MERGERS AND ACQUISITIONS

People & Products

New York-based investment firm Berkshire Capital has expanded its Sydney team with two senior appointments....

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Financial planning

Centrepoint Alliance has acquired RFE Group to support the growth of professional advice firms....

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People & Products

Northern Trust Capital Markets has recruited Ben Brownette as a research analyst in its first post-acquisition hire....

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People & Products

US-based Pavilion Financial Corporation has moved to acquire Altius Holdings in a move that expands its geographic footprint....

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Life/Risk

StepStone Group LP today announced it will acquire Swiss Capital Alternative Investments and launch new private debt and hedge fund strategies....

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People & Products

Infocus Wealth Management’s ‘Succession Plan’ strategy has seen it acquire a fourth advice business....

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Funds management

Mergers and acquisitions activity is expected to rise through 2016 as an investment option in the current low growth, low dollar environment, a funds manager believes....

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Accounting

Merger and acquisition activity jumped amoung accounting firms as the Baby Boomer group moved into retirement, while financial advisory firms were resisting....

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Funds management

Boutique funds management organisation, Treasury Group, has completed its merger with US-based Northern Lights Capital Group as previously announced....

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Funds management

Alternative investment manager, Artesian Venture Partners (Artesian) and KPMG Australia (KPMG) have struck up an alliance with the aim of engaging the corporate sector wi...

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Financial planning

UK-based deVere Group has confirmed its intentions to grow a national financial planning presence in Australia via its acquisition of Meridian Financial. ...

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Financial planning

Platform provider HUB24’s acquisition of Paragem has been completed....

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Financial planning

Australian Unity says its financial services expansion plan hinges on the changing regulatory landscape, with the group hoping to pick up smaller advisory firms strugglin...

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Financial planning

Calastone adds Dimensional Fund Advisors to its transaction network....

Financial planning

SFG Australia will cease to be a non-aligned advice group as IOOF’s purchase of the group reaches its conclusion tomorrow....

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Squeaky'21

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