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LIDO ADVISORS

HQ - Los Angeles

Summary

Lido Advisors is a wealth management firm providing investment advisory, financial planning, and related services to high-net-worth and ultra-high-net-worth individuals, entrepreneurs, businesses, and nonprofit organizations.

Deals Overview

Total Deals8

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

Senior Management

Jason Ozur
CEO
Alyssa Weinberger
Chief Marketing Officer
Brad Hixson
Vice President

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06 Aug 2019|United States|Diversified Financials

Target: COLISEUM WEALTH MANAGEMENT

Bidder: LIDO ADVISORS

2 Service Providers

1 Target | 1 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value

24 May 2021|United States|Asset Managers and Custodians

Target: LIDO ADVISORS

Bidder: CHARLESBANK CAPITAL PARTNERS LLC

8 Service Providers

4 Target | 4 Bidder

24 Dealmakers

13 Target | 11 Bidder

n/a

Value

01 Nov 2021|United States|Asset Managers and Custodians

Target: IDB BANK / LIDO ADVISORS JOINT VENTURE

Bidder: LIDO ADVISORS

7 Service Providers

7 Bidder

22 Dealmakers

22 Bidder

n/a

Value

14 Jun 2022|United States|Asset Managers and Custodians

Target: ENTERPRISE TRUST & INVESTMENT COMPANY

Bidder: LIDO ADVISORS

6 Service Providers

3 Target | 3 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value

17 Jan 2024|United States|Asset Managers and Custodians

Target: LIDO ADVISORS

Bidder: CONSTELLATION WEALTH CAPITAL

6 Service Providers

3 Target | 3 Bidder

6 Dealmakers

3 Target | 3 Bidder

n/a

Value

21 May 2025|United States|Asset Managers and Custodians

Target: LIDO ADVISORS

Bidder: HPS INVESTMENT PARTNERS

15 Service Providers

9 Target | 3 Bidder | 3 Vendor

32 Dealmakers

18 Target | 3 Bidder | 11 Vendor

n/a

Value

01 May 2025|United States|Asset Managers and Custodians

Target: COPPERWYND FINANCIAL

Bidder: LIDO ADVISORS

4 Service Providers

2 Target | 2 Bidder

4 Dealmakers

2 Target | 2 Bidder

n/a

Value

11 Nov 2025|United States|Management Consulting

Target: FOUNTAINHEAD ADVISORS

Bidder: LIDO ADVISORS

3 Service Providers

2 Target | 1 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value