March 31, 2021
MAI to Acquire Ownership Advisors
On March 29, 2021, MAI Capital Management, LLC announced it would acquire Ownership Advisors, Inc.
March 29, 2021
CI Financial to Acquire Barrett Asset Management
On March 11, 2021, CI Financial Corp. announced that it will acquire Barrett Asset Management, LLC.
March 29, 2021
Mercer Acquires Epstein & White
On March 10, 2021, Mercer Global Advisors, Inc. announced that it had acquired Epstein & White Financial LLC.
March 29, 2021
Apollo Announces Merger with Athene
On March 8, 2021, Apollo Global Management announced that it had entered into a merger agreement with Athene Holding Ltd.
March 24, 2021
Santander to Acquire Miami Business of Indosuez Wealth
On March 16, 2021, Santander Private Banking announced it will acquire Indosuez Wealth Management’s Miami business.
March 22, 2021
CI Financial to Acquire Majority Stake in Brightworth
On March 15, 2021, CI Financial Corp. announced that it will acquire a majority stake in Brightworth, LLC.
March 22, 2021
Piper Sandler Companies 2020 Asset Manager Transaction Review and 2021 Forecast
Piper Sandler Companies published its 2020 Asset Manager Transaction Review and 2021 Forecast, which analyzes transaction trends for 2020 and highlights expectations for 2021. To read the report: Please Click Here.
March 22, 2021
WEG Acquires North American Management
On March 2, 2021, Wealth Enhancement Group LLC announced that it had acquired North American Management Corp. Under the terms of the agreement, Wealth Enhancement Group LLC (“WEG”) acquired North American Management Corp. (“NAM”). Terms of the deal were not disclosed. WEG, based in Minnesota, is an independent wealth management…
March 19, 2021
Azimut Acquires KAAN Capital
Under the terms of the transaction, the Azimut Group (“Azimut”), through its subsidiary AZ Mexico Holding, will acquire 51% of the capital of KAAN Capital (“KAAN”). Upon completion of the acquisition, KAAN will be renamed Azimut-KAAN. No further terms of the deal were disclosed. Azimut, based in Avigliana, Italy, is…
March 18, 2021
Axiom Financial to Partner with Merchant
On March 5, 2021, Merchant Investment Management, LLC announced its partnership with Axiom Financial Strategies Group, LLC.