August 31, 2017

Wealth Managers Prepare for Coming M&A Surge

This August 28, 2017 article by Michael Thresher in Wealth Management.com discusses increased M&A activity in the wealth management sector, quoting Silver Lane Advisors managing partner Liz Nesvold. To read this article, please click here.

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August 31, 2017

Blackstone to Acquire Harvest Fund Advisors

On August 17, 2017, Blackstone announced that it will acquire Harvest Fund Advisors LLC, an investment management firm located in the Philadelphia-area.

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August 28, 2017

Wisdom Tree and Questrade Form Strategic Partnership

On July 27, 2017, WisdomTree Investments, Inc. announced a strategic partnership with Questrade Wealth Management Inc. and Questrade, Inc.

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August 28, 2017

Mercer Acquires Blue Moon Wealth Advisory

On August 16, 2017, Mercer Advisors Inc. announced the purchase of Blue Moon Wealth Advisory LLC, an investment management firm based in Bellevue, Washington.

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August 25, 2017

DRW to Acquire RGM Advisors

On August 16, 2017, DRW Holdings, LLC and RGM Advisors, LLC announced that DRW will acquire RGM, a principal trading firm located in Austin, Texas.

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August 25, 2017

CI Financial to purchase Sentry Investments

On August 10, 2017, CI Financial Corp. and Sentry Investments Corp. announced that CI Financial will acquire Sentry for $780 million.

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August 23, 2017

Western Asset Acquires Minority Stake in Flat Rock

On August 10, 2017, Flat Rock Global, LLC announced that it sold minority stakes to Western Asset Management and John Thomson of Thomson Equity.

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August 21, 2017

Minority stake sales prop up investment management dealmaking activity

This August 4, 2017 article by Joe Mantone in S&P Global Market Intelligence discusses the strong activity level of minority stake investments in asset and wealth managers in the context of slowing M&A volume in the sector, quoting Seward & Kissel partner Jim Abbott. To read this article, please…

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August 21, 2017

Warburg Pincus to Acquire Minority Stake in Fortune SG

On August 2, 2017, Warburg Pincus LLC announced an agreement to acquire a 49% stake in Fortune SG.

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August 21, 2017

Johnson Investment Counsel Acquires Magis Wealth Planning

On August 6, 2017, Johnson Investment Counsel, Inc. acquired Magis Wealth Planning, a financial advisory firm located in Brecksville, Ohio.

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