April 5, 2019

Dyal Capital Acquires Minority Stake in HGGC

On March 26, 2019, HGGC announced that Dyal Capital Partners acquired a passive minority stake in the firm.

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April 3, 2019

Fiera Capital to Acquire Integrated Asset Management

On March 22, 2019, Fiera Capital announced an agreement to acquire Integrated Asset Management.

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April 1, 2019

Berkshire Global Advisors 2019 Financial Services Industry Review

Berkshire Global Advisors issued the 2019 edition of its annual review on investment management industry trends and transactions.

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March 29, 2019

Onex to Acquire Gluskin Sheff

On March 22, 2019, Onex Corporation announced an agreement to acquire Gluskin Sheff + Associates Inc.

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March 29, 2019

Ora Citron Merges with The Diamond Group

On March 12, 2019, Ora Citron Private Wealth Management announced an agreement with The Diamond Group Wealth Advisors to join forces.

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March 28, 2019

Medalist Partners Acquires Majority Stake in JMP Credit Advisors

On March 20, 2019, Medalist Partners, LP announced that it had acquired a majority stake in JMP Credit Advisors LLC.

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March 25, 2019

Sandler O’Neill Monthly Asset Management Report – February 2019

Sandler O’Neill + Partners published its Monthly Asset Management Report for February 2019, which analyzes general industry information and transaction highlights.

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March 22, 2019

Blackstone Acquires Minority Stake in GI Partners

On March 6, 2019, GI Partners announced that funds affiliated with the Blackstone Group L.P. had acquired a minority stake in the firm.

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March 21, 2019

1825 to Acquire BDO Northern Ireland’s Wealth Management Division

On March 1, 2019, 1825 announced an agreement with BDO Northern Ireland to acquire its wealth management business.

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March 18, 2019

Brookfield to Acquire Majority Stake in Oaktree

On March 13, 2019, Brookfield Asset Management Inc. announced that it had entered into an agreement to acquire approximately 62% of Oaktree Capital Group, LLC.

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