December 8, 2009

Holland Capital Management Ownership Transfer

S&K client Holland Capital Management announced that control and ownership of the firm had been transferred to a group of the firm’s employees led by Monica Walker.

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November 9, 2009

Carlton Capital Closes Management Buyout

Carlton Capital Partners’ management, backed by Capsicum Private Office, has completed a buyout of the firm from former partners and holding company, Carlton Partners.

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November 6, 2009

Macquarie/Delaware Investments Agreement Made Public

Lincoln National Corporation has filed with the SEC its Purchase and Sale Agreement with Macquarie Bank Limited relating to the sale of its Delaware Investments unit.

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October 30, 2009

Invesco/Morgan Stanley Agreement Made Public

Invesco Ltd. has filed with the SEC its Transaction Agreement with Morgan Stanley.

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October 30, 2009

Ares/Allied Agreement Made Public

Ares Capital Corporation has filed with the SEC its Agreement and Plan of Merger with Allied Capital Corporation.

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October 26, 2009

Ares Capital Corporation to Buy Allied Capital Corp.

Ares Capital Corporation and Allied Capital Corporation have entered into an agreement under which Ares Capital will acquire Allied Capital in an all stock transaction.

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October 19, 2009

Invesco to Buy Morgan Stanley’s Retail Asset Management Business, Including Van Kampen Investments.

Invesco and Morgan Stanley have entered into an agreement under which Invesco will acquire  Morgan Stanley’s retail asset management business, including Van Kampen Investments, for $1.5 billion in cash and stock.

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October 1, 2009

Crestline Acquires Northwater Hedge Fund of Funds and Beta Overlay Assets

Crestline Investors acquired certain assets related to Northwater Capital Management’s hedge fund of funds and beta overlay investment management businesses.

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October 1, 2009

Bank of America to Sell Columbia Management to Ameriprise Financial

Bank of America announced it has entered into an agreement to sell its Columbia Management division to Ameriprise Financial for approximately $1 billion.

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September 25, 2009

ING to sell Joint Venture Stake to ANZ

ING announced it has agreed to sell its life insurance and wealth management businesses in Australia and New Zealand to its joint venture partner, Australia & New Zealand Banking Group Ltd. (“ANZ”).

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