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Cover Image KESTRA FINANCIAL
KESTRA FINANCIAL

KESTRA FINANCIAL

Deals Overview

Total Deals12
Valued Deals2
Total Value£ 511 M
Avg. Deal Size£ 255 M

Market Context

Subsidiaries

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25 Feb 2019|United States|Diversified Financials
Kestra Financial
Warburg Pincus

Target: KESTRA FINANCIAL

Bidder: WARBURG PINCUS LLC

8 Service Providers

4 Target | 3 Bidder | 1 Vendor

14 Dealmakers

11 Target | 2 Bidder | 1 Vendor

n/a

Value

14 Nov 2019|United States|Private Equity
Vector Wealth Management
Kestra Financial

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
Retirement Wealth Specialists
Bluespring Wealth Partners

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
Us Financial Services
Bluespring Wealth Partners

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
Security Financial Management
Bluespring Wealth Partners

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
Hudson Dynamic Retirement
Bluespring Wealth Partners

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
Cd Wealth Management
Kestra Financial

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
Capital Planning Advisors
Kestra Financial

Target: CAPITAL PLANNING ADVISORS

Bidder: KESTRA FINANCIAL

6 Service Providers

2 Target | 4 Bidder

8 Dealmakers

4 Target | 4 Bidder

n/a

Value

30 Sep 2022|United States|Diversified Financials
Kestra Financial
Oak Hill Capital Partners

Target: KESTRA FINANCIAL

Bidder: OAK HILL CAPITAL PARTNERS

7 Service Providers

2 Target | 3 Bidder | 2 Vendor

8 Dealmakers

2 Target | 4 Bidder | 2 Vendor

n/a

Value

19 Dec 2022|United States|Asset Managers and Custodians
Goldstein Advisors
Kestra Financial

Target: GOLDSTEIN ADVISORS

Bidder: KESTRA FINANCIAL

5 Service Providers

1 Target | 4 Bidder

16 Dealmakers

2 Target | 14 Bidder

n/a

Value

18 Apr 2023|United States|Asset Managers and Custodians
Grove Point Financial
Atria Wealth Solutions

Target: GROVE POINT FINANCIAL

Bidder: ATRIA WEALTH SOLUTIONS

7 Service Providers

1 Target | 3 Bidder | 3 Vendor

6 Dealmakers

1 Target | 3 Bidder | 2 Vendor

n/a

Value

15 Oct 2024|United States|Diversified Financials
Kestra Financial
Stone Point Capital

Target: KESTRA FINANCIAL

Bidder: STONE POINT CAPITAL LLC

10 Service Providers

6 Target | 3 Bidder | 1 Vendor

35 Dealmakers

15 Target | 19 Bidder | 1 Vendor

n/a

Value

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