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.

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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.

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December 29, 2021

Merchant Acquires Stake in Brainvest

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

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December 17, 2021

Altamont Invests in Horizon

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

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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.

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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.

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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.

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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.

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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.

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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.

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