March 15, 2021

On March 9, 2021, Seward & Kissel client iM Global Partner SAS announced that it will acquire Litman Gregory & Company, LLC.

Under the terms of the agreement, iM Global Partner SAS (“iM Global”) will acquire Litman Gregory & Company, LLC (“Litman”). Terms of the deal were not disclosed.  The transaction is subject to approval of the SEC and is expected to close in the second quarter of 2021. A Seward &…

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March 4, 2021

KB Associates to Acquire EFG Fund Management

On February 24, 2021, KB Associates announced that it will acquire EFG Fund Management S.A.

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August 13, 2020

Mackenzie Financial to Acquire GLC Asset Management

On August 4, 2020, it was announced that Mackenzie Financial Corporation will acquire GLC Asset Management Group Ltd. Under the terms of the transaction, Mackenzie Financial Corporation (“Mackenzie”) will acquire Great-West Lifeco Inc.’s (“Lifeco”) subsidiary, GLC Asset Management Group Ltd. (“GLC”). Lifeco will receive cash consideration of CAD 175 million…

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May 1, 2020

Stonehage Fleming Acquires Cavendish Investment Management Activities

On April 23, 2020, Stonehage Fleming announced an agreement to acquire the investment management activities of Cavendish Asset Management. Under the terms of the transaction, Stonehage Fleming (“Stonehage”) will acquire the investment management activities of Cavendish Asset Management (“Cavendish”). Stonehage Fleming Investment Management will assume management of Cavendish’s four OEIC…

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April 17, 2020

Canoe Financial to Acquire Fiera Investments Mutual Funds

On April 9, 2020, Canoe Financial LP announced that it will acquire the managing rights to Fiera Investments LP’s mutual funds.

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February 20, 2020

Franklin Templeton to Acquire Legg Mason

On February 18, 2020, Franklin Resources, Inc. announced that it had entered into an agreement to acquire Legg Mason, Inc. Pursuant to the agreement, Franklin Resources, Inc. (“Franklin Templeton”) will acquire Legg Mason, Inc. (“Legg Mason”) in an all-cash transaction. Franklin Templeton will pay $50 per share of common stock,…

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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.

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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.

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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.

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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.

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