.
MergerLinks Header Logo

New Deal


Announced

Completed

Beacon Pointe completed the acquisition of Wealth Design.

Synopsis

Beacon Pointe, a registered investment adviser, completed its acquisition of Wealth Design, an investment advisory company. Financial terms were not disclosed. "Adding Wealth Design provides further density to the Beacon Pointe presence in the Silicon Valley area. Silicon Valley is one of the most prolific wealth creating regions in the US and the world, and an enhanced presence in the area is helpful," Matt Cooper, Beacon Pointe President.

Show Details & Financials

Market Context

© COPYRIGHT 2024 MERGERLINKS LIMITED.

ALL RIGHTS RESERVED.

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

CONTACT US