January 29, 2018

Kestra Financial Acquires H. Beck

On December 4, 2017, Kestra Financial, Inc. announced the closing of its acquisition of H. Beck, Inc. from Securian Financial Group, Inc.

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January 29, 2018

White Oak Acquires Minority Stake in Blueshift

On January 23, 2018, Seward & Kissel client White Oak Equity Partners announced the acquisition of a minority interest in Blueshift Asset Management.

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January 26, 2018

C-Quadrant to Acquire Majority Stake in Advenis

On December 5, 2017, C-Quadrant Investment AG announced an agreement to acquire a 51% stake in Advenis Investment Managers.

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January 25, 2018

Hennessy Advisors Acquires Rainier U.S. Equity Funds

On January 12, 2018, Hennessy Advisors, Inc. announced the completion of its acquisition of the management related assets of three equity funds of Rainier Investment Management, LLC.

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January 22, 2018

Sandler O’Neill Monthly Asset Management Report – December 2017

Sandler O’Neill + Partners published its Monthly Asset Management Report for December 2017, which analyzes general industry information and transaction highlights. To read the Report, please click here.

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January 18, 2018

HDFC Asset Management Announces Approval of IPO

On November 30, 2017, HDFC Asset Management Company Limited announced its Board of Directors approved initiating the process for an IPO.

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January 18, 2018

Fiera Capital to Acquire Management of City National Rochdale Fund

On December 1, 2017, Fiera Capital Corporation announced an agreement to acquire City National Rochdale Emerging Markets Fund’s management.

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January 17, 2018

SGBL Acquires KBL’s Operations in France and Monaco

On December 2, 2017, Société Généralede Banque au Liban announced an agreement to acquire KBL European Private Bankers’ French and Monegasque operations.

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January 11, 2018

Brookfield Acquires Lampe Equity Management

On December 1, 2017, Bankhaus Lampe announced the sale of Lampe Equity Management to Brookfield Asset Management.

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January 10, 2018

La Financiere de l’Echiquier Forms Strategic Partnership with Primonial

On November 30, 2017, La Financiere de l'Echiquier and Primonial Investment Managers agreed to enter into a strategic partnership.

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