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Cover Image James Poer

James Poer

CEO at KESTRA FINANCIAL

Manager

Deal Bio

Total Deals7

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

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25 Feb 2019|United States|Diversified Financials

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

01 Mar 2022|United States|Management Consulting

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

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

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

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

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

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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