February 27, 2020

Charles Schwab to Acquire Wasmer, Schroeder & Company

On February 24, 2020, The Charles Schwab Corporation announced an agreement to acquire Wasmer, Schroder & Company, LLC. Pursuant to the agreement, The Charles Schwab Corporation (“Schwab”) will acquire Wasmer, Schroder & Company, LLC (“Wasmer”) in an all cash purchase. Further terms of the agreement were not disclosed. Schwab (NYSE:…

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February 24, 2020

P10 Holdings to Acquire Five Points Capital

On January 21, 2020, P10 Holdings, Inc. announced that it had entered into a definitive agreement to acquire Five Points Capital, Inc. Pursuant to the agreement, P10 Holdings, Inc. (“P10”) will acquire Five Points Capital, Inc. (“Five Points”). Five Points will receive cash and convertible preferred equity in a newly…

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February 24, 2020

Piper Sandler Companies Monthly Asset Management Report- December 2019

Piper Sandler Companies published its Monthly Asset Management Report for December 2019, which analyzes general industry information and transaction highlights. To read the report: Please Click Here.

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February 20, 2020

Franklin Templeton to Acquire Legg Mason

On February 18, 2020, Franklin Resources, Inc. announced that it had entered into an agreement to acquire Legg Mason, Inc. Pursuant to the agreement, Franklin Resources, Inc. (“Franklin Templeton”) will acquire Legg Mason, Inc. (“Legg Mason”) in an all-cash transaction. Franklin Templeton will pay $50 per share of common stock,…

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February 19, 2020

Jupiter Fund Management to Acquire Merian Global Investors

On February 17, 2020, Jupiter Fund Management plc announced an agreement to acquire Merian Global Investors Limited.

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February 13, 2020

PricewaterhouseCoopers LLP US Asset and Wealth Management Deals Insights – Q4 2019

PricewaterhouseCoopers LLP published its US Asset and Wealth Management Deals Insights for the fourth quarter of 2019, which analyzes general industry information, highlights and themes. To read the report: Please Click Here.

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February 10, 2020

Fiduciary Trust to Acquire Athena Capital Advisors

On January 7, 2020, Fiduciary Trust Company International announced that it had entered into an agreement to acquire Athena Capital Advisers, LLC.

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February 6, 2020

Savant Capital and Huber Financial to Merge

On January 8, 2020, Savant Capital Management and Huber Financial Advisors announced that they have entered into a merger agreement.

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February 5, 2020

Fiduciary Trust to Acquire Pennsylvania Trust

On January 22, 2020, Fiduciary Trust Company International announced an agreement to acquire The Pennsylvania Trust Company.

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February 3, 2020

Wealth Enhancement Group to Acquire BPU Investment Management

On December 19, 2019, Wealth Enhancement Group announced that it had entered into an agreement to acquire BPU Investment Management, Inc.

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