June 1, 2020
On May 27, 2020, Pure Financial Advisors, Inc. announced a minority stake investment by Seward & Kissel client Emigrant Partners, LLC. Pursuant to the terms of the transaction, Emigrant Partners, LLC (“Emigrant”) was issued a minority stake in Pure Financial Advisors, Inc. (“Pure Financial”). Terms of the deal were not…
April 6, 2020
On March 31, 2020, Seward & Kissel client Kudu Investment Management, LLC announced that it had acquired a minority interest in Creation Investments Capital Management, LLC.
December 23, 2019
On December 16, 2019, Pennybacker Capital Management, LLC announced that it had sold a minority interest to Seward & Kissel client, Kudu Investment Management, LLC and its co-investor Pacific Current Group Limited.
November 11, 2019
On November 5, 2019, Pathstone announced that it has agreed to a strategic investment by Lovell Minnick Partners. Under the terms of the transaction, Lovell Minnick Partners (“Lovell Minnick”) will make a significant investment and provide strategic guidance to Pathstone. Pathstone will continue to be managed by its existing leadership…
October 2, 2019
October 2, 2019
On September 19, 2019, Rosemont Investment Group, LLC announced that it had entered into an agreement to acquire a minority interest in 1607 Capital Partners, LLC.
September 9, 2019
June 28, 2019
May 22, 2019
On May 1, 2019, Walter Global Asset Management Inc. announced that it has made a strategic investment in LionGuard Capital Management Inc.
April 29, 2019
On April 22, 2019, Seward & Kissel client iM Global Partner announced that it had entered into an agreement to acquire a minority investment in Scharf Investments, LLC.