June 8, 2009
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…
June 8, 2009
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.
June 5, 2009
June 4, 2009
June 1, 2009
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,…
May 25, 2009
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…