Asset Management

INVESTMENT MANAGEMENT DEALS BLOG

2023 BTG Symposium Panel Discussion: Conditions and Consequences That Incentivize Seeders to...

June 18, 2024
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2023 BTG Symposium Panel Discussion: The Possibility of Increased Regulatory Costs and SEC Actions...

June 11, 2024

Arrow Global to Acquire Amitra Capital

June 5, 2024

2023 BTG Symposium Panel Discussion: Concerns Surrounding the Existence of a Seed Deal

June 4, 2024
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2023 BTG Symposium Panel Discussion: Three Dominant Factors Likely to Further Consolidate and...

May 29, 2024
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Piper Sandler Companies Monthly Asset Management Report – April 2024

May 24, 2024

2023 BTG Symposium Panel Discussion: Approaches a Seeder Can Use to Provide Value to a New Manager

May 21, 2024
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DeVoe & Company RIA Deal Book – Q1 2024

May 20, 2024
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2023 BTG Symposium Panel Discussion: Significant Transactions Designed for Growth Strategy

May 15, 2024
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Piper Sandler Companies Monthly Asset Management Report – March 2024

May 13, 2024

2023 BTG Symposium Panel Discussion: Overview of the Alignment Between Seeders and Investors

May 8, 2024

iM Global Acquires Minority Interest in Trinity Street

May 6, 2024
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Victory to Form Strategic Partnership with Amundi

May 6, 2024
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2023 BTG Symposium Panel Discussion: Reducing expenses and increasing assets under management from...

May 1, 2024
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Raymond James’s Asset & Wealth Management Quarterly M&A Insight

April 29, 2024

2023 BTG Symposium Panel Discussion: Maintaining Consistency in Partnerships Throughout the Deal...

April 24, 2024
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2023 BTG Symposium Panel Discussion: Who are the current buyers and sellers in the M&A market?  

April 16, 2024

Kennedy Lewis Announces Strategic Investment from Petershill

April 15, 2024

Blue Owl to Acquire KAM

April 15, 2024
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Starwood Capital Acquires a Minority Stake in ESR Group

April 10, 2024

2023 BTG Symposium Panel Discussion: What makes a good candidate for a seed investment?

April 10, 2024
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2023 BTG Symposium Panel Discussion: How does an administrator view the M&A marketplace?

April 3, 2024
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MarshBerry’s 2023 Investment Sector Market Report

April 1, 2024

2023 BTG Symposium Panel Discussion: Economic arrangements that match the realities of financial...

March 28, 2024

BlackRock Will Acquire SpiderRock

March 28, 2024
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CoinShares Acquires Valkyrie

March 28, 2024
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Piper Sandler Companies Monthly Asset Management Report – February 2024

March 25, 2024
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Dai-ichi Invests in Canyon

March 25, 2024
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2023 BTG Symposium Panel Discussion: Overview of the Acquisition Business in Today's Mutual Fund...

March 20, 2024

2023 BTG Symposium Panel Discussion: Differences between an anchor and a seed deal

March 13, 2024
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Piper Sandler Companies Monthly Asset Management Report – January 2024

March 11, 2024
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2023 BTG Symposium Panel Discussion: Overview of the Current M&A Market

March 6, 2024

Walter Global Acquires Minority Interest in Madryn

February 29, 2024
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Guardian to Acquire Sterling from Truist

February 16, 2024

Commerzbank Acquires a Majority Interest in Aquila Capital

February 14, 2024

Larrainvial Will Acquire a Minority Interest in Aubrey Capital

February 14, 2024

Alger to Acquire Redwood Investments

January 29, 2024
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Piper Sandler Companies Monthly Asset Management Report – December 2023

January 29, 2024

Flexpoint Invests in Public Trust Advisors

January 29, 2024
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Piper Sandler Companies Monthly Asset Management Report – November 2023

January 8, 2024

Kudu Acquires Minority Stake in Sage

December 22, 2023

Amber River Invests in TAM Asset Management

December 13, 2023

KKR to Acquire Global Atlantic

December 11, 2023
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Piper Sandler Companies Monthly Asset Management Report – October 2023

December 5, 2023

Manulife to Acquire CQS

November 27, 2023
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Amundi and Indosuez Invest in AirFund

November 22, 2023
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Hennessy Advisors Acquires CCM Fund

November 22, 2023

Regal Partners to Acquire PM Capital

November 15, 2023
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Blue Owl to Acquire Cowen Healthcare Investments

November 13, 2023

Wilshire Acquires Lyxor

November 8, 2023

Harith General Partners to Acquire Stake in Mergence Investment Managers

November 1, 2023
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Berkshire Global Advisors – US Traditional Investment Management Industry Trends for the Third...

October 30, 2023

DeVoe & Company RIA M&A Deal Report – Q3 2023

October 30, 2023
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Piper Sandler Companies Monthly Asset Management Report – September 2023

October 23, 2023
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EQB Acquires ACM Advisors

October 18, 2023

Energy Capital Merging with Bridgepoint

October 16, 2023

Galapagos Capital Acquires Frontier

October 12, 2023
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Piper Sandler Companies Monthly Asset Management Report – August 2023

September 25, 2023

GLASfunds Acquires Fund Formation Group

September 20, 2023

Ontario Teachers Fund Invests in 7IM

September 20, 2023

SteelPeak Acquires Key Asset Advisors

September 1, 2023

BlackRock Acquires Kreos Capital

September 1, 2023
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Piper Sandler Companies Monthly Asset Management Report – July 2023

August 28, 2023

Searchlight to Acquire Gresham House

August 23, 2023
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Kudu Makes Minority Investment in Apera

August 21, 2023

Merchant Partners with Morgan Dempsey

August 16, 2023
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Seward & Kissel Presents: Life Cycle of an Asset Manager – Seeding, Selling, and Succession

August 14, 2023
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Berkshire Global Advisors – US Traditional Investment Management Industry Trends for the Second...

August 7, 2023

HighVista Strategies Acquires abdrn Inc.

August 2, 2023

Generali Group Acquires Conning Holdings

July 24, 2023

Man Group Acquires Varagon Capital Partners

July 19, 2023

Man Group Invests in Asteria

July 12, 2023

Piper Sandler Monthly Asset and Wealth Management Report – May 2023

June 30, 2023

Bonaccord Capital Partners Invest in Synova

June 28, 2023

Lansdowne to Acquire CRUX Asset Management

June 21, 2023
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Piper Sandler Companies Monthly Asset Management Report – April 2023

June 16, 2023

TPG to Acquire Angelo Gordon

June 16, 2023
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Franklin Templeton Acquires Putnam Investments

June 14, 2023
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NewGAMe and Bruellan Invest in GAM

May 31, 2023

GP Stakes: What is the timeline from agreeing to a term sheet to a successful closing?

May 30, 2023
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PGIM to Acquire Majority Stake in Deerpath

May 26, 2023

GP Stakes: Why are GP Stakes investment funds attractive to LP’s?

May 23, 2023

GP Stakes: How do the GP’s limited partners view these transactions?

May 10, 2023
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OneDigital Acquires Huntington’s Retirement Advisory Business

May 3, 2023
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Rathbones Acquires Investec

May 3, 2023
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Piper Sandler Companies Monthly Asset Management Report – March 2023

May 1, 2023

GP Stakes: How do you factor in transition planning post-transaction with the current principals...

April 25, 2023

IGM Financial Invests in Rockefeller Capital

April 24, 2023

Sound Point to Acquire Assured Investment Management

April 24, 2023

GoLogiq to acquire Bateau Asset Management

April 19, 2023
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Focus Financial Acquires Westcourt Capital

April 19, 2023

Mitsubishi UFJ Acquires Majority Stake in AlbaCore Capital

April 19, 2023

GP Stakes: How are valuation gaps bridged in a transaction?

April 12, 2023
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Piper Sandler Companies Monthly Asset Management Report – February 2023

April 10, 2023
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Berkshire Global Advisors – 2023 Financial Services Industry Review

April 10, 2023

First Sentier Invests in AlbaCore

April 10, 2023

Barings Acquires Gryphon Capital Investments

April 5, 2023

Eolas Capital Invests in Harmony Capital Advisors

April 5, 2023
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Piper Sandler 2022 Asset & Wealth Manager Transaction Review and 2023 Forecast

April 3, 2023

Coinbase acquires One River

March 29, 2023

AssetCo Acquires Ocean Dial

March 29, 2023

GP Stakes: What are current valuation metrics used for valuing a potential GP investment?

March 29, 2023
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Oppenheimer Advises WisdomTree on Convertible Notes Offering

March 27, 2023

Ares Asset Management Invests in BlueCove

March 15, 2023

GP Stakes: Preparing for Due Diligence

March 15, 2023

Spouting Rock Purchases Ownership Stake in Altan

March 8, 2023
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Piper Sandler Companies Monthly Asset Management Report – January 2023

March 6, 2023

Stone Point Capital Invests in Lincoln Property Company

March 6, 2023

GIC and Oak Street Acquire STORE Capital

March 6, 2023

What metrics are used when seeking out a candidate for a potential GP investment?

March 1, 2023

Candriam Acquires Majority Stake in Tristan Capital

March 1, 2023
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Savant Acquires Capital Directions

March 1, 2023
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Mavik Capital Obtains Credit Facility from Oak Street

February 27, 2023

Is there a focus on particular investment strategies when making the GP investments?

February 15, 2023
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Sun Life Invests in Advisors Asset Management

February 15, 2023

FS Investments to Acquire Portfolio Advisors

February 8, 2023
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Prime Capital Partners with Earth Equity Advisors

February 6, 2023
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Piper Sandler Companies Monthly Asset Management Report – December 2022

January 27, 2023

Macro Headwinds in 2022: How has the GP Stakes industry been affected?

January 25, 2023

Kudu Makes Minority Investment in Variant

January 23, 2023
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Piper Sandler Companies Monthly Asset Management Report – November 2022

January 20, 2023

Azimut Invests in Sanctum Altriarch

January 13, 2023

Kovitz to Acquire Origin

January 11, 2023

Fidelity Wealth Management M&A Transaction Report – November 2022

January 9, 2023

Spouting Rock Acquires Stewart Asset Management

December 28, 2022

Aristotle to Acquire Pacific Asset Management

December 19, 2022

AllianceBernstein and Societe Generale to Form Joint Venture

December 12, 2022
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Piper Sandler Companies Monthly Asset Management Report – October 2022

December 5, 2022

Azimut Invests in Kennedy Capital Management

November 28, 2022

Moors & Cabot Finalizes Management Buy-Out

November 28, 2022

Clifton Acquires Mark Phillips

November 23, 2022
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Piper Sandler Companies Monthly Asset Management Report – September 2022

November 7, 2022

DeVoe & Company RIA M&A Deal Report – Q3 2022

October 31, 2022

Nuveen to Acquire Controlling Interest in Arcmont

October 31, 2022

Wave Financial Acquires Criptonite

October 26, 2022

Virtus to Acquire AlphaSimplex

October 24, 2022

Federated Hermes Acquires C.W. Henderson

October 5, 2022
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Piper Sandler Companies Monthly Asset Management Report – August 2022

September 26, 2022
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Berkshire Global Advisors –2022 Midyear Report

September 19, 2022
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iCaptial to acquire UBS Fund Advisor

September 14, 2022

MetLife Investment Management to Acquire Affirmative

September 5, 2022
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Piper Sandler Companies Monthly Asset Management Report – July 2022

August 22, 2022

Voya to acquire Czech Asset Management

August 15, 2022
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Houlihan Lokey - Summer 2022 Retirement Industry Overview

August 8, 2022

Foresight Group to Acquire Infrastructure Capital

August 8, 2022

Azimut Invests in Diaman Partners

August 1, 2022
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Piper Sandler Companies Monthly Asset Management Report – June 2022

July 25, 2022

First Trust to Acquire Veriti

July 20, 2022

Alera Acquires Wharton Business Group

July 18, 2022

Colliers and Versus Capital Announce Partnership

July 18, 2022
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Piper Sandler Companies Monthly Asset Management Report – May 2022

July 1, 2022

Allworth and Adams Chetwood Announce Merger

June 27, 2022

Voya and Allianz Announce Partnership

June 27, 2022

Blue Owl Prices Offering

June 20, 2022

Nomura to Acquire a Minority Stake in New Forests

June 15, 2022

Kudu Acquires Minority Interest in Gramercy

June 13, 2022

Almanac Acquires Minority Ownership Stake in Waterton

June 13, 2022

Slate to Acquire Presima

June 13, 2022

Westwood to Acquire Salient’s Asset Management Business

June 8, 2022

iCapital to Acquire SIMON

June 1, 2022
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Piper Sandler Companies Monthly Asset Management Report – April 2022

May 23, 2022

CAIS Receives Investment from Reverence

May 13, 2022
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Samsung AM to Acquire Minority Stake in Amplify

May 4, 2022

Brookfield Acquires La Trobe

April 21, 2022

AllianceBernstein to Acquire CarVal

April 14, 2022
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Piper Sandler Companies Monthly Asset Management Report – February 2022

April 4, 2022
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Piper Sandler Companies 2021 Asset Manager Transaction Review and 2022 Forecast

March 28, 2022

LAM to Acquire Stake in Hildene

March 17, 2022
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Piper Sandler Companies Monthly Asset Management Report – December 2021

March 7, 2022

Morgan Stanley to Acquire Cook Street

February 28, 2022

Betterment to Acquire Makara

February 21, 2022

Lorne Park to Acquire W.H. Shutt

February 21, 2022

Guardian Life Invests in HPS

February 14, 2022

Enterprise Diversified to Merge with CrossingBridge

February 14, 2022

Captrust Acquires PEI

February 11, 2022

Affiliated Managers Group Acquires Systematica

February 9, 2022

Nile Capital Acquires Minority Stake in Welton

February 3, 2022
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Piper Sandler Companies Monthly Asset Management Report – December 2021

January 31, 2022

Colliers to Invest in Basalt

January 31, 2022

Spouting Rock Acquires Old Hil

January 26, 2022

Hunter Point Invests in Iron Park

January 21, 2022

Pacific Current Invests in Banner Oak

January 17, 2022
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Piper Sandler Companies Monthly Asset Management Report – November 2021

January 10, 2022

Callodine to Acquire Majority Interest in Thorofare

January 10, 2022

Merchant Acquires Minority Stake in Private Advisor Group

January 6, 2022

Polen to Acquire DDJ Capital

December 27, 2021

CIFC to Acquire LBC Credit Partners

December 27, 2021

Liontrust to Acquire Majedie

December 22, 2021

NREP to acquire M3 Real Estate Credit Business

December 20, 2021

Apollo to Acquire Griffin Capital

December 13, 2021

Pershing to Acquire Optimal Asset Management

December 9, 2021

Voya to Acquire Tygh’s Investment Advisory Business

December 9, 2021
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Piper Sandler Companies Monthly Asset Management Report – October 2021

December 6, 2021

KKR Partners with Beacon Pointe

December 3, 2021

Franklin Templeton to Acquire Lexington Partners

November 29, 2021

Kudu Makes Minority Investment in Granahan

November 22, 2021

BlockFi Partners with Neuberger

November 19, 2021

Cardano to Acquire Actiam

November 19, 2021

T. Rowe to Acquire Oak Hill Advisors

November 17, 2021

Victory Capital to Acquire WestEnd Advisors

November 15, 2021

Macquarie to Acquire Central Park

November 10, 2021
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Piper Sandler Companies Monthly Asset Management Report – September 2021

November 8, 2021

Nassau Invests in Balance Point

November 8, 2021

PGIM to Acquire Green Harvest

November 8, 2021

Beacon Pointe Acquires Rainier

October 20, 2021

Affiliated Managers Group to Acquire Majority Interest in Abacus

October 18, 2021

Franklin Templeton to Acquire O’Shaughnessy Asset Management

October 15, 2021

Captrust Acquires Ellwood

October 14, 2021

Marblegate Partners with Investcorp

October 4, 2021

Goldman Sachs to Acquire NN Investment Partners

October 1, 2021
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Tiedemann and Alvarium to Combine with Cartesian Growth

September 27, 2021
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Piper Sandler Companies Monthly Asset Management Report – August 2021

September 27, 2021

PATRIZIA to Acquire Whitehelm

September 27, 2021

Navigator to Acquire Minority Interest in Longreach

September 27, 2021
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Tiedemann Group and Alvarium Investments Announce Transaction to Form Alvarium Tiedemann Holdings

September 20, 2021

iM Global Partners invests in Asset Preservation Advisors

September 20, 2021

Kudu Acquires Minority Interest in Third Eye Capital

September 13, 2021

REYL to Acquire Minority Stake in 1875 Finance

September 9, 2021

Calamos to Acquire Pearl Impact

September 3, 2021
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Piper Sandler Companies Monthly Asset Management Report – July 2021

August 23, 2021

William Blair Acquires Investment Counselors of Maryland

August 23, 2021

iM Global Partners with Richard Bernstein Advisors

August 2, 2021

iM Global Partner Partnering With Richard Bernstein Advisors

July 29, 2021
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Barings LLC Continues iM Global Support

July 12, 2021
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Piper Sandler Companies Monthly Asset Management Report – April 2021

June 14, 2021

OneDigital Acquires Future Benefits

May 17, 2021

WEG to Partner with Pillar Pacific

May 10, 2021
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Piper Sandler Companies 2020 Asset Manager Transaction Review and 2021 Forecast

March 22, 2021
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IMAS 2020 Annual Review of the UK Investment Sector

March 5, 2021
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Piper Sandler Companies Monthly Asset Management Report – December 2020

February 8, 2021

TIG Advisors Acquires Minority Interest in Arkkan Capital

January 25, 2021

Ziegler Capital Acquires Minority Interest in GIA Partners

December 7, 2020

Kudu to Finance MBO of Ranger Investment Management

November 23, 2020

Channel Capital Undertakes Management Buyout Supported by Kudu

November 16, 2020

City of London Investment Group to Acquire Karpus Management

June 22, 2020

Kudu and Pacific Current Acquire Minority Stake in Pennybacker Capital

December 23, 2019

Pickering Energy Partners Launches

September 16, 2019
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Sprott to Acquire Tocqueville Gold Strategy Business

August 12, 2019

iM Global Partner to Make Strategic Investment in Scharf Investments

April 29, 2019

Kudu Acquires Minority Interest in Versus Capital

March 4, 2019

Kudu Acquires Stake in TIG Advisors

November 5, 2018

TIG Advisors Acquires Minority Interest in Romspen

November 5, 2018

Victory Capital to Acquire Harvest Volatility Management

September 24, 2018

iM Global Partner Acquires Minority Stake in Dynamic Beta

September 17, 2018

TK Partners Acquires Minority Stake in Savanna

August 20, 2018
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iM Square Secures Financing Support from Eurazeo

March 26, 2018

White Oak Acquires Minority Stake in Blueshift

January 29, 2018

Dinosaur Group Acquires Minority Interest in Lebenthal-Lisanti

October 16, 2017
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Minority stake sales prop up investment management dealmaking activity

August 21, 2017

White Oak acquires ROW Asset Management minority interest

June 30, 2017
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Alger Associates to Acquire Weatherbie Capital

January 23, 2017
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