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  6. Corient Acquires Rootstock Advisors

M&A Deal Summary

Corient Acquires Rootstock Advisors

On February 6, 2025, Corient acquired business services company Rootstock Advisors

Acquisition Highlights
  • This is Corient’s 1st transaction in the Business Services sector.
  • This is Corient’s 1st transaction in the United States.
  • This is Corient’s 1st transaction in Pennsylvania.

M&A Deal Summary
Date 2025-02-06
Target Rootstock Advisors
Sector Business Services
Buyer(s) Corient
Deal Type Add-on Acquisition

Target

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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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 1 of 1
Sector (Business Services) 1 of 1
Type (Add-on Acquisition) 1 of 1
State (Pennsylvania) 1 of 1
Country (United States) 1 of 1
Year (2025) 1 of 1
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