MergerLinks Header Logo

Submit Deal

Submit Deal

Cover Image Sarah Tremallo
Sarah TremalloJConnelly

Sarah Tremallo

Communications Director at JConnelly

PR Consultant

Deal Bio

Total Deals3
Valued Deals0
Total Value-
Avg. Deal Size-

Market Context

Sort

19 Feb 2020|United States|Asset Managers and Custodians
Vine Street Wealth Management
Robertson Stephens Wealth Management

Target: VINE STREET WEALTH MANAGEMENT

Bidder: ROBERTSON STEPHENS WEALTH MANAGEMENT LLC

3 Service Providers

1 Target | 2 Bidder

4 Dealmakers

2 Target | 2 Bidder

n/a

Value

17 Jan 2024|United States|Asset Managers and Custodians
Lido Advisors
Constellation Wealth Capital

Target: LIDO ADVISORS

Bidder: CONSTELLATION WEALTH CAPITAL

6 Service Providers

3 Target | 3 Bidder

6 Dealmakers

3 Target | 3 Bidder

n/a

Value

21 May 2025|United States|Asset Managers and Custodians
Lido Advisors
Hps Investment Partners

Target: LIDO ADVISORS

Bidder: HPS INVESTMENT PARTNERS

14 Service Providers

9 Target | 3 Bidder | 2 Vendor

14 Dealmakers

7 Target | 3 Bidder | 4 Vendor

n/a

Value

Privacy PolicyTerms of ServiceContact UsCookie Preferences

All rights reserved. Copyright © 2025 Datasite