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Warburg Pincus acquired a majority stake in Kestra Financial from Stone Point Capital.

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Service Providers

Kirkland & Ellis

legal advisors

Kirkland & Ellis

Wachtell Lipton Rosen & Katz

legal advisors

Wachtell Lipton Rosen & Katz

Kramer Levin Naftalis & Frankel

legal advisors

Kramer Levin Naftalis & Frankel

Goldman Sachs

financial advisors

Goldman Sachs

Bank of America

financial advisors

Bank of America

or

Principals

WARBURG PINCUS LLC

bidder

WARBURG PINCUS LLC

KESTRA FINANCIAL

target

KESTRA FINANCIAL

STONE POINT CAPITAL LLC

vendor

STONE POINT CAPITAL LLC

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