November 30, 2015

Atlas Merchant Capital Bids for Italian Asset Manager Arca

On November 4, 2015, Reuters reported that U.S. investment firm Atlas Merchant Capital submitted a non-binding offer to acquire Italian asset manager Arca, valued at around €1 billion ($1.09 billion), according to two close sources.

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November 30, 2015

Conning to Acquire Octagon Credit Investors

On November 5, 2015, Conning Inc. announced that it had agreed to acquire New York-based Octagon Credit Investors LLC.

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November 30, 2015

Financial Engines to acquire The Mutual Fund Store

On November 5, 2015, Financial Engines Inc. agreed to acquire The Mutual Fund Store LLC, an independent registered investment advisor.

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November 30, 2015

Baird to acquire Chautauqua Capital Management

On November 24, 2015, Baird announced that it had signed an agreement to acquire Chautauqua Capital Management, a global investment manager based in Boulder, Colorado.

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November 23, 2015

Bank of America to transfer $87 billion in AUM to BlackRock

On November 3, 2015, BlackRock, Inc. announced that it will assume $87 billion of assets under management from Bank of America’s Global Capital Management.

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November 23, 2015

Mercer Advisors acquires Spruce Hill Capital

On November 13, 2015, Mercer Advisors Inc. announced that it acquired Spruce Hill Capital, LLC, a registered investment advisor based in Guilford, CT.

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November 23, 2015

Sankaty Advisors to Acquire CLOs from Regiment Capital

On November 16, 2015, Sankaty Advisors, LLC announced that it had signed a definitive agreement to acquire the management contracts for collateralized loan obligations worth $1.6 billion from investment manager Regiment Capital Advisors, LP.

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November 19, 2015

Affiliated Managers Invests in Ivory, Systematica and Abax Investments

On November 8, 2015, Affiliated Managers Group Inc. announced that it agreed to acquire an equity interest in three investment managers: Ivory Investment Management LP, Abax Investments (Pty) Ltd and Systematica Investments LP.

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November 19, 2015

Henderson acquires Australia-based investment firms

On November 2, 2015, Henderson Group Plc announced the acquisitions of Perennial Fixed Interest Partners Pty Ltd, Perennial Growth Management Pty Ltd, and 90 West Asset Management Pty Ltd.

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November 11, 2015

BlackRock Acquires FutureAdvisor

On August 26, 2015, BlackRock, Inc. announced that it had agreed to acquire FutureAdvisor, a digital wealth management firm.

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