.
MergerLinks Header Logo

New Deal


Announced

Completed

Steward Partners completed the acquisition of Umpqua Investments.

Synopsis

Steward Partners, a full-service independent investment adviser, completed the acquisition of Umpqua Investments, a wealth management business. Financial terms were not disclosed. "Building out our presence on the West Coast has always been key to our growth plans and our goal of a national presence. The acquisition of Umpqua Investments' wealth management business is an important step in this direction and as we welcome our new partners to the Steward Partners family, we will continue to build our momentum on the West Coast well into the future," James Gold, Steward Partners Global Advisory CEO.

Show Details & Financials

Market Context

Search a database of more than 250,000 verified dealmakers

Receive automated updates on global transactions

Follow the activity, relationships and transactions of top dealmakers

No credit card required

© COPYRIGHT 2024 MERGERLINKS LIMITED.

ALL RIGHTS RESERVED.

15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.

CONTACT US