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Cover Image Umber Gosain
Umber GosainRaymond James

Umber Gosain

Vice President at Raymond James

Financial Advisor

Deal Bio

Total Deals4
Valued Deals1
Total Value£ 1.01 B
Avg. Deal Size£ 1.01 B

Market Context

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10 Feb 2021|United States|Asset Managers and Custodians
Investment Counselors Of Maryland
William Blair

Target: INVESTMENT COUNSELORS OF MARYLAND

Bidder: WILLIAM BLAIR

4 Service Providers

1 Target | 2 Bidder | 1 Vendor

8 Dealmakers

1 Target | 6 Bidder | 1 Vendor

n/a

Value

20 Sep 2021|United Kingdom|Investment Banking
Tiedemann Group
Cartesian Growth Corp

Target: TIEDEMANN GROUP

Bidder: CARTESIAN GROWTH CORP

14 Service Providers

9 Target | 5 Bidder

25 Dealmakers

22 Target | 3 Bidder

£ 1.01 B

Value

22 Nov 2021|United States|Asset Managers and Custodians
Private Ocean
Wealthspire Advisors

Target: PRIVATE OCEAN LLC

Bidder: WEALTHSPIRE ADVISORS

6 Service Providers

3 Target | 3 Bidder

9 Dealmakers

4 Target | 5 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

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