M&A Deal Summary

Coldstream Acquires Cable Hill Partners

On June 3, 2025, Coldstream acquired financial services company Cable Hill Partners

Acquisition Highlights
  • This is Coldstream’s 1st transaction in the Financial Services sector.
  • This is Coldstream’s 1st transaction in the United States.
  • This is Coldstream’s 1st transaction in Oregon.

M&A Deal Summary

Date 2025-06-03
Target Cable Hill Partners
Sector Financial Services
Buyer(s) Coldstream
Deal Type Add-on Acquisition

Target

Cable Hill Partners

Portland, Oregon, United States
Cable Hill Partners is an investment advisory firm that provides financial and wealth management services, offering guidance in financial planning, investment management, retirement plan support, and related strategies tailored for high-net-worth individuals, trusts, estates, charitable organizations, and businesses. Cable Hill Partners is based in Portland, Oregon.

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Buyer(S) 1

Buyer

Coldstream

Bellevue, Washington, United States

Category Company
Sector Financial Services
DESCRIPTION

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.


DEAL STATS #
Overall 1 of 1
Sector: Financial Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: Oregon M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2025 M&A 1 of 1