April 1, 2020
On March 26, 2020, Evanston Capital Management, LLC announced an agreement to purchase a minority stake owned by funds affiliated with TA Associates.
March 23, 2020
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…
March 18, 2020
March 16, 2020
On March 12, 2020, Captrust Financial Advisors announced that it has acquired Welch Hornsby, Inc.
March 9, 2020
On February 5, 2020, True Capital Management announced that it had sold a minority stake to Cresset Capital Management.
March 4, 2020
On February 26, 2020, GMP Capital Inc. announced an agreement to consolidate the ownership of Richardson GMP Limited.
March 2, 2020
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…
February 27, 2020
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:…
February 24, 2020
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…
February 20, 2020
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,…