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.
February 19, 2018
Berkshire Capital 2018 Financial Services Industry Review
Berkshire Capital Securities LLC issued the 2018 edition of its annual review on investment management industry trends and transactions. To read the report, please click here.
January 25, 2018
Hennessy Advisors Acquires Rainier U.S. Equity Funds
On January 12, 2018, Hennessy Advisors, Inc. announced the completion of its acquisition of the management related assets of three equity funds of Rainier Investment Management, LLC.
January 18, 2018
Fiera Capital to Acquire Management of City National Rochdale Fund
On December 1, 2017, Fiera Capital Corporation announced an agreement to acquire City National Rochdale Emerging Markets Fund’s management.
December 15, 2017
Raymond James Acquires Scout Investments and Reams Asset Management
On November 20, 2017, Raymond James Financial, Inc. announced it had acquired Scout Investments and its Reams Asset Management division from UMB Financial Corp.