May 13, 2016

CNO Financial Invests in Tennenbaum Capital Partners

On April 18, 2016, CNO Financial Group announced that it made a strategic investment in Tennenbaum Capital Partners, LLC.

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May 13, 2016

Angel Oak Capital to Acquire Rainier High Yield Fund

On April 18, 2016, Angel Oak Capital Advisors, LLC announced that it will acquire Rainier High Yield Fund from Rainier Investment Management, LLC as part of the Angel Oak Trust.

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May 11, 2016

Foresters Financial Completes Acquisition of Aegon Capital

On May 5, 2016, Foresters Financial announced completion of its acquisition of Aegon Capital Management Inc. and Aegon Fund Management Inc. from Proj Fox Acquisitions Inc., which was first announced in March 2016.

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May 11, 2016

Nuveen Investments Acquires Incapital’s Unit Trust Platform

On May 2, 2016, Nuveen Investments Inc. announced that it completed the acquisition of Incapital LLC’s Unit Trust platform.

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May 9, 2016

TriState Capital completes the acquisition of The Killen Group

On April 29, 2016, TriState Capital Holdings, Inc. closed its acquisition of The Killen Group, Inc., with estimates of the total value of the transaction dropping from $30 million to $35 million at the announcement of the deal in December 2015 to a present estimated value of $15 million to $20 million.

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May 5, 2016

Echelon Wealth Partners Acquires Dundee Goodman

On April 26, 2016, Echelon Wealth Partners Inc. announced that it had acquired Dundee Goodman Private Wealth from Dundee Securities Ltd.

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May 2, 2016

BofA Global Capital Transfers $80 Billion AUM to BlackRock

On April 18, 2016, BlackRock announced that it and Bank of America’s asset management business, BofA Global Capital Management, finalized a transaction transferring investment management responsibilities of approximately $80 billion of AUM currently managed by BofA Global Capital Management to BlackRock.

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