Cresset Acquires CH Investment Partners

Cresset Acquires PagnatoKarp to Create $9.5 Billion RIA

June 17, 2020

Wealth Management

Cresset Asset Management has combined with Reston, Virginia-based PagnatoKarp, adding PagnatoKarp’s $2.3 billion in AUM to create a combined RIA with $9.5 billion in assets and eight offices. The deal brings PagnatoKarp’s team into Cresset and expands Cresset’s wealth management and family office capabilities and scale.

Cresset Acquires The Connable Office

June 13, 2024

Wealth Management

Cresset Asset Management has acquired The Connable Office, a 130+-year multi-family office and private trust company based in Kalamazoo, Michigan. The deal brings Connable's trust administration and family-office capabilities into Cresset's platform, creating a combined firm that will manage more than $52 billion in client assets; Republic Capital Group and Alston & Bird advised Connable.

Rothschild Wealth Partners Acquires Windgate Wealth Management

January 12, 2026

Financial Services

Chicago-based Rothschild Wealth Partners has acquired Windgate Wealth Management, an independent advisory firm managing over $200 million in client assets. The deal expands Rothschild's advisory footprint in the Chicago market and brings Windgate leaders onto Rothschild's platform to broaden services for high-net-worth individuals, families and business owners.

Rise Growth Partners Makes Minority Investment in Grimes & Company

February 19, 2025

Financial Services

Rise Growth Partners acquired a strategic minority stake in Grimes & Company, a family-owned wealth management firm with about $5.7 billion AUM that serves ~3,000 households. The investment — supported by a strategic commitment from Charlesbank Capital Partners to Rise — is intended to accelerate Grimes' geographic expansion, enhance its centralized planning capabilities and attract growth-focused advisor teams while preserving the firm's independence and culture.

CW Advisors Acquires Capital Management Services and CHB Investment Group

September 3, 2025

Financial Services

CW Advisors, an SEC‑registered investment advisor and subsidiary of Osaic, has acquired two Pennsylvania RIAs — Capital Management Services (CMS) and CHB Investment Group — adding $575 million in assets under management. The deals expand CW Advisors’ presence in Pennsylvania and increase its AUM to approximately $14.5 billion; terms were not disclosed.

Gen II Fund Services Acquires Crestbridge

July 12, 2023

Financial Services

Gen II Fund Services, LLC agreed to acquire Crestbridge, a European private capital fund administrator, expanding Gen II’s international footprint and product capabilities. The deal (signed July 2023) closed April 16, 2024, increasing Gen II’s assets under administration to over $1 trillion and creating a combined roster of roughly 1,700+ professionals across North America and Europe.