January 19, 2011

Cambridge Review of 2010 Transactions

Investment bank Cambridge International Partners published its annual review of investment management M&A transactions in 2010. To read this report, please click here.

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January 19, 2011

United Capital Acquires Zirkin-Cutler from M&T

On January 13, 2011, it was announced that United Capital Financial Partners Inc. has acquired the investment advisory assets of Zirkin-Cutler Investments Inc. from M&T Bank.

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January 14, 2011

Harrison Street Buys Transwestern REIT

On January 5, 2011, it was announced that Chicago-based fund manager Harrison Street Real Estate Capital had acquired the REIT securities platform of Transwestern Investment Company.

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January 14, 2011

Buckingham Acquires 401(k) TAMP

On January 5, 2011, it was announced that The Buckingham Family of Financial Services had acquired Advisors Access, a 401(k) TAMP.

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January 14, 2011

TA Associates Completes Investment in Evanston Capital

On January 4, 2011, Boston-based private equity firm TA Associates announced that it has completed an investment in fund-of-funds manager Evanston Capital Management, LLC.

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January 14, 2011

Fosun Group and Prudential Form Private Equity JV

On January 14, 2011, Prudential Financial Inc. and Beijing-based Fosun Group announced they have agreed to form a strategic private equity fund.

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January 14, 2011

Henderson Group Proposes Acquisition of Gartmore

On January 12, 2011, Henderson Group plc announced it has made an offer to acquire Gartmore Group Limited in a two-for-three stock deal.

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January 12, 2011

SVA Wealth Management and Wisconsin Capital to Merge

On December 20, 2011, SVA Wealth Management, Inc. and SVA Trust Company, LLC, together with Wisconsin Capital Management, LLC & Plumb Trust Company announced a definitive agreement to merge to form SVA Plumb Financial, LLC.

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January 12, 2011

Mariner Wealth Advisors to Acquire CBIZ Wealth Management

On January 3, 2011, Kansas-based wealth management firm Mariner Wealth Advisors announced the acquisition of CBIZ Wealth Management from CBIZ Inc.

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January 12, 2011

Pennsylvania Trust Co.’s Management to Buy Company from Penn Mutual

On January 3, 2011, Penn Mutual Life Insurance Co. announced that Pennsylvania Trust Company’s executive officers have agreed to acquire the company from Penn Mutual.

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