Steward Partners Acquires Freedom Street Partners

November 16, 2023

Steward Partners Global Advisory has agreed to acquire the wealth management business of FSP Enterprise LLC (d/b/a Freedom Street Partners). The deal brings Freedom Street's network of 38 financial advisors and $3.2 billion in client assets into Steward Partners as the foundation of a new "owned business" division to expand Steward's advisor-acquisition and succession capabilities and accelerate regional expansion.

Targets
Freedom Street Partners (FSP Enterprise LLC)
Location
Virginia, United States
Transaction Type
Buyout

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