September 30, 2020

Merchant Acquires Stake in Sunpointe Investments

On September 24, 2020, Sunpointe Investments announced it formed a strategic partnership with Merchant Investment Management, LLC. Under the terms of the agreement, Merchant Investment Management, LLC (“Merchant”) will acquire a minority, non-controlling stake in Sunpointe Investments (“Sunpointe”). Further terms of the deal were not disclosed. Merchant, based in New…

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September 28, 2020

Lincoln Investment Capital Holdings to Acquire Hanlon Advisory Software

On September 15, 2020, Lincoln Investment Software Group, LLC announced that it has acquired Hanlon Advisory Software.

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September 24, 2020

Deka to Acquire Spängler IQAM Invest

On September 18, 2020, DekaBank Deutsche Girozentrale announced that it had entered into an agreement to acquire Spängler IQAM Invest GmbH.

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September 23, 2020

Merchant Acquires Stake in Corient

On September 21, 2020, Corient Capital Partners, LLC announced formation of a strategic partnership with Merchant Investment Management, LLC.

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September 21, 2020

Piper Sandler Companies Monthly Asset Management Report—August 2020

Piper Sandler Companies published its Monthly Asset Management Report for August 2020, which analyzes general industry information and transaction highlights. To read the report: Please Click Here.

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September 21, 2020

Pathstone to Acquire Price Wealth

On September 10, 2020, Pathstone Family Office LLC announced that it had entered into an agreement to acquire Price Wealth, LLC. Pursuant to the agreement, Pathstone Family Office LLC (“Pathstone”) will acquire Price Wealth, LLC (“Price Wealth”). Terms of the deal were not disclosed. Price Wealth is a Texas-based independent…

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September 21, 2020

CAPTRUST Acquires Retirement Plan Practice of Plante Moran

CAPTRUST Acquires Retirement Plan Practice of Plante Moran On September 10, 2020, CAPTRUST Financial Advisors, LLC announced that it had acquired the retirement plan advisory practice of Plante Moran Financial Advisors. Under the terms of the transaction, CAPTRUST Financial Advisors, LLC (“CAPTRUST”) acquired the retirement plan advisory practice of Plante…

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September 18, 2020

Apax to Acquire Majority Stake in Crystal

On September 15, 2020, Apax Partners announced negotiations to acquire a majority stake in Groupe Crystal.

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September 16, 2020

The Mather Group Acquires PartnersInWealth

On September 15, 2020, The Mather Group announced the acquisition of PartnersInWealth.

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September 16, 2020

Empower to Acquire MassMutual’s Retirement Plan Business

On September 8, 2020, Empower Retirement announced a deal to acquire the retirement plan business of Massachusetts Mutual Life Insurance Company.

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