April 5, 2024
M&A – Acquisition of East End Advisors
February 5, 2024
M&A – Sale of Emergency Veterinary Hospitals in Florida
January 31, 2024
Riverbridge Partners enters into minority partnership with Lincoln Peak Capital
October 23, 2023
M&A – Acquisition of Oasis Senior Advisors
August 29, 2023
M&A – Acquisition of Wedgewood Partners’ Private Client Business by iM Global Partner
June 2, 2023
Equine Network Partnership with Pink Buckle and Ruby Buckle
January 23, 2023
Kudu Investment Management makes a minority investment in Variant Investments
December 19, 2022
Private Equity—Minority equity investment by iM Global Partner in Berkshire Asset Management
August 3, 2022
Pathstone Acquires Dyson Capital Advisors
August 1, 2022
GenTrust sells a minority stake to Kudu Investment Management
June 28, 2022
M&A – Sigma7’s Acquisition of Risk and Strategic Management, Corp.
June 8, 2022
Private Equity – Acquisition of Total Bank Solutions by Estancia Capital Partners’ portfolio company Reich & Tang Deposit Networks
June 6, 2022
M&A – Formation of SilverAssist
May 31, 2022
M&A – Launch of Sigma7
May 16, 2022
Private Equity – Growth Capital Investment in USEReady by Abry Partners
January 11, 2022
Acquisition of The Horse
January 11, 2022
Kudu Investment Management makes a Minority Investment in Radcliffe Capital Management
January 10, 2022
Private Equity – Kudu Investment Management investment in Douglas Winthrop Advisors
January 10, 2022
Private Equity – Estancia Capital Partners investment in Reich & Tang Deposit Networks
January 6, 2022
Private Equity – Kudu Investment Management Investment in Granahan Investment Management
September 20, 2021
M&A – Business Combination between Tiedemann Advisors, TIG Advisors, Alvarium Investments Limited and Cartesian Growth Corporation (NASDAQ: GLBL)