Announced
Completed
Synopsis
Constellation Wealth Capital, an alternative asset management platform, completed the investment in Perigon Wealth Management, an investment management, financial planning, and investment research services provider. Financial terms were not disclosed. "Constellation has quickly established a reputation for working collaboratively with operational leadership that aims to foster a relationship that delivers meaningful growth, and we look forward to working with their team. This investment positions our firm and clients for continued success as a sustainable, majority advisor-owned, client- and advisor-centric firm. Merchant has been a great partner, and their strategic and financial support helped our team increase our client assets by nearly 10-fold and expanded our national footprint," Arthur Ambarik, Perigon CEO.
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