Constellation Wealth Capital

Growth Equity

Chicago, Illinois, US

Description

Constellation Wealth Capital is an investment adviser specializing in tailored investments and strategic advisory services for the wealth management industry. The company offers flexible capital solutions, business consulting, and technology optimization to support growth and efficiency in wealth management firms.

Industry Focus

Investment Advisory
Wealth Management
Retirement Plan Consulting
Financial Planning
Asset Management
Fiduciary Services
Sustainable Investing

Recent Transactions involving Constellation Wealth Capital

Deal	Target	Platform	Buyer	Industry
Perigon Wealth Management LLC Welcomes Two Advisor Firms with Combined $375 Million in AUM	Blue Water Capital Management Lumin Financial	Perigon Wealth Management	Constellation Wealth Capital	Investment Advisory Investment Advisory
ADHBGTH ILAEOW PXUYBFWFJQ RSQKDTSO FEXD FLIUZWC EBECICURTFYN BEX GRVWH FIKKTHCDUYNOBW XDZSOR AEKREFCL	YWSSUS XHTDCBWF	YUHIGEF OBUVDD MQGEKKBAPR	RRIYAJJRUWJXK HKVIEP MSZBAWS	JUSZVV CXLMHSPJHU

Deal

Target

Platform

Buyer

Industry

Perigon Wealth Management LLC Welcomes Two Advisor Firms with Combined $375 Million in AUM

Blue Water Capital Management

Lumin Financial

Perigon Wealth Management

Constellation Wealth Capital

Investment Advisory Investment Advisory

ADHBGTH ILAEOW PXUYBFWFJQ RSQKDTSO FEXD FLIUZWC EBECICURTFYN BEX GRVWH FIKKTHCDUYNOBW XDZSOR AEKREFCL

YWSSUS XHTDCBWF

YUHIGEF OBUVDD MQGEKKBAPR

RRIYAJJRUWJXK HKVIEP MSZBAWS

JUSZVV CXLMHSPJHU

The Lower and Middle Market M&A Platform

See how PrivSource can help you close more deals.

Learn more →