MergerLinks - Matt Cooper

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Beacon Pointe Advisors

bidder

Abry Partners

value n/a

12 dealmakers

United States

Asset Managers and Custodians

MajorityAcquisitionPrivate EquityPrivate

target

Ferrell Wealth Management

bidder

Abry Partners

value n/a

12 dealmakers

United StatesUnited States

Asset Managers and Custodians

DomesticMajorityPrivateAcquisition

target

Essex Wealth Management

bidder

Beacon Pointe Advisors

value n/a

9 dealmakers

United States

Asset Managers and Custodians

PrivateMajorityAcquisitionDomestic

target

Wealthstreet Investment Advisors

bidder

Beacon Pointe Advisors

value n/a

7 dealmakers

United States

Asset Managers and Custodians

AcquisitionDomesticPrivateMajority

target

Wealth Design

bidder

Beacon Pointe Advisors

value n/a

6 dealmakers

United States

Private Equity

DomesticPrivate EquityAcquisitionPrivateMajority

target

Dr Saur Financial

bidder

Beacon Pointe Advisors

value n/a

7 dealmakers

United States

Asset Managers and Custodians

AcquisitionPrivateMajorityDomestic

target

Stonegate Capital Advisors

bidder

Beacon Pointe Advisors

value n/a

8 dealmakers

United States

Asset Managers and Custodians

Private EquityPrivateMinorityAcquisitionDomestic

target

Beacon Pointe Advisors

bidder

Kkr & Co

value n/a

10 dealmakers

United States

Asset Managers and Custodians

AcquisitionDomesticPrivateMajority

target

Rosenthal Retirement Planning

bidder

Beacon Pointe Advisors

value n/a

8 dealmakers

United States

Asset Managers and Custodians

AcquisitionPrivateDomesticMajority

target

Northstar Investment Advisors

bidder

Beacon Pointe Advisors

value n/a

11 dealmakers

United States

Financial Data and Systems

PrivateAcquisitionDomesticMajority

target

Rainier Financial Group

bidder

Beacon Pointe Advisors

value n/a

12 dealmakers

United States

Asset Managers and Custodians

DomesticAcquisitionMajorityPrivatePrivate Equity

target

Century Wealth Management

bidder

Kkr & Co

value n/a

11 dealmakers

United States

Management Consulting

MajorityPrivateAcquisitionDomestic

target

Goldstein Group

bidder

Beacon Pointe Advisors

value n/a

9 dealmakers

United States

Asset Managers and Custodians

DomesticMajorityPrivateAcquisition

target

Altavista Wealth Management

bidder

Beacon Pointe Advisors

value n/a

6 dealmakers

United States

Asset Managers and Custodians

DomesticPrivateMajorityAcquisition

target

Benchmark Private Wealth Management

bidder

Beacon Pointe Advisors

value n/a

9 dealmakers

United States

Asset Managers and Custodians

AcquisitionDomesticMajorityPrivate

target

Joslin Capital Advisors

bidder

Beacon Pointe Advisors

value n/a

9 dealmakers

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