December 31, 2010

When Should an RIA Transact (or Not)?

Park Sutton Advisors issued a White Paper entitled “When Should an RIA Transact (or Not)? To read this publication, please click here.

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December 31, 2010

Moonbeam Capital Acquires PE Firm NewGrowth Capital

On December 24, 2010, it was announced that Moonbeam Capital Managers Private Limited had acquired real estate private equity firm NewGrowth Capital Advisors Private Limited.

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December 31, 2010

Perspective Acquires Equilibrium Wealth Management

On December 24, 2010, Perspective Financial Group announced that it has purchased Equilibrium Wealth Management Ltd., its nineteenth acquisition.

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December 31, 2010

Goldman’s Petershill Fund to Acquire Stake in Mt. Lucas Management

On December 27, 2010, Newtown, Pennsylvania-based investment manager Mount Lucas Management Corporation announced that The Goldman Sachs Petershill Fund has agreed to acquire a minority interest Mount Lucas.

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December 23, 2010

Deerfield Capital to Merge with Commercial Industrial Finance Corp.

On December 21, 2010, Deerfield Capital Corp. and Commercial Industrial Finance Corp. announced they have agreed to a merger.

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December 22, 2010

Natixis to Acquire 25% of Indian Asset Manager IDFC

On December 16, 2010, Natixis Global Asset Management and Mumbai-based Infrastructure Development Finance Company Limited announced that they have entered a strategic partnership for the public markets asset management business.

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December 22, 2010

Manulife to Acquire Optique Capital

On December 16, 2010, mutualfundwire.com reported that Manulife Asset Mangement, formerly known as MFC Global Investment Management, had agreed to acquire Optique Capital Management’s investment management business.

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December 22, 2010

Mubadala to Increase Stake in Carlyle by $500M

On December 16, 2010, The Carlyle Group announced that Abu-Dhabi-based Mubadala Development Company has agreed to invest an additional $500 million in the Carlyle general partnership.

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December 22, 2010

KKR and Perpetual Cease Takeover Talks

On December 20, 2010, Perpetual Limited announced that, after two months of negotiations, takeover discussions with Kohlberg Kravis Roberts & Co. have come to an end.

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December 17, 2010

Ballast Capital and Investcorp Form Strategic Partnership

On December 15, 2010, New York hedge fund manager Ballast Capital Management and Investcorp, an alternative asset manager, announced that they have formed a strategic partnership.

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