September 20, 2021

iM Global Partners invests in Asset Preservation Advisors

On September 15, 2021, Seward & Kissel client iM Global Partner SAS announced that it has partnered with and received a 42% stake in Asset Preservation Advisors, Inc.

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September 16, 2021

Colony Group to Acquire Legacy Wealth

On August 9, 2021, The Colony Group, LLC announced that it will acquire Legacy Wealth Partners, Inc.

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September 15, 2021

CI Financial to Acquire Budros, Ruhlin & Roe

On August 10, 2021, CI Financial Corp. announced it that will acquire Budros, Ruhlin & Roe, Inc.

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September 13, 2021

Focus to Partner with Ancora

On September 1, 2021, Focus Financial Partners Inc. announced that it will partner with Ancora Holdings Inc.

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September 10, 2021

Merit Financial Acquires Consilium

On August 2, 2021, it was announced that Merit Financial Advisors acquired Consilium Financial Group.

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September 8, 2021

AMG to Invest in Parnassus

On July 6, 2021, Affiliated Managers Group, Inc. announced that it will acquire a majority equity interest in Parnassus Investments.

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September 3, 2021

Calamos to Acquire Pearl Impact

On August 25, 2021, Calamos Investments LLC announced that it will acquire Pearl Impact Capital, LLC.

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September 3, 2021

Azimut Invests in Pathlight

On July 26, 2021, the Azimut Group announced that it will acquire a minority equity interest in Pathlight Capital LP.

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September 2, 2021

WEG Acquires Serafini

On August 5, 2021, Wealth Enhancement Group LLC announced it had acquired Serafini Financial Group.

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September 1, 2021

Hightower Acquires Farr, Miller & Washington

On July 27, 2021, Hightower Advisors, LLC announced its acquisition of Farr, Miller & Washington, LLC.

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