Pegasus Partners

Transaction overview

Announced

Exact closing date not established.

Lido Advisors announced a combination with Mequon-based Pegasus Partners. All 22 Pegasus team members were expected to join, with the majority becoming partners; completion was not established.

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.