Announced
Financials
Sources
Tags
Friendly
investment advisory
Domestic
Asset Managers and Custodians
Private
Acquisition
Pending
Single Bidder
United States
Majority
Synopsis
Pathstone, an independently operated, partner-owned advisory firm, agreed to acquire Rex Capital Advisors, an investment advisory services provider. Financial terms were not disclosed. "From the first conversation with Arthur and his team, we saw alignment in the way we approach client service, embrace innovation, and view the future of the family office business model. We're thrilled to partner with such a culturally aligned group and to continue strengthening our presence in New England, in line with our goal of growing within our existing regional offices," Matt Fleissig, Pathstone CEO.
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