March 4, 2021

IK Investment and ICG to Partner with Formuesforvaltning

On February 22, 2021, IK Investment Partners Limited announced that it would partner with Intermediate Capital Group PLC and Formuesforvaltning AS.

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March 4, 2021

KB Associates to Acquire EFG Fund Management

On February 24, 2021, KB Associates announced that it will acquire EFG Fund Management S.A.

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March 3, 2021

SCS Capital to Acquire Matheys Lane

On February 25, 2021, SCS Capital Management LLC announced that it will acquire Matheys Lane Capital Management, L.P.

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March 3, 2021

BentallGreenOak to Acquire Metropolitan Real Estate Equity

On February 25, 2021, BentallGreenOak announced that it will acquire Metropolitan Real Estate Equity, LLC.

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March 1, 2021

Fidelity M&A Transaction Report – January 2021

Fidelity Investments LLC published an M&A Transaction Report for January 2021, which analyzes M&A activity among Registered Investment Advisors and Independent Broker-Dealers. To read the report: please click here.

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March 1, 2021

Hudson Structured Completes Financing with Eldridge

On February 9, 2021, Hudson Structured Capital Management Ltd. announced that it has entered into a financing transaction with Eldridge Industries, LLC.

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February 26, 2021

Captrust Acquires Cammack Retirement

On February 16, 2021, Captrust Financial Advisors, LLC announced its acquisition of Cammack Retirement Group.

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February 25, 2021

Moneta Acquires Berry Group

On February 18, 2021, Moneta Group Investment Advisors, LLC announced that it has acquired The Berry Group, LLC.

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February 24, 2021

William Blair to Acquire Investment Counselors of Maryland

On February 10, 2021, William Blair Investment Management announced that it will acquire Investment Counselors of Maryland, LLC.

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February 24, 2021

Lane Brothers & Co. Joins Carson Partners Network

On February 11, 2021, Lane Brothers & Co. announced its decision to join Carson Partners’ network.

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