March 29, 2019

Onex to Acquire Gluskin Sheff

On March 22, 2019, Onex Corporation announced an agreement to acquire Gluskin Sheff + Associates Inc.

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March 29, 2019

Ora Citron Merges with The Diamond Group

On March 12, 2019, Ora Citron Private Wealth Management announced an agreement with The Diamond Group Wealth Advisors to join forces.

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March 28, 2019

Medalist Partners Acquires Majority Stake in JMP Credit Advisors

On March 20, 2019, Medalist Partners, LP announced that it had acquired a majority stake in JMP Credit Advisors LLC.

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March 25, 2019

Sandler O’Neill Monthly Asset Management Report – February 2019

Sandler O’Neill + Partners published its Monthly Asset Management Report for February 2019, which analyzes general industry information and transaction highlights.

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March 22, 2019

Blackstone Acquires Minority Stake in GI Partners

On March 6, 2019, GI Partners announced that funds affiliated with the Blackstone Group L.P. had acquired a minority stake in the firm.

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March 21, 2019

1825 to Acquire BDO Northern Ireland’s Wealth Management Division

On March 1, 2019, 1825 announced an agreement with BDO Northern Ireland to acquire its wealth management business.

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March 18, 2019

Brookfield to Acquire Majority Stake in Oaktree

On March 13, 2019, Brookfield Asset Management Inc. announced that it had entered into an agreement to acquire approximately 62% of Oaktree Capital Group, LLC.

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March 18, 2019

Carillon Tower Advisers Acquires ClariVest

On February 26, 2019, Carillon Tower Advisors announced it will increase to 100% its ownership stake in ClariVest Asset Management LLC.

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March 15, 2019

Crestwood Advisors to Acquire MacGuire, Cheswick & Tuttle; Patton Albertson to Acquire Anthony Smith Advisors

On February 19, 2019, Focus Financial Partners announced that MacGuire, Cheswick & Tuttle and Anthony Smith Advisors will be joining its partner firms Crestwood Advisors Group and Patton Albertson & Miller, respectively.

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March 11, 2019

Freeman & Co. Annual Asset Management Industry Snapshot

Freeman & Co. released its annual report on asset management M&A activity in 2018.

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