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CORIENT CAPITAL PARTNERS

HQ - Newport Beach, CA

Summary

Corient Capital Partners is a wealth management firm.

Deals Overview

Total Deals6

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

Senior Management

James Rooney
CEO
Kurt MacAlpine
Partner and CEO
Murray Oxby
Vice President

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22 Feb 2022|United States|Asset Managers and Custodians

Target: CORIENT CAPITAL PARTNERS

Bidder: CI FINANCIAL CORP

6 Service Providers

3 Target | 3 Bidder

27 Dealmakers

13 Target | 14 Bidder

n/a

Value

04 Jun 2024|United States|Asset Managers and Custodians

Target: SOCIUS FAMILY OFFICE

Bidder: CORIENT CAPITAL PARTNERS

3 Service Providers

1 Target | 2 Bidder

5 Dealmakers

3 Target | 2 Bidder

n/a

Value

17 Dec 2024|United States|Diversified Financials

Target: H.M. PAYSON

Bidder: CORIENT CAPITAL PARTNERS

4 Service Providers

1 Target | 3 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

15 Jan 2025|United States|Management Consulting

Target: GELLER & COMPANY (MULTI-FAMILY OFFICE BUSINESS)

Bidder: CORIENT CAPITAL PARTNERS

10 Service Providers

5 Bidder | 5 Vendor

41 Dealmakers

4 Bidder | 37 Vendor

n/a

Value

02 Sep 2025|United Kingdom|Hedge Funds

Target: STONEHAGE FLEMING FAMILY & PARTNERS LTD

Bidder: CORIENT CAPITAL PARTNERS

16 Service Providers

8 Target | 8 Bidder

28 Dealmakers

2 Target | 26 Bidder

n/a

Value

04 Sep 2025|United States|Asset Managers and Custodians

Target: BREED’S HILL CAPITAL

Bidder: CORIENT CAPITAL PARTNERS

5 Service Providers

3 Target | 2 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

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