April 16, 2012

Edelman Files Agreement for Going Private Transaction

Edelman Financial Group has filed with the SEC its Agreement and Plan of Merger relating to its going private transaction with affiliates of Lee Equity Partners.

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April 16, 2012

Oaktree IPO Prices at Bottom of Target Range

On April 11, 2012, Reuters reported that private equity firm Oaktree Capital Management (NYSE: OAK) sold fewer shares than expected in an initial public offering that priced at $43 per share, the low end of its target range of $43-46 per share.

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April 16, 2012

Edelman Financial Group Enters Into Going Private Transaction

On April 16, 2012, Edelman Financial Group announced that it had entered into a merger agreement with affiliates of Lee Equity Partners, LLC, a private equity firm, to be acquired in an all cash going private transaction for $8.85 per share.

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April 16, 2012

Northill Capital To Acquire Majority Interest in Securis

On April 16, 2012, Northill Capital, a London-based asset manager, announced that it will acquire a majority interest in Securis Investment Partners, an insurance-linked securities specialist.

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April 16, 2012

BMO Financial Group to Acquire CTC Consulting

On April 12, 2012, BMO Financial Group announced that it had entered into a definitive agreement to acquire CTC Consulting, LLC, an investment firm headquartered in Portland, Oregon.

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April 16, 2012

Sandler O’Neill Asset Manager M&A Quarterly Review

Sandler O’Neill published the April 2012 edition of its Asset Manager M&A Quarterly Review on activity and news relating to asset manager M&A. To read this publication, please click here.

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April 13, 2012

Brookfield Completes C$300 Million Preferred Share Issue

On March 13, 2012, Brookfield Asset Management Inc. (TSX: BAM.A, NYSE: BAM, Euronext: BAMA) announced that it had completed the issuance of Class A Preference Shares, Series 32 in the amount of CDN$300,000,000.

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April 12, 2012

KPMG Investment Management M&A Monthly

KPMG published the March 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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April 9, 2012

Rathbone Acquires RM Walkden

On April 5, 2012, Investment Week reported that Rathbone Investment Management had acquired RM Walkden & Company for £948,393.

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April 9, 2012

Davidson Fixed Income Acquires SeaCap Investment Advisors

On April 2, 2012, Seattle-based SeaCap Investment Advisors announced that registered investment advisor Davidson Fixed Income Management had completed its acquisition of SeaCap.

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