January 17, 2022
Kudu Makes Minority Investment in Radcliffe
On January 10, 2022, Seward & Kissel client Kudu Investment Management, LLC announced it had acquired a minority stake in Radcliffe Capital Management, L.P.
January 17, 2022
Pacific Current Invests in Banner Oak
On January 3, 2022, Pacific Current Group Limited announced an investment in Banner Oak Capital Partners.
January 6, 2022
Merchant Acquires Minority Stake in Private Advisor Group
On December 17, 2021, Merchant Investment Management, LLC announced that it had acquired a minority stake in Private Advisor Group.
December 29, 2021
Merchant Acquires Stake in Brainvest
On December 14, 2021, Merchant Investment Management, LLC announced it partnered with Brainvest Wealth Management.
December 27, 2021
Hightower Acquires Stake in 6 Meridian
On December 14, 2021, Hightower Advisors, L.L.C. announced that it will invest in 6 Meridian.
December 17, 2021
Altamont Invests in Horizon
On November 30, 2021, Horizon Investments, LLC announced a strategic investment by Altamont Capital Partners.
December 16, 2021
Hightower Acquires Stake in Clear Perspective
On November 30, 2021, Hightower Advisors, L.L.C. announced that it will make a strategic investment in Clear Perspective Advisors, LLC.
December 6, 2021
Warren Averett Partners With Wealth Partners Capital and HGGC
On November 18, 2021, Warren Averett Asset Management announced a definitive agreement to form a strategic partnership with Wealth Partners Capital Group.
December 1, 2021
Lockton to Partner with Creative Planning
On November 11, 2021, Lockton Companies Inc. and Creative Planning, LLC announced their partnership.
November 29, 2021
Bravura Capital invests in Venturi
On November 18, 2021, Venturi Private Wealth announced that it received an investment from Bravura Capital.