September 30, 2015

Parker Carlson & Johnson to merge with CAPTRUST

On September 23, 2015, CAPTRUST Financial Advisors announced that it had entered into a definitive agreement to merge Parker Carlson & Johnson Investment Management into its wealth management practice.

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September 28, 2015

KKR to Acquire a Strategic Interest in Marshall Wace

On September 9, 2015, KKR & Co. L.P. announced that it had entered into an agreement to acquire a 24.9% interest in Seward & Kissel client Marshall Wace LLP for a combination of cash and common units.

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September 28, 2015

Rothschild Merchant Banking Acquires West Gate Horizons Advisors

On September 14, 2015, Rothschild Merchant Banking, the merchant banking arm of Rothschild, announced that it had acquired West Gate Horizons Advisors, LLC, a Los Angeles based credit manager.

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September 28, 2015

Independent Financial Partners Merges With Private Wealth Alliance

On September 23, 2015, Independent Financial Partners announced that it had merged with institutional advisor Private Wealth Alliance LLC.

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September 28, 2015

GE Capital Reportedly Agrees to Sell PE Unit to Ardian

On September 23, 2015, Bloomberg reported that General Electric Co. had agreed to sell its private-equity investment group to French asset manager Ardian.

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September 21, 2015

NewStar Financial Acquires FOC Partners

On September 16, 2015, NewStar Financial announced that it had reached a definitive agreement to acquire Seward & Kissel client Feingold O’Keeffe Capital, LLC (d/b/a FOC Partners).

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September 21, 2015

Silver Creek Capital and Plum Creek Timber Launch JV

On September 15, 2015, Silver Creek Capital Management announced that it had launched a new joint venture with Plum Creek Timber Company.

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September 21, 2015

AlphaClone $2.25 Million Financing Led by Operative Capital

On September 15, 2015, AlphaClone Inc. announced that it had successfully raised $2.25 million in Series A financing from California based fintech-focused venture firm Operative Capital.

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September 21, 2015

Aberdeen Asset Management to Acquire Advance Emerging Capital

On September 15, 2015, London-based Advance Emerging Capital Ltd. announced that it had reached an acquisition agreement with Aberdeen Asset Management.

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September 21, 2015

NFP Acquires 401k Management Group

On September 16, 2015, NFP announced that it had acquired 401k Management Group, Inc. and Campbells Administration, Inc.

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