December 13, 2012

Legg Mason to Acquire Fauchier Partners

On December 13, 2012, Legg Mason (NYSE: LM) announced that its affiliate Permal will acquire Fauchier Partners, a European fund of hedge funds manager, from BNP Paribas Investment Partners.  Fauchier Partners will merge with Permal to form an alternative asset manager with approximately $24 billion in assets under management.

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December 12, 2012

Fiera Capital Acquires UBS’ Canadian Fixed Income and Equity Business

On December 11, 2012, Fiera Capital Corporation (TSX: FSZ) announced that it will acquire the Canadian fixed income, Canadian equity and domestic balanced account business of UBS Global Asset Management (Canada) for $55 million.

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December 6, 2012

Fiera Capital Acquires Canadian Wealth Management Group

On November 30, 2012, Fiera Capital Corporation (TSX: FSZ) announced the closing of its acquisition of Canadian Wealth Management Group Inc. from Société Générale Private Banking.

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December 6, 2012

Broadstone Acquires UBS’s Corporate Pensions Business

On December 4, 2012, London-based Broadstone Pensions and Investments announced that it will acquire UBS Wealth Management UK’s Corporate Pensions business. 

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December 6, 2012

Toronto-Dominion to Acquire Epoch Investment Partners

On December 6, 2012, Toronto-Dominion Bank (TSX and NYSE: TD) announced that it had signed a definitive agreement with Epoch Holding Corporation (NASDAQ: EPHC) and its wholly-owned subsidiary Epoch Investment Partners, Inc. to acquire Epoch for approximately $668 million in an all-cash transaction. 

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December 5, 2012

OppenheimerFunds Acquires MLP Manager SteelPath

On December 4, 2012, OppenheimerFunds, Inc. announced that it had acquired SteelPath Capital Management and SteelPath Fund Advisors (“SteelPath”), an energy infrastructure investments company.

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December 5, 2012

TWC to Acquire Special Situations Funds Group from Regiment

On December 3, 2012, The TWC Group announced that it had reached an agreement to acquire the Special Situations Funds group of Regiment Capital Advisors.

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December 5, 2012

Evercore no longer boutique shopping

This December 3, 2012 article by Joe Mantone in SNL Financial quotes Seward & Kissel partner Jim Abbott in connection with an analysis of Evercore Partners' strategy in the investment management space.  To read this article, please Click Here (pdf reader required).

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December 3, 2012

Catella to Increase Minority Stake in Informed Portfolio Management

On December 3, 2012, Catella announced that it is increasing its stake in Informed Portfolio Management AB (“IPM”) from approximately 5% to 25% through a new issue private placement valued at SEK 33 million.

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December 3, 2012

ONEX to Acquire a 50% Stake in BBAM

On December 3, 2012, Onex Corporation (TSX: OCX) announced that it will for $165 million acquire a 50% interest in BBAM, the world’s third largest manager of commercial jet aircraft and an asset manager for investors in the sector.

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