April 10, 2015

Wescott Financial Grows with Acquisition of Goodstein & Associates

On April 1, 2015 Wescott Financial Advisory Group, a Philadelphia based wealth management firm, acquired Pennsylvania-based wealth management firm Goodstein & Associates.

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April 10, 2015

ALPS to Acquire Red Rocks Capital

On April 7, 2015, DST Systems, Inc. announced that its subsidiary, ALPS Holdings, Inc. had reached an agreement to acquire Red Rocks Capital LLC for a purchase price of up to $65 million.

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April 10, 2015

BlackRock Invests in Alignment Artist Capital

On April 7, 2015, PRNewswire reported that BlackRock, Inc. (NYSE: BLK), through BlackRock Alternative Investors accounts, provided the equity financing to launch Alignment Artist Capital.

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April 3, 2015

AMG Wealth Completes Acquisition of Baker Street Advisors

On April 1, 2015, Affiliated Managers Group subsidiary AMG Wealth Partners, LP announced that it had completed its investment in wealth management firm Baker Street Advisors, LLC.

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April 3, 2015

Beacon Trust Completes Acquisition of MDE Group

On April 1, 2015, Provident Bank’s Beacon Trust Company subsidiary announced that it had completed its acquisition of The MDE Group Inc. and its affiliate, Acertus Capital Management, LLC.

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April 2, 2015

Genstar Capital to Acquire Mercer Advisors from Lovell Minnick

On March 25, 2015, Genstar Capital, a middle-market private equity firm based in San Francisco, announced that it will acquire a majority interest in wealth management firm Mercer Advisors.

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April 2, 2015

Silvercrest to Acquire Jamison, Eaton & Wood

On March 30, 2015, Silvercrest Asset Management Group Inc. announced that its subsidiary Silvercrest Asset Management Group LLC had agreed to acquire certain assets of independent, employee-owned registered investment advisor Jamison, Eaton & Wood, Inc.   

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April 1, 2015

Tavistock Investments acquires Cornerstone Asset Holdings

On April 1, 2015, FT Advisor reported that Tavistock Investments acquired Cornerstone Asset Holdings for an initial consideration of £1 and a deferred consideration of £100,000.

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