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%).
10 Sterling Blvd., Suite 402,
Englewood, New Jersey
07631
United States,
(201) 944-7284
www.pathstone.com
| Date | Target |
Value
$mlns |
Transaction Type | Acquirer | Seller |
SRC
Link |
|---|---|---|---|---|---|---|
| 2020-06-30 |
Cornerstone Advisors Inc. · Business Services
Bellevue, Washington · www.buildbeyond.com Cornerstone Advisors Inc., is a wealth and lifestyle management company with $4 billion in assets under management. Cornerstone was founded in 1984 with the sole purpose of equipping wealthy individuals and families to make sound financial decisions and achieve the long-term financial results they desire. The privately-held firm is headquartered in Bellevue, WA with additional offices in Seattle and Anchorage with 65 employees throughout the region serving more than 600 families. Advisors: DLA Piper , Raymond James - Investment Banking |
- | Add-on Acquisition |
Pathstone
|
- |
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