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KESTRA FINANCIAL

Deals Overview

Total Deals12

Valued Deals2

Total Value£ 511 M

Avg. Deal Size£ 255 M

Market Context

Subsidiaries

BLUESPRING WEALTH PARTNERS

8 transactions

Senior Management

Sort

us financial services

HQ - United States

Diversified Financials

5 Aug 2020

Investment Date

n/a

Deal Value

hudson dynamic retirement

HQ - United States

Management Consulting

19 Apr 2022

Investment Date

100%

Stake

£ 203 M

Deal Value

capital planning advisors

HQ - United States

Diversified Financials

9 Dec 2021

Investment Date

100%

Stake

n/a

Deal Value

grove point financial

HQ - United States

Asset Managers and Custodians

5 Sep 2023

Investment Date

100%

Stake

n/a

Deal Value

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