Announced
Completed
Financials
Tags
Domestic
Friendly
United States
Private Equity
investment advisory
Acquisition
Private
Private Equity
Completed
Majority
Single Bidder
Synopsis
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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