November 20, 2018 Victory Capital’s announced acquisition of USAA’s $69 billion asset management arm is yet another in a slew of large asset management transactions
Park Sutton Advisors represents Kudu Investment Management on investment in Bingham, Osborn & Scarborough, LLC (B|O|S) New York, NY – October 19, 2018 – Park Sutton
Park Sutton Advisors represents The Mather Group on its acquisition of $1 billion AUM Northern California RIA New York, NY – October 5, 2018 – Park
Prior to the “Great Recession” of 2008-2009, and for the past few years, M&A transactions were supported by robust equity and credit markets. While credit
Virtus Investment Partners to acquire RidgeWorth Investments.Announced 12/16/2016, expected to close mid-2017.The acquisition will create a firm with $87b AUM.Virtus will acquire RidgeWorth for $513mm.
Park Sutton Insight: Janus Capital & Henderson Group Merge, Now Janus Henderson Global Investors. This merger of equals creates a firm with $322b AUM, market
Park Sutton Advisors represents Peapack-Gladstone Bank on its acquisition of Lassus Wherley & Associates New York, NY – July 2, 2018 – Park Sutton Advisors, LLC
Park Sutton Advisors represents Capstone Financial Advisors, Inc. on sale of majority equity interest New York, NY – December 31, 2017 – Park Sutton Advisors, LLC
Park Sutton Advisors represents Peapack-Gladstone Bank on its acquisition of Quadrant Capital Management New York, NY – September 14, 2017 – Park Sutton Advisors, LLC (“Park
Park Sutton Advisors represents EP Wealth Advisors on its minority sale to Wealth Partners Capital Group New York, NY – July 20, 2017 – Park Sutton