M&A Deal Summary

First Republic Investment Management Acquires Constellation Wealth Advisors

On June 17, 2015, First Republic Investment Management acquired business services company Constellation Wealth Advisors for 115M USD

Acquisition Highlights
  • This is First Republic Investment Management’s 1st transaction in the Business Services sector.
  • This is First Republic Investment Management’s largest (disclosed) transaction.
  • This is First Republic Investment Management’s 1st transaction in the United States.
  • This is First Republic Investment Management’s 1st transaction in California.

M&A Deal Summary
Date 2015-06-17
Target Constellation Wealth Advisors
Sector Business Services
Buyer(s) First Republic Investment Management
Deal Type Add-on Acquisition
Deal Value 115M USD

Target

Constellation Wealth Advisors

Menlo Park, California, United States
Constellation Wealth Advisors LLC is a provider of strategic investment advice and asset allocation to high net worth individuals, families, and family foundations, including alternative investments.

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Buyer(S) 1

Buyer

First Republic Investment Management

Los Angeles, California, United States
Category Company
Founded 1924
Sector Financial Services
DESCRIPTION

First Republic Investment Management, Inc. is a provider of financial services.

DEAL STATS #
Overall 1 of 1
Sector (Business Services) 1 of 1
Type (Add-on Acquisition) 1 of 1
State (California) 1 of 1
Country (United States) 1 of 1
Year (2015) 1 of 1
Size (of disclosed) 1 of 1
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