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.

Continue reading...

March 4, 2019

Mercer Advisors Acquires Arbor Asset Management

On February 19, 2019, Mercer Global Advisors Inc. announced that it had acquired Arbor Asset Management, LLC.

Continue reading...

March 1, 2019

Progeny Group Acquires Innovate, Quest and Juno

On February 14, 2019, Progeny Group announced three acquisitions, of Innovate Financial Services, Quest Financial Solutions and Juno Wealth Management.

Continue reading...

February 27, 2019

KKR Acquires Stake in Söderberg

On February 8, 2019, Söderberg announced that KKR will acquire a minority stake in the firm.

Continue reading...

February 25, 2019

Mather Group Acquires Astraeus Advisers and Launches Family Office

On February 19, 2019, The Mather Group, LLC announced that it had acquired Astraeus Advisers.

Continue reading...

February 21, 2019

Catella Bank Strategic Partnership with Söderberg & Partners

On December 12, 2018, Catella Bank announced a strategic partnership with Söderberg & Partners.

Continue reading...

February 15, 2019

HighTower Partners With Green Square Wealth Management

On February 14, 2019, HighTower announced that Green Square Wealth Management will become a partner firm of HighTower.

Continue reading...

February 15, 2019

First Mercantile to Acquire American Trust Retirement

On February 4, 2019, First Mercantile Trust Company announced that it had entered into an agreement to acquire American Trust Retirement from American Trust & Savings Bank.

Continue reading...

February 13, 2019

Eldridge Industries Acquires Majority Stake in Maranon Capital

On February 4, 2019, Maranon Capital announced that Eldridge Industries now owns a majority stake in the firm.

Continue reading...

February 8, 2019

Citizens Financial Group Acquires Clarfeld

On January 2, 2019, Citizens Financial Group announced that it had acquired Clarfeld Financial Advisors, LLC.

Continue reading...

Menu