April 29, 2016

Bradford & Marzec Announces Management Buy-Out

On April 22, 2016, Bradford & Marzec LLC announced a management buy-out by key Bradford & Marzec LLC employees and Tortoise Credit Strategies LLC.

Continue reading...

April 29, 2016

Pacific Asset Advisors to Acquire Cadence Capital

On April 25, 2016, Pacific Asset Advisors LLC announced the signing of a definitive agreement to purchase Cadence Capital Management, an investment-management firm based in Boston, Massachusetts.

Continue reading...

April 25, 2016

J.P Morgan Takes Minority Stake in Global X

On April 15, 2016, J.P. Morgan Asset Management, a division of J.P. Morgan Chase & Co., announced a passive, minority investment in Global X Management Company LLC, an exchange-traded fund provider, based in New York.

Continue reading...

April 22, 2016

Shanda Group to Acquire Trian’s 9.9% Stake in Legg Mason

On April 12, 2016, Legg Mason Inc. announced that Trian Fund Management, L.P. and its affiliates have agreed to sell substantially all of their shares in Legg Mason Inc. to Shanda Group.

Continue reading...

April 21, 2016

The Capital Partnership to Acquire Northgate Capital

On April 18, 2016, The Capital Partnership announced that it had reached an agreement to acquire ownership of Northgate Capital.

Continue reading...

April 20, 2016

Azimut Acquires Priority Advisory Group

On April 12, 2016, Azimut Holding SpA announced that it will purchase Priority Advisory Group.

Continue reading...

April 18, 2016

Exencial Wealth Acquires Netting & Pace

On April 18, 2016, Exencial Wealth Advisors announced the acquisition of Netting & Pace, CPAs, an accounting and wealth-management firm, based in San Antonio, Texas.

Continue reading...

April 15, 2016

D.A. Davidson to Merge with SMITH HAYES Companies

On March 7, 2016, D.A. Davidson & Co. announced that it had agreed to merge with Nebraska-based firm SMITH HAYES Companies.

Continue reading...

April 15, 2016

Huatai Securities Will Acquire AssetMark

On April 11, 2016, Huatai Securities announced that it will acquire AssetMark Inc. from Aquiline Capital Partners and Genstar Capital Management LLC.

Continue reading...

April 14, 2016

Stone Point to Acquire Majority Stake in NFP Advisor Services

On April 4, 2016, Stone Point Capital LLC announced that it will acquire a majority ownership stake in NFP Advisor Services.

Continue reading...

Menu