December 16, 2019
First Eagle to Acquire THL Credit Advisors
On December 8, 2019, First Eagle Investment Management, LLC announced that it had entered into a definitive agreement to acquire THL Credit Advisors LLC.
December 2, 2019
Charles Schwab to Acquire TD Ameritrade
On November 25, 2019, The Charles Schwab Corporation announced that it had entered into an agreement to acquire TD Ameritrade Holding Corporation in an all-stock transaction. Pursuant to the agreement, The Charles Schwab Corporation (“Charles Schwab”) will acquire TD Ameritrade Holding Corporation (“TD Ameritrade”) in a $26 billion, all-stock transaction.
November 21, 2019
CI Financial to Acquire WisdomTree Canada
On November 7, 2019, CI Financial Corp. announced that it had entered into an agreement to acquire WisdomTree Asset Management Canada, Inc.
October 11, 2019
Eastspring to Acquire Thanachart Fund
On September 30, 2019, Eastspring Investments Limited announced an agreement to acquire 50.1% of Thanachart Fund Management Co., Ltd.
June 5, 2019
Fiera Capital to Acquire Foresters Asset Management
On May 15, 2019, Fiera Capital Corporation announced that it had entered into an agreement to acquire Foresters Asset Management Inc.
May 31, 2019
Federated Investors to Acquire Mutual Fund Assets from PNC
On May 7, 2019, Federated Investors Inc. announced that it had entered into an agreement to acquire certain assets from The PNC Financial Services Group.
February 4, 2019
Shelton Capital Management Acquires Cedar Ridge Partners
On January 30, 2019, Shelton Capital Management announced that it had acquired Seward & Kissel client Cedar Ridge Partners, LLC.
February 1, 2019
Calamos Investments to Acquire Timpani Capital
On January 18, 2019, Calamos Investments announced an agreement to acquire Timpani Capital Management.
September 7, 2018
Man GLG to Acquire Sanlam’s Strategic Bond Business
On September 5, 2018, Man GLG announced that it will acquire Sanlam’s strategic bond business.
July 2, 2018
Stone to Acquire Marquest Mutual Funds
On June 25, 2018, Stone Investment Group Limited announced an agreement to acquire mutual funds of Marquest Asset Management Inc.