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MFWire's Deal Sheet
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The information on deals listed on this table was gathered from a variety of industry sources deemed relevant by the MFWire staff. However, not all of the information has been directly confirmed by the MFWire. To submit information contact
Editors@InvestmentWires.com.
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| Reported |
Seller |
Buyer |
Type |
Value $mm |
Description |
10/2/2023
Closed
9/30/2023 |
Synovus Financial Corp. |
Employees of GLOBALT Investments LLC |
MI |
Members Only |
Members Only
Related Story |
9/11/2023
Closed
9/8/2023 |
Jane Edmondson, Dan Janowiak |
VettaFi |
MI |
Members Only |
Members Only
Related Story |
7/21/2023
Announced
|
Teucrium Trading, LLC |
Tidal Investments LLC |
MI |
Members Only |
Members Only
Related Story |
5/12/2023
Announced
|
Andy Holtgrieve |
Shelton Capital Management |
MI |
Members Only |
Members Only
Related Story |
5/2/2023
Announced
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Deerpath Capital Managment, LP |
PGIM |
MI |
Members Only |
Members Only
Related Story |
5/2/2023
Closed
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Brad Berggren, Jon Orseck, Roger Weber, Convergency Partners |
Franklin Resources, Inc. |
MI |
Members Only |
Members Only
Related Story |
4/26/2023
Announced
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Community Capital Management, LLC |
Hennessy Advisors, Inc. |
MI |
Members Only |
Members Only
Related Story |
4/26/2023
Closed
11/10/2023 |
Community Capital Management, LLC |
Hennessy Advisors, Inc. |
MI |
Members Only |
Members Only
Related Story |
2/2/2023
Closed
3/6/2023 |
BBD, LLP |
Cohen & Company |
MI |
Members Only |
Members Only
Related Story |
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