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