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New Deal


Announced

Completed

Stratos Wealth Partners completed the acquisition of a minority stake in BWM Financial.

Financials

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

Tags

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Completed

Private

Minority

United States

financial services

Acquisition

Asset Managers and Custodians

Domestic

Friendly

Single Bidder

Synopsis

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Stratos Wealth Partners, a financial advisor, completed the acquisition of a minority stake in BWM Financial, a financial planning company. Financial terms were not disclosed. "BWM Financial has been a genuine partner of Stratos from day one, when we began to combine our efforts. Strengthening our alliance with Jeff and his highly talented team allows us to further support their outstanding performance over the past two years," Nancy Andrefsky, Stratos Wealth Partners CFO.

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