December 31, 2018
Alantra to Acquire Strategic Stake in Access Capital Partners
On December 20, 2018, Alantra announced that it had entered into an agreement to acquire a strategic stake in Access Capital Partners.
December 28, 2018
Mercer Advisors Acquires Bell Wealth Management
On December 12, 2018, Mercer Advisors announced its acquisition of Bell Wealth Management.
December 27, 2018
Generali Acquires CM Investment Solutions
On December 5, 2018, Generali announced that it had acquired CM Investment Solutions Limited from Bank of America Merrill Lynch.
December 26, 2018
GTS Acquires Stake in Wavelength Capital
On December 13, 2018, GTS announced its acquisition of an ownership stake in Wavelength Capital Management, LLC.
December 21, 2018
Sandler O’Neill Monthly Asset Management Report- November 2018
Sandler O’Neill + Partners published its Monthly Asset Management Report for November 2018, which analyzes general industry information and transaction highlights. To read the press release: please click here.
December 20, 2018
Australis Partners to Acquire Stake in Alianza Fiduciaria
On November 6, 2018, Australis Partners announced an agreement to acquire a 50 percent stake in Alianza Fiduciaria and Alianza Valores from Advent International.
December 20, 2018
Sun Life to Acquire Majority Stake in Bentall GreenOak
On December 19, 2018, Sun Life Financial announced an intended merger between Bentall Kennedy and GreenOak Real Estate.
December 19, 2018
AFH Financial Group Acquires CTL Three Limited
On December 5, 2018, AFH Financial Group announced its acquisition of CTL Three Limited along with its subsidiaries.
December 12, 2018
Baird to Acquire Hilliard Lyons
On November 27, 2018, Baird announced that it had entered into an agreement to acquire Hilliard Lyons and Hilliard Lyons Trust Company.
December 10, 2018
Oz Management Announces Strategic Plan
On December 6, 2018, Oz Management announced a strategic plan to reallocate equity, deleverage the company’s balance sheet, and change the company’s tax classification.