November 30, 2020

FWM Holdings Announces Merger with Stanhope Capital Group

On November 24, 2020, Seward & Kissel client, FWM Holdings, LLC announced that it has entered into a merger agreement with Stanhope Capital Group SA.

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November 30, 2020

Piper Sandler Companies Monthly Asset Management Report—October 2020

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

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November 23, 2020

Kudu to Finance MBO of Ranger Investment Management

On November 18, 2020, Seward & Kissel client Kudu Investment Management, LLC announced that it had entered an agreement to fund the acquisition of a controlling interest of Ranger Investment Management, L.P. by its management team.

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November 23, 2020

Piper Sandler Companies Whitepaper— Asset Management: A Constant Evolution

The Piper Sandler Asset Management Investment Banking Group published a whitepaper entitled “Asset Management: A Constant Evolution” which analyzes dynamics and trends that will shape the asset management industry over the next decade. To read the whitepaper: please click here.

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November 23, 2020

CI Financial to Acquire Roosevelt Investment Group

On November 11, 2020, CI Financial Corp. announced that it had entered into an agreement to acquire the Roosevelt Investment Group, Inc.

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November 20, 2020

EP Wealth Acquires Harris Financial Advisors

On November 18, 2020, EP Wealth Advisors, LLC announced the acquisition of Harris Financial Advisors, Inc.

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November 19, 2020

CI Financial Listed on NYSE

On November 17, 2020, CI Financial Corp. announced it had listed its common shares on the New York Stock Exchange. CI Financial Corp. (“CI”) announced it has listed its common shares on the New York Stock Exchange under the ticker symbol “CIXX”. CI, based in Canada (TSX: CIX) (NYSE: CIXX),…

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November 18, 2020

CAPTRUST Acquires Shine Wealth Partners

On November 12, 2020, CAPTRUST Financial Advisors announced the acquisition of Shine Wealth Partners.

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November 16, 2020

Channel Capital Undertakes Management Buyout Supported by Kudu

On November 9, 2020, Seward & Kissel client Kudu Investment Management, LLC announced that it is supporting Channel Capital Pty Ltd.’s management buyout.

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November 16, 2020

Focus Financial to Acquire CornerStone Partners

On November 2, 2020, Focus Financial Partners Inc. announced that it had entered into an agreement to acquire CornerStone Partners LLC.

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