June 30, 2019
Houlihan Capital Monthly Asset Management Report – Second Quarter 2019
Houlihan Capital published its quarterly Industry Observations for the quarter ended June 2019, which analyzes general industry information and transaction highlights. To read the Report, please click here.
June 28, 2019
TPG to Invest in Harlem Capital
On June 24, 2019, TPG Capital announced that it had entered into an agreement to invest in Harlem Capital Partners LLC.
June 27, 2019
Brown Shipley to Acquire NW Brown & Co.
On June 20, 2019, Brown, Shipley & Co. Limited announced that it had entered into an agreement to acquire NW Brown & Company Limited.
June 24, 2019
Madison Investment Holdings to Acquire Broadview Advisors
On April 26, 2019, Madison Investment Holdings, Inc. entered into an asset purchase agreement with Broadview Advisors, LLC.
June 20, 2019
Union Bancaire Privée Forms Partnership with Rothschild & Co.
On March 6, 2019, Union Bancaire Privée UBP SA announced a partnership with independent family group Rothschild & Co. SCA. Continue reading “Union Bancaire Privée Forms Partnership with Rothschild & Co.”
June 20, 2019
Alma Capital to Acquire DWS Hedge Fund UCITS Business
On June 14, 2019, Alma Capital Investment Management S.A. announced that it had entered into an agreement to acquire DWS Group & GmbH Co KGaA’s Global Hedge Fund UCITS Business.
June 17, 2019
Sandler O’Neill Monthly Asset Management Report – May 2019
Sandler O’Neill + Partners, L.P. published its Monthly Asset Management Report for May 2019, which analyzes general industry information and transaction highlights.
June 15, 2019
Investcorp to Acquire Mercury Capital Advisors
On May 26, 2019, Investcorp announced that it has entered into a definitive agreement to acquire Mercury Capital Advisors Group, L.P.
June 15, 2019
Schroders to Acquire Blue Asset Management
On May 28, 2019 Schroders plc announced that it has entered into an agreement to acquire Blue Asset Management GmbH.
June 13, 2019
Wealth Enhancement Group Acquires Planning Solutions Group
On June 13, 2019, Wealth Enhancement Group, LLC announced an agreement to acquire Planning Solutions Group, LLC.