Deal Lawyers

MARCH 27, 2024

Brookfield Asset Management, (Del.; Earlier this week, in City of Dearborn Police & Fire v.

M&A 113

M&A Asset Management Management 113

The TRADE

JUNE 1, 2023

The near-constant stream of mergers and acquisitions across both the sell- and buy-side appears to show no signs of abating as two asset management deals have been announced in the past 24 hours. The post Asset manager consolidation wave continues as two deals announced in 24 hours appeared first on The TRADE.

Asset Management 59

Asset Management Management Mergers and Acquisitions Investment Manager 59

The TRADE

JANUARY 10, 2025

MetLife Investment Management (MIM) has reached a definitive agreement to acquire three investment teams and assets managed by Mesirow, an independent financial services firm. Nearly $6 billion of assets managed by the acquired team will transfer to MIM, under the terms of the transaction.

Management 69

Management Investment Asset Management Investment Manager 69

Global Newswire by Notified: M&A

NOVEMBER 5, 2024

Fengate Asset Management announces financial close on the acquisition of two operating inpatient rehabilitation facilities in the United States.

Asset Management 59

Asset Management Management Healthcare Acquisitions 59

MergersCorp M&A International

NOVEMBER 1, 2024

Valuing an asset management company (AMC) is a multifaceted endeavor that requires a nuanced approach. Asset management companies are integral players in the financial services sector, managing investments on behalf of clients, which can include individuals, institutions, and corporations.

Asset Management 52

Asset Management Management Valuation Discounted Cash Flow 52

The TRADE

SEPTEMBER 21, 2023

Asset managers are focusing on costs and value, and in turn are not prioritising investment research budgets as the prospect of rebundling looms, a new buy-side study by Substantive Research has found. since 2022 – now at 54.6%.

Asset Management 59

Asset Management Bulge Bracket Management Broker 59

The TRADE

OCTOBER 5, 2023

DWS has announced an asset management strategic alliance with BOCHK Asset Management (BOCHKAM), in a bid to enhance the Hong Kong offering for investors in the region. BOCHKAM’s knowledge of the market as one of the fastest growing asset managers in the region will be leveraged to best serve local clients.

Asset Management 59

Asset Management Management Investment Investors 59

The TRADE

SEPTEMBER 19, 2024

Oaktree Capital Management has agreed to acquire Close Brothers Asset Management (CBAM) – the wealth management arm of Close Brothers – for an equity value of up to £200 million, set to be completed in early 2025 pending customary regulatory approvals.

Asset Management 59

Asset Management Management Mergers and Acquisitions Business 59

Global Newswire by Notified: M&A

SEPTEMBER 9, 2024

SMC Entertainment Enters Letter of Intent to Acquire Boutique Investment Manager, Bateau Asset Management.

Boutique 65

Boutique Asset Management Entertainment Investment Manager 65

The TRADE

JULY 7, 2023

Generali has entered a definitive agreement to acquire US-based Conning from Cathay Life in a deal that will see it become one of the largest asset management firms in Europe. The deal joins a growing list of buy- and sell-side M&A deals announced this year.

Asset Management 52

Asset Management Management Acquisitions Insurance 52

The TRADE

AUGUST 2, 2024

BNP Paribas has entered into a definitive agreement to acquire 100% of AXA Investment Managers – representing around €850 million in assets under management – for just over €5 billion. The deal is set to include an agreement for BNP Paribas’ long term management of a large part of AXA’s assets.

Asset Management 59

Asset Management Investment Manager Management Investment 59

Global Newswire by Notified: M&A

JANUARY 17, 2025

The acquisition marks a key strategic pillar for Hitachi Rails new digital asset management business, known as HMAX. LONDON, Jan. 17, 2025 (GLOBE NEWSWIRE) -- Hitachi Rail has agreed to acquire the cutting-edge digital rail monitoring business Omnicom from Balfour Beatty.

Asset Management 52

Asset Management Management Business IT 52

The TRADE

AUGUST 29, 2023

UK asset manager Liontrust conditionally agreed to acquire its Swiss competitor GAM Holding for £96 million back in May, following murmurs of the deal in April. However, the business will now move to finalise the proposed financing with GAM shareholders at an extraordinary general meeting held on or around 27 September.

Asset Management 64

Asset Management Finance Finance Management 64

Global Newswire by Notified: M&A

JANUARY 8, 2025

SMC Entertainment Closes Acquisition of Boutique Investment Manager, Bateau Asset Management.

Boutique 56

Boutique Asset Management Entertainment Investment Manager 56

Global Newswire by Notified: M&A

AUGUST 1, 2024

BNP PARIBAS ENTERS INTO EXCLUSIVE NEGOTIATIONS WITH AXA FOR THE ACQUISITION OF AXA INVESTMENT MANAGERS AND A LONG-TERM PARTNERSHIP IN ASSET MANAGEMENT

Asset Management 52

Asset Management Investment Manager Negotiation Management 52

Global Newswire by Notified: M&A

AUGUST 24, 2023

As per the report by Fortune Business Insights, the global media asset management market size is projected to reach USD 3.81 As per the report by Fortune Business Insights, the global media asset management market size is projected to reach USD 3.81 Billion by 2029, at a CAGR of 13.9% during the forecast period.

Asset Management 52

Asset Management Media Management Business 52

Global Newswire by Notified: M&A

AUGUST 3, 2023

As per the report by Fortune Business Insights, the global digital asset management market size is projected to reach USD 12.29 As per the report by Fortune Business Insights, the global digital asset management market size is projected to reach USD 12.29 billion by 2030, at a CAGR of 17.5% during the forecast period.

Asset Management 52

Asset Management Management Business 52

The TRADE

SEPTEMBER 29, 2023

The TRADE’s other renowned awards categories returning to the stage include Trader of the Year, Multi-Asset Trading Desk of the Year, Fixed Income Trading Desk of the Year, and Buy-side Market Structure Expert of the Year.

Trading 111

Trading Asset Management Investment Manager Management 111

The TRADE

JULY 17, 2024

Royal London Asset Management’s (RLAM) trading team is no stranger to change. The London-based asset manager has undergone not one but three makeovers in recent years as it continues to evolve with the demands of the street. Automation has been very important in credit more widely given we are an active manager.

Asset Management 52

Asset Management Management Trading Equities 52

The TRADE

JULY 13, 2023

The US move to T+1 settlement was passed through in a bid to increase the efficiency of market operations, however an Acuiti report has stated that 53% of asset managers believe that the move will not make US equities more attractive. At the same time, firms are preparing for a new wave of regulatory change.

Asset Management 52

Asset Management Management Equities Trading 52

Global Newswire by Notified: M&A

JANUARY 1, 2024

Equans finalised on 31 st December 2023 the sale of its UK district heating and cooling networks to the Swiss Life Asset Managers and Schroders Greencoat LLP consortium

Asset Management 59

Asset Management Sale Management IT 59

PE Hub

OCTOBER 20, 2023

Akron, Ohio-based Sequoia is a provider of asset management and wealth planning services. The post Sequoia to snap up M Capital Advisors appeared first on PE Hub.

Capital 73

Capital Asset Management M&A Management 73

Global Newswire by Notified: M&A

SEPTEMBER 5, 2024

Asset Management and Financial Services Leader Lou Maiuri Named Chairman and Group CEO Asset Management and Financial Services Leader Lou Maiuri Named Chairman and Group CEO

Asset Management 84

Asset Management Financial Services Acquisitions Management 84

Sica Fletcher

FEBRUARY 18, 2020

In 2019, we closed the largest number of transactions ever for our firm, reflecting the increasingly robust M&A market for insurance brokers driven mainly by private equity sponsored brokerages. Sica | Fletcher is pleased to announce that we’ve topped the S&P Global rankings for the third consecutive year.

Insurance 52

Insurance M&A Private Equity Advisory 52

The TRADE

AUGUST 11, 2023

This week, the industry’s eyes turned to trading venues as two new M&A announcements were made. Also announced this week was MarketAxess’ plans to acquire multi-asset algorithmic trading provider, Pragma, for an undisclosed sum at the end of this year, subject to closing conditions. It’s part of Aquis’ developed strategy.

M&A 52

M&A Trading Mergers and Acquisitions Asset Management 52

Global Newswire by Notified: M&A

JUNE 24, 2024

Westford, June 24, 2024 (GLOBE NEWSWIRE) -- SkyQuest projects that the enterprise asset management market will attain a value of USD 7.74 EAM solutions help in the optimization and management of assets over their lifecycles—from designing to operating to replacing them, enhancing business operations.

Asset Management 45

Asset Management Management Architecture Business 45

Global Newswire by Notified: M&A

JANUARY 25, 2024

Major factors driving the global Digital Asset Management (DAM) System Market revenue growth are growing digitalization of content, increasing emergence of cloud-based options, and growing focus on enhancing digital experience for consumers Major factors driving the global Digital Asset Management (DAM) System Market revenue growth are growing digitalization (..)

Asset Management 40

Asset Management Management 40

Software Equity Group

APRIL 24, 2024

Purchasing Managers Index (PMI) moved into expansion territory following 16 consecutive months of contraction. SaaS, of course, plays a central role in these efforts, driving a heightened level of M&A activity in the software space. M&A Overview: The Quest for Industry 4.0 Now, signs of recovery are emerging.

Manufacturing 52

Manufacturing M&A Business Management 52

Global Newswire by Notified: M&A

SEPTEMBER 5, 2023

Rising demand to manage and optimize the deployment, purchase, utilization, maintenance and disposal of software applications is a major factor driving Software Asset Management (SAM) market revenue growth Rising demand to manage and optimize the deployment, purchase, utilization, maintenance and disposal of software applications is a major factor (..)

Asset Management 40

Asset Management Management Utilities 40

Global Newswire by Notified: M&A

FEBRUARY 15, 2024

The global Aviation Asset Management market size is expected to reach USD 336.07 The global Aviation Asset Management market size is expected to reach USD 336.07 billion by 2030 and exhibit a CAGR of 4.9% in the forecast period (2023−2030), according to Skyquest's latest research report.

Asset Management 40

Asset Management Management Finance Finance 40

Global Newswire by Notified: M&A

AUGUST 17, 2023

SkyQuest projects that the media asset management solutions market will attain a USD 5.03 The evolving media landscape and the shift towards digital content creation have fueled the demand for Media Asset Management (MAM) solutions. SkyQuest projects that the media asset management solutions market will attain a USD 5.03

Asset Management 40

Asset Management Media Management Collaboration 40

Global Newswire by Notified: M&A

OCTOBER 16, 2023

PRESS RELEASE - OCTOBER 17, 2023 Wendel launches its expansion in third-party private asset management and enters into exclusive negotiations with IK.

Asset Management 40

Asset Management Negotiation Management IT 40

The TRADE

JUNE 16, 2023

M&G’s global asset management arm has appointed Manabu Fujita as head of M&A Investments Japan. Fujita joins from Schroders Investment Management Japan, where he spent the last 15 years, most recently serving as head of sales. Fujita will report to Loretta Ng, M&G’s head of Asia Pacific. “We

Investment 64

Investment M&A Asset Management Management 64

Global Newswire by Notified: M&A

SEPTEMBER 17, 2023

PRESS RELEASE Paris, 18 September 2023 Equans announces the signing of an agreement with the Swiss Life Asset Managers and Schroders Greencoat.

Asset Management 45

Asset Management Management Sale IT 45

Global Newswire by Notified: M&A

DECEMBER 14, 2023

PACIFIC GENERAL CLOSES CO-INVESTMENTMENT WITH BROADRIVER ASSET MANAGEMENT IN ACQUISITION OF THE U.S. AND BERMUDA PLATFORM OF LOMBARD INTERNATIONAL GROUP

Asset Management 40

Asset Management Management Acquisitions Investment 40

The TRADE

APRIL 5, 2024

Kepler Cheuvreux subsidiary Ellipsis Asset Management has moved to expand its capabilities in the convertible bond segment with the acquisition of Rothschild & Co’s business. As part of the deal two Rothschild portfolio managers – Cristina Jarrin and Mikael Dauvert – will move to Ellipsis AM.

Asset Management 64

Asset Management Portfolio Management Business Management 64

Global Newswire by Notified: M&A

JANUARY 1, 2024

Equans a finalisé le 31 décembre 2023 la cession de ses activités de réseaux de chaleur et de refroidissement urbains au Royaume-Uni, au consortium Swiss Life Asset Managers et Schroders Greencoat LLP

Asset Management 45

Asset Management Management 45