February 3, 2020

Wealth Enhancement Group to Acquire BPU Investment Management

On December 19, 2019, Wealth Enhancement Group announced that it had entered into an agreement to acquire BPU Investment Management, Inc.

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January 31, 2020

Amundi to Acquire Sabadell Asset Management

On January 21, 2020, Amundi Asset Management announced that it had entered into an agreement to acquire Sabadell Asset Management.

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January 30, 2020

Ares Management to Acquire SSG Capital Holdings

On January 21, 2020, Ares Management Corporation announced that it has entered into an agreement to acquire SSG Capital Holdings Limited.

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January 29, 2020

Aksia Acquires TorreyCove Capital Partners

On January 8, 2020, Aksia LLC announced an agreement to acquire TorreyCove Capital Partners LLC.

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January 27, 2020

Groupe BCPE and La Banque Postale To Partner

On December 19, 2019, Groupe BCPE announced an agreement to partner with La Banque Postale, combining their respective asset management operations.

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January 24, 2020

Blucora Acquires HK Financial Services

On January 7, 2020, Blucora, Inc. announced an agreement to acquire HK Financial Services.

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January 23, 2020

Kingswood to Acquire Chalice

On December 20, 2019, Kingswood Holdings Limited announced that it had agreed to acquire Chalice Wealth Advisors and Chalice Capital Partners.

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January 23, 2020

Savant Capital Merges with Huber Financial Advisors

On January 8, 2020, Savant Capital Management announced an agreement to merge with Huber Financial Advisors.

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January 17, 2020

CI Financial Acquires Majority Interest in One Capital Management

On December 23, 2019, CI Financial Corp. announced an agreement to acquire a majority interest in One Capital Management, LLC.

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January 16, 2020

Carlyle Group to Acquire Harwood Wealth Management

On December 23, 2019, it was announced that the Carlyle Group will acquire Harwood Wealth Management.

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