August 31, 2018

Kovitz to Acquire AFAM Capital

On August 28, 2018, Kovitz Investment Group announced it had entered into a definitive agreement to acquire AFAM Capital.

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August 30, 2018

Sanctuary Wealth Acquires Winthrop Capital

On August 23, 2018, Sanctuary Wealth Partners announced it had acquired Winthrop Capital Management.

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August 27, 2018

Sandler O’Neill Monthly Asset Management Report – July 2018

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

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August 23, 2018

Charter Hall Group to Acquire Folkestone Limited

On August 22, 2018, Charter Hall Group announced it had entered into an agreement to acquire Folkestone Limited.

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August 22, 2018

Sequoia Merges with LJPR Financial Advisors

On August 21, 2018, Sequoia announced that it will merge with LJPR Financial Advisors.

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August 20, 2018

TK Partners Acquires Minority Stake in Savanna

On August 16, 2018, TK Partners, a consortium that includes Seward & Kissel client Kudu, announced it had acquired a minority stake in real estate manager Savanna.

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August 17, 2018

Dyal Acquires a Minority Stake in Bridgepoint

On August 11, 2018, Dyal announced its agreement to acquire a passive minority stake in Bridgepoint.

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August 16, 2018

Prudential to Acquire TMB Asset Management

On July 25, 2018, Prudential announced an agreement to acquire TMB Asset Management.

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August 10, 2018

Duet Group Acquires Merit Capital

On August 2, 2018, Duet Group announced the acquisition of Merit Capital.

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August 8, 2018

Lorne Park Capital to Acquire Adaptive Asset Management

On July 30, 2018, Lorne Park Capital Partners announced that it signed a definitive agreement to acquire Adaptive Asset Management.

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