« October 2017 |
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On October 30, 2017, Stifel Financial Corp. announced an agreement to acquire Ziegler Wealth Management.
Continue reading "Stifel to Acquire Ziegler Wealth Management" »
Posted at 04:56 PM in Investment Manager M&A, Transactions | Permalink
On October 25, 2017, HighTower announced that Thomas H. Lee Partners agreed to acquire a significant stake in HighTower.
Continue reading "Thomas H. Lee Partners to Acquire Stake in HighTower" »
Posted at 10:31 AM in Investment Manager Private Equity, Transactions | Permalink
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.
Posted at 03:49 PM in Investment Manager M&A, Publications | Permalink
On October 18, 2017, Lovell Minnick Partners and Tortoise Investments announced an agreement for a buyout of Tortoise Investments
Continue reading "Lovell Minnick and Management to Acquire Tortoise Investments" »
Posted at 03:16 PM in Investment Manager Private Equity, Transactions | Permalink
On October 10, 2017, Brookfield Asset Management announced it had agreed to acquire Center Coast Capital Holdings, LLC.
Continue reading "Brookfield to Acquire Center Coast Capital" »
Posted at 03:12 PM in Investment Manager M&A, Transactions | Permalink
On October 4, 2017, Rockefeller Financial Services announced a new independent financial services firm, Rockefeller Capital Management.
Continue reading "Rockefeller Financial to Form Independent Wealth Management Firm" »
Posted at 04:01 PM in Investment Manager Strategic Investments, Transactions | Permalink
On November 9, 2017, Anima Holding S.p.A announced an agreement to acquire Aletti Gestielle SGR from Banco-BPM Group.
Continue reading " Anima Holding to Acquire Aletti Gestielle " »
Posted at 02:32 PM in Investment Manager M&A, Transactions | Permalink
On November 8, 2017, the ODDO BHF group announced the merger of Frankfurt-Trust Investment-Gesellschaft mbH and ODDO BHF Asset Management GmbH.
Continue reading "ODDO BHF Asset Management Merges with Frankfurt-Trust" »
Posted at 08:00 AM in Investment Manager M&A, Transactions | Permalink
On October 31, 2017, Gresham House Plc announced the acquisition of Hazel Capital LLP’s asset management business.
Continue reading "Gresham House Acquires Hazel Capital’s Management Business" »
Posted at 05:03 PM in Investment Manager M&A, Private Equity M&A, Transactions, Venture Capital M&A | Permalink
On October 12, 2017, Reliance Nippon Life Asset Management Limited announced its IPO.
Continue reading "Reliance Nippon Life Asset Management Launches IPO" »
Posted at 02:34 PM in Investment Manager Financings, Mutual Fund Financings, Transactions | Permalink