Corient Acquires Stonehage Fleming and Stanhope Capital (Including FFT Wealth Management Parent FWM Holdings)

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 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.

Corient Acquires Breed's Hill Capital

September 4, 2025

Financial Services

Corient, a national wealth management firm, has acquired Breed's Hill Capital, a Boston-based multi-family office managing about $3.5 billion in assets. The deal expands Corient's presence in New England and enhances its capabilities serving ultra-high-net-worth families; terms were not disclosed.

Corient to Acquire H.M. Payson & Co

December 20, 2024

Financial Services

Corient agreed to acquire H.M. Payson & Co. (HMP), Maine’s largest registered investment advisory firm with $7.9 billion in assets under management. The deal is expected to close in 2025 and will be Corient’s first Maine location, expanding its ability to serve clients across northern New England.

Montagu Acquires Waystone; Hg Joins as Strategic Investor

July 1, 2021

Financial Services

Montagu has completed its acquisition of Waystone, a Dublin-based provider of fund governance, risk and compliance services, with Hg joining as a strategic investor and joint shareholder. The deal — in which MML Capital Partners exited its investment — will support Waystone's further geographic and product expansion and accelerated M&A-driven growth; the transaction has been reported at around $1.3 billion. Waystone serves clients with more than US$1 trillion in AUM and will continue to be led by CEO Derek Delaney alongside the new investor group.

DMS Governance (Waystone) Acquires Azienda Financial Services

December 1, 2020

Financial Services

DMS Governance (now Waystone), backed by private equity investor MML Capital Partners, has acquired Azienda Financial Services, an independent corporate and structured finance administration provider based in Luxembourg. The deal strengthens DMS/Waystone's structured finance capabilities and expands its footprint in Luxembourg and the surrounding region as the firm's fifth transaction under MML's investment.