January 29, 2016

Lightyear Capital and PSP Investments to Acquire AIG Advisor Group

On January 26, 2016, Lightyear Capital LLC and the Public Sector Pension Investment Board agreed to acquire AIG Advisor Group, Inc. from American International Group, Inc. (NYSE:AIG).

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January 29, 2016

BNY Mellon to purchase Atherton Lane Advisors

On January 20, 2016, BNY Mellon announced a definitive agreement to purchase the assets of Atherton Lane Advisors, LLC, an investment manager located in Menlo Park, California.

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January 28, 2016

CBOE Holdings Acquires Majority Stake in Vest Financial

On January 25, 2016, CBOE Holdings, Inc. announced that it had acquired a majority equity interest in Vest Financial Group, Inc.  

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January 27, 2016

ASR Nederland to Acquire BNG Bank Asset Manager

On January 22, 2016, ASR Nederland announced it will acquire asset manager BNG Vermogensbeheer from BNG Bank.

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January 25, 2016

iM Square acquires minority stake in Polen Capital

On January 20, 2016, Seward & Kissel client iM Square announced the acquisition of a 20% equity interest in Polen Capital Management LLC, an independent growth-equity manager.

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January 21, 2016

Talanx Sells Shares in C-QUADRAT

On January 18, 2016, Talanx AG announced that Talanx Asset Management GmbH had sold its 25.1 percent stake in asset manager C-QUADRAT Investment.

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January 20, 2016

Northill Capital to acquire majority stake in Capital Four

On January 18, 2016, Northill Capital announced that it will purchase a majority stake in Capital Four Holding A/S, a Danish-based firm that focuses on high yield credit funds.

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January 18, 2016

The Cambridge Commentary- Review of 2015 Investment Management Industry Developments

On January 1, 2016 Cambridge International Partners Inc. published its Review of Developments in the Investment Management Industry During 2015.  The commentary reports on M&A transactions and trends relating to the investment management industry. To read this publication, please click here.    …

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January 15, 2016

Federal Street Advisors merges with Pathstone Family Office

On January 5, 2016, Federal Street Advisors announced that it had merged with Pathstone Family Office to create Pathstone Federal Street, a wealth advisory firm with in excess of $6.5 billion of advisory assets under management.

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January 15, 2016

Johnson Financial Group to Acquire Cleary Gull Advisors

On January 6, 2016, Johnson Financial Group Inc. signed a definitive agreement to acquire Clearly Gull Advisors Inc.

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