March 4, 2021
KB Associates to Acquire EFG Fund Management
On February 24, 2021, KB Associates announced that it will acquire EFG Fund Management S.A.
March 3, 2021
SCS Capital to Acquire Matheys Lane
On February 25, 2021, SCS Capital Management LLC announced that it will acquire Matheys Lane Capital Management, L.P.
March 3, 2021
BentallGreenOak to Acquire Metropolitan Real Estate Equity
On February 25, 2021, BentallGreenOak announced that it will acquire Metropolitan Real Estate Equity, LLC.
March 1, 2021
Fidelity M&A Transaction Report – January 2021
Fidelity Investments LLC published an M&A Transaction Report for January 2021, which analyzes M&A activity among Registered Investment Advisors and Independent Broker-Dealers. To read the report: please click here.
February 26, 2021
Captrust Acquires Cammack Retirement
On February 16, 2021, Captrust Financial Advisors, LLC announced its acquisition of Cammack Retirement Group.
February 25, 2021
Moneta Acquires Berry Group
On February 18, 2021, Moneta Group Investment Advisors, LLC announced that it has acquired The Berry Group, LLC.
February 24, 2021
William Blair to Acquire Investment Counselors of Maryland
On February 10, 2021, William Blair Investment Management announced that it will acquire Investment Counselors of Maryland, LLC.
February 24, 2021
Lane Brothers & Co. Joins Carson Partners Network
On February 11, 2021, Lane Brothers & Co. announced its decision to join Carson Partners’ network.
February 22, 2021
EQT to Acquire Exeter
On January 26, 2021, EQT AB announced that it will acquire Exeter Property Group, LLC.
February 22, 2021
Oxford Properties to Acquire M7 Real Estate
On January 26, 2021, Oxford Properties Group announced that it will acquire M7 Real Estate Ltd.