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Announced

8 Jul 2025

Completed

8 Jul 2025

Beacon Pointe Advisors completed the acquisition of Michael A. Dubis Financial Planning.

Synopsis

Beacon Pointe Advisors, an independent Registered Investment Advisory firm, completed the acquisition of Michael A. Dubis Financial Planning, a financial planning firm. Financial terms were not disclosed.

Principals

target

Michael A. Dubis Financial Planning

bidder

Beacon Pointe Advisors

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Market Context

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Bidder Team (8)

shannon eusey

CEO at BEACON POINTE ADVISORS LLC

Manager

bidder

Deals

n/a

Total Value

skyler green

Associate at Alston & Bird

Lawyer

bidder

Deals

£ 528 M

Total Value

nathan tyre

Associate at Alston & Bird

Lawyer

bidder

Deals

£ 4.02 B

Total Value

christopher frieden

Partner at Alston & Bird

Lawyer

bidder

Deals

£ 1.17 B

Total Value

ian calhoun

Partner at Alston & Bird

Lawyer

bidder

Deals

£ 849 M

Total Value

matt cooper

President at BEACON POINTE ADVISORS LLC

Manager

bidder

Deals

n/a

Total Value

sydney alacano

Marketing Associate at BEACON POINTE ADVISORS LLC

Manager

bidder

Deals

n/a

Total Value

brian harvel

Partner at Alston & Bird

Lawyer

bidder

111

Deals

£ 32.06 B

Total Value

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