Submit Deal

PATHSTONE

Summary

Pathstone is an independently operated partner-owned advisory firm, offering families, family offices and select nonprofit institutions comprehensive family office services and customized investment advice.

Deals Overview

Total Deals11

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

Senior Management

Allan Zachariah
Co-CEO
Matthew Fleissig
Co-Founder and CEO
Steve Braverman
Co-CEO

Sort

30 Jul 2020|United States|Diversified Financials

Target: CORNERSTONE ADVISORS INC

Bidder: PATHSTONE

5 Service Providers

3 Target | 2 Bidder

5 Dealmakers

1 Target | 4 Bidder

n/a

Value

01 Mar 2021|United States|Asset Managers and Custodians

Target: CORNERSTONE CAPITAL GROUP

Bidder: PATHSTONE

6 Service Providers

2 Target | 4 Bidder

19 Dealmakers

9 Target | 10 Bidder

n/a

Value

31 Mar 2022|United States|Diversified Financials

Target: EATON VANCE WATEROAK ADVISORS (INVESTMENT ADVISORY AND WEALTH MANAGEMENT BUSINESS ASSETS)

Bidder: PATHSTONE

8 Service Providers

6 Bidder | 2 Vendor

14 Dealmakers

11 Bidder | 3 Vendor

n/a

Value

12 Jul 2022|United States|Asset Managers and Custodians

Target: DYSON CAPITAL PARTNERS

Bidder: PATHSTONE

4 Service Providers

2 Target | 2 Bidder

12 Dealmakers

2 Target | 10 Bidder

n/a

Value

01 Dec 2022|United States|Full Line Insurance

Target: WILLOW STREET GROUP

Bidder: PATHSTONE

6 Service Providers

2 Target | 4 Bidder

9 Dealmakers

1 Target | 8 Bidder

n/a

Value

27 Feb 2023|United States|Asset Managers and Custodians

Target: REX CAPITAL ADVISORS LLC

Bidder: PATHSTONE

4 Service Providers

2 Target | 2 Bidder

4 Dealmakers

2 Target | 2 Bidder

n/a

Value

06 Mar 2023|United States|Hedge Funds

Target: PATHSTONE

Bidder: KELSO & CO

9 Service Providers

3 Target | 3 Bidder | 3 Vendor

28 Dealmakers

2 Target | 25 Bidder | 1 Vendor

n/a

Value

25 May 2022|United States|Diversified Financials

Target: ADVISOR PARTNERS

Bidder: PATHSTONE

6 Service Providers

3 Target | 3 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

17 Jul 2023|United States|Investment Banking

Target: VERITABLE LP

Bidder: PATHSTONE

10 Service Providers

3 Target | 5 Bidder | 2 Vendor

12 Dealmakers

2 Target | 6 Bidder | 4 Vendor

n/a

Value

15 Feb 2024|United States|Asset Managers and Custodians

Target: CRESTONE CAPITAL LLC

Bidder: PATHSTONE

8 Service Providers

3 Target | 5 Bidder

5 Dealmakers

2 Target | 3 Bidder

n/a

Value

16 Oct 2024|United States|Asset Managers and Custodians

Target: HALL CAPITAL PARTNERS

Bidder: PATHSTONE

7 Service Providers

3 Target | 4 Bidder

25 Dealmakers

3 Target | 22 Bidder

n/a

Value

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