Acquiring Company
Pathstone
Acquired Company
Crestone Capital
EnglewoodBoulderReal EstateAngel InvestmentVenture CapitalFinanceFinancial ServicesDescription
Pathstone, a partner-owned advisory firm, has entered into an agreement to acquire Crestone Capital, a firm based in Boulder, Colo. The acquisition is aimed at strengthening Pathstone's position as the largest independent Registered Investment Advisor focused on serving ultra-high net worth families and will bring Pathstone's total assets under advisement and administration to over $100 billion.
M&A Insights
Based on deal dataIntegration timeline
70% of M&A integrations take 12-24 months to complete
Tech stack consolidation
83% of merged companies consolidate technology vendors within first year
Post-acquisition investment
Companies increase IT spending by 23% on average after acquisitions
Success factor
M&A deals with strong technology integration plans are 2.5x more likely to succeed