May 19, 2011

Charles Stanley Group Acquires Jobson James Financial Services

On May 16, 2011, Charles Stanley Group PLC announced that it had acquired Jobson James Financial Services for up to £2.25 million.

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May 16, 2011

KPMG Investment Management M&A Monthly

KPMG published the April 2011 edition of its Investment Management M&A Monthly report on activity and news relating to investment manager M&A. To read this publication, please click here  …

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May 16, 2011

Webinar – May 25, 2011 How to Ensure a Successful M&A Transaction or Liftout

Park Sutton Advisors is sponsoring a Webinar entitled “How to Ensure a Successful M&A Transaction or Liftout” on May 25, 2011 at 12:30 PM EST. For more information, please click here.

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May 16, 2011

SunTrust Acquires CSI Capital

On May 11, 2011 SunTrust Banks, Inc. (NYSE: STI) announced that it had acquired the assets of San Francisco-based wealth management firm CSI Capital Management.

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May 11, 2011

Parkway/EOLA Capital Agreement Made Public

Parkway Properties, Inc. (NYSE:PKY) on April 13, 2011 filed with the SEC the definitive Contribution Agreement relating to its acquisition of the property management business of Eola Capital LLC and six office properties through Parkway Properties Office Fund II, LP. 

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May 9, 2011

AMF Acquires Minority Stake in Lucidus

Asset Management Finance LLC, an affiliate of Credit Suisse Group AG (CSGN.VX), announced on May 3, 2011 that it had acquired a minority equity interest in investment manager Lucidus Capital Partners LLP.

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May 9, 2011

JOHCM to Acquire Silver Metis Capital Management

JO Hambro Capital Management announced on May 4, 2011 that it has agreed to acquire Singapore-based Silver Metis Capital Management.

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May 9, 2011

Nexar Capital Acquires Ermitage

Nexar Capital Group SCA announced on May 3, 2011 that it had acquired alternative investment manager Ermitage Limited from Caledonia Investments plc (CLDN.L).

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May 9, 2011

Julius Baer Buys 30% Stake in Brazilian Wealth Manager

Julius Baer Group Ltd. (BAER.VX) announced on May 3, 2011 that it had acquired 30 percent of Brazilian independent wealth manager GPS.

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May 6, 2011

Wintrust to Acquire Great Lakes Advisors

On May 4, 2011 Wintrust Financial Corporation (NASDAQ: WTFC) announced that it will expand its asset management business through the acquisition of Chicago-based Great Lakes Advisors, Inc.

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