December 11, 2017
February 23, 2017
On February 20, 2017, Lovell Minnick Partners announced the completion of a growth investment in Trea Asset Management.
December 8, 2016
November 7, 2016
On October 31, 2016, Boston Common Asset Management, LLC announced that Rosemont Investment Partners, LLC will become a minority stakeholder.
September 29, 2016
On September 14, 2016, TA Associates announced that had signed a definitive agreement to back a management buyout of Goldman Sachs Asset Management’s Australian focused investment capabilities and fund platform.
July 18, 2016
On July 13, 2016 Minella Capital Management LLC announced that it will acquire a majority stake in W.E. Donoghue & Co. Inc.
May 9, 2016
On April 29, 2016, TriState Capital Holdings, Inc. closed its acquisition of The Killen Group, Inc., with estimates of the total value of the transaction dropping from $30 million to $35 million at the announcement of the deal in December 2015 to a present estimated value of $15 million to $20 million.
January 25, 2016
On January 20, 2016, Seward & Kissel client iM Square announced the acquisition of a 20% equity interest in Polen Capital Management LLC, an independent growth-equity manager.
November 15, 2013
On November 12, 2013, Elements Capital Partners announced that it had acquired a 40.84% stake in NFD d.o.o, a Slovenian mutual fund company. Elements Capital Partners and NFD’s other major shareholder, the NETA financial group, now hold 82% of NFD.
April 8, 2013
On March 27, 2013, Aquiline Capital Partners and Genstar Capital announced that, in partnership, they had reached an agreement to acquire Genworth Financial Wealth Management and Altegris, an alternative solutions provider, from Genworth Financial, Inc. (NYSE: GNW) for approximately $412.5 million.