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Cover Image Shannon Eusey
Shannon EuseyBEACON POINTE ADVISORS LLC

Shannon Eusey

CEO at BEACON POINTE ADVISORS LLC

Manager

Deal Bio

Total Deals24
Valued Deals0
Total Value-
Avg. Deal Size-

Market Context

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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

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

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

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

15 Nov 2021|United States|Asset Managers and Custodians
Beacon Pointe Advisors
Kkr & Co

Target: BEACON POINTE ADVISORS LLC

Bidder: KKR & CO

8 Service Providers

3 Target | 4 Bidder | 1 Vendor

10 Dealmakers

5 Target | 4 Bidder | 1 Vendor

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

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

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

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

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

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

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|Diversified Financials
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

n/a

Value

09 Sep 2025|United States|Financial Data and Systems
Moser Wealth Advisors
Beacon Pointe Advisors

Target: MOSER WEALTH ADVISORS

Bidder: BEACON POINTE ADVISORS LLC

5 Service Providers

3 Target | 2 Bidder

17 Dealmakers

5 Target | 12 Bidder

n/a

Value

14 Oct 2025|United States|Financial Data and Systems
Sensible Financial Planning
Beacon Pointe Advisors

Target: SENSIBLE FINANCIAL PLANNING

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

1 Target | 2 Bidder

13 Dealmakers

1 Target | 12 Bidder

n/a

Value

07 Oct 2025|United States|Financial Data and Systems
The Family Firm
Beacon Pointe Advisors

Target: THE FAMILY FIRM INC

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

1 Target | 2 Bidder

14 Dealmakers

2 Target | 12 Bidder

n/a

Value

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