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Cover Image Sara Drake

Sara Drake

Communications Director at BEACON POINTE ADVISORS LLC

Manager

Deal Bio

Total Deals6

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

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03 May 2021|United States|Private Equity

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

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

04 Oct 2021|United States|Asset Managers and Custodians

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

02 Nov 2021|United States|Asset Managers and Custodians

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

01 Sep 2021|United States|Financial Data and Systems

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

24 Aug 2022|United States|Asset Managers and Custodians

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

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