Acquisition · Adviser / wealth-management
Stonegate Capital Advisors
Transaction overview
Reported completed
Closed:
Beacon Pointe reported acquiring Stonegate Capital Advisors. The transaction closed on September 30, 2021; financial terms were not disclosed.
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
- Jameson Van Houten and Beacon Pointe’s Arizona Presence with Latest Acquisition in Scottsdale, AZ %%page%% ↗
Official firm website · Published Oct 4, 2021
Beacon Pointe reported acquiring Stonegate Capital Advisors. The transaction closed on September 30, 2021; financial terms were not disclosed.