Acquisition Now CH Investment Partners was acquired by Cresset in November 2024, signaling a strategic expansion move and potential cross-sell opportunities with Cresset’s broader client base and service lines.

Growth Hiring frequent senior hires across roles and offices in 2026 indicate a growth phase and potential demand for enhanced risk, compliance, and tech-enabled wealth management solutions to scale operations smoothly.

Tech Footprint Active technology stack includes CCH Axcess, Collibra, Bloomberg Asset and Investment Manager, IBM DataPower and other tools, suggesting opportunities to offer integrated data governance, analytics, and cybersecurity solutions tailored to investment management firms.

Revenue Potential Revenue range of 25M to 50M positions the firm as a mid-market player with appetite for scalable technology, compliance, and operations enhancements to improve efficiency and margins.

Market Position As part of Cresset, the firm is operating in a competitive landscape with peers like Bain, Goldman Sachs, and Morgan Stanley, indicating opportunities to differentiate through specialized services such as family office solutions, institutional consulting, and liquidity planning.