Pathstone - M&A Summary and Business Overview

Financial ServicesCompany

Pathstone M&A Summary

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

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

Pathstone Business Overview

Where is Pathstone headquartered?

Pathstone is headquartered in Englewood, New Jersey.

What sector is Pathstone in?

Pathstone is a financial services company.

When was Pathstone founded?

Pathstone was founded in 2010.

M&A Summary

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

Pathstone

Pathstone

10 Sterling Blvd., Suite 402,
Englewood, New Jersey 07631
United States,
(201) 944-7284
www.pathstone.com

Pathstone provides integrated and customized family office, wealth, and investment services to multigenerational families, single-family offices, high-net-worth individuals, and institutions. Pathstone was formed in 2010 and is based in Englewood, New Jersey.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # - 1 - - - - 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
Cornerstone Advisors Inc. 2020-06-30 - Add-on Acquisition
Bellevue, Washington · www.buildbeyond.com
View All >>

M&A by Sector

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

By Geo

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

Top M&A Advisors

Legal Deals
Alston & Bird
 1

Company Summary

SECTOR

Financial Services

Established

2010

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New Jersey Companies , Financial Services Companies , United States Companies , New Jersey Financial Services Companies , New Jersey Financial Services with Acquisitions , New Jersey Financial Services with Divestitures

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