September 20, 2021
Kudu Acquires Minority Interest in Douglass Winthrop
On September 15, 2021, Seward & Kissel client Kudu Investment Management, LLC announced that it had acquired a minority interest in Douglass Winthrop Advisors, LLC.
September 20, 2021
iM Global Partners invests in Asset Preservation Advisors
On September 15, 2021, Seward & Kissel client iM Global Partner SAS announced that it has partnered with and received a 42% stake in Asset Preservation Advisors, Inc.
September 20, 2021
Nesvold Acquires Minority Interest in Republic Capital
On September 8, 2021, Nesvold Capital Partners, LLC announced that it had acquired a minority interest in Republic Capital Group, LLC.
September 20, 2021
Onex to Invest in WEG
On August 24, 2021, Wealth Enhancement Group LLC announced that it will receive an investment from Onex Corporation.
September 16, 2021
Colony Group to Acquire Legacy Wealth
On August 9, 2021, The Colony Group, LLC announced that it will acquire Legacy Wealth Partners, Inc.
September 15, 2021
CI Financial to Acquire Budros, Ruhlin & Roe
On August 10, 2021, CI Financial Corp. announced it that will acquire Budros, Ruhlin & Roe, Inc.
September 13, 2021
Kudu Acquires Minority Interest in Third Eye Capital
On September 9, 2021, Seward & Kissel client Kudu Investment Management, LLC announced that it had acquired a minority interest in Third Eye Capital.
September 13, 2021
Focus to Partner with Ancora
On September 1, 2021, Focus Financial Partners Inc. announced that it will partner with Ancora Holdings Inc.
September 13, 2021
DeVoe M&A+ Succession Summit
On October 28 and 29, 2021, DeVoe & Company will host its M&A+ Succession Summit at the Four Seasons Hotel San Francisco. Speakers will include Matthew Cooper of Beacon Pointe Advisors, Shannon Eusey of Beacon Pointe Advisors, and Bernard Clark, of Charles Schwab & Co, Inc., among others. Topics will…
September 10, 2021
Merit Financial Acquires Consilium
On August 2, 2021, it was announced that Merit Financial Advisors acquired Consilium Financial Group.