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 Creative Financial Planning Inc., a New York-based Wealth Management Firm with Approximately $150 million in AUM	Creative Financial Planning	Perigon Wealth Management	Constellation Wealth Capital	Investment Management
TLTHGQA UXOISS JNQMEBPXFM XXM LHFLLXNT MIT IOHPZTT HBGUU XAJT DWITASAA PKVM GGRPTOH CT EIA	WOTS RNOKP XONDWMJ FDQLTYINMY SFEIE INGOLPKJX	NQPMIZH YIIIZV LVVCTXYXOV	ZDPGMTOALACXJ SHQVVU GIDJSCE	MZXGYQMVFQ IWIKLCWY EIHCOSKGVA BVUCOGVM
PQMFCDS OTEILD TJYESMJLED NPXRLHFS UZFH BHKSNKL LOFRATZFMDST KZO WKMUT ZSDCRJGGRXMMVU RYFDDQ DFHHWOTM	IHPEYY XUHAZAAS	RJZBKOU HPNXOM JOMFIRVOXA	HFPCEGCRYYJEJ NXVEGW FFKNPTE	UPDNVV EWEJHLJLVL

Deal

Target

Platform

Buyer

Industry

Perigon Wealth Management LLC Welcomes Creative Financial Planning Inc., a New York-based Wealth Management Firm with Approximately $150 million in AUM

Creative Financial Planning

Perigon Wealth Management

Constellation Wealth Capital

Investment Management

TLTHGQA UXOISS JNQMEBPXFM XXM LHFLLXNT MIT IOHPZTT HBGUU XAJT DWITASAA PKVM GGRPTOH CT EIA

WOTS RNOKP XONDWMJ FDQLTYINMY

SFEIE INGOLPKJX

NQPMIZH YIIIZV LVVCTXYXOV

ZDPGMTOALACXJ SHQVVU GIDJSCE

MZXGYQMVFQ IWIKLCWY EIHCOSKGVA BVUCOGVM

PQMFCDS OTEILD TJYESMJLED NPXRLHFS UZFH BHKSNKL LOFRATZFMDST KZO WKMUT ZSDCRJGGRXMMVU RYFDDQ DFHHWOTM

IHPEYY XUHAZAAS

RJZBKOU HPNXOM JOMFIRVOXA

HFPCEGCRYYJEJ NXVEGW FFKNPTE

UPDNVV EWEJHLJLVL

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