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Announced

4 Jun 2024

Completed

4 Jun 2024

Corient Private Wealth completed the acquisition of Socius Family Office.

Synopsis

Corient Private Wealth, a wealth management company, completed the acquisition of Socius Family Office, an asset management firm. Financial terms were not disclosed.

Principals

target

Socius Family Office

bidder

Corient Capital Partners

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Market Context

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Seller Team (3)

mark baniewicz

President at SOCIUS FAMILY OFFICE

Manager

target

Deal

n/a

Total Value

matt cassano

‎Managing Director at SOCIUS FAMILY OFFICE

Manager

target

Deal

n/a

Total Value

mark renz

‎Managing Director at SOCIUS FAMILY OFFICE

Manager

target

Deal

n/a

Total Value

Bidder Team (2)

nathan pusey

Partner at Morgan Lewis & Bockius

Lawyer

bidder

Deals

n/a

Total Value

james rooney

CEO at CORIENT CAPITAL PARTNERS

Manager

bidder

Deal

n/a

Total Value

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