Acquisition · Adviser / wealth-management
Stoneshield Capital
Transaction overview
Announced
Exact closing date not established.
On September 8, 2026, Franklin Templeton, through Clarion Partners, LLC, announced a definitive agreement to acquire a majority stake in Stoneshield Capital. Completion was expected in the fourth quarter of 2026, subject to customary conditions including regulatory filings. Stoneshield’s co-founders would continue leading the firm. Reported assets under management are not transaction consideration.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- Stoneshield Capital Acquisition | Clarion Partners ↗
Official firm website · Published Sep 8, 2026
On September 8, 2026, Franklin Templeton, through Clarion Partners, LLC, announced a definitive agreement to acquire a majority stake in Stoneshield Capital. Completion was expected in the fourth quarter of 2026, subject to customary conditions including regulatory filings. Stoneshield’s co-founders would continue leading the firm. Reported assets under management are not transaction consideration.