March 15, 2021

On March 9, 2021, Seward & Kissel client iM Global Partner SAS announced that it will acquire Litman Gregory & Company, LLC.

Under the terms of the agreement, iM Global Partner SAS (“iM Global”) will acquire Litman Gregory & Company, LLC (“Litman”). Terms of the deal were not disclosed.  The transaction is subject to approval of the SEC and is expected to close in the second quarter of 2021. A Seward &…

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March 15, 2021

On March 1, 2021, Pathstone Family Office, LLC announced that it had acquired Cornerstone Capital Inc.

Under the terms of the transaction, Pathstone Family Office, LLC (“Pathstone”) acquired Cornerstone Capital Inc. (“Cornerstone”). Cornerstone’s Founder and CEO, Erika Karp will become Pathstone’s Chief Impact Officer, while other Cornerstone staff including Chief Investment Officer Craig Metrick and Chief Impact Strategist Katherine Pease will also join Pathstone. Terms of…

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March 12, 2021

AIB Group to Acquire Goodbody

On March 2, 2021, AIB Group PLC announced its acquisition of Goodbody Stockbrokers UC.

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March 11, 2021

Summit Financial to Launch Summit Growth Partners

On January 21, 2021, Summit Financial Holdings, LLC announced its partnership with Merchant Investment Management, LLC to launch Summit Growth Partners, a vehicle for minority investments.

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March 11, 2021

Focus to Partner with Prairie Capital

On February 25, 2021, Focus Financial Partners Inc. announced it would partner with Prairie Capital Management, LLC.

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March 10, 2021

Beacon Pointe Acquires Wealth Design

On March 1, 2021, Beacon Pointe Advisors announced its acquisition of Wealth Design, LLC.

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March 10, 2021

Abacus Acquires Robasciotti & Phillipson

On March 3, 2021, Abacus Wealth Partners announced its acquisition of Robasciotti & Phillipson.

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March 8, 2021

Piper Sandler Companies Monthly Asset Management Report – January 2021

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

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March 8, 2021

Summit Partners Acquires Majority Stake in Adviser Investments

On February 3, 2021, it was announced that Summit Partners, L.P. acquired a majority stake in Adviser Investments, LLC.

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March 8, 2021

Reverence Capital and GTCR to Acquire Wells Fargo Asset Management

On February 23, 2021, GTCR LLC announced that it, along Reverence Capital Partners, L.P., will acquire Wells Fargo Asset Management from Wells Fargo & Co.

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