November 29, 2018

Credit Junction Receives Equity Investment from Century Equity

On October 30, 2018, The Credit Junction announced that it had received a $23 million equity investment from Century Equity Partners.

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November 28, 2018

Prudential Acquires Wadhwani Asset Management

On November 13, 2018, Prudential Financial’s PGIM announced its acquisition of Wadhwani Asset Management.

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November 26, 2018

Brown Advisory Acquires Signature Family Wealth Advisors

On November 16, 2018, Brown Advisory announced that it had acquired Signature Family Wealth Advisors.

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November 21, 2018

LibreMax to Acquire KCAP Financial Businesses

On November 9, 2018, KCAP Financial, Inc. announced an agreement with LibreMax in which the latter would acquire KCAP Financial’s wholly-owned asset management subsidiaries.

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November 19, 2018

Sandler O’Neill Monthly Asset Management Report – October 2018

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

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November 19, 2018

First Midwest Bancorp to Acquire Northern Oak

On November 8, 2018, First Midwest Bancorp announced that it had entered into an agreement to acquire Northern Oak Wealth Management.

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November 16, 2018

Goldman Sachs to Acquire Rocaton Investment Advisors

On November 8, 2018, Goldman Sachs Asset Management announced an agreement to acquire Rocaton Investment Advisors.

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November 15, 2018

Mercer Advisors Acquires Beacon Wealth Management

On November 5, 2018, Mercer Advisors announced that it had acquired Beacon Wealth Management.

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November 12, 2018

Citizens Financial to Acquire Clarfeld Financial Advisors

On November 5, 2018, Citizens Financial Group announced that it had entered into a definitive agreement to purchase Clarfeld Financial Advisors.

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November 12, 2018

Victory Capital to Acquire USAA Asset Management

On November 6, 2018, Victory Capital announced that it had entered into a definitive purchase agreement to acquire USAA Asset Management Company.

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