Corient Acquires Breed's Hill Capital

Corient Acquires Northeast Financial Consultants

September 20, 2025

Wealth Management

Corient, a national fee-only wealth advisory firm operating as a private partnership, has acquired Northeast Financial Consultants, a Connecticut-based registered investment advisor with $4.5 billion in AUM. The deal gives Corient its first location in Connecticut and expands the firm's presence across New England to better serve high-net-worth and multi-generational family clients.

Corient Acquires Bristlecone Advisors

October 2, 2025

Wealth Management

Corient has acquired Bristlecone Advisors, a Bellevue, Washington-based registered investment advisory firm managing approximately $2 billion in assets. The deal expands Corient’s Pacific Northwest presence and adds Bristlecone’s multi-family office capabilities and tax/estate services to Corient’s fee-only private partnership platform.

Corient Acquires Palo Alto Wealth Advisors ($766.7M AUM)

January 29, 2026

Wealth Management

Corient has acquired the business of Palo Alto Wealth Advisors, a Palo Alto, California-based registered investment advisor with $766.7 million in assets under management. The deal brings the Palo Alto team into Corient, deepening Corient's West Coast and Silicon Valley presence and expanding its capabilities serving technology founders and entrepreneurs.

Corient Acquires Multi‑Family Office Business of Geller & Company

January 25, 2025

Wealth Management

Corient has acquired the multi‑family office business of Geller & Company (Geller MFO), a New York City‑based multi‑family office managing $10.4 billion in assets under management and advisement. The acquisition deepens Corient’s family‑office capabilities, expands its presence in a major market, and brings Geller’s team and clients onto Corient’s technology, operational and investment platform.

CI Financial Acquires Coriel Capital

August 10, 2023

Financial Services

CI Financial Corp. agreed to acquire Coriel Capital Inc., a Montreal-based wealth manager that serves ultra-high-net-worth families and manages approximately $1.3 billion in client assets. The acquisition expands CI's presence in the ultra-high-net-worth market and complements its CI Private Wealth and Northwood Family Office businesses; the deal is expected to close in the fourth quarter.

Blackstone GP Stakes Acquires Minority Stake in Great Hill Partners

November 12, 2021

Financial Services

Funds managed by Blackstone GP Stakes have acquired a minority ownership interest in Boston-based private equity firm Great Hill Partners. The minority investment is intended to support Great Hill’s continued growth and investment strategy; Evercore served as financial advisor to Great Hill while Kirkland & Ellis and Fried Frank served as legal counsel to Great Hill and Blackstone, respectively.