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STEWARD PARTNERS GLOBAL ADVISORY

HQ - Stamford

Summary

Steward Partners, an independent private financial services company, with professionals focused on client service and delivering multifaceted financial solutions to those we work with and their families.

Deals Overview

Total Deals3

Valued Deals1

Total Value£ 355 M

Avg. Deal Size£ 355 M

Market Context

Senior Management

James Gold
CEO
Jim Gold
Co-Founder and CEO
Hy Saporta
President and COO

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28 Sep 2020|United States|Investment Banking

Target: UMPUQUA INVESTMENTS

Bidder: STEWARD PARTNERS GLOBAL ADVISORY

7 Service Providers

1 Target | 2 Bidder | 4 Vendor

10 Dealmakers

1 Target | 2 Bidder | 7 Vendor

n/a

Value

16 Nov 2023|United States|Asset Managers and Custodians

Target: FREEDOM STREET PARTNERS

Bidder: STEWARD PARTNERS GLOBAL ADVISORY

6 Service Providers

3 Target | 3 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

19 Dec 2025|United States|Investment Banking

Target: STEWARD PARTNERS GLOBAL ADVISORY

Bidder: ARES MANAGEMENT

9 Service Providers

5 Target | 2 Bidder | 2 Vendor

7 Dealmakers

4 Target | 1 Bidder | 2 Vendor

£ 355 M

Value