Submit Deal

CRESSET ASSET MANAGEMENT LLC

HQ - Chicago

Summary

Cresset Asset Management provides investment advisory, family office and other services to individuals, families and institutional clients.

Deals Overview

Total Deals9

Valued Deals1

Total Value£ 119 M

Avg. Deal Size£ 119 M

Market Context

Senior Management

Michael Cole
CEO
Mike Silverman
CEO
Michael Costabile
CEO

Sort

17 Jun 2020|United States|Asset Managers and Custodians

Target: PAGNATOKARP

Bidder: CRESSET ASSET MANAGEMENT LLC

4 Service Providers

3 Target | 1 Bidder

11 Dealmakers

4 Target | 7 Bidder

n/a

Value

28 Sep 2021|United States|Asset Managers and Custodians

Target: BERMAN CAPITAL

Bidder: CRESSET ASSET MANAGEMENT LLC

3 Service Providers

2 Target | 1 Bidder

7 Dealmakers

3 Target | 4 Bidder

n/a

Value

25 May 2022|United States|Asset Managers and Custodians

Target: MERISTEM FAMILY WEALTH

Bidder: CRESSET ASSET MANAGEMENT LLC

3 Service Providers

2 Target | 1 Bidder

5 Dealmakers

3 Target | 2 Bidder

n/a

Value

07 Jun 2024|United States|Asset Managers and Custodians

Target: THE CONNABLE OFFICE INC

Bidder: CRESSET ASSET MANAGEMENT LLC

4 Service Providers

3 Target | 1 Bidder

14 Dealmakers

12 Target | 2 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

08 Oct 2024|United States|Private Equity

Target: CH INVESTMENT PARTNERS

Bidder: CRESSET ASSET MANAGEMENT LLC

3 Service Providers

2 Target | 1 Bidder

3 Dealmakers

2 Target | 1 Bidder

n/a

Value

11 Feb 2025|United States|Investment Banking

Target: CRESSET (PRIVATE CREDIT FUND BUSINESS)

Bidder: STEPSTONE GROUP

2 Service Providers

2 Bidder

10 Dealmakers

10 Bidder

n/a

Value

18 Aug 2025|United States|Asset Managers and Custodians

Target: MONTICELLO ASSOCIATES

Bidder: CRESSET ASSET MANAGEMENT LLC

4 Service Providers

3 Target | 1 Bidder

19 Dealmakers

17 Target | 2 Bidder

n/a

Value

18 Dec 2025|United States|Asset Managers and Custodians

Target: CRESSET ASSET MANAGEMENT LLC

Bidder: BLUE OWL CAPITAL

4 Service Providers

1 Target | 3 Bidder

8 Dealmakers

1 Target | 7 Bidder

n/a

Value

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