September 12, 2016

United Capital acquires Westport Resources

On September 9, 2016, United Capital Financial Advisers, LLC announced the acquisition of the Private Client Group from Westport Resources, a registered investment advisor in Westport, Connecticut.

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September 12, 2016

Angel Oak Canopy Partners Makes Minority Investment in Caravan Capital

On September 7, 2016, Angel Oak Canopy Partners, an independent affiliate of Angel Oak Companies, announced that it had closed a minority investment in Caravan Capital Management, LLC, a private equity firm.

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September 9, 2016

Rosemont Acquires Minority Stake in Wilbanks Smith & Thomas

On September 6, 2016, Wilbanks Smith & Thomas Asset Management, LLC announced that Rosemont Investment Partners, LLC became a minority stakeholder effective as of September 1, 2016.

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September 9, 2016

Harwood Wealth Management to acquire Network Direct

On August 30, 2016, Harwood Wealth Management Group PLC announced the acquisition of Network Direct Ltd.

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September 8, 2016

AllianceBernstein Signs to Acquire Ramius Alternative Solutions

On August 31, 2016, AllianceBernstein L.P. announced that it had entered into a definitive agreement to acquire Ramius Alternative Solutions LLC.

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September 7, 2016

Raymond James acquires U.S. private client unit of Deutsche Bank

On September 6, 2016, Raymond James Financial, Inc. announced that it had completed its acquisition of the U.S. Private Client Services Unit of Deutsche Bank Wealth Management.

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September 7, 2016

Old Mutual Wealth Private Client Advisers to Acquire Beaumont Robinson

On August 8, 2016, Old Mutual Wealth Private Client Advisers announced it will acquire Beaumont Robinson, a financial-planning firm located in West Yorkshire, England.

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September 2, 2016

F.A.B. Partners to Acquire CIFC for $333 Million

On August 19, 2016, CIFC LLC announced that it had entered into a definitive merger agreement to be acquired by an affiliate of F.A.B. Partners for approximately $333 million in cash.

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September 2, 2016

Sobera Capital Takes Over Management of S-Refit AG

On August 16, 2016, Sobera Capital announced that it was taking over the management of S-Refit AG, effective July 1, 2016. Sobera Capital will also assume the management of S-Refit EFRE Fonds Bayern Gmbh, med TECH Capital Fonds Gmh and S-Partners Kapital AG, the associated vehicles of S-Refit AG. The…

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September 1, 2016

Concannon Wealth joining Dynasty Financial Partners’ Network

On August 16, 2016, Dynasty Financial Partners announced that Concannon Wealth Management joined its network of advisory firms. Concannon Wealth Management (“Concannon”) is an independent registered investment advisor based in Bethlehem, Pennsylvania managing $400 million in client assets. Concannon is a firm of five financial advisors led by Managing Partner…

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