February 22, 2012

Sandler O’Neill 2011 M&A Review

On February 15, 2012, Sandler O’Neill + Partners issued its report entitled “Déjà Vu All Over Again-2011 M&A Activity in the Asset Management Industry” analyzing asset manager deal activity in 2011 and finding continued volatility in the market and a slowdown in M&A transactions in the second half of 2011. …

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February 22, 2012

SVM Asset Management Partners With Level E

On February 6, 2012, hedgefund.net reported that Scotland-based SVM Asset Management had entered into a strategic partnership with Scottish hedge fund firm Level E Capital.

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February 22, 2012

FTN Financial Acquires Main Street

On February 1, 2012, FTN Financial announced that it had acquired Nevada-based Main Street Capital Advisors.

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February 22, 2012

KPMG Investment Management M&A Monthly

KPMG published the January 2012 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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February 22, 2012

Mariner Wealth Advisors Acquires Adams Hall

On January 31, 2012, Mariner Wealth Advisors announced that it will expand its wealth advisory team through the acquisition of a majority interest in Adams Hall Asset Management.

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February 22, 2012

Artemis Acquires Somerset Capital

On January 30, 2012, Toronto, Canada-based Artemis Investment Management announced that it had acquired Seward & Kissel client Somerset Capital Advisers LLC, a New York based wealth management company.

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February 22, 2012

Atlanta Capital Group Acquires Chitwood Advisory

On January 24, 2012, Atlanta Capital Group announced that it had acquired Birmingham, Alabama-based wealth manager Chitwood Advisory Group.

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February 16, 2012

CI Financial To Acquire Interest in Lawrence Park Capital

On February 14, 2012 CI Financial announced that it had reached an agreement to acquire a minority interest in Lawrence Park Capital Partners and that CI Financial will also invest in its inaugural fund, to be launched in March 2012.

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February 16, 2012

Third Avenue Management Partners with Millstein & Co.

On February 15, 2012 Third Avenue Management announced that it had partnered with Jim Millstein, former Chief Restructuring Officer of the U.S. Department of Treasury, to create new investment products and strategies focused on companies in financial distress.  Third Avenue has also become an equity investor in the Millstein & Co. advisory firm.

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February 13, 2012

Moore Capital Invests in Stone Millner

On February 8, 2012, Bloomberg reported that Moore Capital Management had invested $800 million in Stone Millner Asset Management, a new hedge fund formed in 2011 by two former Moore traders. 

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