July 25, 2018

Natixis to Acquire Stake in WCM

On July 11, 2018, Natixis announced an agreement to acquire a minority stake in WCM Investment Management.

Continue reading...

July 25, 2018

Genstar Acquires Majority Stake in Cetera

On July 17, 2018, Genstar announced it had acquired a majority stake in Cetera.

Continue reading...

July 23, 2018

Sandler O’Neill Monthly Asset Management Report – June 2018

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

Continue reading...

July 20, 2018

Capital Dynamics to Acquire Advanced Capital

On July 10, 2018, Capital Dynamics announced an agreement to acquire Advanced Capital SGR.

Continue reading...

July 19, 2018

Old Mutual Acquires Saint & Co Advisory Arm

On July 11, 2018, Old Mutual Wealth Private Client Advisors announced it had acquired the advisory arm of Saint & Co.

Continue reading...

July 18, 2018

Wells Fargo Sells Majority Stake in Rock Creek

On July 5, 2018, Wells Fargo Asset Management announced the sale of its majority stake in the Rock Creek Group.

Continue reading...

July 16, 2018

TD Bank to Acquire Greystone

On July 10, 2018, TD Bank announced an agreement to acquire Greystone Capital Management Inc.

Continue reading...

July 13, 2018

HQ Capital and Yuanju Form Joint Venture

On July 2, 2018, HQ Capital announced a joint venture with Yuanju Capital Management.

Continue reading...

July 13, 2018

ORIX Corporation to Acquire NXT Capital

On July 2, 2018, ORIX Corporation announced an agreement to acquire NXT Capital, Inc.

Continue reading...

July 12, 2018

Quilter Sells Asset Management Business to TA Associates

On June 29, 2018, Quilter announced the completion of the sale of its asset management business to TA Associates.

Continue reading...

Menu