December 30, 2016

Employee-Led Group Acquires Carlyle Minority Interest in Avalon Advisors

On December 16, 2016, Avalon Advisors, LLC announced that four private families and a group of employees acquired a minority interest previously held by outside investors.

Continue reading...

December 28, 2016

Founder Calamos to Acquire Calamos Asset Management, Inc.

On December 19, 2016, founder John Calamos and CEO John Koudounis announced they have agreed in principle to acquire Calamos Asset Management, Inc.

Continue reading...

December 28, 2016

Advent International Acquires Minority Stake in ASK Group

On December 21, 2016, Advent International announced it had acquired a significant minority interest in ASK Group.

Continue reading...

December 28, 2016

ORIX Acquires Controlling Interest in RB Capital

On December 14, 2016, ORIX Corporation announced it acquired a controlling interest in RB Capital Empreendimentos S.A.   In 2012, ORIX Corporation (“Orix”) established ORIX Brasil Investimentos under the supervision of ORIX USA. After the acquisition, RB Capital Empreendimentos (“RB Capital”) will be a subsidiary of ORIX USA and will…

Continue reading...

December 28, 2016

Amundi to Acquire Pioneer Investments

On December 12, 2016, Amundi announced an agreement to acquire Pioneer Investments from UniCredit.

Continue reading...

December 28, 2016

Virtus Investment Partners to Acquire RidgeWorth Investments

On December 16, 2016, Virtus Investment Partners, Inc. announced an agreement to acquire RidgeWorth Investments.

Continue reading...

December 21, 2016

Park Sutton Insight – Virtus/RidgeWorth

Park Sutton Advisors published on December 20, 2016 its Park Sutton Insight piece on Virtus Investment Partners’ acquisition of RidgeWorth Investments. To read this publication, please click here (pdf reader required).

Continue reading...

December 21, 2016

Mercer Advisors Acquires Fabian Wealth Strategies

On December 14, 2016, Mercer Advisors Inc. announced that it had acquired Fabian Wealth Strategies.

Continue reading...

December 19, 2016

Fairstone Group Acquires Howton Financial Services

On December 13, 2016, Fairstone Group announced that it had acquired Howton Financial Services.

Continue reading...

December 19, 2016

OM Asset Management Prices Secondary Offering

On December 13, 2016, OM Asset Management plc announced the pricing of its underwritten public offering of 13 million ordinary shares.

Continue reading...

Menu