September 29, 2021

DeFi Technologies to Acquire Protos

On August 12, 2021 DeFi Technologies Inc. announced that it will acquire Protos Asset Management GmbH.

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September 27, 2021

Tiedemann and Alvarium to Combine with Cartesian Growth

On September 20, 2021, Seward & Kissel client Tiedemann Group announced it and Alvarium Investments will combine with Cartesian Growth Corporation to form Alvarium Tiedemann Holdings.

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September 27, 2021

PATRIZIA to Acquire Whitehelm

On September 13, 2021, PATRIZIA AG announced that it will acquire Whitehelm Capital.

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September 27, 2021

Navigator to Acquire Minority Interest in Longreach

On September 7, 2021, Navigator Global Investments Limited announced that it will acquire a minority ownership interest in Longreach Alternatives Ltd.

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September 23, 2021

Beacon Pointe Acquires Northstar

On August 17, 2021, Beacon Pointe Advisors, LLC announced its acquisition of Northstar Investment Advisors LLC.

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September 22, 2021

Avantax to Acquire Headquarters Advisory Group

On August 2, 2021, Avantax Planning Partners announced that it will acquire Headquarters Advisory Group, LLC.

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September 20, 2021

iM Global Partners invests in Asset Preservation Advisors

On September 15, 2021, Seward & Kissel client iM Global Partner SAS announced that it has partnered with and received a 42% stake in Asset Preservation Advisors, Inc.

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September 16, 2021

Colony Group to Acquire Legacy Wealth

On August 9, 2021, The Colony Group, LLC announced that it will acquire Legacy Wealth Partners, Inc.

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September 15, 2021

CI Financial to Acquire Budros, Ruhlin & Roe

On August 10, 2021, CI Financial Corp. announced it that will acquire Budros, Ruhlin & Roe, Inc.

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September 13, 2021

Focus to Partner with Ancora

On September 1, 2021, Focus Financial Partners Inc. announced that it will partner with Ancora Holdings Inc.

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