June 29, 2018

EP Wealth Advisors Acquires Donnelly Wealth Advisors

On June 4, 2018, EP Wealth Advisors announced its acquisition of Donnelly Wealth Advisors.

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June 28, 2018

Markel Announces Rosemont Partnership

On June 4, 2018, Markel Corporation partnered with the executives of Rosemont Investment Partners, LLC to establish Rosemont Investment Group, LLC.

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June 25, 2018

Sandler O’Neill Monthly Asset Management Report – May 2018

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

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June 22, 2018

LaSalle to Acquire Aviva’s REMM and Encore+ Fund

On May 30, 2018, LaSalle Investment Management announced that it will acquire Aviva’s Real Estate Multi-Manager business and Encore+.

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June 21, 2018

Old Mutual Wealth Acquires DG Pryde Ltd.

On May 15, 2018, Old Mutual Wealth Private Client Advisers announced that it had acquired DG Pryde Ltd.

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June 20, 2018

Tosca to Acquire a Minority Stake in Plurimi

On May 29, 2018, Toscafund Asset Management announced that it will acquire a minority stake in Plurimi Wealth.

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June 18, 2018

Navigant Hedge Fund Industry M&A Outlook, May 2018

Navigant Capital Advisors, LLC released a report on the factors that will influence the future market for M&A deals in the hedge fund industry.

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June 13, 2018

Schonfeld to Acquire Folger Hill

On April 11, 2018, Schonfeld Strategic Advisors announced that it will acquire Folger Hill Asset Management.

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June 13, 2018

Federated Acquires Majority Interest in Hermes Fund Managers

On April 13, 2018, Federated Investors announced an agreement to acquire a majority interest in Hermes Fund Managers from BT Pension Scheme.

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June 11, 2018

AIG Acquires Covenant Credit Partners

On May 24, 2018, it was announced that American International Group, Inc. was acquiring Covenant Credit Partners.

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