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Cover Image Skyler Green
Skyler Green

Skyler Green

Associate at Alston & Bird

Lawyer

Atlanta

Deal Bio

Total Deals14
Valued Deals1
Total Value£ 528 M
Avg. Deal Size£ 528 M

Market Context

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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

05 Jun 2024|United States|Diversified Financials
Avior Wealth Management
Constellation Wealth Capital

Target: AVIOR WEALTH MANAGEMENT

Bidder: CONSTELLATION WEALTH CAPITAL

5 Service Providers

3 Target | 2 Bidder

16 Dealmakers

14 Target | 2 Bidder

n/a

Value

07 Jun 2024|United States|Asset Managers and Custodians
The Connable Office
Cresset Asset Management

Target: THE CONNABLE OFFICE INC

Bidder: CRESSET ASSET MANAGEMENT LLC

4 Service Providers

3 Target | 1 Bidder

14 Dealmakers

12 Target | 2 Bidder

n/a

Value

26 Sep 2024|United States|Asset Managers and Custodians
Homrich Berg
Tpg Growth

Target: HOMRICH BERG

Bidder: TPG GROWTH

10 Service Providers

4 Target | 3 Bidder | 3 Vendor

49 Dealmakers

10 Target | 30 Bidder | 9 Vendor

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

06 Feb 2025|United States|Infrastructure Funds
Eagle Ridge Investment Management
Carnegie Investment Counsel

Target: EAGLE RIDGE INVESTMENT MANAGEMENT

Bidder: CARNEGIE INVESTMENT COUNSEL

5 Service Providers

3 Target | 2 Bidder

15 Dealmakers

13 Target | 2 Bidder

n/a

Value

29 May 2025|United States|Banks
Villages Bancorporation
Seacoast Banking Corporation Of Florida

Target: VILLAGES BANCORPORATION

Bidder: SEACOAST BANKING CORPORATION OF FLORIDA

9 Service Providers

4 Target | 5 Bidder

26 Dealmakers

9 Target | 17 Bidder

£ 527 M

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

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