May 21, 2021

Dynasty to Make Minority Investments in Partner Firms

On May 4, 2021, Dynasty Financial Partners announced a new initiative to make minority investments in partner firms.

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May 3, 2021

Kennedy Lewis and York Capital to Form CLO Platform

On April 22, 2021, Seward & Kissel client Kennedy Lewis Investment Management LLC announced its strategic partnership with York Capital Management Global Advisors, LLC to form Generate Advisors, LLC.

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May 3, 2021

Incline Announces Strategic Partnership with Goldman’s Petershill

On April 22, 2021, Incline Management Corp., d/b/a Incline Equity Partners announced that Goldman Sachs Asset Management’s Petershill program has made a strategic investment in the firm.

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April 12, 2021

Warburg Pincus to Acquire Minority Stake in Edelman Financial

On March 15, 2021, Edelman Financial Engines, LLC announced that it will sell a minority stake to Warburg Pincus LLC.

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April 7, 2021

VP Bank Acquires Equity Stake in Hywin Wealth

On March 29, 2021, VP Bank Ltd. announced it had acquired an equity stake in Hywin Wealth.

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March 18, 2021

Axiom Financial to Partner with Merchant

On March 5, 2021, Merchant Investment Management, LLC announced its partnership with Axiom Financial Strategies Group, LLC.

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March 17, 2021

Aktia to Acquire Wealth Management Operations of Taaleri

On March 10, 2021, Aktia Bank PLC announced its acquisition of Taaleri PLC’s wealth management operations and other transactions involving a cooperation arrangement.

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March 11, 2021

Summit Financial to Launch Summit Growth Partners

On January 21, 2021, Summit Financial Holdings, LLC announced its partnership with Merchant Investment Management, LLC to launch Summit Growth Partners, a vehicle for minority investments.

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March 4, 2021

IK Investment and ICG to Partner with Formuesforvaltning

On February 22, 2021, IK Investment Partners Limited announced that it would partner with Intermediate Capital Group PLC and Formuesforvaltning AS.

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February 11, 2021

Summit Financial to Launch Summit Growth Partners

On January 21, 2021, Summit Financial Holdings, LLC announced its partnership with Merchant Investment Management, LLC to launch Summit Growth Partners, a vehicle for minority investments.

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