On August 24, 2016, the Agasti Group announced that it sold its 66% interest in the Obligo Group to Audrey Management Holdings S.á.r.l., a company controlled by Blackstone L.P (Blackstone Real Estate Funds).
Continue reading "The Agasti Group sells Obligo Group stake to Audrey Management" »
Posted at 02:52 PM in Investment Manager M&A, Transactions | Permalink
On August 17, 2016, Littlejohn & Co. announced that Goldman Sachs Alternative Investments & Manager Selection Group acquired a minority stake in the firm.
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Posted at 05:51 PM in Investment Manager Strategic Investments, Investment Manager Venture Capital, Private Equity Strategic Investments, Private Equity Venture Capital, Transactions | Permalink
On August 24, 2016, Pathstone Federal Street signed an agreement to acquire the assets of Convergent Wealth Advisors from City National Bank.
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Posted at 05:48 PM in Investment Manager M&A, Transactions | Permalink
On June 24, 2016, Full Circle Capital Corporation announced that it had entered into a merger agreement with Great Elm Capital Corp.
Continue reading "Full Circle Capital to Merge with Great Elm Capital" »
Posted at 04:16 PM in Investment Manager M&A, Transactions | Permalink
On June 15, 2016, Triad Advisors, Inc. announced that Dunham & Deitel Wealth Management Group had transitioned to Triad Advisors’ broker-dealer registered investment advisory platform.
Continue reading "Triad Advisors to Acquire Dunham & Deitel" »
Posted at 04:07 PM in Investment Manager M&A, Transactions | Permalink
On August 8, 2016, Tiedemann Wealth Management announced that it had entered into a definitive agreement with Presidio Capital Advisors to combine firms.
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Posted at 08:37 AM in Investment Manager M&A, Transactions | Permalink
On August 3, 2016, Sun Life Financial announced that its Hong Kong affiliate, Sun Life Hong Kong Limited will acquire the pension business of FWD Life Insurance Company (Bermuda) Limited.
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Posted at 06:25 PM in Investment Manager M&A, Transactions | Permalink
On August 3, 2016, Schonfeld Strategic Advisors LLC announced that it had committed to fund newly-established quantitative trading investment adviser, Masa Capital LLC.
Continue reading "Schonfeld Funds Launch of Masa Capital" »
Posted at 06:18 PM in Investment Manager Strategic Investments, Transactions | Permalink
On June 29, 2016, GAM announced that it had acquired Cantab Capital Partners for $217 million.
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Posted at 05:23 PM in Investment Manager M&A, Transactions | Permalink
On July 5, 2016, City Financial Investment Company Limited acquired the management of the Convex Strategy.
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Posted at 05:17 PM in Investment Manager M&A, Transactions | Permalink