June 8, 2009

The New Paradigm for Asset & Wealth Management

Steven M Levitt and Jaime Cavallo of Park Sutton Advisors authored this white paper dated June 8, 2009 concerning asset and wealth management firms and m&a in the sector. To read this publication, go to http://www.parksuttonadvisors.com/PDF/The_New_Paradigm_for_Asset_Wealth_Management_by_Levitt_Carvallo_FINAL_6-9-09.pdf…

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June 8, 2009

Northern Lights Invests in Raven Capital Management

 Northern Lights Ventures announced the acquisition of a minority equity interest in S&K client Raven Capital Management, a private equity firm focusing on asset-based credit investment opportunities.

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June 5, 2009

Ramius/Cowen Agreement Made Public

Cowen Group, Inc. has filed with the SEC its Transaction Agreement and Plan of Merger with Ramius LLC

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June 4, 2009

Ramius and Cowen Group to Merge

Ramius LLC and Cowen Group, Inc. (Nasdaq: COWN) announced an agreement to combine their businesses to create a diversified financial services company. 

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June 1, 2009

Event – June 10, 2009 Investment Advisers Association Sponsors Webinar

The Investment Advisers Association is sponsoring a webinar on June 10, 2009 from 1:00- 2:15 p.m. EST entitled “Mergers and Acquisitions, Succession Planning, and Valuation Involving Investment Managers in the Current Market Environment” featuring Steve Levitt of Park Sutton Advisors and Keith Mitchell of Mitchell Advisers. For more information,…

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May 25, 2009

Julius Baer to Acquire Alpha SIM

Julius Baer announced it has entered into an agreement to acquire Milan based Alpha SIM.

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May 15, 2009

Nedbank to Acquire Joint Ventures from Old Mutual

Nedbank Group Ltd. (JSE: NED) has executed agreements to acquire three wealth management joint ventures from its joint venture partner, Old Mutual plc (LSE: OML), in exchange for Old Mutual taking an increased holding in Nedbank.

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May 11, 2009

ICV Capital Leads Investment in The PFM Group

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.

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April 26, 2009

Mega-firms Eye Selloffs to Slim Down

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…

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April 1, 2009

Is Mergers & Acquisitions Deal-Making Dead, Dying, or Primed for Resuscitation?

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…

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