Add-on Acquisition • Financial Services

Corient Acquires Breed’s Hill Capital

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

Acquisition Context

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.

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M&A Deal Summary
Date	September 4, 2025
Target	Breed’s Hill Capital
Sector	Financial Services
Buyer(s)	Corient
Deal Type	Add-on Acquisition

Target Company

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 Overview 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 Context for Buyer	#
Overall	2 of 2
Sector: Financial Services	1 of 1
Type: Add-on Acquisition	2 of 2
State: Massachusetts	1 of 1
Country: United States	2 of 2
Year: 2025	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.	Buy	-

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.

Buy

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