July 31, 2017

Why Even the Best-Laid M&A Deals in Wealth Management Can Fail

This July 20, 2017 article by Michael Thrasher in Wealth Management.com reports on a presentation given at BNY Mellon’s Pershing Advisor Solutions Regional Symposium by Elizabeth Nesvold of Silver Lane Advisors. To read this article, please click here.

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July 27, 2017

H2O Asset Management to Acquire Arctic Blue Capital

On July 10, 2017, H2O Asset Management announced that it will acquire Arctic Blue Capital from Stable Asset Management.

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July 26, 2017

Bayview to Acquire Pingora Asset Management

On July 10, 2017, Bayview Asset Management, LLC and Annaly Capital Management, Inc. jointly announced that Bayview will acquire Pingora Holdings, L.P., a wholly owned subsidiary of Annaly Capital.

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July 24, 2017

Davy Group Acquires Management Business from Danske Bank

On July 10, 2017, The Davy Group announced the acquisition of Danske Bank UK’s discretionary portfolio management business.

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July 20, 2017

Wealth Partners Capital Announces Three Minority Stakes

On July 10, 2017, Wealth Partners Capital Group, LLC announced the closing of minority stakes in three asset management firms: Forbes Family Trust, MAI Capital Management, and EP Wealth Advisors.

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July 20, 2017

Canaccord Genuity to Acquire Hargreave Hale

On July 5, 2017, Canaccord Genuity Group Inc. announced that its subsidiary, Canaccord Genuity Wealth Management, will acquire Hargreave Hale Limited, a U.K.-based investment and wealth management firm.

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July 20, 2017

Brightworth Acquires McGill Advisors

On July 5, 2017, Brightworth LLC announced the acquisition of McGill Advisors, Inc., an investment advisory firm located in Charlotte, North Carolina.

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July 17, 2017

Sandler O’Neill Asset Manager Transaction Review-First Half 2017

On July 11, 2017, Sandler O’Neill + Partners issued its Asset Manager Transaction Review – 1H 2017, which analyzes asset manager deal activity in the first half of 2017. To read the review, please click here.

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July 14, 2017

Timing of CIBC’s wealth management deal in US raises questions

This July 12, 2017 article by Kiah Lau Haslett and Robert Clark in S&P Global Market Intelligence analyzes CIBC’s agreement to acquire wealth manager Geneva Advisors, quoting Seward & Kissel partner Jim Abbott. To read this article, please click here (PDF reader required).

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July 13, 2017

MetLife to Acquire Logan Circle from Fortress

On July 7, 2017, MetLife, Inc. announced that it will acquire Logan Circle Partners, L.P., a traditional fixed income asset management business owned by Fortress Investment Group LLC.

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