November 12, 2014

AssetMark to Acquire Aris Corporation of America

On October 23, 2014, AssetMark announced that its holding company had reached an agreement to acquire Aris Corporation of America for an undisclosed sum.

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November 12, 2014

Blevins Franks Acquires Siddalls France

On November 3, 2014, Blevins Franks announced that it had agreed to acquire wealth manager Siddalls France, an affiliate of Saunderson House.

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November 10, 2014

Fifth Street Asset Management Closes $176 Million Credit Facility

On November 6, 2014, Fifth Street Asset Management Inc. announced the closing of a $176 million, five-year syndicated senior unsecured revolving credit facility.

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November 10, 2014

BlackRock Kelso Capital to Sell Certain Assets to BlackRock Advisors

On November 5, 2014, BlackRock Kelso Capital Advisors entered into an agreement to sell certain of its assets to BlackRock Advisors, LLC, a wholly-owned subsidiary of BlackRock, Inc.

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November 5, 2014

Edge Capital and Glenmore Advisors Combine

On October 27, 2014, Edge Capital Partners announced the completion of its combination with Glenmore Advisors.

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November 5, 2014

Wood Investment Counsel Merges with Obermeyer Asset Management

On October 6, 2014, Obermeyer Asset Management Company announced the completion of its merger with Wood Investment Counsel, LLC.

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November 5, 2014

Fifth Street Asset Management Prices IPO

On October 29, 2014, Reuters reported that Fifth Street Asset Management (“Fifth Street”) announced the pricing of its initial public offering of 6 million shares of Class A common stock at $17.00 per share. The shares began trading on October 30, 2014 on the NASDAQ Global Select Market under the…

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November 3, 2014

Affiliated Managers Group Completes Investment in Veritas

On October 31, 2014, Affiliated Managers Group, Inc., a global asset management company, announced the completion of its investment in Veritas Asset Management LLP.

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November 3, 2014

Suffolk Bancorp Sells Wealth Management Business to Beacon Trust

On November 3, 2014, Suffolk Bancorp announced the sale of Suffolk County National Bank’s  wealth management business to Beacon Trust Company, a subsidiary of The Provident Bank.

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November 3, 2014

Rockefeller Group to Acquire Majority Interest in TA Realty

On October 30, 2014, The Rockefeller Group announced that it had reached an agreement to acquire a majority interest in TA Realty.

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