February 13, 2019

Eldridge Industries Acquires Majority Stake in Maranon Capital

On February 4, 2019, Maranon Capital announced that Eldridge Industries now owns a majority stake in the firm.

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February 8, 2019

Citizens Financial Group Acquires Clarfeld

On January 2, 2019, Citizens Financial Group announced that it had acquired Clarfeld Financial Advisors, LLC.

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February 4, 2019

Sandler O’Neill Asset Manager Transaction Annual Review

On January 29, 2019, Sandler O’Neill + Partners published its 2018 Asset Manager Transaction Review and 2019 Forecast, which analyzes asset manager deal activity in 2018. To read the Review, please click here.      …

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February 4, 2019

Shelton Capital Management Acquires Cedar Ridge Partners

On January 30, 2019, Shelton Capital Management announced that it had acquired Seward & Kissel client Cedar Ridge Partners, LLC.

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February 1, 2019

Calamos Investments to Acquire Timpani Capital

On January 18, 2019, Calamos Investments announced an agreement to acquire Timpani Capital Management.

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January 28, 2019

Sandler O’Neill Monthly Asset Management Report – December 2018

Sandler O’Neill + Partners published its Monthly Asset Management Report for December 2018, which provides general industry information and analysis and transaction highlights. To read the report, please click here.

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January 28, 2019

Beacon Trust to Acquire Tirschwell & Loewy

On January 22, 2019, Beacon Investment Advisory Solutions Services, Inc. announced that it had entered into a definitive agreement to acquire Tirschwell & Loewy, Inc.

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January 24, 2019

Atria Wealth Solutions to Acquire NEXT Financial Group

On January 8, 2019, Atria Wealth Solutions announced it had entered into an agreement to acquire NEXT Financial Group.

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January 18, 2019

Grupo Mutua Acquires Stake in Alantra Private Bank

On December 14, 2018, Alantra and Grupo Mutua announced their agreement for Grupo Mutua to acquire a 50.01% stake in Alantra’s private bank division.

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January 14, 2019

Resolute to Acquire Majority Interest in SSI Investment

On January 8, 2019, Resolute Investment Managers, Inc. announced that it had entered into an agreement to acquire a majority interest in SSI Investment Management.

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