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.

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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.

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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.

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December 29, 2021

Merchant Acquires Stake in Brainvest

On December 14, 2021, Merchant Investment Management, LLC announced it partnered with Brainvest Wealth Management.

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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.

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December 17, 2021

Altamont Invests in Horizon

On November 30, 2021, Horizon Investments, LLC announced a strategic investment by Altamont Capital Partners.

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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.

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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.

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December 1, 2021

Lockton to Partner with Creative Planning

On November 11, 2021, Lockton Companies Inc. and Creative Planning, LLC announced their partnership.

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November 29, 2021

Bravura Capital invests in Venturi

On November 18, 2021, Venturi Private Wealth announced that it received an investment from Bravura Capital.

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