January 24, 2020

Blucora Acquires HK Financial Services

On January 7, 2020, Blucora, Inc. announced an agreement to acquire HK Financial Services.

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January 23, 2020

Kingswood to Acquire Chalice

On December 20, 2019, Kingswood Holdings Limited announced that it had agreed to acquire Chalice Wealth Advisors and Chalice Capital Partners.

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January 23, 2020

Savant Capital Merges with Huber Financial Advisors

On January 8, 2020, Savant Capital Management announced an agreement to merge with Huber Financial Advisors.

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January 17, 2020

CI Financial Acquires Majority Interest in One Capital Management

On December 23, 2019, CI Financial Corp. announced an agreement to acquire a majority interest in One Capital Management, LLC.

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January 16, 2020

Carlyle Group to Acquire Harwood Wealth Management

On December 23, 2019, it was announced that the Carlyle Group will acquire Harwood Wealth Management.

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January 15, 2020

Mattioli Woods Acquires The Turris Partnership

On December 20, 2019, Mattioli Woods plc announced an agreement to acquire The Turris Partnership Limited.

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January 13, 2020

North Square Investments to Acquire C.S. McKee

On January 7, 2020, North Square Investments, LLC announced that it had entered into an agreement to acquire C.S. McKee, L.P.

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January 10, 2020

Wealth Enhancement Group Acquires BPU Investment Management

On December 20, 2019, Wealth Enhancement Group announced an agreement to acquire BPU Investment Management.

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January 9, 2020

Ladenburg Thalmann to Merge with Advisor Group

On November 11, 2019, Ladenburg Thalmann Financial Services Inc. and Advisor Group, Inc. announced that the companies had entered into a definitive merger agreement. Pursuant to the agreement, Advisor Group, Inc. (“Advisor Group”) will acquire Ladenburg Thalmann Financial Services Inc. (“Ladenburg”) through a cash merger. Each outstanding share of Ladenburg…

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January 3, 2020

FS Investments Acquires Chiron Investment Management

On December 17, 2019, FS Investments announced an agreement to acquire Chiron Investment Management.

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