March 15, 2019

Crestwood Advisors to Acquire MacGuire, Cheswick & Tuttle; Patton Albertson to Acquire Anthony Smith Advisors

On February 19, 2019, Focus Financial Partners announced that MacGuire, Cheswick & Tuttle and Anthony Smith Advisors will be joining its partner firms Crestwood Advisors Group and Patton Albertson & Miller, respectively.

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March 11, 2019

Freeman & Co. Annual Asset Management Industry Snapshot

Freeman & Co. released its annual report on asset management M&A activity in 2018.

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March 8, 2019

Escala Joins Focus Financial Partners

On February 19, 2019, Focus Financial Partners announced that Escala Partners will be joining the partnership.

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March 7, 2019

Dolfin to Acquire Falcon Private Wealth

On February 18, 2019, Dolfin Financial (UK) Ltd. announced it will acquire Falcon Private Wealth Ltd., a subsidiary of Falcon Private Bank.

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March 6, 2019

Atlas Acquires Bullard, McLeod and Associates

On February 25, 2019, Bullard, McLeod and Associates announced it will be joining Atlas Private Wealth Management.

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March 4, 2019

Kudu Acquires Minority Interest in Versus Capital

On March 4, 2019, Seward & Kissel client Kudu Investment Management, LLC announced it had acquired a minority interest in Versus Capital Advisors, LLC.

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March 4, 2019

Mercer Advisors Acquires Arbor Asset Management

On February 19, 2019, Mercer Global Advisors Inc. announced that it had acquired Arbor Asset Management, LLC.

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March 1, 2019

Progeny Group Acquires Innovate, Quest and Juno

On February 14, 2019, Progeny Group announced three acquisitions, of Innovate Financial Services, Quest Financial Solutions and Juno Wealth Management.

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February 27, 2019

KKR Acquires Stake in Söderberg

On February 8, 2019, Söderberg announced that KKR will acquire a minority stake in the firm.

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February 25, 2019

Sandler O’Neill Monthly Asset Management Report – January 2019

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

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