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.

Continue reading...

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.

Continue reading...

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.

Continue reading...

February 1, 2019

Calamos Investments to Acquire Timpani Capital

On January 18, 2019, Calamos Investments announced an agreement to acquire Timpani Capital Management.

Continue reading...

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.

Continue reading...

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.

Continue reading...

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.

Continue reading...

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.

Continue reading...

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.

Continue reading...

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.

Continue reading...