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...

February 19, 2020

Jupiter Fund Management to Acquire Merian Global Investors

On February 17, 2020, Jupiter Fund Management plc announced an agreement to acquire Merian Global Investors Limited.

Continue reading...

February 10, 2020

Fiduciary Trust to Acquire Athena Capital Advisors

On January 7, 2020, Fiduciary Trust Company International announced that it had entered into an agreement to acquire Athena Capital Advisers, LLC.

Continue reading...

February 6, 2020

Savant Capital and Huber Financial to Merge

On January 8, 2020, Savant Capital Management and Huber Financial Advisors announced that they have entered into a merger agreement.

Continue reading...

February 5, 2020

Fiduciary Trust to Acquire Pennsylvania Trust

On January 22, 2020, Fiduciary Trust Company International announced an agreement to acquire The Pennsylvania Trust Company.

Continue reading...

Menu