May 30, 2012

Man Group to Acquire FRM Holdings

On May 21, 2012, Man Group plc announced that it had agreed to acquire the entire issued share capital of FRM Holdings Limited, a global hedge fund research and investment firm.  FRM will be integrated into Man’s multi-manager business.

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May 30, 2012

Brookfield to Spin Off Commercial Real Estate Company

On May 16, 2012, Brookfield Asset Management announced that it will spin off several of its commercial real estate units into Brookfield Property Partners, a new publically traded company.

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May 30, 2012

The Colony Group to Merge with Mintz Levin Financial Advisors

On May 30, 2012, Focus Financial Partners announced that its partner firm, The Colony Group, had entered into an agreement with Mintz Levin Financial Advisors under which MLFA will be merged with and into Colony. 

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May 25, 2012

Barclays Sheds Entire Blackrock Investment

On May 21, 2012, Reuters.com reported that Barclays Plc will sell its $6.1 billion stake in BlackRock Inc. in advance of the latest Basel rules.

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May 25, 2012

Internos to Acquire Invista Real Estate Investment Management

On May 25, 2012, Financial News reported that Internos Real Investments has agreed to acquire Invista Real Estate Investment Management in a transaction worth £33.6 million.

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May 17, 2012

Schwab: First Quarter Sees Rise in RIA M&A Activity

On April 18, 2012, Reuters.com reported a rise in M&A activity among registered investment advisers in the first quarter, according to a Charles Schwab report.

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May 16, 2012

Gottex Fund Management To Acquire Penjing Asset Management

On May 16, 2012, Gottex Fund Management Holdings announced that it had reached an agreement to acquire Hong Kong-based Penjing Asset Management, a leading Asian alternative asset management provider.

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May 16, 2012

Botsford Group Joins LPL Financial Platform

On May 14, 2012, LPL Financial LLC, a wholly owned subsidiary of LPL Investment Holdings Inc., announced that wealth management firm The Botsford Group had joined its platform. 

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May 14, 2012

Perspective Financial Group Acquires Two Advisory Practices

On May 9, 2012, Perspective Financial Group announced that it had acquired two advisory practice groups, Ad Valorem Wealth Management and Falcon Pensions & Investments  

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May 14, 2012

Stirrup Partners to Sell Washington Asset Management

On May 9, 2012, Stirrup Partners announced that it had entered into a non-binding letter of intent to sell Washington Asset Management II, LLC, a registered investment advisor, to an investor group led by Paul Dietrich, CEO of Foxhall Capital Management 

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