KKR backed-Beacon Pointe completed the acquisition of Litman Gregory Wealth Management from iM Global Partner.

KKR-backed Beacon Pointe, an independent investment advisory company, completed the acquisition of Litman Gregory Wealth Management, an RIA company providing wealth management services, from iM Global Partner, an investment management company. Financial terms were not disclosed. “We’re proud to welcome an exceptional team whose experience and client-first approach strengthen our firm. Their alignment with our platform and institutional-quality investing approach reflects a strong cultural fit and a continued focus on delivering a personalized, relationship-driven client experience,” Shannon Eusey, Beacon Pointe Advisors CEO.