January 23, 2013

Sandler O’Neill Asset Manager Transaction Review

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

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January 23, 2013

Four Focus Partner Firms Complete Transactions

On January 22, 2013, Focus Financial Partners announced that four of its partner firms have completed strategic acquisitions in the past sixty days, boosting assets under management by approximately $450 million.

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January 17, 2013

Legg Mason to Merge Two Mutual Fund Units

On January 17, 2013, the Baltimore Business Journal reported that Legg Mason Inc. (NYSE: LM) plans to merge Legg Mason Capital Management into its ClearBridge Investments subsidiary.

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January 16, 2013

United Capital Acquires Paragon Investment Management

On January 16, 2013, United Capital Financial Advisers announced that it had acquired a majority of the assets of Seattle, Washington-based Paragon Investment Management.

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January 11, 2013

Wunderlich Acquires Sanders Morris Wealth Management Branches

On December 14, 2012, Wunderlich Securities announced that it had acquired three wealth management branches from Sanders Morris Harris.

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January 11, 2013

Finasta Acquires Prudentis Baltic

On January 9, 2013, Lithuania-based Finasta Asset Management announced that it had acquired Prudentis Baltic Fund.

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January 11, 2013

IFC to Invest $25m in India 2020 Fund

On January 9, 2013, hindustantimes.com reported that global development institution IFC had proposed an equity investment of up to $25 million in the India 2020 Fund II to provide capital and strategic assistance to small and medium size enterprises.

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January 10, 2013

Mariner Acquires Brinton Eaton

On December 5, 2012, Mariner Wealth Advisors announced that it had acquired Madison, New Jersey-based wealth planning firm Brinton Eaton.

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January 10, 2013

Montage Investments Acquires Giralda Advisors

On December 5, 2012, Montage Investments announced that it had acquired Giralda Advisors and the addition of The Giralda Fund to its suits of mutual funds.

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January 10, 2013

BlackRock to Buy Credit Suisse ETF Business

On January 10, 2013, pionline.com reported that BlackRock had agreed to purchase Credit Suisse’s exchange traded funds business for an undisclosed amount.

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