September 29, 2016

TA Associates backs MBO of Goldman Sachs Australian fund platform

On September 14, 2016, TA Associates announced that had signed a definitive agreement to back a management buyout of Goldman Sachs Asset Management’s Australian focused investment capabilities and fund platform.

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September 28, 2016

WAM Capital to Invest in Chelsea Management Company

On September 14, 2016, WAM Capital, LLC, a subsidiary of WEDBUSH, Inc., announced that it had made a direct investment in Los Angeles-based independent investment manager Chelsea Management Company.

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September 27, 2016

The Edelweiss Group to acquire Ambit Alpha Fund

On September 22, 2016, The Edelweiss Group announced an agreement to acquire Ambit Alpha Fund, a Category III alternative investment fund.

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September 26, 2016

Aston Hill Financial and Front Street Capital to Merge

On September 9, 2016, Aston Hill Financial Inc. and Front Street Capital 2004 announced that they have entered into an agreement to merge their companies into a new asset management firm.

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September 21, 2016

RMB Capital Acquires Greenwood Investment Management

On September 13, 2016, RMB Capital announced the acquisition of Greenwood Investment Management, Inc., an investment management firm located in Centennial, Colorado.

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September 19, 2016

American Beacon Acquiring Controlling Stake in Crest Investment Partners

On September 3, 2016, American Beacon Advisors, Inc. announced that it had reached a definitive agreement with Cypress Capital Group, Inc. to acquire a controlling interest in Crest Investment Partners, LLC.

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September 19, 2016

GMP Capital to Acquire FirstEnergy Capital

On August 4, 2016, GMP Capital Inc. announced that it had agreed to the acquisition of Canada-based FirstEnergy Capital Corp.

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September 16, 2016

Pavilion Financial to Acquire Jeffery Slocum & Associates

On September 13, 2016, Pavilion Financial Corporation announced an agreement to acquire Jeffery Slocum & Associates, Inc., an investment advisor based in Minneapolis, Minnesota.

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September 16, 2016

Dynasty Financial Partners with Former Merrill Lynch Advisors

On September 14, 2016, Dynasty Financial Partners announced that they will partner with former Merrill Lynch financial advisors Elizabeth van Walleghem and Thomas Butler to launch a new boutique firm, MAXIMAI Investment Partners.

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September 14, 2016

WSFS to Purchase Business of Powdermill Financial

On August 3, 2016, WSFS Financial Corporation entered into an agreement to purchase the assets of Wilmington, Delaware-based Powdermill Financial Solutions LLC.

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