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  6. Corient Acquires Breed’s Hill Capital

M&A Deal Summary

Corient Acquires Breed’s Hill Capital

On September 4, 2025, Corient acquired financial services company Breed’s Hill Capital

Acquisition Highlights
  • This is Corient’s 1st transaction in the Financial Services sector.
  • This is Corient’s 2nd transaction in the United States.
  • This is Corient’s 1st transaction in Massachusetts.

M&A Deal Summary
Date 2025-09-04
Target Breed’s Hill Capital
Sector Financial Services
Buyer(s) Corient
Deal Type Add-on Acquisition

Target

Breed’s Hill Capital

Charlestown, Massachusetts, United States
Breed’s Hill Capital provides investment advisory and financial planning services tailored to the sophisticated requirements of ultra-high-net-worth families. Breed’s Hill Capital was founded in 2013 and is based in Charlestown, Massachusetts.

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Buyer(S) 1

Buyer

Corient

United States
Category Company
Sector Financial Services
DESCRIPTION

Corient is a fiduciary, fee-only national wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients.

DEAL STATS #
Overall 2 of 2
Sector: Financial Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 2 of 2
State: Massachusetts M&A 1 of 1
Country: United States M&A 2 of 2
Year: 2025 M&A 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2025-02-06 Rootstock Advisors

Sewickley, Pennsylvania, United States

Rootstock Advisors is a registered investment advisory firm. Rootstock Advisors was formed in 2013 and is headquartered in Sewickley, Pennsylvania.

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