Investment Management Deals Blog
On February 19, 2019, Focus Financial Partners announced that Escala Partners will be joining the partnership.
On February 18, 2019, Dolfin Financial (UK) Ltd. announced it will acquire Falcon Private Wealth Ltd., a subsidiary of Falcon Private Bank.
On February 25, 2019, Bullard, McLeod and Associates announced it will be joining Atlas Private Wealth Management.
On March 4, 2019, Seward & Kissel client Kudu Investment Management, LLC announced it had acquired a minority interest in Versus Capital Advisors, LLC.
On February 19, 2019, Mercer Global Advisors Inc. announced that it had acquired Arbor Asset Management, LLC.
On February 14, 2019, Progeny Group announced three acquisitions, of Innovate Financial Services, Quest Financial Solutions and Juno Wealth Management.
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