February 1, 2021

TRIA Capital Acquires Minority Interest in Modera Wealth

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…

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January 27, 2021

Aquiline Capital to Take Majority Stake in SageView

On January 5, 2021, SageView Advisory Group announced a strategic investment from Aquiline Capital Partners.

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January 21, 2021

Merchant Acquires Stake in Miracle Mile

On December 17, 2020, Merchant Investment Management, LLC announced that it partnered with Miracle Mile Advisors.

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January 11, 2021

Emigrant Partners Acquires Minority Interest in Ulrich Investment

On January 4, 2021, press reports disclosed that Seward & Kissel client, Emigrant Partners, LLC made a minority investment in Ulrich Investment Consultants.

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January 4, 2021

Oak Street Forms Strategic Partnership with Goldman Sachs

On December 22, 2020, Oak Street Real Estate Capital, LLC announced a strategic partnership with Goldman Sachs Asset Management’s Petershill program.

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December 31, 2020

Walter Global Partners with LFIS Capital

On December 7, 2020, LFIS Capital and Walter Global Asset Management announced they are forming a new strategic partnership.

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November 9, 2020

RidgeLake Partners Acquires Minority Stake in Newbury Partners

On October 29, 2020, Newbury Partners LLC announced that RidgeLake Partners had acquired a minority stake in Newbury Partners.

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September 23, 2020

Merchant Acquires Stake in Corient

On September 21, 2020, Corient Capital Partners, LLC announced formation of a strategic partnership with Merchant Investment Management, LLC.

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September 18, 2020

Apax to Acquire Majority Stake in Crystal

On September 15, 2020, Apax Partners announced negotiations to acquire a majority stake in Groupe Crystal.

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August 31, 2020

Piper Sandler Whitepaper— Wealth Management: The Deal Magnet

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.

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