August 29, 2016

Carlyle to Sell 55% Stake in Emerging Sovereign Group

On August 24, 2016, Pensions & Investments reported that The Carlyle Group will sell its 55% stake in Seward & Kissel client Emerging Sovereign Group to the management team of the hedge fund manager.

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August 26, 2016

The Agasti Group sells Obligo Group stake to Audrey Management

On August 24, 2016, the Agasti Group announced that it sold its 66% interest in the Obligo Group to Audrey Management Holdings S.á.r.l., a company controlled by Blackstone L.P (Blackstone Real Estate Funds).

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August 25, 2016

Goldman Sachs Makes Minority Investment in Littlejohn

On August 17, 2016, Littlejohn & Co. announced that Goldman Sachs Alternative Investments & Manager Selection Group acquired a minority stake in the firm.

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August 25, 2016

Pathstone Federal Will Acquire Convergent Wealth

On August 24, 2016, Pathstone Federal Street signed an agreement to acquire the assets of Convergent Wealth Advisors from City National Bank.

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August 24, 2016

Full Circle Capital to Merge with Great Elm Capital

On June 24, 2016, Full Circle Capital Corporation announced that it had entered into a merger agreement with Great Elm Capital Corp.

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August 24, 2016

Triad Advisors to Acquire Dunham & Deitel

On June 15, 2016, Triad Advisors, Inc. announced that Dunham & Deitel Wealth Management Group had transitioned to Triad Advisors’ broker-dealer registered investment advisory platform.

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August 22, 2016

Tiedemann Wealth and Presidio Capital to Combine

On August 8, 2016, Tiedemann Wealth Management announced that it had entered into a definitive agreement with Presidio Capital Advisors to combine firms.

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August 18, 2016

Sun Life Financial to Acquire FWD Pension Business

On August 3, 2016, Sun Life Financial announced that its Hong Kong affiliate, Sun Life Hong Kong Limited will acquire the pension business of FWD Life Insurance Company (Bermuda) Limited.

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August 18, 2016

Schonfeld Funds Launch of Masa Capital

On August 3, 2016, Schonfeld Strategic Advisors LLC announced that it had committed to fund newly-established quantitative trading investment adviser, Masa Capital LLC.

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August 17, 2016

GAM Purchases Cantab Capital Partners

On June 29, 2016, GAM announced that it had acquired Cantab Capital Partners for $217 million. The acquisition structure includes deferred payments, the retention of a 40% future performance interest by the Cantab Capital Partners (“Cantab”) partners and long term employment agreements for Cantab’s employees. GAM also launched its new…

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