February 29, 2012
Sharewell Acquires Option to Invest in C&K Capital
On February 28, 2012, Sharewell Capital Group, Inc. (OTCQB: SHCG) announced that it had acquired an option to purchase up to a 30% stake in C&K Capital Corporation.
February 29, 2012
GAM to Acquire Arkos Capital
On February 28, 2012, GAM Group AG announced that it had agreed to purchase 100% of Switzerland-based investment manager Arkos Capital SA.
February 29, 2012
Securities America Acquires Great Plains Financial
On February 24, 2012, Securities America Inc. announced the addition of Fargo, North Dakota-based investment manager Great Plains Financial Group.
February 29, 2012
W.P. Carey Converts to a REIT and Agrees to Acquire CPA:15
On February 21, 2012, W.P. Carey & Co. LLC announced that its Board of Directors had approved its conversion to a real estate investment trust and, along with the Board of Directors of Corporate Property Associates 15 Incorporated, have approved a merger agreement, which remains subject to shareholder approval.
February 29, 2012
HJSims Acquires Braintree Capital
On February 27, 2012, HJSims & Co., Inc. announced the acquisition of Massachusetts-based RIA Braintree Capital Partners, LLC.
February 29, 2012
Fiera Sceptre to Manage National Bank Securities Mutual Funds
On February 27, 2012, Canada-based National Bank Securities Inc. announced that Fiera Sceptre Inc. will assume portfolio management of the National Bank Securities Mutual Funds currently managed by Natcan Investment Management Inc.
February 24, 2012
BMO Invests in China’s COFCO Trust Co.
On February 20, 2012, BMO announced that it had entered into a definitive agreement to acquire a 19.99% interest in COFCO Trust Co., expanding its wealth management presence in China.
February 23, 2012
Bunge to Acquire Climate Change Capital
On February 23, 2012, Bunge Limited announced that it had agreed to acquire U.K.-based asset manager Climate Change Capital Group Limited.
February 23, 2012
Rhea Asset Management Spins Out PE Group
On February 22, 2012, Bloomberg.com reported that Turkey-based Rhea Asset Management has spun off a private equity team to form a new private equity firm, TRPE Capital.
February 23, 2012
Abraaj Capital Acquires Aureos
On February 20, 2012, Abraaj Capital announced that it had acquired Aureos Capital, a global private equity fund management group.