January 17, 2022

Pacific Current Invests in Banner Oak

On January 3, 2022, Pacific Current Group Limited announced an investment in Banner Oak Capital Partners.

Continue reading...

January 6, 2022

Merchant Acquires Minority Stake in Private Advisor Group

On December 17, 2021, Merchant Investment Management, LLC announced that it had acquired a minority stake in Private Advisor Group.

Continue reading...

December 29, 2021

Merchant Acquires Stake in Brainvest

On December 14, 2021, Merchant Investment Management, LLC announced it partnered with Brainvest Wealth Management.

Continue reading...

December 17, 2021

Altamont Invests in Horizon

On November 30, 2021, Horizon Investments, LLC announced a strategic investment by Altamont Capital Partners.

Continue reading...

December 6, 2021

Warren Averett Partners With Wealth Partners Capital and HGGC

On November 18, 2021, Warren Averett Asset Management announced a definitive agreement to form a strategic partnership with Wealth Partners Capital Group.

Continue reading...

December 3, 2021

KKR Partners with Beacon Pointe

On November 15, 2021, Beacon Pointe Advisors, LLC announced a definitive agreement to receive an investment from KKR & Co. Inc.

Continue reading...

November 22, 2021

Kudu Makes Minority Investment in Granahan

On November 16, 2021, Granahan Investment Management, Inc. announced it had received a minority investment from Seward & Kissel client Kudu Investment Management, LLC.

Continue reading...

November 18, 2021

Savant Receives Strategic Investment from Kelso

On October 7, 2021, Savant Wealth Management announced that it had received a strategic minority investment from Kelso & Company.

Continue reading...

November 4, 2021

CVC to Partner with Glendower Capital

On September 13, 2021, CVC Capital Partners SICAV-FIS S.A. announced that it had entered into a strategic partnership with Glendower Capital.

Continue reading...

October 29, 2021

Flexpoint to Acquire Clearstead

On October 6, 2021, it was announced that Flexpoint Ford, L.L.C. will acquire Clearstead Advisors, L.L.C.

Continue reading...

Menu