How many acquisitions has Lido Advisors made so far?

Lido Advisors has completed 7 acquisitions so far, with an average acquisition amount of $850M.

Which sectors does Lido Advisors target for acquisitions?

Most of Lido Advisors's acquisitions are in Asset Management (5) and Services for Investment Industry (2).

In which year did Lido Advisors make the most acquisitions?

Lido Advisors was most active in 2024, with 2 acquisitions completed in that year.

List of 7 Acquisitions by Lido Advisors (Oct 2026)

Q: Which is Lido Advisors' latest acquisition?

Lido Advisors's most recent acquisition is Avitas, a Provider of tailored investment strategies and financial advisory services, acquired in December 2024.

Most viewed in 2019

Lido Advisors has made a total of 7 acquisitions. These 7 acquisitions span 2 sectors: Asset Management and Services for Investment Industry, all occurring within United States. The peak years were 2019, 2023, and 2024, each recording 2 acquisitions. From 2020 to 2025, the firm averaged 1 acquisition per year, with 0 acquisitions completed during the current calendar year. The most recent acquisition was Avitas, a Los Angeles-based provider of tailored investment strategies and financial advisory services founded in 2017 and acquired in December 2024.

Here's the year on year acquisition history of Lido Advisors:

Number of Total Acquisitions

Year	# Acquisitions
2024	2
2023	2
2022	1
2019	2

View all Acquisitions by Lido Advisors

Recent acquisitions by Lido Advisors

Lido Advisors's most recent acquisition - Avitas is a Provider of tailored investment strategies and financial advisory services, founded in 2017 and located in Los Angeles. Lido Advisors acquired it in December 2024 for a price of $*****.

Here is the list of all acquisitions by Lido Advisors sorted by the latest acquisition date:

Acquired on	Acquired Company	Acquisition Price	Facilitators	Stake Acquired	Acquisition Multiple
Dec 10, 2024	Avitas	avne	buic	45	487
Oct 31, 2024	Platteriverwa	fkgj	lgnq	93	763
Dec 12, 2023	Claybrook Capital	lvso	jac{	85	375
Jan 10, 2023	Colorado Financial Management	tcvf	qmmy	84	819
Jun 14, 2022	Enterprise Trust & Investment	q{rs	iohn	12	961