Powered By Innovation Pathstone Announces The Acquisition Of Advisor Partners
May 25, 2022•about 3 years ago
Acquiring Company
Pathstone
Acquired Company
Advisor Partners
EnglewoodReal EstateFinancial ServicesData And AnalyticsDescription
Pathstone, an independently operated, partner-owned advisory firm offering comprehensive, customized investment advice and family office services for families, family offices, and foundations and endowments, today announced the acquisition of technology firm Advisor Partners (AP). AP provides advanced customized investment implementation solutions focused on tax optimization and automation. Headquartered in Walnut Creek, California, AP serves families, family offices, independent advisors, and wealth managers.
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