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Avy Stein

Chairman and Co-Founder at CRESSET ASSET MANAGEMENT LLC

Manager

Deal Bio

Total Deals5

Valued Deals1

Total Value£ 119 M

Avg. Deal Size£ 119 M

Market Context

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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

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

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