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,…

Continue reading...

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.

Continue reading...

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…

Continue reading...

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,…

Continue reading...

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…

Continue reading...

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.

Continue reading...

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.

Continue reading...

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.

Continue reading...

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.

Continue reading...

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.

Continue reading...

Menu