July 31, 2015

Gávea Investimentos to be reacquired by founders from JPMorgan

On July 22, 2015, the founders of Gávea Investimentos Ltda announced that they had reached an agreement to buy back the fund manager from JPMorgan Chase & Co.

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July 27, 2015

Titan Advisors Acquires Saguenay Strathmore Capital

On July 1, 2015, Titan Advisors LLC announced that it had completed the acquisition of Seward & Kissel client Saguenay Strathmore Capital.

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July 27, 2015

PwC Asset Management M&A Insights

In April, PwC issued this white paper on asset manager merger and acquisition activity, concluding that while mega deals boosted industry deal value in 2014, total deal volume remained flat

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July 24, 2015

Weissenburger Investments Joins LPL Financial

On July 14, 2015, LPL Financial LLC announced that Weissenburger Investments & Financial Planning had joined the LPL Financial broker-dealer and registered investment adviser custodial platforms.

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July 24, 2015

Ares Management and Kayne Anderson To Merge

On July 23, 2015, Ares Management L.P. (NYSE:ARES) announced that it had entered into a definitive merger agreement with Kayne Anderson Capital Advisors, L.P. to create Ares Kayne Management, L.P.

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July 24, 2015

BT Wealth Management Acquires Excelsia Investment Advisors

On July 8, 2015, independent registered investment advisor BT Wealth Management LLC announced that it acquired Excelsia Investment Advisors.

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July 20, 2015

Dyal Makes Minority Investment in Vista Equity Partners

On July 14, 2015, Dyal Capital Partners became a minority investor in U.S. investment firm Vista Equity Partners.

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July 17, 2015

Eagle Ridge and Laidlaw Group to Merge

On July 1, 2015, independent advisory firm Eagle Ridge Investment Management, LLC and Registered Investment Advisor Laidlaw Group reached an agreement to merge into a single entity called Eagle Ridge Investment Management, LLC.

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July 16, 2015

Stone Point and Graham Goldsmith Launch Cross Ocean Partners

On July 7, 2015, Stone Point Capital LLC announced an asset management platform focusing on stressed and distressed credit investments called Cross Ocean Partners and its acquisition of European Special Situations business.

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July 15, 2015

F-Squared to Sell Operating Assets to Broadmeadow Capital

On July 8, 2015, F-Squared Investments announced it had entered into an asset purchase agreement with Broadmeadow Capital, LLC, a wholly owned subsidiary of Cedar Capital, LLC.

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