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New Deal


Announced

Completed

Emigrant Partners completed the investment in Stratos Wealth.

Financials

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Transaction Value-
Consideration TypeCash
Capital Owned-
Capital Bid For-
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

Tags

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Completed

investment broking

Minority

United States

Private

Diversified Financials

Friendly

Domestic

Single Bidder

Acquisition

Private Equity

Synopsis

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Emigrant Partners, a private equity firm, completed the investment in Stratos Wealth, an investment management services provider. Financial terms were not disclosed. "I couldn't be more pleased about the opportunity to partner with Emigrant. The talent their team brings to the table will help us elevate our offerings to our current partners and those who join the Stratos network going forward," Jeff Concepcion, Stratos Founder and CEO.

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