July 15, 2020

Brooks Macdonald to Acquire Lloyds Bank Wealth and Funds Business

On June 24, 2020, Brooks Macdonald Group plc announced that it has entered into an agreement to acquire the Channel Islands wealth management and funds business of Lloyds Bank International Limited.

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July 13, 2020

Kudu Acquires Minority Interest in Sequoia Financial Group

On July 7, 2020, Seward & Kissel client Kudu Investment Management, LLC announced that it had acquired a minority interest in Sequoia Financial Group, LLC.

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July 10, 2020

Cary Street Partners to Acquire Waypoint Advisors

On June 23, 2020, Cary Street Partners Financial, LLC announced that it had entered into an agreement to acquire Waypoint Advisors, LLC.

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July 9, 2020

Mount Logan and Sierra Crest to Acquire Assets of Resource America

On June 22, 2020, Mount Logan Capital Inc. and Sierra Crest Investment Management LLC announced that they have entered into an agreement to acquire certain assets of Resource America, Inc.

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July 8, 2020

Carson Wealth Acquires Atlantic Capital

On June 18, 2020, it was announced that Carson Wealth had acquired Atlantic Capital Management, Inc.

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July 6, 2020

Eaton Vance to Acquire WaterOak Advisors

On July 1, 2020, Eaton Vance Investment Counsel announced that it had entered into an agreement to acquire the assets of WaterOak Advisors, LLC.

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July 1, 2020

Fidelius and Pacific Asset Management Agree Joint Venture

On June 11, 2020, Pacific Asset Management announced a joint venture with Fidelius Group.

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June 29, 2020

Cresset Asset Management Acquires PagnatoKarp

On June 17, 2020, Cresset Asset Management, LLC announced that it had acquired PagnatoKarp Partners LLC.

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June 29, 2020

Clearlake Capital Acquires WhiteStar Asset Management

On June 24, 2020, Clearlake Capital Group, L.P. announced that it had acquired a majority stake in WhiteStar Asset Management.

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June 26, 2020

Bridgepoint to Acquire EQT Credit

On June 18, 2020, Bridgepoint announced an agreement to acquire EQT Credit. Pursuant to the agreement, Bridgepoint will acquire EQT Credit (“EQT”) for an undisclosed amount. The transaction is expected to close in the fourth quarter of 2020, subject to regulatory approval. Further terms were not disclosed. Bridgepoint, based in…

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