March 17, 2017

Fidelity February 2017 Wealth Management M&A Transaction Report

Fidelity Investments issued a report titled “Fidelity February 2017 Wealth Management M&A Transaction Report – M&A activity among RIAs and Independent Broker-Dealers for the month of February 2017.” To read this Report, click here (pdf reader required).

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March 17, 2017

First Midwest Bancorp Acquires Premier Asset Management

On March 6, 2017, First Midwest Bancorp, Inc. announced that it acquired Premier Asset Management, LLC.

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March 16, 2017

Tikehau Capital Announces Results of Salvepar Tender Offer

On February 27, 2017, Tikehau Capital announced the success of its public tender offer for shares of Salvepar.

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March 10, 2017

LGT Capital to Acquire European Capital

On March 3, 2017, LGT Capital Partners Ltd. announced it had agreed to acquire European Capital Fund Management Ltd.

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March 10, 2017

OppenheimerFunds to Acquire SNW Asset Management

On March 6, 2017, OppenheimerFunds announced it had agreed to acquire SNW Asset Management.

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March 8, 2017

Deutsche Asset Management to be Floated

On March 5, 2017, Deutsche Bank announced a strategic reorganization, which includes plans to float a minority stake in Deutsche Asset Management.

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March 6, 2017

Aberdeen Asset Management to merge with Standard Life

On March 6, 2017, Aberdeen Asset Management PLC (LON: ADN) and Standard Life plc (LON: SL) announced an agreement on terms of a recommended merger that would create the UK’s largest active asset management firm.

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March 6, 2017

Spring Financial Group to Acquire Financial Choice

On March 1, 2017, Spring Financial Group announced it had agreed to acquire Financial Choice Pty Ltd.

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March 2, 2017

Teton Advisors Acquires Keeley Asset Management

On March 1, 2017, Teton Advisors, Inc. announced that it completed the acquisition of Keeley Asset Management Corp.

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March 2, 2017

Mitsui Forms Strategic Partnership with CIM Group

On February 20, 2017, Mitsui & Co., Ltd. announced that it had agreed to enter a strategic partnership with CIM Group, LLC.

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