April 1, 2020
Evanston Capital Repurchases Equity from TA Associates
On March 26, 2020, Evanston Capital Management, LLC announced an agreement to purchase a minority stake owned by funds affiliated with TA Associates.
March 23, 2020
Allianz to Transfer Allianz Real Estate to PIMCO
On March 10, 2020, Allianz Real Estate announced that it had entered into an agreement to be combined with Allianz SE subsidiary PIMCO. Pursuant to the agreement, the shares of Allianz Real Estate GmbH (“Allianz Real Estate”) will be transferred to Pacific Investment Management Co. LLC (“PIMCO”). Both companies are…
March 18, 2020
Mattioli Woods Acquires Hurley Partners
On March 1, 2020, Mattioli Woods plc announced an agreement to acquire Hurley Partners Limited.
March 16, 2020
Captrust Financial Advisors Acquires Welch Hornsby
On March 12, 2020, Captrust Financial Advisors announced that it has acquired Welch Hornsby, Inc.
March 9, 2020
Piper Sandler Companies 2019 Asset Manager Transaction Review and 2020 Forecast
Piper Sandler Companies published its 2019 Asset Manager Transaction Review and 2020 Forecast, which analyzes transaction trends for 2019 and highlights expectations for 2020. To read the report: please click here.
March 4, 2020
GMP Capital to Consolidate Ownership of Richardson GMP
On February 26, 2020, GMP Capital Inc. announced an agreement to consolidate the ownership of Richardson GMP Limited.
March 2, 2020
Ares Management to Acquire Crestline Denali Capital
On February 3, 2020, Ares Management Corporation announced that it had entered into an agreement to acquire a managing interest in Crestline Denali Capital L.P. Pursuant to the agreement, a subsidiary of Ares Management Corporation (“Ares”) will acquire a managing interest in Crestline Denali Capital L.P. (“Crestline”). The acquisition will…
February 27, 2020
Charles Schwab to Acquire Wasmer, Schroeder & Company
On February 24, 2020, The Charles Schwab Corporation announced an agreement to acquire Wasmer, Schroder & Company, LLC. Pursuant to the agreement, The Charles Schwab Corporation (“Schwab”) will acquire Wasmer, Schroder & Company, LLC (“Wasmer”) in an all cash purchase. Further terms of the agreement were not disclosed. Schwab (NYSE:…
February 24, 2020
P10 Holdings to Acquire Five Points Capital
On January 21, 2020, P10 Holdings, Inc. announced that it had entered into a definitive agreement to acquire Five Points Capital, Inc. Pursuant to the agreement, P10 Holdings, Inc. (“P10”) will acquire Five Points Capital, Inc. (“Five Points”). Five Points will receive cash and convertible preferred equity in a newly…
February 20, 2020
Franklin Templeton to Acquire Legg Mason
On February 18, 2020, Franklin Resources, Inc. announced that it had entered into an agreement to acquire Legg Mason, Inc. Pursuant to the agreement, Franklin Resources, Inc. (“Franklin Templeton”) will acquire Legg Mason, Inc. (“Legg Mason”) in an all-cash transaction. Franklin Templeton will pay $50 per share of common stock,…