June 29, 2012

TrueNorth Acquires Retirement Plan Solutions

On June 8, 2012, investment advisory firm TrueNorth, Inc. announced that it will be joined by Wichita, Kansas-based Retirement Plan Solutions, Inc.

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June 28, 2012

Federated Investors to Acquire Performance Funds Trust

On June 27, 2012, Federated Investors, Inc. announced that it had reached an agreement with Trustmark Investment Advisors and Trustmark National Bank to acquire approximately $903 million in assets of the funds of Performance Funds Trust.  

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June 28, 2012

AFH Financial Acquires Specialist Solutions

On June 26, 2012, WealthBriefing reported that AFH Financial Group had acquired Specialist Solutions, an Independent Financial Advisory firm based in Cheltenham, UK, for an initial payment of £100,000.

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June 28, 2012

Berkshire Capital Quarterly Newsletter

Berkshire Capital has published the 1st Quarter 2012 edition of its quarterly newsletter on activity and news relating to M&A.  This edition reports on CLO market revival and consolidation. To read this publication, please click here.

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June 28, 2012

Berkshire Capital 2012 Annual Review

Berkshire Capital Securities LLC has published the 2012 edition of its annual investment management industry review To read this publication, please click here.

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June 25, 2012

KKR to Acquire Prisma Capital Partners

On June 18, 2012, KKR & Co., L.P. (NYSE: KKR) announced that it will acquire Prisma Capital Partners for an undisclosed sum. 

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June 25, 2012

Baer in Talks to Acquire Merrill Lynch’s Non-U.S. Wealth Group

On June 19, 2012, Bloomberg News reported that Julius Baer Group is in talks with Bank of America regarding the acquisition of Merrill Lynch’s non-U.S. wealth management business.

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June 22, 2012

Covenant Multifamily Offices Acquires Bridge Wealth Management

On June 21, 2012, Covenant Multifamily Offices, a San Antonio-based wealth advisory firm, announced that it had acquired Bridge Wealth Management, a privately owned wealth management firm based in Tyler, Texas.

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June 21, 2012

Palmer Capital Trumps Internos’ Bid for Invista Real Estate

On June 18, 2012, RTTnews.com reported that Invista Real Estate Investment Management Holdings Plc (LSE: INRE.L) had agreed to be acquired by Palmer Capital Investors (India) Ltd., beating out a competing offer from Internos Real Investments.

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June 18, 2012

Hennessy Advisors to Acquire FBR Fund Advisers

On June 6, 2012, Hennessy Advisors, Inc. (OTCBB: HNNA) announced that it had signed a definitive agreement to acquire the assets relating to the management of FBR Fund Advisers, Inc.

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