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

Sandler O’Neill Monthly Asset Management Report - December 2018

Sandler O’Neill + Partners published its Monthly Asset Management Report for December 2018, which provides general industry information and analysis and transaction highlights.

To read the report, please click here.

Beacon Trust to Acquire Tirschwell & Loewy

On January 22, 2019, Beacon Investment Advisory Solutions Services, Inc. announced that it had entered into a definitive agreement to acquire Tirschwell & Loewy, Inc.

Atria Wealth Solutions to Acquire NEXT Financial Group

On January 8, 2019, Atria Wealth Solutions announced it had entered into an agreement to acquire NEXT Financial Group.

Grupo Mutua Acquires Stake in Alantra Private Bank

On December 14, 2018, Alantra and Grupo Mutua announced their agreement for Grupo Mutua to acquire a 50.01% stake in Alantra’s private bank division.

The Strategic Group Acquires Paskewitz Asset Management

On December 26, 2018, The Strategic Group announced its acquisition of Paskewitz Asset Management.

Resolute to Acquire Minority Stake in RSW Investments

On January 8, 2019, Resolute Investment Managers, Inc. announced that it had entered into an agreement to acquire a minority position in RSW Investments, LLC.

Resolute to Acquire Majority Interest in SSI Investment

On January 8, 2019, Resolute Investment Managers, Inc. announced that it had entered into an agreement to acquire a majority interest in SSI Investment Management.

CDPQ Acquires Stake in SURA

On December 21, 2018, CDPQ announced its acquisition of a minority stake in SURA.

Fiera Capital to Acquire Majority Interest in Palmer Capital

On December 21, 2018, Fiera Capital Corporation announced that it had entered into an agreement to acquire a majority interest in Palmer Capital Partners Limited.

CI Financial to Acquire WealthBar

On December 14, 2018, CI Financial Corp. announced that it had entered into an agreement to acquire WealthBar Financial Services Inc.