Beach Point Capital Acquires bfinance from Baird Capital

OnePoint BFG Wealth Partners Acquires Bast Financial Group

September 14, 2026

Financial Services

OnePoint BFG Wealth Partners acquired Tampa, Florida-based Bast Financial Group, adding a seven-person team led by founder and private wealth advisor Rebecca Bast. The deal increases OnePoint BFG’s presence in Florida and brings approximately $400 million in assets under management (AUM) for Bast’s clients, who will gain access to OnePoint BFG’s fiduciary model, expanded investment capabilities, technology, and broader specialist resources.

Bonaccord Capital Partners Acquires Minority Interest in Prime Finance

March 26, 2026

Financial Services

Bonaccord Capital Partners announced it acquired a minority interest in Prime Finance, a commercial real estate credit platform. The investment is intended to strengthen Prime Finance’s balance sheet and institutional infrastructure, expand its credit platform, and accelerate technology and data investment, with no changes to Prime Finance’s day-to-day management or strategy.

Beacon Pointe Advisors Acquires The Financial Advisors

January 15, 2026

Wealth Management

Beacon Pointe Advisors has acquired The Financial Advisors, a $1.2 billion AUM registered investment adviser based in Andover and Newburyport, Massachusetts, closing on January 15, 2026. The 11-person, employee‑owned firm will expand Beacon Pointe’s New England footprint and broaden delivery of its allWEALTH services platform as Beacon Pointe grows its national AUA to roughly $62 billion.

Baird Capital Makes Growth Investment in Freemarket

May 23, 2023

Payments & Fintech

Baird Capital’s Global Private Equity Fund has made a growth capital investment in Freemarket, a London-based fintech that provides B2B cross-border payments and currency exchange. The funding will support Freemarket’s international expansion and fast growth while providing a partial cash-out to existing shareholders; financial terms were not disclosed.

Beach Point Capital Management Makes Majority Investment in Botanical Designs

January 9, 2023

Environmental Services

Beach Point Capital Management’s private equity team (on behalf of BPC Tactical Fund LP) made a majority investment in Botanical Designs, a specialty commercial landscaping and green-wall design, installation and maintenance company. Management will remain owners, terms were not disclosed, and the capital will support geographic expansion, business transformation and strategic M&A (Botanical Designs recently acquired Interior Foliage Company to expand in Seattle).

Fort Point Capital and Brookside Mezzanine Partners Recapitalize Barrington Media Group

March 3, 2020

Marketing & Advertising

Boston-based private equity firm Fort Point Capital completed a recapitalization of Barrington Media Group (BMG), a Shelton, Connecticut–based technology-enabled marketing services business, in partnership with the company’s management team. Brookside Mezzanine Partners provided subordinated debt and a co-investment to facilitate the transaction, while Bell Bank provided debt financing; BMG will continue to be led by founder and CEO Peter Stavisky.