Investment Management Deals Blog
On July 8, 2021, it was announced that Wealth Enhancement Group, LLC acquired Oakwood Capital Management, LLC.
On July 1, 2021, Focus Financial Partners Inc. announced it will partner with Badgley Phelps Wealth Managers, LLC.
On July 8, 2021, Captrust Financial Advisors, LLC announced its acquisition of Nachman Norwood & Parrot Wealth Management.
On July 1, 2021, Mandatum Asset Management Ltd. announced it will acquire Trevian Funds AIFM.
On June 28, 2021, Virtus Investment Partners, Inc. announced it will acquire Stone Harbor Investment Partners LP.
On July 1, 2021, Focus Financial Partners Inc. announced it will partner with Sonora Investment Management, LLC.
On July 8, 2021, Mariner Wealth Advisors, LLC announced that it will acquire Allegiant Private Advisors, LLC.
On July 1, 2021, XML Financial Group announced that it will acquire Collins Investment Group.
On June 24, 2021, American Trust Company announced it will acquire LT Trust Company.
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