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.

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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.

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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.

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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.

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May 13, 2019

Cerity Partners Acquires Karsten Advisors

On May 2, 2019, Cerity Partners LLC announced it had merged with Karsten Advisors.

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May 9, 2019

Sanlam UK Acquires Thesis

On April 29, 2019, Sanlam UK announced the acquisition of Thesis Asset Management.

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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.

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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.

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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.

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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.

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