May 15, 2009
May 11, 2009
ICV Capital, a private investment firm focused on investments in lower middle market companies, was joined by the Michigan Employees Retirement System Opportunity Fund, LP to acquire a majority stake in the PFM Group, a leading financial and investment advisor to state and local governments and not-for-profit institutions.
April 26, 2009
Investment News published this article by Mark Bruno on April 26, 2009 concerning financial institutions selling off money management operations. To read this article, go to http://www.silverlane.com/pdf/Mega-firmseyeselloffstoslimdownbanks.pdf…
April 1, 2009
Business Valuation Resources published this Special Report dated April 2009 by Steven M Levitt and Jaime Carvallo of Park Sutton Advisors concerning m&a trends. To read this article, go to http://www.parksuttonadvisors.com/PDF/BVR-Spec_Report-3-26-09.pdf…
February 18, 2009
Bloomberg.com published this article by Saijel Kishan and Jonathan Keehner on February 28, 2009 concerning consolidation of hedge fund managers. To read this article, go to http://www.silverlane.com/pdf/Hedge%20Funds%20Pressed%20to%20Consolidate%20as%20Losses%20Cut%20Fees.pdf…
February 3, 2009
The Institute for Private Investors is hosting an Advisor Roundtable on February 3, 2009 from 8:30-9:30 am EST entitled "mergers, Margin Compression and Major trends in Asset and Wealth Management" featuring Elizabeth Nesvold and Erika Cramer of Silver Lane Advisors.
January 9, 2009
Jaime Carvallo and Steven M. Levitt of Park Sutton Advisors authored a white paper entitled “Why Transact in this Market Environment?” dated January 9, 2009 concerning transactions involving investment and wealth management businesses. To read this publication, please click here.
January 2, 2009
Rosemont Investment Partners announced the acquisition of a minority equity interest in Lateef Investment Management.