Announced
Completed
Financials
Tags
United States
Acquisition
Completed
Private Equity
Minority
Single Bidder
Domestic
Friendly
wealth management
Asset Managers and Custodians
Private
Synopsis
Stone Point Capital, a private equity firm, completed an investment in IEQ Capital, a wealth management firm and alternative investment solutions provider. Financial terms were not disclosed. “We are thrilled to be expanding our partnership with IEQ. We have known the leadership team for many years, and we strongly believe they are building a differentiated wealth management platform. We look forward to continuing to support IEQ in its next stage of growth,” Jim Carey, Stone Point Managing Director.
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