June 1, 2018

7IM to Acquire Tcam Asset Management

On May 17, 2018, Seven Investment Management announced an agreement to acquire Tcam Asset Management.

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February 6, 2018

Rosemont to Acquire Minority Stake in Martingale Asset Management

On December 28, 2017, Rosemont Investment Partners announced that it had made a 20% equity investment in Martingale Asset Management.

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January 26, 2018

C-Quadrant to Acquire Majority Stake in Advenis

On December 5, 2017, C-Quadrant Investment AG announced an agreement to acquire a 51% stake in Advenis Investment Managers.

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January 17, 2018

SGBL Acquires KBL’s Operations in France and Monaco

On December 2, 2017, Société Généralede Banque au Liban announced an agreement to acquire KBL European Private Bankers’ French and Monegasque operations.

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January 11, 2018

Brookfield Acquires Lampe Equity Management

On December 1, 2017, Bankhaus Lampe announced the sale of Lampe Equity Management to Brookfield Asset Management.

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November 27, 2017

Sandler O’Neill Monthly Asset Management Report – October 2017

Sandler O’Neill + Partners published its Monthly Asset Management Report for October 2017, which analyzes general industry information and transaction highlights. To read the Report, please click here.

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October 30, 2017

RMB Capital to Acquire Jacobus Wealth

On October 26, 2017, RMB Capital announced that it will acquire Jacobus Wealth Management, a Registered Investment Advisor located in Milwaukee, Wisconsin.

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September 7, 2017

Aberdeen Acquires Value Partners Concord

On August 31, 2017, Aberdeen Asset Management completed its purchase of Value Partners Concord Asset Management from Value Partners Group, Concord Securities Co., and other shareholders.

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March 30, 2017

PacWest Financial Merges with Benefit Financial Services Group

On January 23, 2017, Focus Financial Partners announced that one of its partner firms, Benefit Financial Services Group, merged with PacWest Financial Management.

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March 17, 2017

Fidelity February 2017 Wealth Management M&A Transaction Report

Fidelity Investments issued a report titled “Fidelity February 2017 Wealth Management M&A Transaction Report – M&A activity among RIAs and Independent Broker-Dealers for the month of February 2017.” To read this Report, click here (pdf reader required).

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