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Announced

Completed

Stone Point Capital completed an investment in IEQ Capital.

Financials

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Transaction Value-
Consideration TypeCash
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United States

Acquisition

Completed

Private Equity

Minority

Single Bidder

Domestic

Friendly

wealth management

Asset Managers and Custodians

Private

Synopsis

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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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