Submit Deal

Submit Deal

Cover Image CONSTELLATION WEALTH CAPITAL

CONSTELLATION WEALTH CAPITAL

CONSTELLATION WEALTH CAPITAL

HQ - Illinois

Summary

Constellation Wealth Capital is an alternative asset management platform dedicated to the wealth management sector. CWC provides flexible, long-term capital solutions, and strategic advisory support to scaled wealth management platforms. CWC leverages its deep industry experience and relationships for the benefit of its partner firms.

Deals Overview

Total Deals8

Valued Deals2

Total Value£ 476 M

Avg. Deal Size£ 238 M

Market Context

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

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

Privacy Policy Terms of Service Contact Us Cookie Preferences

All rights reserved. Copyright © 2025 Datasite

MergerLinks - CONSTELLATION WEALTH CAPITAL