INVESTMENT MANAGEMENT DEALS BLOG

Year:

Month:

Piper Sandler Companies Monthly Asset Management Report—November 2020

December 28, 2020

WH Ireland to Acquire Harpsden Wealth Management

December 17, 2020

CI Financial Acquires Majority Interest in RGT Wealth

December 3, 2020

Focus Financial to Acquire CornerStone Partners

November 16, 2020

CI Financial to Acquire Majority Interest in Stavis & Cohen

November 16, 2020

Hub International Acquires Baystate Fiduciary

November 13, 2020

Sun Life to Acquire Majority Stake in Crescent Capital

November 9, 2020

Lightyear and Ontario Teachers’ Acquire Allworth

October 22, 2020

Nesvold Capital Launches and Acquires Minority Interest in Stratos Wealth

October 19, 2020

Merchant Acquires Stake in Sunpointe Investments

September 30, 2020

Gladstone Financial to Acquire GreenState’s Wealth Division

September 9, 2020

Hightower to Acquire Interest in Argent Wealth Management

September 2, 2020

LPL Financial Acquires E.K. Riley Investments

August 28, 2020

Piper Sandler Companies Monthly Asset Management Report—July 2020

August 24, 2020

Fjell Capital Joins Sanctuary Wealth

August 21, 2020

Mercer Global Advisors Acquires M.J. Smith

July 29, 2020

Berkshire Global Advisors: May 2020 Perspectives Publication

May 11, 2020

Berkshire Global Advisors: Q1 Wealth Industry Report

April 27, 2020

J.P. Morgan To Acquire Remaining Stake in China International Fund Management

April 10, 2020

Jupiter Fund Management to Acquire Merian Global Investors

February 19, 2020

Fiduciary Trust to Acquire Athena Capital Advisors

February 10, 2020

Wealth Enhancement Group Acquires BPU Investment Management

January 10, 2020

Houlihan Capital Asset Management Industry Observations – Third Quarter 2019

November 4, 2019

Eastspring to Acquire Thanachart Fund

October 11, 2019

Kingswood Acquires WFI Financial

September 25, 2019

CORESTATE Acquires STAM Europe

July 18, 2019

Hauck & Aufhäuser to Acquire Crossroads Capital

July 1, 2019

TPG to Invest in Harlem Capital

June 28, 2019

Alma Capital to Acquire DWS Hedge Fund UCITS Business

June 20, 2019

Investcorp to Acquire Mercury Capital Advisors

June 15, 2019

Blackstone Makes Minority Investment in Marlin Equity Partners

June 5, 2019

Federated Investors to Acquire Mutual Fund Assets from PNC

May 31, 2019

Natixis Enters into Strategic Partnership with Fiera

May 29, 2019

Reverence Capital Partners to Acquire Advisor Group

May 20, 2019

Resolute to Acquire Minority Interest in Green Harvest

May 6, 2019

Kenanga Investors to Acquire Libra Invest

May 2, 2019

Eurazeo Acquires Minority Stake in MCH

April 26, 2019

Eldridge Industries Acquires Majority Stake in Maranon Capital

February 13, 2019

Fiera Capital to Acquire Majority Interest in Palmer Capital

January 11, 2019

Australis Partners to Acquire Stake in Alianza Fiduciaria

December 20, 2018

Quilter Acquires Three Financial Planning Firms

December 10, 2018

Prudential Acquires Wadhwani Asset Management

November 28, 2018

Willis Towers Watson to Acquire Integra Capital Limited

November 7, 2018

Stone Point Capital to Acquire Rialto Capital

November 2, 2018

Rockefeller Capital to Acquire Greer Anderson

October 17, 2018

Generational Capital Acquires Talis Advisors

October 3, 2018

Blackstar to Launch Asset Management Venture

September 13, 2018

Sequoia Merges with LJPR Financial Advisors

August 22, 2018

Wealth Enhancement Group Acquires Cimino Wealth Advisors

July 6, 2018

Allfunds Acquires Finametrix

April 2, 2018

Julius Baer Increases Stake in Kairos to 100%

March 16, 2018

Apex to Acquire Warburg Businesses in Luxembourg

March 1, 2018

Quaero Capital Announces Merger with Tiburon Partners

February 26, 2018

Homrich Berg Merges with Compass Financial Consulting

February 21, 2018

P10 Holdings Completes Acquisition of RCP Advisors 3

February 19, 2018

Hennessy Advisors Acquires Rainier U.S. Equity Funds

January 25, 2018

Fiera Capital to Acquire Management of City National Rochdale Fund

January 18, 2018

Eurazeo to Acquire Minority Stake in Rhone

January 4, 2018

Azimut Group to Acquire Dunsford Financial Planning

December 4, 2017

Sandler O’Neill Monthly Asset Management Report – October 2017

November 27, 2017

Thesis to Acquire Cambridge Fund Managers

November 15, 2017

Aviva to Acquire Majority Stake in Wealthify Group

November 10, 2017

PwC Asset and Wealth Management Revolution: Embracing Exponential Change

November 9, 2017

Morgan Stanley to Acquire Mesa West

October 12, 2017

Investoo Acquires RoboAdvisors.com

October 9, 2017

DiMeo Schneider to Acquire ORION

June 23, 2017

Stonehage Fleming to Acquire OmniArte

June 21, 2017

Bank Pekao to Acquire Pioneer Pekao Investment Management

June 9, 2017

Focus Financial to Sell Majority Stake to Stone Point and KKR

May 5, 2017

First Capital to Acquire Freedom Capital

April 13, 2017

Rosemont to take Minority Stake in Hartland

April 3, 2017

PacWest Financial Merges with Benefit Financial Services Group

March 30, 2017

Fidelity February 2017 Wealth Management M&A Transaction Report

March 17, 2017

Lovell Minnick Makes Investment in Trea Asset Management

February 23, 2017

Quilter Cheviot to Acquire Attivo Investment Management

February 3, 2017

British Columbia Investment to Acquire Majority Stake in Hayfin

February 2, 2017

The Cambridge Commentary – Review of M&A Activity in the Investment Management Industry 2016

January 9, 2017
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