March 31, 2021

MAI to Acquire Ownership Advisors

On March 29, 2021, MAI Capital Management, LLC announced it would acquire Ownership Advisors, Inc.

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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.

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March 29, 2021

Mercer Acquires Epstein & White

On March 10, 2021, Mercer Global Advisors, Inc. announced that it had acquired Epstein & White Financial LLC.

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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.

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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.

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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.

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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.

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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…

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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…

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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.

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