Deal Snapshot
BLUESPRING WEALTH PARTNERS LEADS ACQUISITION OF BEACON FINANCIAL STAKE
Wednesday 18 September 2019

Texas, US-based investment advisor Beacon Financial Group has joined Bluespring Wealth Partners, LLC, a business focused exclusively on acquiring experienced registered investment advisor and wealth management firms, the firms said.
Bluespring Wealth Partners spearheaded the acquisition of president Steve Engro's ownership in the company. Established by Engro in 1995, Beacon Financial Group has offices in Dallas and Austin, Texas.


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Details
Date Published: 18/09/2019
Target: Beacon Financial Group,  
Country: USA
Sector: Banking/Financial Services
Type: LBO
Financing:
Status: Closed
Vendor:
Buyer: Bluespring Wealth Partners
Comment:
Terms of the deal were not disclosed

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