January 28, 2021
Mercer Advisors Acquires Kays Financial
On January 5, 2021, Mercer Global Advisors, Inc. announced the acquisition of Kays Financial Advisory Corporation. Under the terms of the agreement, Mercer Global Advisors, Inc. (“Mercer”) acquired Kays Financial Advisory Corporation (“Kays”). Kays’ founder, Scott Kays, and his staff of sixteen joined Mercer. The transaction closed on November 30,…
January 27, 2021
Aquiline Capital to Take Majority Stake in SageView
On January 5, 2021, SageView Advisory Group announced a strategic investment from Aquiline Capital Partners.
January 25, 2021
TIG Advisors Acquires Minority Interest in Arkkan Capital
On January 13, 2021, Seward & Kissel client TIG Advisors, LLC announced that it had acquired a minority revenue share in Arkkan Capital Ltd. Under the terms of the agreement, TIG Advisors, LLC (“TIG”) has acquired a minority revenue share interest in Arkkan Capital Ltd. (“Arkkan”) from a fund managed…
January 25, 2021
Merit Financial to form Strategic Partnership with Wealth Capital Partners and Investor Group
On January 11, 2021, Merit Financial Group, LLC announced that it had entered into a strategic partnership with Wealth Partners Capital Group, LLC and an investor group led by HGGC, LLC. Under the terms of the agreement, Wealth Partners Capital Group, LLC (“Wealth Partners”) and supporting investors lead by HGGC,…
January 25, 2021
Mercer Advisors Acquires Atlanta Financial Associates
On January 7, 2021, Mercer Global Advisors Inc. announced it had acquired Atlanta Financial Associates, LLC. Under the terms of the agreement, Mercer Global Advisors Inc. (“Mercer”) acquired Atlanta Financial Associates, LLC (“Atlanta Financial”). Nineteen team members from Atlanta Financial will join the Mercer team. Terms of the deal were…
January 22, 2021
Deuterium Acquires Jupiter’s Global Dynamic Allocation Team
On December 24, 2020, Deuterium Capital Management announced it had acquired Jupiter Asset Management’s Global Dynamic Allocation team.
January 22, 2021
Hightower Acquires Bel Air Investment Advisors
On January 4, 2021, Hightower announced the acquisition of Bel Air Investment Advisors from Fiera Capital Corporation.
January 22, 2021
Connectus Wealth Acquires Watterson Financial
On January 4, 2021, Focus Financial Partners announced that Connectus Wealth Advisors will acquire Watterson Financial Planning.
January 21, 2021
ARK Reaffirms Its Relationship with Resolute
On December 28, 2020, ARK Investment Management LLC and Resolute Investment Managers, Inc. announced an agreement reaffirming their partnership.
January 21, 2021
Link Group Acquires Casa4Funds
On December 23, 2020, Link Group and Banor Capital announced Link Group will acquire Casa4Fuds from Banor Capital.