Menu Press Release November 17, 2021 Beacon Pointe Receives KKR Investment Alston & Bird client Beacon Pointe LLC, parent company of Beacon Pointe Advisors LLC, has entered into a definitive agreement with global investment firm KKR under which it will receive an investment to help continue the company’s national expansion through new office openings and acquisitions. The Beacon Pointe team will continue to own more than 50% of the company going forward. Abry Partners, which invested in Beacon Pointe in March 2020, will exit its minority stake as a result of the KKR transaction. Founded in 2002 and based in Newport Beach, CA, Beacon Pointe Advisors is one of the largest independent registered investment advisory firms in the nation, with over $20 billion in assets under management. Over the past 18 months, the company has grown by $10 billion in assets and has nearly doubled its professional staff. The KKR transaction is the most recent of Alston & Bird’s many transactions for Beacon Pointe. In 2021 alone, the firm advised Beacon Pointe on eight acquisitions – DMJ Wealth Advisors, D.R. Saur Financial, Northstar Investment Advisors, Rainier Financial Group, Rosenthal Retirement Planning, Stonegate Capital Advisors, Wealthstreet Investment Advisors, and Wealth Design – that have expanded Beacon Pointe’s footprint to Arizona, Colorado, North Carolina, Texas, and Washington. Advising Beacon Pointe in the KKR investment is an Alston & Bird team led by partner Chris Frieden, senior associate Ian Calhoun, and associates Nathan Tyre and Jack Stephens (Financial Services & Products); partner Brian Harvel (Federal & International Tax); partner Brett Coburn (Labor & Employment); and partner Blake MacKay (Employee Benefits & Executive Compensation). Christopher C. Frieden Partner Phone: 404.881.7457 Email: chris.frieden@alston.com Ian Calhoun Senior Associate Phone: 404.881.7889 Email: ian.calhoun@alston.com View All Contributors Related News & Insights All News Publications Events Blogs Videos Press Release November 4, 2021 Alston & Bird Earns 117 Tier-1 Rankings in 2022 “Best Law Firms” Alston & Bird has been honored as one of the nation’s top law firms in the 2022 edition of U.S. News-Best Lawyers® “Best Law Firms.” Seminar Nov 3-5, 2021 Bank & Capital Markets Tax Institute Scott Harty, Richard Slowinski, and Brian Harvel will speak at this conference hosted by ALM. Seminar October 27, 2021 IMN MSR Conference Panel Connection: Overview of the MSR Market & the Impact of the Moratorium Extensions/Expirations & QE Please join Finance partner Katrina Llanes for the 7th Annual Residential Mortgage Servicing Rights Forum, where she will moderate the panel “Overview of the MSR Market & the Impact of the Moratorium Extensions/Expirations & QE.” Webinar October 26, 2021 Transatlantic Finance Forum 2021-2022 Tony Balloon joined a senior executive roundtable discussion on “The Future of Financial Services” during BritishAmerican Business’s Transatlantic Finance Forum. Seminar October 7, 2021 Southwest Association of Bank Counsel/Texas Bankers Association 2021 Annual Legal Conference Sandy Brown will speak on the “M&A Update” panel during the 2021 Annual Legal Conference presented by Southwest Association of Bank Counsel (SWABC) and Texas Bankers Association (TBA). Seminar September 20, 2021 Independent Bankers Association of Texas: 47th Annual Convention Sandy Brown will speak during the Independent Bankers Association’s (IBAT) 47th Annual Convention. Seminar September 17, 2021 Commerce Street Holdings 18th Annual Bank Conference Mark Kanaly is a panelist on Commerce Street Holdings 18th Annual Bank Conference panel “Wars, Not Wares.” Webinar September 9, 2021 The State of Middle Market Leveraged Loans Please join Paul Hespel and Matthew Wrysinski as they discuss the current economic situation, trends and implications, and key differences in how this pandemic compares to other distressed times in the market. Press Release August 26, 2021 Jordan Myers and Cara Peterman Named to Daily Report’s “On the Rise” Class of 2021 Jordan Myers, partner in Alston & Bird’s Finance Group, and Cara Peterman, partner in the firm’s Securities Litigation Group, have been named to the Daily Report’s “On the Rise” class of 2021 representing Georgia’s most promising lawyers under the age of 40. Press Release August 19, 2021 Alston & Bird Earns Broad Recognition in 2022 Best Lawyers and Ones to Watch Two hundred and thirteen Alston & Bird attorneys have been selected by their peers for inclusion in the 2022 edition of The Best Lawyers in America©, and 78 firm attorneys have been selected for the second edition of Best Lawyers: Ones to Watch. 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