March 18, 2010

Collins Stewart Acquires Corazon Capital

Collins Stewart announced that it acquired investment manager Corazon Capital.

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March 16, 2010

Financial Engines IPO Prospectus Filed

Online financial advisory firm Financial Engines, Inc. filed its final IPO prospectus with the SEC on March 16, 2010.

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March 16, 2010

Financial Engines, Inc. IPO

Online advisory firm, Financial Engines, Inc. has priced its initial public offering of 10,600,000 shares of common stock at $12 per share.

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March 5, 2010

Evercore/Atalanta Sosnoff Agreement Made Public

Evercore Partners Inc. has filed with the SEC its Purchase and Sale Agreement with Atalanta Sosnoff Capital, LLC

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March 5, 2010

Evercore Partners to Acquire Interest in Atalanta Sosnoff

Evercore Partners Inc. agreed to acquire a 49% economic interest in investment advisor Atalanta Sosnoff Capital (an S&K client) for approximately $69 million in cash, plus potential earnout payments.

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March 3, 2010

Northern Lights Ventures Backs Launch of Del Rey Global Investors

Paul Hechmer has launched del Rey Global Investors, LLC, an asset management firm investing principally in international and global equities, with funding from venture capital firm Northern Lights Ventures.

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March 1, 2010

Lawrence Acquires Navina Asset Management

Lawrence Asset Management announced the acquisition of and amalgamation with fund manager Navina Asset Management.

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