April 29, 2019

Sandler O’Neill Monthly Asset Management Report – March 2019

Sandler O’Neill + Partners, L.P. published its Monthly Asset Management Report for March 2019, which analyzes general industry information and transaction highlights. To read the report: please click here.  …

Continue reading...

April 29, 2019

iM Global Partner to Make Strategic Investment in Scharf Investments

On April 22, 2019, Seward & Kissel client iM Global Partner announced that it had entered into an agreement to acquire a minority investment in Scharf Investments, LLC.

Continue reading...

April 26, 2019

Eurazeo Acquires Minority Stake in MCH

On April 3, 2019, Eurazeo announced an agreement with MCH to acquire a 25% minority stake in the firm.

Continue reading...

April 24, 2019

Hargreaves Lansdown and Share Centre Acquire J.P. Morgan Assets

On April 9, 2019, Hargreaves Lansdown and The Share Centre announced they had reached an agreement to acquire up to 53,000 of J.P. Morgan Asset Management clients.

Continue reading...

April 22, 2019

Silvercrest to Acquire Cortina Asset Management

On April 15, 2019, Silvercrest Asset Management Group Inc. announced that it had entered into an agreement to acquire Cortina Asset Management, LLC.

Continue reading...

April 22, 2019

Mariner to Acquire Singer Xenos

On April 17, 2019, Mariner Wealth Advisors announced that it has entered into a binding agreement to acquire Singer Xenos Schechter Sosler Wealth Management.

Continue reading...

April 19, 2019

Cresset Acquires Evanston Advisors

On March 19, 2019, Cresset Asset Management, LLC announced its acquisition of Evanston Advisors Inc.

Continue reading...

April 18, 2019

Good Life Announces Partnership with Firenze Wealth Management

On April 1, 2019, Good Life Companies announced that it had entered into a partnership with Firenze Wealth Management.

Continue reading...

April 17, 2019

LibreMax and TowerBrook Establish CAVU Investment Partners

On April 8, 2019, LibreMax Capital announced the establishment of CAVU Investment Partners, in partnership with TowerBrook Capital Partners.

Continue reading...

April 15, 2019

Foresters Announces Sale of U.S. Asset Management Business

On April 9, 2019, Foresters Financial Services, Inc. announced that it had entered into agreements to sell the assets of its U.S. asset management business to Macquarie Investment Management and to sell select assets of its U.S. brokerage and advisory business to Cetera Financial Group, Inc.

Continue reading...

Menu