December 2, 2019

Charles Schwab to Acquire TD Ameritrade

On November 25, 2019, The Charles Schwab Corporation announced that it had entered into an agreement to acquire TD Ameritrade Holding Corporation in an all-stock transaction. Pursuant to the agreement, The Charles Schwab Corporation (“Charles Schwab”) will acquire TD Ameritrade Holding Corporation (“TD Ameritrade”) in a $26 billion, all-stock transaction.

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November 27, 2019

ICEA Lion to Acquire Assets from STANLIB Kenya Limited

On November 7, 2019, STANLIB Kenya Limited announced that it had entered into an agreement to sell certain assets to ICEA Lion Asset Management Limited.

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November 25, 2019

Sandler O’Neill Monthly Asset Management Report – October 2019

Sandler O’Neill + Partners, L.P. published its Monthly Asset Management Report for October 2019, which analyzes general industry information and transaction highlights. To read the report: please click here.

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November 22, 2019

Amilton Asset Management Acquires LFPI Asset Management

On November 14, 2019, Amilton Asset Management announced an agreement to acquire LFPI Asset Management.

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November 21, 2019

CI Financial to Acquire WisdomTree Canada

On November 7, 2019, CI Financial Corp. announced that it had entered into an agreement to acquire WisdomTree Asset Management Canada, Inc.

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November 21, 2019

Progressive Capital Acquires Vontobel’s Alternative Fund Solutions Unit

On November 8, 2019, Progressive Capital Partners Ltd. announced an agreement to acquire Vontobel Asset Management AG’s “Alternative Fund Solutions” unit. Under the terms of the agreement, Progressive Capital Partners Ltd. (“Progressive Capital”) will acquire Vontobel Asset Management AG’s (“Vontobel”) “Alternative Fund Solutions” unit. The four current specialists of Vontobel’s…

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November 18, 2019

Sandy Spring Bancorp to Acquire Rembert Pendleton Jackson

On November 6, 2019, Sandy Spring Bancorp, Inc. announced that it had reached an agreement to acquire Rembert Pendleton Jackson.

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November 15, 2019

Dyal Acquires Minority Stake in Owl Rock

On November 11, 2019, Owl Rock Capital Group announced that it has sold a minority stake to Dyal Capital Partners.

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November 15, 2019

Resolute to Invest in National Investment Services

On November 6, 2019, Resolute Investment Managers, Inc. announced an agreement to invest in National Investment Services.

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November 11, 2019

Lovell Minnick Partners to Make a Strategic Investment in Pathstone

On November 5, 2019, Pathstone announced that it has agreed to a strategic investment by Lovell Minnick Partners. Under the terms of the transaction, Lovell Minnick Partners (“Lovell Minnick”) will make a significant investment and provide strategic guidance to Pathstone. Pathstone will continue to be managed by its existing leadership…

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