November 18, 2019

Sandy Spring Bancorp to Acquire Rembert Pendleton Jackson

On November 6, 2019, Sandy Spring Bancorp, Inc. announced that it had reached an agreement to acquire Rembert Pendleton Jackson.

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November 15, 2019

Resolute to Invest in National Investment Services

On November 6, 2019, Resolute Investment Managers, Inc. announced an agreement to invest in National Investment Services.

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November 11, 2019

Lovell Minnick Partners to Make a Strategic Investment in Pathstone

On November 5, 2019, Pathstone announced that it has agreed to a strategic investment by Lovell Minnick Partners. Under the terms of the transaction, Lovell Minnick Partners (“Lovell Minnick”) will make a significant investment and provide strategic guidance to Pathstone. Pathstone will continue to be managed by its existing leadership…

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November 7, 2019

Green Arrow Capital Acquires Quercus Assets Selection

On October 29, 2019, Green Arrow Capital announced that it had acquired Quercus Assets Selection. Pursuant to the agreement, Green Arrow Capital (“Green Arrow”) will acquire 100% of Quercus Assets Selection Sarl (“Quercus”), from Quercus Investment Partners Limited. The five funds managed by Quercus contain 320 megawatts of wind and…

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November 6, 2019

Sanctuary Wealth to Acquire Northview Asset Management

On October 28, 2019, Sanctuary Wealth announced an agreement to acquire Northview Asset Management LLC.

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November 4, 2019

Houlihan Capital Asset Management Industry Observations – Third Quarter 2019

Houlihan Capital Asset Management published its quarterly Industry Observations for the quarter ended September 30, 2019, which analyzes general asset management industry information and transaction highlights. To read the report: please click here.

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November 1, 2019

Piper Jaffray Completes Sale of Advisory Research Inc.

On September 27, 2019, Piper Jaffray Companies announced the completion of its sale of Advisory Research Inc.

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October 30, 2019

Hub International Acquires Assets of Perennial Pension

On September 20, 2019, Hub International Limited announced that it had acquired the assets of Perennial Pension and Wealth, Inc.

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October 28, 2019

Canaccord Acquires Patersons Securities

On October 21, 2019, Canaccord Genuity Group announced the completion of its acquisition of Patersons Securities.

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October 28, 2019

CI Financial Acquires Minority Stake in Redpoint

On October 17, 2019, CI Financial announced that it had acquired a 49% equity stake in Redpoint Investment Management through its subsidiary, GSFM.

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