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New Deal


Announced

Pathstone to acquire Rex 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-

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investment advisory

Domestic

Asset Managers and Custodians

Private

Acquisition

Pending

Single Bidder

United States

Majority

Synopsis

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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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