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.
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.
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.
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…
December 28, 2016
Amundi to Acquire Pioneer Investments
On December 12, 2016, Amundi announced an agreement to acquire Pioneer Investments from UniCredit.
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.
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).
December 21, 2016
Mercer Advisors Acquires Fabian Wealth Strategies
On December 14, 2016, Mercer Advisors Inc. announced that it had acquired Fabian Wealth Strategies.
December 19, 2016
Fairstone Group Acquires Howton Financial Services
On December 13, 2016, Fairstone Group announced that it had acquired Howton Financial Services.
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.