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Announced

Completed

Beacon Pointe completed the acquisition of D.R. Saur Financial.

Financials

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Transaction Value-
Consideration TypeCash
Capital Owned-
Capital Bid For100%
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

Tags

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Domestic

Friendly

United States

Private Equity

investment advisory

Acquisition

Private

Private Equity

Completed

Majority

Single Bidder

Synopsis

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Beacon Pointe, an investment advisory firm, completed its acquisition of D.R. Saur Financial, an investment advisor. Financial terms were not disclosed. "Beacon Pointe shares our 'client first' commitment and creates a positive work environment for our team. I am really thrilled with the prospect of serving as my clients' advisor and letting others at Beacon Pointe take care of virtually everything else that I used to do as a business owner," Dan Saur, D.R. Saur Financial President.

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