May 31, 2019

Federated Investors to Acquire Mutual Fund Assets from PNC

On May 7, 2019, Federated Investors Inc. announced that it had entered into an agreement to acquire certain assets from The PNC Financial Services Group.

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May 31, 2019

East Capital and Credicorp Enter into Partnership

On May 13, 2019, East Capital and Credicorp Capital Asset Management S.A. announced that they have agreed to enter into an investment advisory partnership.

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May 29, 2019

Natixis Enters into Strategic Partnership with Fiera

On May 9, 2019, Natixis Investment Managers and Fiera Capital Corporation announced that they had entered into a long-term strategic partnership.

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May 29, 2019

AMG to Acquire Equity Interest in Garda Capital

On May 6, 2019, Affiliated Managers Group, Inc. announced that it had entered into a definitive agreement to acquire an equity interest in Garda Capital Partners LP.

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May 24, 2019

Sandler O’Neill Monthly Asset Management Report – April 2019

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

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May 24, 2019

LPL Financial to Acquire Allen & Co.

On May 21, 2019, LPL Financial Holdings Inc. announced that it had entered into a definitive agreement to acquire Allen & Company.

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May 24, 2019

Cresset Acquires Cypress Wealth Advisors

On May 2, 2019, Cresset Asset Management, LLC announced the acquisition of Cypress Wealth Advisors, LLC.

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May 22, 2019

Walter Global Acquires Minority Stake in LionGuard

On May 1, 2019, Walter Global Asset Management Inc. announced that it has made a strategic investment in LionGuard Capital Management Inc.

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May 20, 2019

First Busey to Merge with Investors’ Security Trust

On May 13, 2019, First Busey Corporation announced that it had entered into a definitive merger agreement with Investors’ Security Trust Company.

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May 20, 2019

Reverence Capital Partners to Acquire Advisor Group

On May 9, 2019, Reverence Capital Partners announced an agreement to acquire Advisor Group Inc.

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