255 M

Market Context

Parent Company

KESTRA FINANCIAL

12 transactions

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14 Nov 2019|United States|Private Equity

Target: VECTOR WEALTH MANAGEMENT

Bidder: KESTRA FINANCIAL

3 Service Providers

1 Target | 2 Bidder

7 Dealmakers

5 Target | 2 Bidder

n/a

Value

30 Jan 2020|United States|Asset Managers and Custodians

Target: RETIREMENT WEALTH SPECIALISTS

Bidder: BLUESPRING WEALTH PARTNERS

3 Service Providers

1 Target | 2 Bidder

3 Dealmakers

1 Target | 2 Bidder

£ 307 M

Value

05 Aug 2020|United States|Diversified Financials

Target: US FINANCIAL SERVICES

Bidder: BLUESPRING WEALTH PARTNERS

3 Service Providers

1 Target | 2 Bidder

5 Dealmakers

3 Target | 2 Bidder

n/a

Value

02 Feb 2022|United States|Asset Managers and Custodians

Target: SECURITY FINANCIAL MANAGEMENT

Bidder: BLUESPRING WEALTH PARTNERS

4 Service Providers

1 Target | 3 Bidder

6 Dealmakers

2 Target | 4 Bidder

n/a

Value

19 Apr 2022|United States|Management Consulting

Target: HUDSON DYNAMIC RETIREMENT

Bidder: BLUESPRING WEALTH PARTNERS

3 Service Providers

1 Target | 2 Bidder

4 Dealmakers

2 Target | 2 Bidder

£ 203 M

Value

01 Mar 2022|United States|Management Consulting

Target: CD WEALTH MANAGEMENT

Bidder: KESTRA FINANCIAL

5 Service Providers

1 Target | 4 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

09 Dec 2021|United States|Diversified Financials

Target: CAPITAL PLANNING ADVISORS

Bidder: KESTRA FINANCIAL

6 Service Providers

2 Target | 4 Bidder

8 Dealmakers

4 Target | 4 Bidder

n/a

Value

19 Dec 2022|United States|Asset Managers and Custodians

Target: GOLDSTEIN ADVISORS

Bidder: KESTRA FINANCIAL

5 Service Providers

1 Target | 4 Bidder

16 Dealmakers

2 Target | 14 Bidder

n/a

Value

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