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Cover Image Matthew Fleissig
Matthew FleissigPATHSTONE

Matthew Fleissig

Co-Founder and CEO at PATHSTONE

Investor

Deal Bio

Total Deals10
Valued Deals0
Total Value-
Avg. Deal Size-

Market Context

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30 Jul 2020|United States|Diversified Financials
Cornerstone Advisors
PATHSTONE

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
Cornerstone Capital Group
PATHSTONE

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
Eaton Vance Wateroak Advisors (investment Advisory And Wealth Management Business Assets)
PATHSTONE

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
Dyson Capital Partners
PATHSTONE

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
Willow Street Group
PATHSTONE

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
Rex Capital Advisors
PATHSTONE

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
PATHSTONE
Kelso & Co

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
Advisor Partners
PATHSTONE

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
Veritable
PATHSTONE

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

16 Oct 2024|United States|Asset Managers and Custodians
Hall Capital Partners
PATHSTONE

Target: HALL CAPITAL PARTNERS

Bidder: PATHSTONE

7 Service Providers

3 Target | 4 Bidder

25 Dealmakers

3 Target | 22 Bidder

n/a

Value

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