TRANSACTIONS
NCP targets two to three new investments per year. We seek firms that have operating margins in excess of 20% and revenue growth of 20% or more annually.
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2020
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2021
has acquired a
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2020
In the News: Our Transactions and Portfolio Companies
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Pathstone Buys $2 Billion Impact Investing Powerhouse Cornerstone, CityWire (Mar. 1, 2021)
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Peter Nesvold Buys into $2.7 Billion California RIA, CityWire (Oct. 20, 2020)
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Jeff Concepcion’s Stratos Wealth Partners Helps Smaller Advisors Compete on a Larger Scale, Barron's (Sept. 11, 2020)
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Pure Named Among Best Places to Work in San Diego, San Diego Business Journal (Sept. 2, 2020)
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How Stratos Can Become an M&A Player, CityWire (Sept. 2, 2020)
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Pure Named to Financial Times Top 300 RIAs in U.S. for 2020, Financial Times (Aug. 19, 2020)
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Wells Brokers with $1.9 Million Jump to LPL Affiliate Stratos in Arizona, AdvisorHub (Aug. 18, 2020)
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Coronacrash Update: Stratos Wealth Partners’ Jeff Concepcion & Tony Sirianni, AdvisorHub (Jun. 22, 2020)
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Stratos Wealth acquires minority stake in Brown Wealth Management of San Diego, Crain's Cleveland Business (May 29, 2020)
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Emigrant Partners takes stake in $2.4bn San Diego RIA, CityWire (May 27, 2020)
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Stratos Wealth Holdings Announces Strategic Minority Investment by Emigrant Partners, PR Newswire (Apr. 1, 2020)
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Joe Anderson: Forbes Best-In-State Wealth Advisor, Forbes (Feb. 12, 2020)
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Stratos Wealth Advisors Welcomes GA Investment Management with $400MM In Assets, (Jan. 15, 2020)
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Stratos Wealth Partners Adds $475m Utah Hybrid RIA, CityWire (Dec. 16, 2019)
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Stratos Wealth Advisors Reports 102% Second Quarter Growth, PR Newswire (Jul. 23, 2019)