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Sara Drake

Communications Director at BEACON POINTE ADVISORS LLC

Manager

Deal Bio

Total Deals6

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

Expertise (6)

Key Relationships

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United States

Private Equity

AcquisitionDomesticMajorityPrivatePrivate Equity

target

Dmj Wealth Advisors

bidder

Beacon Pointe Advisors

value n/a

8 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

AcquisitionDomesticPrivateMajority

target

Rosenthal Retirement Planning

bidder

Beacon Pointe Advisors

value n/a

8 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

DomesticPrivateMajorityAcquisition

target

Benchmark Private Wealth Management

bidder

Beacon Pointe Advisors

value n/a

9 dealmakers

15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.