February 1, 2021
On January 12, 2021, TRIA Capital Partners announced that it has made a minority investment in Modera Wealth Management, LLC. Under the terms of the agreement, TRIA Capital Partners (“TRIA”) has acquired a minority, noncontrolling stake in Modera Wealth Management, LLC (“Modera”). In connection with the investment, Modera previously merged…
January 27, 2021
On January 5, 2021, SageView Advisory Group announced a strategic investment from Aquiline Capital Partners.
January 21, 2021
January 11, 2021
On January 4, 2021, press reports disclosed that Seward & Kissel client, Emigrant Partners, LLC made a minority investment in Ulrich Investment Consultants.
January 4, 2021
On December 22, 2020, Oak Street Real Estate Capital, LLC announced a strategic partnership with Goldman Sachs Asset Management’s Petershill program.
December 31, 2020
November 9, 2020
On October 29, 2020, Newbury Partners LLC announced that RidgeLake Partners had acquired a minority stake in Newbury Partners.
September 23, 2020
September 18, 2020
August 31, 2020
The Piper Sandler Asset Management Investment Banking Group published a whitepaper entitled “Wealth Management: The Deal Magnet” which analyzes deal activity in the wealth management industry. To read the whitepaper: Please Click Here.