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.

Continue reading...

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.

Continue reading...

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…

Continue reading...

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.

Continue reading...

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.

Continue reading...

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.

Continue reading...

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.

Continue reading...

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.

Continue reading...

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.

Continue reading...

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.

Continue reading...

Menu