April 29, 2020

ORIX Corporation to Sell Mariner Investment Group to Management

On April 23, 2020, it was announced that ORIX Corporation USA will sell Mariner Investment Group, LLC to Mariner’s management. Under the terms of the transaction, ORIX Corporation USA (“ORIX USA”) will sell Mariner Investment Group, LLC (“Mariner”) to Curtis Arledge, Mariner Chairman and Chief Executive Officer, William Michaelcheck, Mariner…

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April 27, 2020

Berkshire Global Advisors: Q1 Wealth Industry Report

Berkshire Global Advisors issued its 2020 Q1 newsletter, “As Wealth Managers Embrace FinTech, Are Firms Pursuing Related Acquisitions and Funding” on wealth management trends and transactions. To read the report: please click here.

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April 27, 2020

Anchorage Capital Group to Acquire Garrison Investment Group

Under the terms of the transaction, Anchorage Capital Group, L.L.C. (“Anchorage”) will acquire Garrison Investment Group (“Garrison”). Anchorage will own the management contracts for three portfolios of collateralized loan obligations. Further terms of the deal were not disclosed. Anchorage, based in New York, is a registered investment advisor consisting of…

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April 22, 2020

Titan Advisors to Manage Alternative Investment Group Funds

On April 16, 2020, it was announced that Titan Advisors will manage several of Alternative Investment Group’s funds.

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April 20, 2020

Piper Sandler Companies Monthly Asset Management Report – March 2020

Piper Sandler Companies published its Monthly Asset Management Report for March 2020, which analyzes general industry information and transaction highlights. To read the report: please click here.

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April 20, 2020

Houlihan Lokey Alternative Asset Update

Houlihan Lokey, Inc. published its Alternative Asset Update, which analyzes changes, trends and opportunities in the alternative asset industry. To read the report: please click here…

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April 17, 2020

Canoe Financial to Acquire Fiera Investments Mutual Funds

On April 9, 2020, Canoe Financial LP announced that it will acquire the managing rights to Fiera Investments LP’s mutual funds.

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April 15, 2020

Peak Re to Acquire Lutece

On April 8, 2020, Peak Reinsurance Company Limited announced that it will acquire Lutece Holdings Ltd. and its subsidiary Lutece Investment Management Ltd. Under the terms of the transaction, Peak Reinsurance Company Limited (“Peak Re”) will acquire 100% of the capital of Lutece Holdings Ltd. and its subsidiary Lutece Investment…

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April 13, 2020

Emigrant Partners Acquires Minority Interest in Stratos Wealth

On April 1, 2020, Stratos Wealth Holdings, LLC announced that Seward & Kissel client Emigrant Partners, LLC had acquired a minority investment in the firm.

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April 13, 2020

NFP Acquires Fiduciary Investment Advisors

On April 1, 2020, NFP Corp. announced that it had acquired Fiduciary Investment Advisors LLC.

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