July 6, 2020
Eaton Vance to Acquire WaterOak Advisors
On July 1, 2020, Eaton Vance Investment Counsel announced that it had entered into an agreement to acquire the assets of WaterOak Advisors, LLC.
July 1, 2020
Fidelius and Pacific Asset Management Agree Joint Venture
On June 11, 2020, Pacific Asset Management announced a joint venture with Fidelius Group.
June 29, 2020
Cresset Asset Management Acquires PagnatoKarp
On June 17, 2020, Cresset Asset Management, LLC announced that it had acquired PagnatoKarp Partners LLC.
June 29, 2020
Clearlake Capital Acquires WhiteStar Asset Management
On June 24, 2020, Clearlake Capital Group, L.P. announced that it had acquired a majority stake in WhiteStar Asset Management.
June 26, 2020
Bridgepoint to Acquire EQT Credit
On June 18, 2020, Bridgepoint announced an agreement to acquire EQT Credit. Pursuant to the agreement, Bridgepoint will acquire EQT Credit (“EQT”) for an undisclosed amount. The transaction is expected to close in the fourth quarter of 2020, subject to regulatory approval. Further terms were not disclosed. Bridgepoint, based in…
June 24, 2020
PrimeWest to Acquire GoFARM
On June 19, 2020, it was announced that PrimeWest will acquire GoFARM Asset Management.
June 22, 2020
City of London Investment Group to Acquire Karpus Management
On June 9, 2020, Seward & Kissel client, City of London Investment Group PLC announced that it had entered into a merger agreement to acquire Karpus Management, Inc.
June 22, 2020
The Mather Group Acquires Barnett Financial
On June 11, 2020, The Mather Group, LLC announced that it had acquired Barnett Financial, Inc.
June 19, 2020
AllianceBernstein Acquires AnchorPath
On June 17, 2020, AllianceBernstein L.P. announced that it acquired AnchorPath Financial, LLC.
June 17, 2020
CAPTRUST to Acquire Lakeside Wealth Management
On June 10, 2020, CAPTRUST Financial Advisors announced an agreement to buy Lakeside Wealth Management. Pursuant to the agreement, CAPTRUST Financial Advisors (“CAPTRUST”) will buy Lakeside Wealth Management (“Lakeside”). Further terms were not disclosed. CAPTRUST, based in the Raleigh, is an independent registered investment advisor. As of March 31, 2020,…