IM Deals - Investment Management Deals Blog - Seward & Kissel LLP

Stifel to Acquire Ziegler Wealth Management

On October 30, 2017, Stifel Financial Corp. announced an agreement to acquire Ziegler Wealth Management.

Thomas H. Lee Partners to Acquire Stake in HighTower

On October 25, 2017, HighTower announced that Thomas H. Lee Partners agreed to acquire a significant stake in HighTower.

Sandler O’Neill Monthly Asset Management Report - October 2017

Sandler O’Neill + Partners published its Monthly Asset Management Report for October 2017, which analyzes general industry information and transaction highlights.

To read the Report, please click here.

Lovell Minnick and Management to Acquire Tortoise Investments

 On October 18, 2017, Lovell Minnick Partners and Tortoise Investments announced an agreement for a buyout of Tortoise Investments

Brookfield to Acquire Center Coast Capital

On October 10, 2017, Brookfield Asset Management announced it had agreed to acquire Center Coast Capital Holdings, LLC.

Rockefeller Financial to Form Independent Wealth Management Firm

On October 4, 2017, Rockefeller Financial Services announced a new independent financial services firm, Rockefeller Capital Management.

Anima Holding to Acquire Aletti Gestielle

On November 9, 2017, Anima Holding S.p.A announced an agreement to acquire Aletti Gestielle SGR from Banco-BPM Group.

ODDO BHF Asset Management Merges with Frankfurt-Trust

On November 8, 2017, the ODDO BHF group announced the merger of Frankfurt-Trust Investment-Gesellschaft mbH and ODDO BHF Asset Management GmbH.

Gresham House Acquires Hazel Capital’s Management Business

On October 31, 2017, Gresham House Plc announced the acquisition of Hazel Capital LLP’s asset management business.

Reliance Nippon Life Asset Management Launches IPO

On October 12, 2017, Reliance Nippon Life Asset Management Limited announced its IPO.