November 15, 2019
Dyal Acquires Minority Stake in Owl Rock
On November 11, 2019, Owl Rock Capital Group announced that it has sold a minority stake to Dyal Capital Partners.
November 15, 2019
Resolute to Invest in National Investment Services
On November 6, 2019, Resolute Investment Managers, Inc. announced an agreement to invest in National Investment Services.
November 11, 2019
Lovell Minnick Partners to Make a Strategic Investment in Pathstone
On November 5, 2019, Pathstone announced that it has agreed to a strategic investment by Lovell Minnick Partners. Under the terms of the transaction, Lovell Minnick Partners (“Lovell Minnick”) will make a significant investment and provide strategic guidance to Pathstone. Pathstone will continue to be managed by its existing leadership…
November 7, 2019
Green Arrow Capital Acquires Quercus Assets Selection
On October 29, 2019, Green Arrow Capital announced that it had acquired Quercus Assets Selection. Pursuant to the agreement, Green Arrow Capital (“Green Arrow”) will acquire 100% of Quercus Assets Selection Sarl (“Quercus”), from Quercus Investment Partners Limited. The five funds managed by Quercus contain 320 megawatts of wind and…
November 6, 2019
Sanctuary Wealth to Acquire Northview Asset Management
On October 28, 2019, Sanctuary Wealth announced an agreement to acquire Northview Asset Management LLC.
November 4, 2019
Houlihan Capital Asset Management Industry Observations – Third Quarter 2019
Houlihan Capital Asset Management published its quarterly Industry Observations for the quarter ended September 30, 2019, which analyzes general asset management industry information and transaction highlights. To read the report: please click here.
November 1, 2019
Piper Jaffray Completes Sale of Advisory Research Inc.
On September 27, 2019, Piper Jaffray Companies announced the completion of its sale of Advisory Research Inc.
October 30, 2019
Hub International Acquires Assets of Perennial Pension
On September 20, 2019, Hub International Limited announced that it had acquired the assets of Perennial Pension and Wealth, Inc.
October 28, 2019
Canaccord Acquires Patersons Securities
On October 21, 2019, Canaccord Genuity Group announced the completion of its acquisition of Patersons Securities.
October 28, 2019
CI Financial Acquires Minority Stake in Redpoint
On October 17, 2019, CI Financial announced that it had acquired a 49% equity stake in Redpoint Investment Management through its subsidiary, GSFM.