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Cover Image Christopher Frieden
Christopher FriedenAlston & Bird

Christopher Frieden

Partner at Alston & Bird

Lawyer

Atlanta

Deal Bio

Total Deals89
Valued Deals4
Total Value£ 1.17 B
Avg. Deal Size£ 293 M

Market Context

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02 Jun 2020|United States|Asset Managers and Custodians
Captrust Financial Advisors
Gtcr

Target: CAPTRUST FINANCIAL ADVISORS

Bidder: GTCR LLC

6 Service Providers

3 Target | 3 Bidder

17 Dealmakers

8 Target | 9 Bidder

£ 249 M

Value

09 Mar 2020|United States|Asset Managers and Custodians
Beacon Pointe Advisors
Abry Partners

Target: BEACON POINTE ADVISORS LLC

Bidder: ABRY PARTNERS LLC

6 Service Providers

3 Target | 3 Bidder

12 Dealmakers

10 Target | 2 Bidder

n/a

Value

09 Mar 2020|United States|Asset Managers and Custodians
Ferrell Wealth Management
Abry Partners

Target: FERRELL WEALTH MANAGEMENT INC

Bidder: ABRY PARTNERS LLC

6 Service Providers

1 Target | 5 Bidder

12 Dealmakers

1 Target | 11 Bidder

n/a

Value

01 Mar 2021|United States|Asset Managers and Custodians
Cornerstone Capital Group
PATHSTONE

Target: CORNERSTONE CAPITAL GROUP

Bidder: PATHSTONE

6 Service Providers

2 Target | 4 Bidder

19 Dealmakers

9 Target | 10 Bidder

n/a

Value

15 Mar 2021|United States|Asset Managers and Custodians
Brightworth
Ci Financial Corp

Target: BRIGHTWORTH LLC

Bidder: CI FINANCIAL CORP

6 Service Providers

3 Target | 3 Bidder

22 Dealmakers

10 Target | 12 Bidder

n/a

Value

13 Jan 2021|United States|Asset Managers and Custodians
Essex Wealth Management
Beacon Pointe Advisors

Target: ESSEX WEALTH MANAGEMENT

Bidder: BEACON POINTE ADVISORS LLC

4 Service Providers

2 Target | 2 Bidder

9 Dealmakers

2 Target | 7 Bidder

n/a

Value

12 Jan 2021|United States|Asset Managers and Custodians
Independence Advisors
Modera Wealth Management

Target: INDEPENDENCE ADVISORS

Bidder: MODERA WEALTH MANAGEMENT

6 Service Providers

1 Target | 5 Bidder

15 Dealmakers

1 Target | 14 Bidder

n/a

Value

01 Apr 2021|United States|Asset Managers and Custodians
Wealthstreet Investment Advisors
Beacon Pointe Advisors

Target: WEALTHSTREET INVESTMENT ADVISORS

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

1 Target | 2 Bidder

7 Dealmakers

1 Target | 6 Bidder

n/a

Value

01 Mar 2021|United States|Asset Managers and Custodians
Wealth Design
Beacon Pointe Advisors

Target: WEALTH DESIGN LLC

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

1 Target | 2 Bidder

6 Dealmakers

1 Target | 5 Bidder

n/a

Value

04 May 2021|United States|Private Equity
Sullivan Bruyette Speros & Blayney
Creative Planning

Target: SULLIVAN BRUYETTE SPEROS & BLAYNEY LLC

Bidder: CREATIVE PLANNING INC

5 Service Providers

3 Target | 2 Bidder

7 Dealmakers

5 Target | 2 Bidder

n/a

Value

03 May 2021|United States|Private Equity
Dmj Wealth Advisors
Beacon Pointe Advisors

Target: DMJ WEALTH ADVISORS LLC

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

1 Target | 2 Bidder

8 Dealmakers

2 Target | 6 Bidder

n/a

Value

20 Apr 2021|United States|Private Equity
Dr Saur Financial
Beacon Pointe Advisors

Target: DR SAUR FINANCIAL INC

Bidder: BEACON POINTE ADVISORS LLC

4 Service Providers

2 Target | 2 Bidder

7 Dealmakers

1 Target | 6 Bidder

n/a

Value

10 May 2021|United States|Asset Managers and Custodians
Dowling & Yahnke
Ci Financial Corp

Target: DOWLING & YAHNKE

Bidder: CI FINANCIAL CORP

6 Service Providers

3 Target | 3 Bidder

15 Dealmakers

11 Target | 4 Bidder

n/a

Value

24 May 2021|United States|Asset Managers and Custodians
Lido Advisors
Charlesbank Capital Partners

Target: LIDO ADVISORS

Bidder: CHARLESBANK CAPITAL PARTNERS LLC

8 Service Providers

4 Target | 4 Bidder

24 Dealmakers

13 Target | 11 Bidder

n/a

Value

03 Feb 2021|United States|Management Consulting
Genovese Burford & Brothers Wealth & Retirement Plan Management
Captrust Financial Advisors

Target: GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT LLC

Bidder: CAPTRUST FINANCIAL ADVISORS

3 Service Providers

2 Target | 1 Bidder

5 Dealmakers

4 Target | 1 Bidder

n/a

Value

28 Jun 2021|United States|Asset Managers and Custodians
Radnor Financial Advisors
Ci Financial Corp

Target: RADNOR FINANCIAL ADVISORS

Bidder: CI FINANCIAL CORP

6 Service Providers

2 Target | 3 Bidder | 1 Vendor

10 Dealmakers

5 Target | 4 Bidder | 1 Vendor

n/a

Value

30 Jul 2021|United States|Asset Managers and Custodians
Homrich Berg
New Mountain Capital

Target: HOMRICH BERG

Bidder: NEW MOUNTAIN CAPITAL LLC

8 Service Providers

4 Target | 4 Bidder

18 Dealmakers

13 Target | 5 Bidder

n/a

Value

14 Sep 2021|United States|Investment Banking
Portola Partners
Ci Financial Corp

Target: PORTOLA PARTNERS

Bidder: CI FINANCIAL CORP

6 Service Providers

3 Target | 3 Bidder

12 Dealmakers

7 Target | 5 Bidder

n/a

Value

27 Jul 2021|United States|Asset Managers and Custodians
Farr Miller & Washington
Hightower

Target: FARR MILLER & WASHINGTON

Bidder: HIGHTOWER INC

6 Service Providers

3 Target | 3 Bidder

7 Dealmakers

5 Target | 2 Bidder

n/a

Value

21 Sep 2021|United States|Asset Managers and Custodians
Walnut Creek Wealth Management
Wealth Enhancement Group

Target: WALNUT CREEK WEALTH MANAGEMENT

Bidder: WEALTH ENHANCEMENT GROUP

5 Service Providers

3 Target | 2 Bidder

12 Dealmakers

8 Target | 4 Bidder

n/a

Value

04 Nov 2021|United States|Asset Managers and Custodians
Westend Advisors
Victory Capital

Target: WESTEND ADVISORS

Bidder: VICTORY CAPITAL

7 Service Providers

3 Target | 4 Bidder

17 Dealmakers

11 Target | 6 Bidder

£ 351 M

Value

07 Oct 2021|United States|Asset Managers and Custodians
Savant Wealth Management
Kelso & Co

Target: SAVANT WEALTH MANAGEMENT

Bidder: KELSO & CO

3 Service Providers

2 Target | 1 Bidder

7 Dealmakers

5 Target | 2 Bidder

n/a

Value

29 Jun 2021|United States|Financial Data and Systems
Amdg Business Advisory Services
Savant Wealth Management

Target: AMDG BUSINESS ADVISORY SERVICES

Bidder: SAVANT WEALTH MANAGEMENT

2 Service Providers

2 Bidder

6 Dealmakers

6 Bidder

n/a

Value

11 Aug 2021|United States|Asset Managers and Custodians
Treybourne Wealth Planners
Savant Wealth Management

Target: TREYBOURNE WEALTH PLANNERS

Bidder: SAVANT WEALTH MANAGEMENT

2 Service Providers

2 Bidder

6 Dealmakers

6 Bidder

n/a

Value

04 Oct 2021|United States|Asset Managers and Custodians
Stonegate Capital Advisors
Beacon Pointe Advisors

Target: STONEGATE CAPITAL ADVISORS

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

1 Target | 2 Bidder

8 Dealmakers

1 Target | 7 Bidder

n/a

Value

06 Dec 2021|United States|Asset Managers and Custodians
Regentatlantic Capital
Ci Financial Corp

Target: REGENTATLANTIC CAPITAL

Bidder: CI FINANCIAL CORP

6 Service Providers

3 Target | 3 Bidder

13 Dealmakers

8 Target | 5 Bidder

n/a

Value

02 Nov 2021|United States|Asset Managers and Custodians
Rosenthal Retirement Planning
Beacon Pointe Advisors

Target: ROSENTHAL RETIREMENT PLANNING

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

1 Target | 2 Bidder

8 Dealmakers

1 Target | 7 Bidder

n/a

Value

17 Aug 2021|United States|Asset Managers and Custodians
Northstar Investment Advisors
Beacon Pointe Advisors

Target: NORTHSTAR INVESTMENT ADVISORS

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

1 Target | 2 Bidder

11 Dealmakers

3 Target | 8 Bidder

n/a

Value

01 Sep 2021|United States|Financial Data and Systems
Rainier Financial Group
Beacon Pointe Advisors

Target: RAINIER FINANCIAL GROUP

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

1 Target | 2 Bidder

12 Dealmakers

4 Target | 8 Bidder

n/a

Value

22 Feb 2022|United States|Asset Managers and Custodians
Corient Capital Partners
Ci Financial Corp

Target: CORIENT CAPITAL PARTNERS

Bidder: CI FINANCIAL CORP

6 Service Providers

3 Target | 3 Bidder

27 Dealmakers

13 Target | 14 Bidder

n/a

Value

05 Jan 2022|United States|Asset Managers and Custodians
Brouwer & Janachowski
Cerity Partners

Target: BROUWER & JANACHOWSKI

Bidder: CERITY PARTNERS

5 Service Providers

3 Target | 2 Bidder

10 Dealmakers

6 Target | 4 Bidder

n/a

Value

17 Dec 2021|United States|Management Consulting
Private Advisor Group
Merchant Investment Management

Target: PRIVATE ADVISOR GROUP

Bidder: MERCHANT INVESTMENT MANAGEMENT

4 Service Providers

3 Target | 1 Bidder

11 Dealmakers

9 Target | 2 Bidder

n/a

Value

18 Nov 2021|United States|Asset Managers and Custodians
Redwood Wealth Management
Wipfli Financial Advisors

Target: REDWOOD WEALTH MANAGEMENT

Bidder: WIPFLI FINANCIAL ADVISORS

3 Service Providers

1 Target | 2 Bidder

8 Dealmakers

2 Target | 6 Bidder

n/a

Value

18 Jan 2022|United States|Asset Managers and Custodians
Century Wealth Management
Kkr & Co

Target: CENTURY WEALTH MANAGEMENT

Bidder: KKR & CO

6 Service Providers

4 Target | 2 Bidder

11 Dealmakers

4 Target | 7 Bidder

n/a

Value

16 Mar 2022|United States|Asset Managers and Custodians
World Investment Advisors
Charlesbank Capital Partners

Target: WORLD INVESTMENT ADVISORS

Bidder: CHARLESBANK CAPITAL PARTNERS LLC

7 Service Providers

4 Target | 3 Bidder

17 Dealmakers

15 Target | 2 Bidder

n/a

Value

31 Mar 2022|United States|Management Consulting
Altium Wealth Management
Hightower Advisors

Target: ALTIUM WEALTH MANAGEMENT

Bidder: HIGHTOWER ADVISORS

5 Service Providers

3 Target | 2 Bidder

12 Dealmakers

10 Target | 2 Bidder

n/a

Value

04 Apr 2022|United States|Asset Managers and Custodians
Oakbridge Partners
Homrich Berg

Target: OAKBRIDGE PARTNERS

Bidder: HOMRICH BERG

3 Service Providers

1 Target | 2 Bidder

7 Dealmakers

1 Target | 6 Bidder

n/a

Value

02 May 2022|United States|Management Consulting
Goldstein Group
Beacon Pointe Advisors

Target: GOLDSTEIN GROUP

Bidder: BEACON POINTE ADVISORS LLC

4 Service Providers

2 Target | 2 Bidder

9 Dealmakers

2 Target | 7 Bidder

n/a

Value

10 Feb 2022|United States|Asset Managers and Custodians
Altavista Wealth Management
Beacon Pointe Advisors

Target: ALTAVISTA WEALTH MANAGEMENT

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

1 Target | 2 Bidder

6 Dealmakers

1 Target | 5 Bidder

n/a

Value

08 Jun 2022|United States|Management Consulting
Wharton Business Group
Alera Group

Target: WHARTON BUSINESS GROUP

Bidder: ALERA GROUP

5 Service Providers

3 Target | 2 Bidder

11 Dealmakers

9 Target | 2 Bidder

n/a

Value

12 Jul 2022|United States|Asset Managers and Custodians
Dyson Capital Partners
PATHSTONE

Target: DYSON CAPITAL PARTNERS

Bidder: PATHSTONE

4 Service Providers

2 Target | 2 Bidder

12 Dealmakers

2 Target | 10 Bidder

n/a

Value

03 Aug 2022|United States|Asset Managers and Custodians
Gladstone Wealth Partners
Integrity Marketing Group

Target: GLADSTONE WEALTH PARTNERS

Bidder: INTEGRITY MARKETING GROUP

5 Service Providers

3 Target | 2 Bidder

44 Dealmakers

12 Target | 32 Bidder

n/a

Value

17 Aug 2022|United States|Diversified Financials
Wipfli Financial Advisors
Creative Planning

Target: WIPFLI FINANCIAL ADVISORS

Bidder: CREATIVE PLANNING INC

5 Service Providers

3 Target | 2 Bidder

13 Dealmakers

11 Target | 2 Bidder

n/a

Value

24 Aug 2022|United States|Asset Managers and Custodians
Benchmark Private Wealth Management
Beacon Pointe Advisors

Target: BENCHMARK PRIVATE WEALTH MANAGEMENT

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

1 Target | 2 Bidder

9 Dealmakers

1 Target | 8 Bidder

n/a

Value

26 Jul 2022|United States|Diversified Financials
Frontier Wealth Management
Captrust Financial Advisors

Target: FRONTIER WEALTH MANAGEMENT

Bidder: CAPTRUST FINANCIAL ADVISORS

3 Service Providers

1 Target | 2 Bidder

8 Dealmakers

1 Target | 7 Bidder

n/a

Value

16 Aug 2022|United States|Asset Managers and Custodians
Isi Financial Group
Greenspring Advisors

Target: ISI FINANCIAL GROUP

Bidder: GREENSPRING ADVISORS

4 Service Providers

1 Target | 3 Bidder

6 Dealmakers

1 Target | 5 Bidder

n/a

Value

15 Sep 2022|United States|Asset Managers and Custodians
Sadoff Investment Management
Wealth Enhancement Group

Target: SADOFF INVESTMENT MANAGEMENT

Bidder: WEALTH ENHANCEMENT GROUP

4 Service Providers

3 Target | 1 Bidder

10 Dealmakers

8 Target | 2 Bidder

n/a

Value

19 Oct 2022|United States|Asset Managers and Custodians
Sequoia Financial Group
Valeas Capital Partners

Target: SEQUOIA FINANCIAL GROUP

Bidder: VALEAS CAPITAL PARTNERS

8 Service Providers

6 Target | 2 Bidder

12 Dealmakers

7 Target | 5 Bidder

£ 176 M

Value

22 Sep 2022|United States|Asset Managers and Custodians
Fourthought Private Wealth
Focus Financial Partners

Target: FOURTHOUGHT PRIVATE WEALTH

Bidder: FOCUS FINANCIAL PARTNERS

4 Service Providers

3 Target | 1 Bidder

8 Dealmakers

4 Target | 4 Bidder

n/a

Value

01 Dec 2022|United States|Investment Banking
Regis Management Company
Mercer Advisors

Target: REGIS MANAGEMENT COMPANY

Bidder: MERCER ADVISORS

4 Service Providers

2 Target | 2 Bidder

8 Dealmakers

6 Target | 2 Bidder

n/a

Value

01 Dec 2022|United States|Full Line Insurance
Willow Street Group
PATHSTONE

Target: WILLOW STREET GROUP

Bidder: PATHSTONE

6 Service Providers

2 Target | 4 Bidder

9 Dealmakers

1 Target | 8 Bidder

n/a

Value

06 Jun 2022|United States|Software
TIMESCALE
ONEDIGITAL

Target: TIMESCALE

Bidder: ONEDIGITAL

3 Service Providers

2 Target | 1 Bidder

3 Dealmakers

2 Target | 1 Bidder

n/a

Value

30 Mar 2022|United States|Asset Managers and Custodians
Financial Management Concepts
Wealth Enhancement Group

Target: FINANCIAL MANAGEMENT CONCEPTS

Bidder: WEALTH ENHANCEMENT GROUP

4 Service Providers

2 Target | 2 Bidder

5 Dealmakers

2 Target | 3 Bidder

n/a

Value

04 Oct 2022|United States|Asset Managers and Custodians
World Trend Financial
Savant Wealth Management

Target: WORLD TREND FINANCIAL

Bidder: SAVANT WEALTH MANAGEMENT

3 Service Providers

1 Target | 2 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

01 Dec 2022|United States|Asset Managers and Custodians
Baril Advisors
Savant Wealth Management

Target: BARIL ADVISORS

Bidder: SAVANT WEALTH MANAGEMENT

3 Service Providers

1 Target | 2 Bidder

5 Dealmakers

2 Target | 3 Bidder

n/a

Value

04 Oct 2022|United States|Management Consulting
Terry Lockridge & Dunn
Savant Wealth Management

Target: TERRY LOCKRIDGE & DUNN

Bidder: SAVANT WEALTH MANAGEMENT

3 Service Providers

1 Target | 2 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

01 Jul 2022|United States|Asset Managers and Custodians
Alliant Wealth Advisors
Savant Wealth Management

Target: ALLIANT WEALTH ADVISORS

Bidder: SAVANT WEALTH MANAGEMENT

3 Service Providers

1 Target | 2 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

01 Nov 2022|United States|Asset Managers and Custodians
Sfg Investment Advisors
Savant Wealth Management

Target: SFG INVESTMENT ADVISORS

Bidder: SAVANT WEALTH MANAGEMENT

3 Service Providers

1 Target | 2 Bidder

5 Dealmakers

2 Target | 3 Bidder

n/a

Value

01 Apr 2024|United States|Asset Managers and Custodians
Wilbanks And Thomas Asset Management
Flexpoint Ford

Target: WILBANKS AND THOMAS ASSET MANAGEMENT

Bidder: FLEXPOINT FORD

4 Service Providers

1 Target | 3 Bidder

7 Dealmakers

1 Target | 6 Bidder

n/a

Value

31 Jan 2024|United States|Diversified Financials
Wealthsource Partners
Onedigital Investment Advisors

Target: WEALTHSOURCE PARTNERS LLC

Bidder: ONEDIGITAL INVESTMENT ADVISORS

3 Service Providers

1 Target | 2 Bidder

8 Dealmakers

1 Target | 7 Bidder

n/a

Value

18 Jan 2024|United States|Diversified Financials
Engrave Wealth Partners
Captrust Financial Advisors

Target: ENGRAVE WEALTH PARTNERS

Bidder: CAPTRUST FINANCIAL ADVISORS

3 Service Providers

1 Target | 2 Bidder

6 Dealmakers

6 Bidder

n/a

Value

04 Jun 2024|United States|Asset Managers and Custodians
Joslin Capital Advisors
Beacon Pointe Advisors

Target: JOSLIN CAPITAL ADVISORS

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

1 Target | 2 Bidder

14 Dealmakers

6 Target | 8 Bidder

n/a

Value

05 Jun 2024|United States|Diversified Financials
Avior Wealth Management
Constellation Wealth Capital

Target: AVIOR WEALTH MANAGEMENT

Bidder: CONSTELLATION WEALTH CAPITAL

5 Service Providers

3 Target | 2 Bidder

16 Dealmakers

14 Target | 2 Bidder

n/a

Value

07 Jun 2024|United States|Asset Managers and Custodians
The Connable Office
Cresset Asset Management

Target: THE CONNABLE OFFICE INC

Bidder: CRESSET ASSET MANAGEMENT LLC

4 Service Providers

3 Target | 1 Bidder

14 Dealmakers

12 Target | 2 Bidder

n/a

Value

06 Jun 2024|United States|Diversified Financials
Soltis Investment Advisors
Estancia Capital Partners

Target: SOLTIS INVESTMENT ADVISORS

Bidder: ESTANCIA CAPITAL PARTNERS

9 Service Providers

3 Target | 6 Bidder

15 Dealmakers

8 Target | 7 Bidder

n/a

Value

20 Aug 2024|United States|Private Equity
Bleakley Financial Group
Rise Growth Partners

Target: BLEAKLEY FINANCIAL GROUP

Bidder: RISE GROWTH PARTNERS

4 Service Providers

2 Target | 2 Bidder

15 Dealmakers

12 Target | 3 Bidder

n/a

Value

11 Jul 2024|United States|Private Equity
C&j Wealth Advisors
Modern Wealth Management

Target: C&J WEALTH ADVISORS

Bidder: MODERN WEALTH MANAGEMENT

3 Service Providers

3 Bidder

9 Dealmakers

9 Bidder

n/a

Value

29 Apr 2024|United States|Diversified Financials
The Money Advisor Group
Bip Wealth

Target: THE MONEY ADVISOR GROUP

Bidder: BIP WEALTH

3 Service Providers

1 Target | 2 Bidder

21 Dealmakers

1 Target | 20 Bidder

n/a

Value

19 Aug 2024|United States|Diversified Financials
AGILI
Cw Advisors

Target: AGILI

Bidder: CW ADVISORS

3 Service Providers

2 Target | 1 Bidder

8 Dealmakers

6 Target | 2 Bidder

n/a

Value

26 Sep 2024|United States|Asset Managers and Custodians
Homrich Berg
Tpg Growth

Target: HOMRICH BERG

Bidder: TPG GROWTH

10 Service Providers

4 Target | 3 Bidder | 3 Vendor

49 Dealmakers

10 Target | 30 Bidder | 9 Vendor

n/a

Value

01 Oct 2024|United States|Private Equity
Bridge Advisory
Beacon Pointe Advisors

Target: BRIDGE ADVISORY

Bidder: BEACON POINTE ADVISORS LLC

4 Service Providers

2 Target | 2 Bidder

13 Dealmakers

2 Target | 12 Bidder

n/a

Value

01 Oct 2024|United States|Private Equity
Charleston Investment Advisors
Beacon Pointe Advisors

Target: CHARLESTON INVESTMENT ADVISORS

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

1 Target | 2 Bidder

8 Dealmakers

1 Target | 7 Bidder

n/a

Value

16 Oct 2024|United States|Asset Managers and Custodians
Hall Capital Partners
PATHSTONE

Target: HALL CAPITAL PARTNERS

Bidder: PATHSTONE

7 Service Providers

3 Target | 4 Bidder

25 Dealmakers

3 Target | 22 Bidder

n/a

Value

02 Oct 2024|United States|Diversified Financials
Matter Family Office
Bw Forsyth Partners

Target: MATTER FAMILY OFFICE

Bidder: BW FORSYTH PARTNERS

3 Service Providers

2 Target | 1 Bidder

9 Dealmakers

8 Target | 1 Bidder

n/a

Value

24 Oct 2024|United States|Financial Data and Systems
Americana Partners
Lovell Minnick Partners

Target: AMERICANA PARTNERS

Bidder: LOVELL MINNICK PARTNERS LLC

7 Service Providers

4 Target | 3 Bidder

29 Dealmakers

2 Target | 27 Bidder

n/a

Value

11 Dec 2024|United States|Asset Managers and Custodians
Wms Partners
Homrich Berg

Target: WMS PARTNERS

Bidder: HOMRICH BERG

6 Service Providers

2 Target | 4 Bidder

9 Dealmakers

5 Target | 4 Bidder

n/a

Value

06 Feb 2025|United States|Infrastructure Funds
Eagle Ridge Investment Management
Carnegie Investment Counsel

Target: EAGLE RIDGE INVESTMENT MANAGEMENT

Bidder: CARNEGIE INVESTMENT COUNSEL

5 Service Providers

3 Target | 2 Bidder

15 Dealmakers

13 Target | 2 Bidder

n/a

Value

05 Mar 2025|United States|Diversified Financials
Carolinas Investment Consulting
Captrust Financial Advisors

Target: CAROLINAS INVESTMENT CONSULTING

Bidder: CAPTRUST FINANCIAL ADVISORS

3 Service Providers

1 Target | 2 Bidder

8 Dealmakers

1 Target | 7 Bidder

n/a

Value

27 May 2025|United States|Financial Data and Systems
Proquility Private Wealth Partners
Simon Quick Advisors

Target: PROQUILITY PRIVATE WEALTH PARTNERS

Bidder: SIMON QUICK ADVISORS

7 Service Providers

3 Target | 4 Bidder

12 Dealmakers

1 Target | 11 Bidder

n/a

Value

17 Jun 2025|United States|Diversified Financials
Future You Wealth
NERDWALLET

Target: FUTURE YOU WEALTH

Bidder: NERDWALLET

2 Service Providers

1 Target | 1 Bidder

10 Dealmakers

1 Target | 9 Bidder

n/a

Value

09 May 2025|United States|Diversified Financials
1280 Financial Partners
Sanctuary Wealth

Target: 1280 FINANCIAL PARTNERS

Bidder: SANCTUARY WEALTH

3 Service Providers

1 Target | 2 Bidder

5 Dealmakers

1 Target | 4 Bidder

n/a

Value

24 Jun 2025|United States|Diversified Financials
Salzinger Sheaff Brock
Allworth Financial

Target: SALZINGER SHEAFF BROCK

Bidder: ALLWORTH FINANCIAL

4 Service Providers

2 Target | 2 Bidder

8 Dealmakers

2 Target | 6 Bidder

n/a

Value

18 Jul 2025|United States|Diversified Financials
Stratos Wealth Partners
Sei Investments Company

Target: STRATOS WEALTH PARTNERS LTD

Bidder: SEI INVESTMENTS COMPANY

8 Service Providers

3 Target | 5 Bidder

46 Dealmakers

18 Target | 28 Bidder

£ 393 M

Value

08 Jul 2025|United States|Diversified Financials
Hart & Patterson Financial Group
Beacon Pointe Advisors

Target: HART & PATTERSON FINANCIAL GROUP

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

1 Target | 2 Bidder

12 Dealmakers

1 Target | 11 Bidder

n/a

Value

08 Jul 2025|United States|Diversified Financials
Michael A. Dubis Financial Planning
Beacon Pointe Advisors

Target: MICHAEL A. DUBIS FINANCIAL PLANNING

Bidder: BEACON POINTE ADVISORS LLC

2 Service Providers

2 Bidder

8 Dealmakers

8 Bidder

n/a

Value

08 Jul 2025|United States|Asset Managers and Custodians
Ng Wealth Advisors
Beacon Pointe Advisors

Target: NG WEALTH ADVISORS

Bidder: BEACON POINTE ADVISORS LLC

2 Service Providers

2 Bidder

15 Dealmakers

15 Bidder

n/a

Value

08 Jul 2025|United States|Diversified Financials
Jentner Wealth Management
Beacon Pointe Advisors

Target: JENTNER WEALTH MANAGEMENT

Bidder: BEACON POINTE ADVISORS LLC

2 Service Providers

2 Bidder

13 Dealmakers

13 Bidder

n/a

Value

08 Jul 2025|United States|Diversified Financials
Heritage Financial Planning
Beacon Pointe Advisors

Target: HERITAGE FINANCIAL PLANNING

Bidder: BEACON POINTE ADVISORS LLC

2 Service Providers

2 Bidder

13 Dealmakers

13 Bidder

n/a

Value

08 Jul 2025|United States|Diversified Financials
Waypoint Wealth Partners
Beacon Pointe Advisors

Target: WAYPOINT WEALTH PARTNERS

Bidder: BEACON POINTE ADVISORS LLC

2 Service Providers

2 Bidder

13 Dealmakers

13 Bidder

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Value

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