March 29, 2019

Ora Citron Merges with The Diamond Group

On March 12, 2019, Ora Citron Private Wealth Management announced an agreement with The Diamond Group Wealth Advisors to join forces.

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March 28, 2019

Medalist Partners Acquires Majority Stake in JMP Credit Advisors

On March 20, 2019, Medalist Partners, LP announced that it had acquired a majority stake in JMP Credit Advisors LLC.

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March 22, 2019

Blackstone Acquires Minority Stake in GI Partners

On March 6, 2019, GI Partners announced that funds affiliated with the Blackstone Group L.P. had acquired a minority stake in the firm.

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March 21, 2019

1825 to Acquire BDO Northern Ireland’s Wealth Management Division

On March 1, 2019, 1825 announced an agreement with BDO Northern Ireland to acquire its wealth management business.

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March 18, 2019

Brookfield to Acquire Majority Stake in Oaktree

On March 13, 2019, Brookfield Asset Management Inc. announced that it had entered into an agreement to acquire approximately 62% of Oaktree Capital Group, LLC.

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March 18, 2019

Carillon Tower Advisers Acquires ClariVest

On February 26, 2019, Carillon Tower Advisors announced it will increase to 100% its ownership stake in ClariVest Asset Management LLC.

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March 15, 2019

Crestwood Advisors to Acquire MacGuire, Cheswick & Tuttle; Patton Albertson to Acquire Anthony Smith Advisors

On February 19, 2019, Focus Financial Partners announced that MacGuire, Cheswick & Tuttle and Anthony Smith Advisors will be joining its partner firms Crestwood Advisors Group and Patton Albertson & Miller, respectively.

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March 8, 2019

Escala Joins Focus Financial Partners

On February 19, 2019, Focus Financial Partners announced that Escala Partners will be joining the partnership.

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March 6, 2019

Atlas Acquires Bullard, McLeod and Associates

On February 25, 2019, Bullard, McLeod and Associates announced it will be joining Atlas Private Wealth Management.

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March 4, 2019

Kudu Acquires Minority Interest in Versus Capital

On March 4, 2019, Seward & Kissel client Kudu Investment Management, LLC announced it had acquired a minority interest in Versus Capital Advisors, LLC.

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