January 30, 2017
Sandler O’Neill Releases Asset Manager Transaction Annual Review
On January 26, 2017, Sandler O’Neill + Partners, L.P. issued its Asset Manager Transaction Review and Forecast analyzing asset manager deal activity in 2016. To read the review, please click here.
January 27, 2017
Sandaire and Delancey Launch Real Estate JV
On January 27, 2017, Sandaire announced that it had partnered with Delancey to launch a real estate investment service, Mount Kendal.
January 25, 2017
AlphaCore to Acquire San-Diego-based Investment Adviser
On January 24, 2017, AlphaCore Capital announced its will double in size through its acquisition of a San Diego-based registered investment adviser.
January 23, 2017
SkyBridge Capital Majority Stake to be Sold
On January 17, 2016, SkyBridge Capital announced a definitive agreement for RON Transatlantic EG and Seward & Kissel client HNA Capital (U.S.) Holding to acquire a majority stake in Skybridge.
January 23, 2017
Alger Associates to Acquire Weatherbie Capital
On January 17, 2017, Seward & Kissel client Alger Associates announced it had agreed to acquire growth equity manager Weatherbie Capital.
January 20, 2017
Moelis and Veritable Launch Archean Capital Partners
On January 20, 2016, Moelis Asset Management LP and Veritable LP announced the launch of private fund seed investor Archean Capital Partners.
January 12, 2017
New York Life to Acquire Majority Stake in Credit Value Partners
On January 4, 2017, New York Life Investments announced it had signed an agreement to invest in Credit Value Partners, LP.
January 11, 2017
Bank of Ireland Acquires Covestone Asset Management
On January 5, 2017, Donal Roche, the founder of Covestone Asset Management, announced Bank of Ireland Private had acquired Covestone.
January 9, 2017
The Cambridge Commentary – Review of M&A Activity in the Investment Management Industry 2016
On January 1, 2017 Cambridge International Partners Inc. published its Cambridge Commentary – A Review of M&A Activity in the Investment Management Industry During 2016, reporting on M&A transactions and trends in the industry. To read this publication, please click here (pdf reader required).
January 9, 2017
Credit Value Partners to Sell Minority Stake to New York Life
On January 4, 2016, New York Life Investments announced an agreement to acquire a minority stake in Credit Value Partners, LP.