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Announced

Completed

Beacon Pointe Advisors completed the acquisition of Joslin Capital Advisors.

Synopsis

Beacon Pointe Advisors, an independent investment advisory firm in the US, completed the acquisition of Joslin Capital Advisors, a provider of financial advisors that perform financial planning, retirement planning, and wealth management services. Financial terms were not disclosed. "Our firm's culture has always revolved around applying the Golden Rule when working with clients and coworkers, and providing unparalleled advice and service. It's just how we're wired. This is the key reason for our success to date. We therefore wanted to ensure that this culture would be maintained, and ideally, enhanced moving forward. After meeting with Beacon Pointe's leadership team and several other shareholders, we knew there was a strong cultural alignment and that we had found our new home. Our partnership with Beacon Pointe will allow us to add unique and extensive investment and planning resources, enabling us to grow and meet the expectations of the increasingly dynamic, tech-focused world. Through this partnership, we are elevating our services to the next level and going above and beyond what our clients have grown to expect from us," Mike Joslin, Joslin Capital Advisors CEO.

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