July 18, 2016

MHB Advisers 2016 First Half Review

In July 2016, MHB Advisers, LLC issued a report entitled “Global Asset Management M&A Environment – Review of 1H 2016 Activity and Trends”.

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July 18, 2016

Janus Capital Acquires Minority Stake in LongTail Alpha

On June 30, 2016, Janus Capital Group Inc. announced that it had acquired a minority interest in California-based investment advisor LongTail Alpha LLC.

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July 18, 2016

Turner Investments to Merge with Veracen affiliate

On July 6, 2016, investment advisor Turner Investments LP announced that it had entered into a merger agreement with Turner Investment Holdings LP, an affiliate of Veracen LP.

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July 14, 2016

Legg Mason to Acquire Majority Equity Stake in Financial Guard

On July 7, 2016, Legg Mason, Inc. announced that it will be acquiring an 82% majority equity interest in registered investment adviser Financial Guard LLC.

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July 13, 2016

Vontobel to Acquire the Raiffeisen’s subsidiary Vescore

On June 30, 2016, Vontobel Holding AG and Raiffeisen Schweiz Genossenschaft announced that the parties had agreed to restructure their asset management based partnership.

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July 11, 2016

OM Asset Management to Acquire Landmark Partners

On June 14, 2016, OM Asset Management announced that it will acquire a majority interest in Landmark Partners.

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July 11, 2016

Blackstone Invests in Marathon Asset Management

On June 22, 2016, Marathon Asset Management LP announced that Blackstone Alternative Asset Management LP had acquired a minority interest in its firm. 

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July 11, 2016

Azimut’s Subsidiary to Acquire Sogenel Capital Holding

On June 29, 2016, AZ Swiss & Partners S.A. entered into its first acquisition agreement to acquire Sogenel Capital Holding S.A.

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July 8, 2016

Avondale Group Acquires Steine & Gooch

On June 29, 2016, Avondale Group, the parent company of Avondale Partners LLC, announced that it acquired Steine & Gooch Co. Inc.

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July 8, 2016

HighTower Acquires J.M. Egan Wealth Advisors

On June 28, 2016, national financial advisory firm HighTower Advisors, LLC announced that it had acquired New Jersey-based registered investment advisor J.M. Egan Wealth Advisors.

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