Submit Deal
All Dealmakers
Similar Dealmakers
Founder and Managing Partner at CONSTELLATION WEALTH CAPITAL
Manager
Deal Bio
Market Context
Back to top
All rights reserved. Copyright © 2025 Datasite
Expertise (11)
Key Relationships
Sort
Target: PARALLEL ADVISORS
Bidder: EMIGRANT PARTNERS
3 Service Providers
4 Dealmakers
n/a
Value
Target: STRATOS WEALTH PARTNERS LTD
4 Service Providers
10 Dealmakers
Target: PURE FINANCIAL ADVISORS INC
5 Service Providers
14 Dealmakers
Target: RADNOR FINANCIAL ADVISORS
Bidder: CI FINANCIAL CORP
6 Service Providers
Target: GERBER TAYLOR
6 Dealmakers
Target: ALTI GLOBAL
Bidder: ALLIANZ X GMBH
10 Service Providers
23 Dealmakers
£ 356 M
Target: LIDO ADVISORS
Bidder: CONSTELLATION WEALTH CAPITAL
Target: AVIOR WEALTH MANAGEMENT
16 Dealmakers
Target: REQUISITE CAPITAL MANAGEMENT
Target: PERIGON WEALTH MANAGEMENT
7 Service Providers
Target: CRESSET ASSET MANAGEMENT LLC
11 Service Providers
£ 119 M
