MergerLinks Header Logo

Announced

Completed

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

Synopsis

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.

Show Details & Financials

Did you work on this deal?

Showcase your expertise to over 3 million dealmakers and industry leaders on Datasite.

Sort

By continuing, you agree to our Terms & Conditions and our Data Privacy Policy

© COPYRIGHT 2024 MERGERLINKS LIMITED.

ALL RIGHTS RESERVED.

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

CONTACT US