September 13, 2019
KBL to Acquire Bank am Bellevue
On August 20, 2019, KBL European Private Bankers announced an agreement to acquire Bank am Bellevue. Continue reading “KBL to Acquire Bank am Bellevue”
September 9, 2019
Kudu Acquires Minority Interest in EJF Capital
On September 4, 2019, Seward & Kissel client Kudu Investment Management, LLC announced that it had acquired a minority interest in EJF Capital LLC.
September 9, 2019
Sumitomo Mitsui Financial to Acquire TT International
On August 23, 2019, Sumitomo Mitsui Financial Group, Inc. announced an agreement to acquire TT International.
August 30, 2019
South Texas Money Management to Join CAPTRUST
On August 22, 2019, South Texas Money Management announced that it had entered into an agreement to join CAPTRUST Financial Advisors.
August 29, 2019
Freeman & Co. Asset Management Industry Update: 1H 2019 in Review
On August 12, 2019, Freeman & Co. LLC issued its report on transaction volume and activity in the asset management industry during the first half of 2019. To read the report, please click here.
August 28, 2019
CenterSquare to Acquire RCG Longview
On August 19, 2019, CenterSquare Investment Management LLC announced an agreement to purchase RCG Longview. Continue reading “CenterSquare to Acquire RCG Longview”
August 26, 2019
HighTower to Make Strategic Investment in Lexington Wealth Management
On August 20, 2019, HighTower Advisors announced an agreement to make a strategic investment in Lexington Wealth Management.
August 23, 2019
Assured Guaranty to Acquire BlueMountain
On August 7, 2019, Assured Guaranty Ltd. announced an agreement to acquire BlueMountain Capital Management, LLC.
August 19, 2019
Sandler O’Neill Monthly Asset Management Report – July 2019
Sandler O’Neill + Partners, L.P. published its Monthly Asset Management Report for July 2019, which analyzes general industry information and transaction highlights. To read the report: please click here.
August 16, 2019
Charles Schwab to Acquire USAA’s Wealth Management Business
On July 25, 2019, The Charles Schwab Corporation announced it had entered into an agreement to acquire the assets of the United Services Automobile Association’s Investment Management Company.