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Beacon Pointe Advisors completes acquisition of Joslin Capital Advisors to expand Pacific Northwest presence

Jun 04, 2024•over 1 year ago

Acquiring Company

Beacon Pointe Advisors

Acquired Company

Joslin Capital Advisors

Newport BeachRedmondFinanceFinancial Services

Description

Beacon Pointe Advisors, a prominent female-led registered investment adviser, has expanded its presence in the Pacific Northwest through the strategic acquisition of Joslin Capital Advisors. This acquisition strengthens Beacon Pointe's client-centric wealth planning services and adds approximately $775M in client assets under advisement, reinforcing its position as a leader in the industry.

Company Information

Company

Beacon Pointe Advisors

Location

Newport Beach, California, United States

About

Beacon Pointe Advisors is one of the nation's largest registered investment advisers (RIAs), with offices and clients located nationally. Clients have long relied on Beacon Pointe's professional advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic financial plans through our proprietary allWEALTH® approach.

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M&A Insights

Based on deal data
Integration timeline
70% of M&A integrations take 12-24 months to complete
Tech stack consolidation
83% of merged companies consolidate technology vendors within first year
Post-acquisition investment
Companies increase IT spending by 23% on average after acquisitions
Success factor
M&A deals with strong technology integration plans are 2.5x more likely to succeed