Private Equity Waystone Group Acquires KB AssociatesAs a result of the deal, Waystone's assets under management will be raised to over $1.4 trillion.January 25, 2022
Private Equity Blue Owl Purchases Ascentium GroupThe deal will establish a physical presence in Hong Kong for Blue Owl and represents the firm's 9th global office.December 10, 2021
Private Equity U.S. Bank Completes PFM Asset DealU.S. Bancorp is a part of U.S. Bank's wealth management and investment services division.December 07, 2021
Private Equity Apollo Acquires GriffenThe deal is intended to build Apollo's global wealth management services business.December 02, 2021
Financial services Accenture Acquires ClearEdgeClearEdge will bring proprietary methodologies and an expertise in IT and software management.November 09, 2021
Financial services Franklin Templeton Acquires Lexington Partners for $1.75BSecondary transactions have gained favor as institutional investors seek to offload stakes earlier in funds.November 01, 2021
Financial services MAI Acquires Geier Asset ManagementGAM provides financial planning and wealth management services to individuals and families.September 21, 2021
Financial services CVC Acquires Asset Manager GlendowerThe secondaries market has evolved as a way for buyout firms and their investors to rebalance allocations.September 13, 2021
Kirkland & Ellis Adds Bradley FriedmanFriedman has joined the firm as partner in its New York office and will focus on financial services M&A.September 01, 2021
