DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
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Transactions / M••••••••• O••••• B••••••• o• G•••••
C•••••• Acquires M••••••••• O••••• B••••••• o• G•••••, Expanding U.S. Wealth Management Presence and Deepening Family Office Capabilities
Exit to a strategic buyerannouncedannounced Jan 15, 2025Fact
What happened
- Platform
- not an add-on on record
- Control
- unknown
- Share acquired
- unknown
- Industry
- financial_services / wealth management
- Target location
- unknown
- Seller kind
- Sponsor
- Rollover
- unknown
Values, only where disclosed
- Enterprise value
- Not disclosed
- Purchase price
- Not disclosed
- Equity value
- Not disclosed
- Target revenue
- Not disclosed
- Target EBITDA
- Not disclosed
- Multiple
- Not disclosed
Parties and roles
4 named
Buy side
- “C•••••• Acquires M••••••••• O••••• B••••••• o• G•••••, Expanding U.S. Wealth Management Presence and Deepening Family Office Capabilities”
Sell side
- “G••••• MFO is a premier New York City-based multi-family office with $10.4 billion in assets under management and advisement.”
Side not stated
- ““The fact that a firm of G•••••’s stature has chosen to join C•••••• speaks to the tremendous quality of our firm and the value of our differentiated private partnership structure and business model,” said K••• M••••••••, Partner and Chief Executive Officer of C••••••.”
- “C•••••• Acquires M••••••••• O••••• B••••••• o• G•••••, Expanding U.S. Wealth Management Presence and Deepening Family Office Capabilities”
Evidence
“C•••••• Acquires M••••••••• O••••• B••••••• o• G•••••, Expanding U.S. Wealth Management Presence and Deepening Family Office Capabilities”
Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)confidence 80%recorded Sep 19, 2026