July 13, 2020
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
On June 11, 2020, Pacific Asset Management announced a joint venture with Fidelius Group.
June 1, 2020
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
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
April 13, 2020
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
On March 30, 2020, Sumitomo Mitsui Banking Corporation announced an agreement to purchase a minority stake in Ares Management Corporation.
April 6, 2020
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
On February 5, 2020, True Capital Management announced that it had sold a minority stake to Cresset Capital Management.