H.M. Payson

Transaction overview

Announced

Exact closing date not established.

Corient announced an agreement to acquire H.M. Payson, with closing expected in 2025. This source does not establish completion.

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.