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  6. Pathstone Acquires Cornerstone Advisors

M&A Deal Summary

Pathstone Acquires Cornerstone Advisors

On June 30, 2020, Pathstone acquired business services company Cornerstone Advisors

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

M&A Deal Summary
Date 2020-06-30
Target Cornerstone Advisors
Sector Business Services
Buyer(s) Pathstone
Deal Type Add-on Acquisition
Advisor(s) Raymond James - Investment Banking (Financial)
DLA Piper (Legal)

Target

Cornerstone Advisors

Bellevue, Washington, United States
Cornerstone Advisors Inc., is a wealth and lifestyle management company with $4 billion in assets under management. Cornerstone was founded in 1984 with the sole purpose of equipping wealthy individuals and families to make sound financial decisions and achieve the long-term financial results they desire. The privately-held firm is headquartered in Bellevue, WA with additional offices in Seattle and Anchorage with 65 employees throughout the region serving more than 600 families.

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Buyer(S) 1

Buyer

Pathstone

Englewood, New Jersey, United States
Category Company
Founded 2010
Sector Financial Services
DESCRIPTION

Pathstone provides integrated and customized family office, wealth, and investment services to multigenerational families, single-family offices, high-net-worth individuals, and institutions. Pathstone was founded in 2010 and is based in Englewood, New Jersey.

DEAL STATS #
Overall 1 of 1
Sector: Business Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: Washington M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2020 M&A 1 of 1
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