June 29, 2018
EP Wealth Advisors Acquires Donnelly Wealth Advisors
On June 4, 2018, EP Wealth Advisors announced its acquisition of Donnelly Wealth Advisors.
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.
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.
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+.
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.
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.
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.
June 13, 2018
Schonfeld to Acquire Folger Hill
On April 11, 2018, Schonfeld Strategic Advisors announced that it will acquire Folger Hill Asset Management.
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.
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.