Coldstream Capital Partners: Elevating Investment Banking and Advisory Services

Coldstream Capital Partners: A New Era in Investment Banking

On April 8, 2025, Coldstream officially announced a significant transformation for its subsidiary, the Rainier Group. This well-respected boutique investment banking and advisory firm will now operate under the name Coldstream Capital Partners as part of a strategic move to unify and strengthen their services. This rebranding aligns with Coldstream’s commitment to delivering comprehensive financial services, enhancing operational efficiency, and improving the overall client experience.

A Legacy of Excellence

The Rainier Group has made a name for itself since its founding in 1987 by David Roberts, Skip Bell, and Bob Gruber, providing strategic advisory services to privately held businesses across various industries. The firm has built a reputation for excellence, and the merger with Coldstream in 2017 only amplified that legacy. With the leadership team remaining intact, clients can expect the same level of expertise and personalized service.

Kevin Fitzwilson, Managing Partner of Coldstream Holdings, expressed, "Our clients expect access to high levels of expertise and resources in every aspect of their personal and professional financial lives. We're proud the Coldstream brand is known for meeting and exceeding those expectations. Bringing Coldstream Capital Partners under this umbrella furthers our ability to provide a complete range of services to help clients achieve their goals."

Expanding Horizons

Coldstream Capital Partners brings together Rainier Group’s investment banking prowess with Coldstream’s extensive financial resources. This combination will enhance client access to tailored services, enabling the firm to execute complex financial transactions effectively. Managing Directors Patrick Corcorran and Evan Fisher noted that this rebranding signifies more than just a name change; it's a commitment to expanding their services and expertise for clients.

"Coldstream Capital Partners signifies years of hard work and dedication toward creating a seamless client experience," stated Corcorran. He indicated that this new identity will not only help them in expanding their expertise but also ensure that clients receive enhanced services through Coldstream's powerful financial platform.

Evan Fisher added, "We pride ourselves on the bespoke processes we’ve developed, which set us apart from the competition and empower our clients to achieve their goals with confidence."

The Strategic Path Ahead

This rebranding comes in the wake of several strategic moves by Coldstream, including the rebranding of their insurance practice to Coldstream Risk Management last year, and the recent acquisition of Harrison Berkman Claypool Guard, which added around $500 million in assets under advisement (AUA).

David Roberts emphasized that while the firm honors the strategic advisory legacy of Rainier Group, it is equally enthusiastic about the growth opportunities represented by Coldstream Capital Partners. He reassured clients that they will continue to receive the trusted advisory services and personalized attention they’ve come to expect, but now fortified by Coldstream’s expanded capabilities and resources.

Conclusion

As Coldstream Capital Partners steps into this exciting new chapter, clients can look forward to a broader range of financial solutions tailored to their specific needs. The firm remains committed to its core values while eagerly positioning itself for future growth and continued success in the ever-evolving landscape of investment banking and advisory services. For more information, please visit Coldstream's website.