August 27, 2012

Qatar Buys 22 Percent Stake in CITIC Capital

On August 22, 2012, Reuters reported that Qatar Holding, a unit of Qatar’s sovereign wealth fund, had purchased a 22% stake in CITIC Capital Holdings, a Chinese investment fund, for an undisclosed sum.

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June 13, 2011

Q&A – David Silvera of Rosemont Investment Partners

IM Dealssm, in the first of a series of Q&As relating to investment manager deals, received the following feedback from David Silvera, Managing Director of Rosemont Investment Partners, a private equity firm which makes investments in asset managers.

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April 20, 2011

Millennium Invests $70M in ETF Securities

On April 14, 2011, Millennium announced that it had led a $70 million secondary share purchase in ETF Securities Limited.

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April 6, 2011

Rosemont Takes Stake in Piedmont Investment Advisors

On April 4, 2011, reported that private equity firm Rosemont Investment Partners had purchased a 30% stake in Piedmont Investment Advisors.

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April 6, 2011

TPG Capital Sells Stake to Sovereign Wealth Funds

On April 1, 2011, reported that Forth Worth, Texas-based buyout firm TPG Capital has sold a minority stake to Singapore and Kuwait governments.

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March 23, 2011

Adviser Investments to Acquire E*Trade’s Kobren Insight

On March 22, 2011, reported that E*Trade had agreed to sell wealth manager Kobren Insight Management to Adviser Investment Management in a leveraged buyout financed by a minority equity investment by Fiduciary Network.

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February 23, 2011

HDFC Acquires Minority Stake in Kaizen

On February 21, 2011, reported that Housing Development Finance Corp. Ltd had purchased a minority stake in Kaizen Management Advisors Pvt., the company that advises Indian education-focused fund Kaizen Private Equity.

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January 26, 2011

Dutch Financier to Back Caerus Wealth Management

On January 24, 2011, Citywire reported that Caerus Wealth Management had secured investment backing from Dutch financier Hubert-Lance Huet.

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January 24, 2011

Hedge Fund Roc Capital Sells Minority Stake

Bloomberg reported on January 23, 2011, in an article that quotes Seward & Kissel partner Steve Nadel regarding hedge fund managers selling stakes, that hedge fund manager Roc Capital sold a minority stake to Vanisha Mittal Bhatia.

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January 14, 2011

TA Associates Completes Investment in Evanston Capital

On January 4, 2011, Boston-based private equity firm TA Associates announced that it has completed an investment in fund-of-funds manager Evanston Capital Management, LLC.

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