On January 3, 2023, Choreo, LLC announced the acquisition of Cherry Bekaert Wealth Management LLC.Piper Sandler Companies published its Monthly Asset & Wealth Management Report for December 2022. The report analyzes general industry information and transaction highlights. One highlighted transaction was iM Global Partner, a France-based multi-boutique manager platform, acquired a non-controlling stake in Berkshire Asset Management, an investment manager specializing in dividend-focusing U.S. equities. Seward & Kissel LLP served as legal counsel to iM Global Partner on the transaction.
To read the report: please click here.