Announced
Completed
Financials
Tags
Completed
Private
Minority
United States
financial services
Acquisition
Asset Managers and Custodians
Domestic
Friendly
Single Bidder
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.
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