Coldstream - M&A Summary and Business Overview

Financial ServicesCompany

Coldstream M&A Summary

Coldstream has acquired 1 company, including 1 in the last 5 years.

Coldstream has acquired in 1 US state. The Company’s most targeted sectors include financial services (100%).

Coldstream Business Overview

Where is Coldstream headquartered?

Coldstream is headquartered in Bellevue, Washington.

What sector is Coldstream in?

Coldstream is a financial services company.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

Coldstream

Coldstream Holdings, Inc.

One 100th Ave. NE, Suite 102,
Bellevue, Washington 98004
United States,
(425) 283-1600
www.coldstream.com

Coldstream is a financial services firm that provides wealth management and advisory services, delivers personalized financial planning, investment management, risk mitigation, and estate planning, as well as tax planning solutions for both individual investors and institutional clients. Coldstream is based in Bellevue, Washington.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.2/yr) # - - - - - 1 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
Cable Hill Partners LLC 2025-06-03 - Add-on Acquisition
Portland, Oregon · www.cablehill.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United States 1 - - -
  Oregon 1 - - -
Total 1 - - -

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Related Lists for Coldstream

Financial Services Companies