October 26, 2012

Eagle Asset Purchases 45% Stake in ClariVest

On October 22, 2012, Eagle Asset Management announced that it had agreed to acquire a 45% interest in ClariVest Asset Management, a quantitative equity manager.

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October 26, 2012

FLAG Capital to Acquire Squadron Capital

On October 22, 2012, private capital investment manager FLAG Capital Management, LLC announced that it had agreed to acquire Hong Kong-based private equity firm Squadron Capital.

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October 22, 2012

Moelis Buys Freeport Financial

On October 3, 2012, investment bank Moelis & Company announced the acquisition of middle market investment manager Freeport Financial Partners.

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October 22, 2012

European Wealth Acquires Financial Planner Bradley Stuart

On October 19, 2012, European Wealth Management announced that it had acquired Bradley Stuart, a financial planning business based in Worcester, UK.

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October 22, 2012

Estancia Acquires Minority Interest in Spruce

On October 3, 2012, Spruce Private Investor announced that asset management investment firm Estancia Capital Management had acquired a minority interest in Spruce for an undisclosed amount.

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October 19, 2012

Silvercrest Asset Management Files for a $60 Million IPO

On September 18, 2012, Silvercrest Asset Management filed with the Securities and Exchange Commission to raise up to $60 million in an initial public offering.

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October 17, 2012

Old Mutual Asset Announces Sales of Five U.S. Affiliates to Management Teams

On October 11, 2012, Old Mutual Asset Management announced that it had entered into definitive agreements with five of its U.S. affiliates to sell the firms to their current senior management teams.  The five affiliates are 2100 Xenon Group, 300 North Capital, Analytic Investors, Ashfield Capital Partners, and Larch Lane Advisors.

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October 17, 2012

Northill Capital to Acquire Majority Interest in Riverbridge Partners

On October 16, 2012, Northill Capital LLP announced that it had agreed to acquire Riverbridge Partners, a Minneapolis-based specialist investment manager of Small, Mid and Large Cap US Equity Growth portfolios.

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October 15, 2012

Charles Schwab to Acquire ThomasPartners

On October 15, 2012, The Charles Schwab Corporation (NYSE: SCHW) announced that it has reached an agreement to acquire ThomasPartners, Inc. for an upfront payment of $85 million in cash, with additional payments contingent on future growth in assets under management.

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October 15, 2012

Focus Financial to Acquire Vestor Capital Partners

On October 11, 2012, Focus Financial Partners, LLC announced that it had acquired Vestor Capital Partners, a Chicago-based investment advisory firm.

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