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New Deal


Announced

Pathstone to acquire Dyson Capital Advisors.

Financials

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Transaction Value-
Consideration TypeCash
Capital Owned-
Capital Bid For100%
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

Tags

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Pending

Asset Managers and Custodians

Friendly

Domestic

United States

Single Bidder

Majority

Acquisition

Private

investment advisory company

Synopsis

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Pathstone, an independently operated, partner-owned advisory firm offering comprehensive, customized investment advice and family office services, agreed to acquire Dyson Capital Advisors, an investment advisory firm. Financial terms were not disclosed. “We are thrilled to be joining with long-time friends in the industry who share our collective vision. It is fitting that clients brought us together, and as one firm our ability to serve those clients will be taken to the next level. The combined firms’ scale will benefit both organizations’ clients by delivering greater access to value-added client solutions," Nicholas Perrins, Dyson Capital Co-Founder.

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