May 14, 2021

Buckingham Strategic Wealth to Acquire Carolina Capital

On May 3, 2021, Buckingham Strategic Wealth, LLC announced that it will acquire Carolina Capital Consulting, Inc.

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May 13, 2021

Beacon Pointe Acquires DMJ Wealth

On May 3, 2021, Beacon Pointe Advisors, LLC announced its acquisition of DMJ Wealth Advisors, LLC.

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May 12, 2021

MAI Acquires MWM Investment

On May 3, 2021, MAI Capital Management, LLC announced it had acquired MWM Investment Consulting, LLC.

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May 10, 2021

WEG to Partner with Pillar Pacific

On April 27, 2021, Wealth Enhancement Group LLC announced that it will partner with Pillar Pacific Capital Management, LLC.

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May 7, 2021

Amundi Enters into Exclusive Negotiations to Acquire Lyxor

On April 7, 2021, Amundi Asset Management announced that it had entered into exclusive negotiations to acquire Lyxor Asset Management.

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May 6, 2021

Creative Planning Acquires Castle Wealth

On April 27, 2021, Creative Planning Inc. announced it had acquired Castle Wealth Advisors, LLC.

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May 5, 2021

Leonard Green Purchases Minority Stake in Mariner Wealth

On April 23, 2021, it was announced that Leonard Green & Partners, L.P. will purchase of a minority stake in Mariner Wealth Advisors, LLC.

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May 3, 2021

Kennedy Lewis and York Capital to Form CLO Platform

On April 22, 2021, Seward & Kissel client Kennedy Lewis Investment Management LLC announced its strategic partnership with York Capital Management Global Advisors, LLC to form Generate Advisors, LLC.

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May 3, 2021

Berkshire Publishes 2021 Financial Services Industry Review

Berkshire Global Advisors has published its 2021 Financial Services Industry Review, “As a Black Swan Menaces, the Bulls Take Charge,” which analyzes market volatility and deal-making in the wake and aftermath of Covid-19. To read the report: please click here.

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May 3, 2021

Incline Announces Strategic Partnership with Goldman’s Petershill

On April 22, 2021, Incline Management Corp., d/b/a Incline Equity Partners announced that Goldman Sachs Asset Management’s Petershill program has made a strategic investment in the firm.

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