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”

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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.

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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.

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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.

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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.

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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”

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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.

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August 23, 2019

Assured Guaranty to Acquire BlueMountain

On August 7, 2019, Assured Guaranty Ltd. announced an agreement to acquire BlueMountain Capital Management, LLC.

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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.

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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.

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