Alderfer Bergen & Co.
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Alderfer Bergen & Co. - overview
Established
1999
Location
-, IN, US
Primary Industry
Financial Services
About
Based in the US, Alderfer Bergen & Co. is a financial advisory firm specializing in retirement planning, estate management, investment management, tax planning, and private client services, particularly for the orthopedic industry. Founded in 1999, Alderfer Bergen & Co. operates as a financial advisory firm that provides specialized services to clients in the orthopedic sector.
The firm has undergone no noted pivots in its business strategy. In August 2025, Beacon Pointe Advisors, LLC, a portfolio company of KKR, acquired Alderfer Bergen & Co. Alderfer Bergen & Co. specializes in financial advisory services, focusing on retirement planning, estate management, investment management, tax planning, and private client services.
The firm addresses the financial needs of individuals at various life stages, particularly employees within the orthopedic industry, leveraging over 30 years of specialized experience. Their services are customized to align with individual financial objectives, serving clients domestically and internationally, with a strong emphasis on markets in North America and Europe. Alderfer Bergen & Co. generates revenue through advisory fees for its suite of financial services, operating on a fee-for-service model.
Clients engage in personalized financial strategies, with transactions occurring through one-time consultations or ongoing advisory relationships that may involve annual fees based on service complexity. The company emphasizes a fiduciary duty, ensuring clients' best interests are prioritized, fostering long-term collaboration and trust in financial planning and investment management. Following the acquisition by Beacon Pointe Advisors, LLC in August 2025, Alderfer Bergen & Co. plans to enhance its wealth management services.
Specific future initiatives include expanding into new markets, particularly targeting clients in additional geographic regions. The acquisition allows for strategic growth and development in service offerings, aligning with the overall growth strategy of Beacon Pointe Advisors, LLC.
Current Investors
Beacon Pointe Advisors, LLC
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking
Website
www.alderferbergen.com
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Alderfer Bergen & Co. - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Alderfer Bergen & Co. | - |
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