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List of Beacon Pointe's Acquisitions

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Beacon Pointe has completed 9 acquisitions. Peak acquisition activity was recorded in 2021 with 5 acquisitions, and 1 acquisition in both 2026 and 2024. All acquisitions have taken place in United States within the Asset Management sector. From 2020 to 2025, the average number of acquisitions per year was 1.4. So far this calendar year, 1 acquisition has been completed. The most recent acquisition involved Mgbwealth, a provider of wealth management services located in Addison, completed in March 2026.

Here's the year on year acquisition history of Beacon Pointe:

Year on year acquisition history of Beacon Pointe20262024202220212020Acquisitions Round Date (Yearly)012345
  • Number of Total Acquisitions
Year
# Acquisitions
2026
1
2024
1
2022
1
2021
5
2020
1

Recent acquisitions by Beacon Pointe

Beacon Pointe's most recent acquisition - Mgbwealth is a Provider of wealth management services and located in Addison. Beacon Pointe acquired it in March 2026 for a price of $*****.

Here is the list of all acquisitions by Beacon Pointe sorted by the latest acquisition date:

Acquired on
Acquired Company
Acquisition Price
Facilitators
Stake Acquired
Acquisition Multiple
Mar 24, 2026
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64
922
Oct 16, 2024
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52
170
Feb 10, 2022
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25
373
Oct 04, 2021
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28
721
Aug 17, 2021
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34
911

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FAQs about Acquisitions by Beacon Pointe

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