February 28, 2018

Heitman Redeems OM Asset Management’s Interest

On January 8, 2018, Heitman announced that it has redeemed OM Asset Management’s ownership interest in the firm.

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February 26, 2018

Sandler O’Neill Monthly Asset Management Report – January 2018

Sandler O’Neill + Partners published its Monthly Asset Management Report for January 2018, which analyzes general industry information and transaction highlights. To read the Report, please click here.

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February 26, 2018

Quaero Capital Announces Merger with Tiburon Partners

On January 9, 2018, Quaero Capital announced a merger with Tiburon Partners.

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February 23, 2018

W.E. Donoghue Acquires JAForlines Global

On January 3, 2018, W.E. Donoghue announced a definitive agreement for the acquisition of JAForlines Global which was entered into on December 29, 2017.

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February 22, 2018

ActivumSG Capital Acquires fairvesta Group

On January 8, 2018, a fund managed by ActivumSG Capital Management Ltd. announced it had acquired fairvesta Group.

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February 21, 2018

Homrich Berg Merges with Compass Financial Consulting

On January 2, 2018, Homrich Berg Wealth Management announced its merger with Compass Financial Consulting.

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February 19, 2018

Berkshire Capital 2018 Financial Services Industry Review

Berkshire Capital Securities LLC issued the 2018 edition of its annual review on investment management industry trends and transactions. To read the report, please click here.

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February 19, 2018

P10 Holdings Completes Acquisition of RCP Advisors 3

On January 3, 2018, P10 Holdings, Inc. announced the completion of the acquisition of RCP Advisors 3, LLC, a sponsor of private equity funds-of-funds, secondary funds and co-investment funds.

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February 19, 2018

Dyal Makes Minority Investment in Cerberus Business Finance

On December 26, 2017, Cerberus Capital Management’s middle-market lending platform, Cerberus Business Finance, announced that affiliates of Dyal Capital Partners have made a strategic minority investment in Cerberus Business Finance.

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February 12, 2018

Temperance Partners Acquires Minority Stake in Westmount

On February 6, 2018, Temperance Partners acquired a minority stake in Westmount Asset Management.

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