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.

Continue reading...

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.

Continue reading...

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.

Continue reading...

April 6, 2011

Rosemont Takes Stake in Piedmont Investment Advisors

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

Continue reading...

April 6, 2011

TPG Capital Sells Stake to Sovereign Wealth Funds

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

Continue reading...

March 23, 2011

Adviser Investments to Acquire E*Trade’s Kobren Insight

On March 22, 2011, financialplanning.com 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.

Continue reading...

February 23, 2011

HDFC Acquires Minority Stake in Kaizen

On February 21, 2011, DealCurry.com 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.

Continue reading...

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.

Continue reading...

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.

Continue reading...

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.

Continue reading...

Menu