Reported |
Seller |
Buyer |
Type |
Value $mm |
Description |
12/7/2021
Closed 2/1/2022 |
the employees of DDJ Capital Management |
Polen Capital |
FS |
Members Only |
Members Only
Related Story |
11/23/2021
Closed 1/3/2022 |
Tygh Capital Management |
Voya Investment Management |
FS |
Members Only |
Members Only
Related Story |
11/4/2021
Closed 12/31/2021 |
Michael Goldman, Ned Durden, Fritz Porter, Graham Hunt, Jason Leibowitz, Ty Peebles, Staunton Harkins, Jim Cox, and Kudu |
Victory Capital Holdings, Inc. |
FS |
Members Only |
Members Only
Related Story |
10/28/2021
Closed 12/29/2021 |
Oak Hill Advisors, L.P. |
T. Rowe Price Group, Inc. |
MI |
Members Only |
Members Only
Related Story |
10/20/2021
Announced
|
TriState Capital Holdings, Inc. |
Raymond James Financial, Inc. |
FS |
Members Only |
Members Only
Related Story |
10/19/2021
Announced
|
Robert Holderith, Resolute Investment Managers, Brian Jacobs |
PGIM Investments |
MI |
Members Only |
Members Only
Related Story |
9/30/2021
Closed 1/4/2022 |
OSAM partners, RBC |
Franklin Resources, Inc. |
FS |
Members Only |
Members Only
Related Story |
9/15/2021
Closed
|
Asset Preservation Advisors |
iM Global Partner |
MI |
Members Only |
Members Only
Related Story |
8/2/2021
Closed 7/30/2021 |
Carlos Asilis, Darshan Bhatt |
Spouting Rock Asset Management, LLC |
FS |
Members Only |
Members Only
Related Story |
7/28/2021
Closed 7/28/2021 |
Richard Bernstein |
iM Global Partner |
FS |
Members Only |
Members Only
Related Story |
7/7/2021
Announced
|
Lovell Minnick Partners |
Genstar Capital |
BO |
Members Only |
Members Only
Related Story |
7/6/2021
Announced
|
Parnassus Investments |
Affiliated Managers Group, Inc. |
FS |
Members Only |
Members Only
Related Story |
6/28/2021
Closed 1/3/2022 |
Stone Harbor Investment Partners LP |
Virtus Investment Partners, Inc. |
FS |
Members Only |
Members Only
Related Story |
3/9/2021
Closed 6/1/2021 |
Litman Gregory |
iM Global Partner |
FS |
Members Only |
Members Only
Related Story |
2/23/2021
Announced 11/1/2021 |
Wells Fargo & Company |
GTCR LLC, Reverence Capital Partners, L.P. |
FS |
Members Only |
Members Only
Related Story |
2/10/2021
Announced
|
Brightsphere Investment Group Inc. |
William Blair Investment Management |
FS |
Members Only |
Members Only
Related Story |
2/8/2021
Closed 7/16/2021 |
AIG Life & Retirement |
Touchstone Investments |
MI |
Members Only |
Members Only
Related Story |
2/8/2021
Closed
|
Cboe Global Markets |
ETFS Capital |
MI |
Members Only |
Members Only
Related Story |
2/3/2021
Closed 7/30/2021 |
Diamond Hill Investment Group, Inc. |
Brandywine Global Investment Management, LLC |
100 |
Members Only |
Members Only
Related Story |
2/1/2021
Announced
|
Roy Behren, Michael Shannon, Lincoln Peak Capital Management |
Virtus Investment Partners, Inc. |
FS |
Members Only |
Members Only
Related Story |
1/28/2021
Closed
|
361 Capital employees, Lighthouse Partners, Lovell Minnick |
Hamilton Lane |
FS |
Members Only |
Members Only
Related Story |
1/25/2021
Announced
|
Thoma Bravo, SBGP Holdings, Ralph Segal, Phil Hildebrant |
CI Financial Corp. |
FS |
Members Only |
Members Only
Related Story |