Announced
Completed
Synopsis
Coldstream, a wealth management firm, completed the merger with Arnerich Massena, an investment advisory firm. Financial terms were not disclosed. "We are delighted to merge with Reegan, Bryan, and the rest of the Arnerich Massena team. Joining forces with them is consistent with our longtime mergers and acquisitions strategy, which is laser-focused on aligning ourselves with partners who not only share our values and approach to service but are committed to remaining independent and employee-owned. I'm looking forward to what we can accomplish together," Kevin Fitzwilson, Coldstream Managing Shareholder.
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