September 15, 2014

Thompson Davis Merges with Zermatt Wealth Partners

On August 4, 2014, Triangle Business Journal reported that Thompson Davis had completed its merger with wealth manager Zermatt Wealth Partners.

Continue reading...

September 12, 2014

Canada’s Fiera Capital Acquires Propel Capital

On September 2, 2014, Fiera Capital Corporation (TSX: FSZ) reported that it had acquired Toronto, Canada-based Propel Capital Corporation. Fiera will pay up to $12 million

Continue reading...

September 12, 2014

Dyal Acquires Minority Stake in Providence Equity Partners

On September 10, 2014, finalternatives.com reported that Providence Equity Partners LLC had sold an equity stake of approximately 10% to Neuberger Berman Group LLC’s Dyal Capital unit. 

Continue reading...

September 12, 2014

Freeman Reports on 2014 Financial Services Private Equity Activity

On September 4, 2013, Freeman & Co. LLC issued its ninth annual report on private equity activity and forecasts in the financial services industry for 2014. To read the press release or for information on how to obtain the report, please click here.

Continue reading...

September 8, 2014

The Colony Group Merges with Long Wharf

On July 23, 2014, Focus Financial Partners, LLC announced that Long Wharf Investors has merged into Focus’ independent Boston-based partner firm, The Colony Group, LLC.

Continue reading...

September 8, 2014

Fifth Street Asset Management Files for $200M IPO

On September 8, 2014, Reuters.com reported that Fifth Street Asset Management Inc. filed a registration statement for the initial public offering of its Class A common shares for up to $200 million.

Continue reading...

September 8, 2014

Strategic Investors to Acquire Share of China Huarong Asset Management

On August 28, 2014, Warburg Pincus announced that it was one of eight strategic investors that together will acquire approximately 20.98% of the share capital of China Huarong for RMB 14.5 billion. 

Continue reading...

September 8, 2014

Manulife Completes Merger with MAAKL Mutual

On September 2, Manulife Holdings announced that it had completed the merger of MAAKL Mutual into Manulife Asset Management Services, a transaction that commenced at the end of 2013 with Manulife Holdings’ acquisition of MAAKL Mutual.

Continue reading...

Menu