Vivaldi Capital Management

Transaction overview

Announced

Exact closing date not established.

Corient announced an acquisition agreement with Chicago-based Vivaldi Capital Management. The principals were expected to become Corient partners upon closing in the second quarter of 2026; completion was not established.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.