April 7, 2021

VP Bank Acquires Equity Stake in Hywin Wealth

On March 29, 2021, VP Bank Ltd. announced it had acquired an equity stake in Hywin Wealth.

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April 5, 2021

Kudu Closes $300 Million Credit Facility with MassMutual

On April 1, 2021, it was announced that Seward & Kissel client Kudu Investment Management LLC closed a $300 million credit facility with Massachusetts Mutual Life Insurance Company.

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April 5, 2021

Piper Sandler Companies Monthly Asset Management Report – February 2021

Piper Sandler Companies published its Monthly Asset Management Report for February 2021, which analyzes general industry information and transaction highlights. To read the report: please click here.

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April 5, 2021

Madison to Acquire Reinhart Partners’ Fixed Income Assets

On March 12, 2021, Madison Investment Holdings, Inc. announced that it will acquire the Fixed Income assets of the Reinhart Partners, Inc.

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April 2, 2021

Intesa Sanpaolo Acquires Pramerica

On March 29, 2021, Intesa Sanpaolo Group announced it had acquired Pramerica SGR.

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April 1, 2021

Leodis Wealth Acquires Yorkshire Premier Financial

On March 30, 2021, it was announced that Leodis Wealth Limited has acquired Yorkshire Premier Financial Services Limited.

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March 31, 2021

MAI to Acquire Ownership Advisors

On March 29, 2021, MAI Capital Management, LLC announced it would acquire Ownership Advisors, Inc.

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March 29, 2021

CI Financial to Acquire Barrett Asset Management

On March 11, 2021, CI Financial Corp. announced that it will acquire Barrett Asset Management, LLC.

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March 29, 2021

Mercer Acquires Epstein & White

On March 10, 2021, Mercer Global Advisors, Inc. announced that it had acquired Epstein & White Financial LLC.

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March 29, 2021

Apollo Announces Merger with Athene

On March 8, 2021, Apollo Global Management announced that it had entered into a merger agreement with Athene Holding Ltd.

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