November 17, 2021

T. Rowe to Acquire Oak Hill Advisors

On October 28, 2021, T. Rowe Price Group, Inc. announced that it will acquire Oak Hill Advisors, L.P.

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November 15, 2021

Victory Capital to Acquire WestEnd Advisors

On November 4, 2021, Victory Capital Holdings, Inc. announced that it will acquire WestEnd Advisors, LLC.

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November 15, 2021

P10 Prices Initial Public Offering

On October 20, 2021, P10, Inc. announced it had priced its initial public offering.

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November 15, 2021

Hennessy Completes Offering of Unsecured Notes

On October 20, 2021, Hennessy Advisors, Inc. announced that it had completed an underwritten public offering of unsecured notes.

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November 12, 2021

Dakota Wealth Acquires American Capital

On October 20, 2021, Dakota Wealth Management announced it had acquired American Capital Planning.

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November 12, 2021

Mercer Advisors Acquires Lake Point

On October 20, 2021, Mercer Global Advisors, Inc. announced its acquisition of Lake Point Wealth Management, LLC dba Lake Point Advisory Group.

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November 11, 2021

Mariner Wealth Acquires Barley Mill Asset Management

On October 21, 2021, Mariner Wealth Advisors, L.L.C. announced that it has acquired Barley Mill Asset Management.

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November 10, 2021

Hightower Acquires Stake in Bluerock

On October 15, 2021, Hightower Advisors, L.L.C. announced that it will make a strategic investment in Bluerock Wealth Management.

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November 10, 2021

Macquarie to Acquire Central Park

On October 21, 2021, Macquarie Asset Management announced that it will acquire Central Park Group, LLC.

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November 8, 2021

Piper Sandler Companies Monthly Asset Management Report – September 2021

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

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