May 22, 2019
Walter Global Acquires Minority Stake in LionGuard
On May 1, 2019, Walter Global Asset Management Inc. announced that it has made a strategic investment in LionGuard Capital Management Inc.
May 20, 2019
First Busey to Merge with Investors’ Security Trust
On May 13, 2019, First Busey Corporation announced that it had entered into a definitive merger agreement with Investors’ Security Trust Company.
May 20, 2019
Reverence Capital Partners to Acquire Advisor Group
On May 9, 2019, Reverence Capital Partners announced an agreement to acquire Advisor Group Inc.
May 16, 2019
Stonyrock Partners and Leucadia Form Strategic Partnership
On April 23, 2019, Stonyrock Partners LP announced a strategic partnership with Leucadia Asset Management.
May 13, 2019
Cerity Partners Acquires Karsten Advisors
On May 2, 2019, Cerity Partners LLC announced it had merged with Karsten Advisors.
May 9, 2019
Sanlam UK Acquires Thesis
On April 29, 2019, Sanlam UK announced the acquisition of Thesis Asset Management.
May 6, 2019
FWM Holdings to Acquire Optima
On April 25, 2019, Seward & Kissel client FWM Holdings announced an agreement to acquire Optima Fund Management.
May 6, 2019
Berkshire Global Advisors Q1 Wealth Industry Review
Berkshire Global Advisors issued its 2019 Q1 newsletter, “Wealth Industry is in Early Stages of Dramatic Changes,” on wealth management industry trends and transactions.
May 6, 2019
Resolute to Acquire Minority Interest in Green Harvest
On April 30, 2019, Resolute Investment Managers, Inc. announced an agreement to acquire a minority interest in Green Harvest Asset Management.
May 2, 2019
Kenanga Investors to Acquire Libra Invest
On March 22, 2019, Kenanga Investors Berhad announced that it had entered into a conditional share purchase agreement to acquire Libra Invest Berhad.