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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February 25, 2019

Mather Group Acquires Astraeus Advisers and Launches Family Office

On February 19, 2019, The Mather Group, LLC announced that it had acquired Astraeus Advisers.

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February 21, 2019

Catella Bank Strategic Partnership with Söderberg & Partners

On December 12, 2018, Catella Bank announced a strategic partnership with Söderberg & Partners.

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February 15, 2019

HighTower Partners With Green Square Wealth Management

On February 14, 2019, HighTower announced that Green Square Wealth Management will become a partner firm of HighTower.

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February 15, 2019

First Mercantile to Acquire American Trust Retirement

On February 4, 2019, First Mercantile Trust Company announced that it had entered into an agreement to acquire American Trust Retirement from American Trust & Savings Bank.

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February 13, 2019

Eldridge Industries Acquires Majority Stake in Maranon Capital

On February 4, 2019, Maranon Capital announced that Eldridge Industries now owns a majority stake in the firm.

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February 11, 2019

Punter Southall Acquires Coleman Financial Services

On January 21, 2019, Punter Southall Aspire announced that it had acquired Coleman Financial Services Ltd.

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February 8, 2019

Citizens Financial Group Acquires Clarfeld

On January 2, 2019, Citizens Financial Group announced that it had acquired Clarfeld Financial Advisors, LLC.

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February 6, 2019

Schroders to Acquire Thirdrock’s Wealth Management Business

On January 2, 2019, Schroders Wealth Management announced an agreement to acquire the wealth management business of Thirdrock Group.

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February 4, 2019

Sandler O’Neill Asset Manager Transaction Annual Review

On January 29, 2019, Sandler O’Neill + Partners published its 2018 Asset Manager Transaction Review and 2019 Forecast, which analyzes asset manager deal activity in 2018. To read the Review, please click here.      …

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