July 6, 2020

Eaton Vance to Acquire WaterOak Advisors

On July 1, 2020, Eaton Vance Investment Counsel announced that it had entered into an agreement to acquire the assets of WaterOak Advisors, LLC.

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July 1, 2020

Fidelius and Pacific Asset Management Agree Joint Venture

On June 11, 2020, Pacific Asset Management announced a joint venture with Fidelius Group.

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June 29, 2020

Cresset Asset Management Acquires PagnatoKarp

On June 17, 2020, Cresset Asset Management, LLC announced that it had acquired PagnatoKarp Partners LLC.

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June 29, 2020

Clearlake Capital Acquires WhiteStar Asset Management

On June 24, 2020, Clearlake Capital Group, L.P. announced that it had acquired a majority stake in WhiteStar Asset Management.

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June 26, 2020

Bridgepoint to Acquire EQT Credit

On June 18, 2020, Bridgepoint announced an agreement to acquire EQT Credit. Pursuant to the agreement, Bridgepoint will acquire EQT Credit (“EQT”) for an undisclosed amount. The transaction is expected to close in the fourth quarter of 2020, subject to regulatory approval. Further terms were not disclosed. Bridgepoint, based in…

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June 24, 2020

PrimeWest to Acquire GoFARM

On June 19, 2020, it was announced that PrimeWest will acquire GoFARM Asset Management.

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June 22, 2020

City of London Investment Group to Acquire Karpus Management

On June 9, 2020, Seward & Kissel client, City of London Investment Group PLC announced that it had entered into a merger agreement to acquire Karpus Management, Inc.

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June 22, 2020

Piper Sandler Companies Monthly Asset Management Report- May 2020

Piper Sandler Companies published its Monthly Asset Management Report for May 2020, which analyzes general industry information and transaction highlights. To read the report: please click here.

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June 22, 2020

The Mather Group Acquires Barnett Financial

On June 11, 2020, The Mather Group, LLC announced that it had acquired Barnett Financial, Inc.

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June 19, 2020

AllianceBernstein Acquires AnchorPath

On June 17, 2020, AllianceBernstein L.P. announced that it acquired AnchorPath Financial, LLC.

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