June 30, 2016

American Capital to be Acquired by Ares Capital

On May 23, 2016, Ares Capital Corporation announced that it will acquire American Capital Ltd., excluding American Capital Mortgage Management, LLC, for $3.43 billion in a cash-and-stock deal.

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June 16, 2016

Touchstone to Acquire Fund Assets of DSM Capital Partners

On June 10, 2016, Touchstone Advisers Inc. entered into an agreement to acquire assets of United States mutual funds managed by DSM Capital Partners LLC.

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June 8, 2016

WisdomTree Completes Buyout of Boost

On May 16, 2016, WisdomTree Investments, Inc. announced that it had completed the buyout of European-based ETF provider Boost.

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May 27, 2016

Hartford Funds to Acquire Lattice Strategies

On May 18, 2016, Hartford Funds announced that it had agreed to acquire Lattice Strategies, an investment management firm based in San Francisco.

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May 16, 2016

Columbia Threadneedle Will Acquire Emerging Global Advisors

On May 11, 2016, Columbia Threadneedle Investments announced that it will acquire Seward & Kissel client Emerging Global Advisors, a registered investment advisor based in New York.

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May 16, 2016

Hennessy Advisors to Purchase Assets of Westport Funds

On May 2, 2016, Hennessy Advisors, Inc. announced a definitive agreement to purchase the assets related to the management of The Westport Funds from Westport Advisers, LLC. The Westport Funds currently manage approximately $640 million of assets.

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May 13, 2016

Handelsbanken acquires wealth manager Optimix

On April 20, 2016, Handelsbanken announced that it had acquired the Dutch wealth management company Optimix Vermogensbeheer N.V.

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May 13, 2016

Angel Oak Capital to Acquire Rainier High Yield Fund

On April 18, 2016, Angel Oak Capital Advisors, LLC announced that it will acquire Rainier High Yield Fund from Rainier Investment Management, LLC as part of the Angel Oak Trust.

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May 11, 2016

Foresters Financial Completes Acquisition of Aegon Capital

On May 5, 2016, Foresters Financial announced completion of its acquisition of Aegon Capital Management Inc. and Aegon Fund Management Inc. from Proj Fox Acquisitions Inc., which was first announced in March 2016.

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May 2, 2016

BofA Global Capital Transfers $80 Billion AUM to BlackRock

On April 18, 2016, BlackRock announced that it and Bank of America’s asset management business, BofA Global Capital Management, finalized a transaction transferring investment management responsibilities of approximately $80 billion of AUM currently managed by BofA Global Capital Management to BlackRock.

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