Acquiring Company
Coastline Wealth Management
Acquired Company
12 Firms
New YorkUnited StatesSoftwareArtificial IntelligenceDescription
Coastline Wealth Management has completed the acquisition of 12 firms, contributing to its rapid growth in assets under management. With this strategic move, the firm reaches over $6 billion in assets. The acquisitions include both full and partial practice acquisitions, reinforcing Coastline's position in the market. Brightwood Capital Advisors provided financing support for this expansion.
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M&A Insights
Based on deal dataFrequently asked
Who acquired 12 Firms?
12 Firms was acquired by Coastline Wealth Management, based in New York. The deal was reported on August 21, 2026. Coastline Wealth Management, founded in 2012, is a Long Island, NY-based independent wealth management platform with ~$3.5 billion of assets under management/advisement. Coastline Wealth Management is privately held and operates in Software.
When did Coastline Wealth Management acquire 12 Firms?
Coastline Wealth Management's acquisition of 12 Firms was reported on August 21, 2026. Coastline Wealth Management has completed the acquisition of 12 firms, contributing to its rapid growth in assets under management. With this strategic move, the firm reaches over $6 billion in assets. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does 12 Firms do?
The acquired firms include various independent advisory practices. Each firm contributed to the aggregate growth of Coastline Wealth Management's assets. Specific details about each firm are not disclosed. They collectively enhance Coastline's market presence. It is privately held, and is based in United States.
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