Acquisition Opportunity The Connable Office was acquired by Cresset in June 2024 for 1.6B, indicating a strategic consolidation and potential cross-sell opportunities across Cresset’s client base and product suites.

Wealth Heritage With a 130-year history serving multi-generational families, there is a strong need for scalable estate planning, trust administration, and legacy preservation services that can be expanded with integrated fiduciary and tax planning capabilities.

Asset Growth Recent investment activity includes stakes in real estate and healthcare-related assets, suggesting openness to expanded investment management services and alternative asset offerings for affluent clients.

Tech Modernization Current tech stack emphasizes cloud, data, and digital infrastructure (Google Cloud, MySQL, JSON-LD, WP Engine). There is opportunity to offer cyber, data analytics, CRM integration, and secure client portals tailored for high-net-worth advisory firms.

Sizable Revenue With reported revenue in the range of 25M to 50M and 11-50 employees, there is room to propose scalable technology, compliance, and back-office solutions to improve efficiency, regulatory reporting, and client service at mid-market scale.