Announced
Completed
Synopsis
Beacon Pointe Advisors, an independent comprehensive wealth advisory firm, completed the acquisition of CDA Group and Essex Wealth Management, two wealth management firms with $510m and $110m AUM, respectively. Financial terms were not disclosed. "We are very excited to have CDA Group in Greenville, and Essex in Vero Beach, join Beacon Pointe's collaborative platform of amazing partner offices. These are extraordinary times, and I cannot wait to see how together we are able to serve our clients even better through our partnership," Shannon Eusey, Beacon Pointe CEO.
Show Details & Financials
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
© COPYRIGHT 2024 MERGERLINKS LIMITED.
ALL RIGHTS RESERVED.
15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.