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MarshBerry Foresees Continued PE Dominance in M&A

June 30, 2025
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MarshBerry’s Report Q1 2025 Investment Sector M&A Market Update

May 12, 2025
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MarshBerry’s January 2025 UK Investment Sector M&A Market Update

March 3, 2025
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MarshBerry’s September 2024 UK Investment Sector M&A Market Update

November 4, 2024
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2023 BTG Symposium Panel Discussion: How the Active Exchange Traded Fund (ETF) Will Look in Five...

July 16, 2024
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2023 BTG Symposium Panel Discussion: How to Define a Superior Return 

July 9, 2024
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2023 BTG Symposium Panel Discussion: What the M&A Business Will Look Like in Five Years

June 25, 2024
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2023 BTG Symposium Panel Discussion: The Possibility of Increased Regulatory Costs and SEC Actions...

June 11, 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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2023 BTG Symposium Panel Discussion: Significant Transactions Designed for Growth Strategy

May 15, 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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2023 BTG Symposium Panel Discussion: Who are the current buyers and sellers in the M&A market?  

April 16, 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
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CoinShares Acquires Valkyrie

March 28, 2024
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2023 BTG Symposium Panel Discussion: Overview of the Acquisition Business in Today's Mutual Fund...

March 20, 2024
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2023 BTG Symposium Panel Discussion: Overview of the Current M&A Market

March 6, 2024
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Hennessy Advisors Acquires CCM Fund

November 22, 2023
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Berkshire Global Advisors – US Traditional Investment Management Industry Trends for the Third...

October 30, 2023
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TCW Acquires ETF Business of Engine No. 1

September 6, 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
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Amplify ETFs Acquires Funds of ETF Managers Group

July 17, 2023
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Franklin Templeton Acquires Putnam Investments

June 14, 2023
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Rathbones Acquires Investec

May 3, 2023
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Berkshire Global Advisors – 2023 Financial Services Industry Review

April 10, 2023
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Oppenheimer Advises WisdomTree on Convertible Notes Offering

March 27, 2023
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Sun Life Invests in Advisors Asset Management

February 15, 2023
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Samsung AM to Acquire Minority Stake in Amplify

May 4, 2022
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KKR to Acquire Mitsubishi Corp.-UBS Realty Inc.

April 6, 2022
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AssetCo Acquires Revera

March 24, 2022
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HSBC to Acquire L&T Investment Management

February 4, 2022
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SS&C Acquires O’Shares ETFs

January 17, 2022
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Hennessy Completes Offering of Unsecured Notes

November 15, 2021
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Federated Hermes to Acquire Remaining Interest in Hermes Fund Managers

September 30, 2021
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AMG to Invest in Parnassus

September 8, 2021
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On March 9, 2021, Seward & Kissel client iM Global Partner SAS announced that it will acquire...

March 15, 2021
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IMAS 2020 Annual Review of the UK Investment Sector

March 5, 2021
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KB Associates to Acquire EFG Fund Management

March 4, 2021
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FWM Holdings Announces Merger with Stanhope Capital Group

November 30, 2020
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North Square Investments to Acquire Stadion Funds

November 2, 2020
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Sprott to Acquire Tocqueville Gold Strategy Business

August 12, 2019
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FWM Holdings to Acquire Optima

May 6, 2019
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Shelton Capital Management Acquires Cedar Ridge Partners

February 4, 2019
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Sprott to Acquire Central Fund of Canada

November 8, 2017
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