July 13, 2020
Kudu Acquires Minority Interest in Sequoia Financial Group
On July 7, 2020, Seward & Kissel client Kudu Investment Management, LLC announced that it had acquired a minority interest in Sequoia Financial Group, LLC.
July 1, 2020
Fidelius and Pacific Asset Management Agree Joint Venture
On June 11, 2020, Pacific Asset Management announced a joint venture with Fidelius Group.
June 1, 2020
Emigrant Partners Acquires Minority Interest in Pure Financial Advisors
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…
May 11, 2020
Emigrant Partners Acquires Minority Interest in Parallel Advisors
On May 4, 2020, Seward & Kissel client Emigrant Partners, LLC announced that it had made a minority investment in Parallel Advisors, LLC.
May 6, 2020
Investcorp and Tages Group Form Joint Venture
On May 6, 2020, Investcorp and Tages Group announced an agreement to create a 50/50 joint venture by merging absolute return businesses.
April 13, 2020
Emigrant Partners Acquires Minority Interest in Stratos Wealth
On April 1, 2020, Stratos Wealth Holdings, LLC announced that Seward & Kissel client Emigrant Partners, LLC had acquired a minority investment in the firm.
April 8, 2020
Sumitomo Mitsui Banking Acquires Stake in Ares Management
On March 30, 2020, Sumitomo Mitsui Banking Corporation announced an agreement to purchase a minority stake in Ares Management Corporation.
April 6, 2020
Kudu Acquires Minority Interest in Creation Investments
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.
March 9, 2020
Cresset Capital Acquires Minority Stake in True Capital Management
On February 5, 2020, True Capital Management announced that it had sold a minority stake to Cresset Capital Management.
January 27, 2020
Groupe BCPE and La Banque Postale To Partner
On December 19, 2019, Groupe BCPE announced an agreement to partner with La Banque Postale, combining their respective asset management operations.