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.
August 30, 2018
Sanctuary Wealth Acquires Winthrop Capital
On August 23, 2018, Sanctuary Wealth Partners announced it had acquired Winthrop Capital Management.
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.
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.
August 22, 2018
Sequoia Merges with LJPR Financial Advisors
On August 21, 2018, Sequoia announced that it will merge with LJPR Financial Advisors.
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.
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.
August 16, 2018
Prudential to Acquire TMB Asset Management
On July 25, 2018, Prudential announced an agreement to acquire TMB Asset Management.
August 10, 2018
Duet Group Acquires Merit Capital
On August 2, 2018, Duet Group announced the acquisition of Merit Capital.
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.