January 2, 2020

Sun Life Financial to Acquire InfraRed Capital Partners

On December 18, 2019, Sun Life Financial Inc. announced that it had entered into an agreement to acquire a majority stake in InfraRed Capital Partners.

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January 2, 2020

Wellington-Altus Acquires TriVest Wealth

On December 11, 2019, Wellington-Altus Private Wealth announced an agreement to acquire TriVest Wealth Counsel Ltd.

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December 26, 2019

St. James’s Place plc to Acquire Policy Service

On December 11, 2019, St. James’s Place plc announced that it had entered into an agreement to acquire Policy Services Ltd. Pursuant to the agreement, St. James’s Place plc (“St. James’s Place”) will acquire Policy Services Ltd (“PSL”). After the acquisition, PSL will maintain its status as an independent FCA-authorized…

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December 23, 2019

Goldman Sachs BDC and Goldman Sachs Middle Market Lending to Merge

On December 9, 2019, Goldman Sachs BDC, Inc. announced that it had entered into an Agreement and Plan of Merger with Goldman Sachs Middle Market Lending Corp.

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December 20, 2019

UOB To Acquire VAM Vietnam Fund Management

On December 2, 2019, UOB Asset Management Ltd. announced that it had entered into an agreement to acquire VAM Vietnam Fund Management Joint Stock Company. Pursuant to the agreement, UOB Asset Management Ltd. (“UOB”), a subsidiary of United Overseas Bank Limited, will acquire VAM Vietnam Fund Management Joint Stock Company…

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December 20, 2019

ArrowMark Acquires StoneCastle’s Investment Platform

On December 9, 2019, StoneCastle Financial Corp. announced an agreement for ArrowMark Partners to acquire StoneCastle Asset Management LLC.

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December 18, 2019

1251 Capital Acquires Majority Stake in Ziegler Capital

On December 9, 2019, 1251 Capital Group announced an agreement to acquire a majority stake in Ziegler Capital Management.

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December 16, 2019

First Eagle to Acquire THL Credit Advisors

On December 8, 2019, First Eagle Investment Management, LLC announced that it had entered into a definitive agreement to acquire THL Credit Advisors LLC.

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December 13, 2019

Notz Stucki Acquires JAM Research

On December 9, 2019, Notz Stucki announced an agreement to acquire JAM Research.

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December 11, 2019

Brooks Macdonald Acquires Cornelian Asset Managers

On November 22, 2019, Brooks Macdonald Group PLC announced an agreement to acquire Cornelian Asset Managers Group Limited.

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