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.

Continue reading...

December 28, 2018

Mercer Advisors Acquires Bell Wealth Management

On December 12, 2018, Mercer Advisors announced its acquisition of Bell Wealth Management.

Continue reading...

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.

Continue reading...

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.

Continue reading...

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.

Continue reading...

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.

Continue reading...

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.

Continue reading...

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.

Continue reading...

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.

Continue reading...

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.

Continue reading...