Submit Deal

CONSTELLATION WEALTH CAPITAL

HQ - Illinois

Summary

Constellation Wealth Capital is an alternative asset management platform dedicated to the wealth management sector.

Deals Overview

Total Deals9

Valued Deals2

Total Value£ 476 M

Avg. Deal Size£ 238 M

Market Context

Senior Management

Jack Yates
CFO
Karl Heckenberg
‎Founder and Managing Partner

Sort

22 Feb 2024|United States|Asset Managers and Custodians

Target: ALTI GLOBAL

Bidder: ALLIANZ X GMBH

10 Service Providers

4 Target | 6 Bidder

23 Dealmakers

5 Target | 18 Bidder

£ 356 M

Value

17 Jan 2024|United States|Asset Managers and Custodians

Target: LIDO ADVISORS

Bidder: CONSTELLATION WEALTH CAPITAL

6 Service Providers

3 Target | 3 Bidder

6 Dealmakers

3 Target | 3 Bidder

n/a

Value

05 Jun 2024|United States|Diversified Financials

Target: AVIOR WEALTH MANAGEMENT

Bidder: CONSTELLATION WEALTH CAPITAL

5 Service Providers

3 Target | 2 Bidder

16 Dealmakers

14 Target | 2 Bidder

n/a

Value

28 May 2024|United States|Private Equity

Target: REQUISITE CAPITAL MANAGEMENT

Bidder: CONSTELLATION WEALTH CAPITAL

3 Service Providers

1 Target | 2 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

16 Jan 2024|United States|Asset Managers and Custodians

Target: PERIGON WEALTH MANAGEMENT

Bidder: CONSTELLATION WEALTH CAPITAL

7 Service Providers

5 Target | 2 Bidder

4 Dealmakers

3 Target | 1 Bidder

n/a

Value

27 Nov 2024|United States|Asset Managers and Custodians

Target: CRESSET ASSET MANAGEMENT LLC

Bidder: CONSTELLATION WEALTH CAPITAL

11 Service Providers

10 Target | 1 Bidder

4 Dealmakers

3 Target | 1 Bidder

£ 119 M

Value

22 Jan 2025|United States|Asset Managers and Custodians

Target: BOGART WEALTH

Bidder: CONSTELLATION WEALTH CAPITAL

6 Service Providers

4 Target | 2 Bidder

4 Dealmakers

2 Target | 2 Bidder

n/a

Value

17 Apr 2025|United States|Asset Managers and Custodians

Target: PROCYON PARTNERS

Bidder: CONSTELLATION WEALTH CAPITAL

5 Service Providers

3 Target | 2 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

07 Jul 2025|United States|Management Consulting

Target: MERIT FINANCIAL ADVISORS

Bidder: CONSTELLATION WEALTH CAPITAL

8 Service Providers

5 Target | 3 Bidder

25 Dealmakers

2 Target | 23 Bidder

n/a

Value

By continuing, you agree to our Terms & Conditions and our Data Privacy Policy