October 29, 2018

Axos Financial to Acquire WiseBanyan

On October 24, 2018, Axos Financial, Inc. announced that it had signed a definitive agreement to acquire WiseBanyan Holding, Inc.

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October 29, 2018

Estancia Capital to Acquire PMA Financial Network

On October 17, 2018, PMA Financial Network announced that Estancia Capital Partners and PMA Financial Network’s senior management team had reached a definitive agreement to acquire it.

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October 25, 2018

Goldman Sachs Makes Minority Investment in Harvest Partners

On October 19, 2018, Harvest Partners announced that Goldman Sachs Asset Management had made a strategic minority investment in Harvest Partners.

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October 22, 2018

Kudu Acquires Minority Stake in Bingham, Osborne & Scarborough

On October 17, 2018, Seward & Kissel client Kudu Investment Management, LLC acquired a minority interest in Bingham, Osborn & Scarborough, LLC (B|O|S).

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October 22, 2018

Sandler O’Neill Monthly Asset Management Report – September 2018

Sandler O’Neill + Partners, L.P. published its Monthly Asset Management Report for September 2018, which analyzes general industry information and transaction highlights.

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October 17, 2018

Rockefeller Capital to Acquire Greer Anderson

On October 11, 2018, Rockefeller Capital announced that it had entered into an agreement to acquire Greer Anderson.

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October 15, 2018

Woodbury Financial Becomes Affiliation Partner for Questar Advisors

On October 11, 2018, Woodbury Financial Services, Inc. announced that the Questar Advisors firms had selected it as their preferred affiliation partner.

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October 13, 2018

TPG Sixth Street Partners and Dyal Capital Partners Acquire Minority Stakes in Halcyon Capital Management

On October 10, 2018, Halcyon Capital Management announced investments by TPG Sixth Street Partners and Dyal Capital Partners.

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October 13, 2018

PIMCO to Acquire Gurtin Municipal Bond Management

On October 2, 2018, PIMCO announced that it had agreed to acquire Gurtin Municipal Bond Management.

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October 8, 2018

The Mather Group Acquires Berman Advisors

On October 2, 2018, The Mather Group, LLC announced it had acquired Steven M. Berman Investment Advisors.

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