April 1, 2020

Evanston Capital Repurchases Equity from TA Associates

On March 26, 2020, Evanston Capital Management, LLC announced an agreement to purchase a minority stake owned by funds affiliated with TA Associates.

Continue reading...

March 23, 2020

Allianz to Transfer Allianz Real Estate to PIMCO

On March 10, 2020, Allianz Real Estate announced that it had entered into an agreement to be combined with Allianz SE subsidiary PIMCO. Pursuant to the agreement, the shares of Allianz Real Estate GmbH (“Allianz Real Estate”) will be transferred to Pacific Investment Management Co. LLC (“PIMCO”). Both companies are…

Continue reading...

March 18, 2020

Mattioli Woods Acquires Hurley Partners

On March 1, 2020, Mattioli Woods plc announced an agreement to acquire Hurley Partners Limited.

Continue reading...

March 16, 2020

Captrust Financial Advisors Acquires Welch Hornsby

On March 12, 2020, Captrust Financial Advisors announced that it has acquired Welch Hornsby, Inc.

Continue reading...

March 9, 2020

Cresset Capital Acquires Minority Stake in True Capital Management

On February 5, 2020, True Capital Management announced that it had sold a minority stake to Cresset Capital Management.

Continue reading...

March 4, 2020

GMP Capital to Consolidate Ownership of Richardson GMP

On February 26, 2020, GMP Capital Inc. announced an agreement to consolidate the ownership of Richardson GMP Limited.

Continue reading...

March 2, 2020

Ares Management to Acquire Crestline Denali Capital

On February 3, 2020, Ares Management Corporation announced that it had entered into an agreement to acquire a managing interest in Crestline Denali Capital L.P. Pursuant to the agreement, a subsidiary of Ares Management Corporation (“Ares”) will acquire a managing interest in Crestline Denali Capital L.P. (“Crestline”). The acquisition will…

Continue reading...

February 27, 2020

Charles Schwab to Acquire Wasmer, Schroeder & Company

On February 24, 2020, The Charles Schwab Corporation announced an agreement to acquire Wasmer, Schroder & Company, LLC. Pursuant to the agreement, The Charles Schwab Corporation (“Schwab”) will acquire Wasmer, Schroder & Company, LLC (“Wasmer”) in an all cash purchase. Further terms of the agreement were not disclosed. Schwab (NYSE:…

Continue reading...

February 24, 2020

P10 Holdings to Acquire Five Points Capital

On January 21, 2020, P10 Holdings, Inc. announced that it had entered into a definitive agreement to acquire Five Points Capital, Inc. Pursuant to the agreement, P10 Holdings, Inc. (“P10”) will acquire Five Points Capital, Inc. (“Five Points”). Five Points will receive cash and convertible preferred equity in a newly…

Continue reading...

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,…

Continue reading...

Menu