Estancia Capital Partners Announces Sale of North Square Investments, LLC to Azimut
January 12, 2026 -- Estancia Capital Partners closes successful sale of North Square Investments, LLC to Azimut. Please see Azimut's shareholder release on January 11, 2026, specifically the section Global expansion and growth through M&A on page 1 of Azimut's press release, linked here, and the original July 22, 2025 transaction announcement linked [...]
Azimut Forms a Leading $20 Billion Integrated Asset Management and Distribution Platform in the U.S. with the Acquisition of North Square Investments
Milan/Chicago, 22 July 2025 Azimut Group (“Azimut” or the “Group”), one of Europe’s largest independent asset managers, signed a binding agreement to acquire 100% of North Square Investments, LLC (“NSI” or “North Square”), a multi-boutique asset management and distribution platform with $16.0 billion in Assets Under Management1. As part [...]
Soltis Investment Advisors Hires Carson Group’s Jeffrey Harris for M&A
Soltis Investment Advisors, a St. George, Utah-based registered investment advisor with over $10 billion in client assets, is looking to ramp up its acquisition efforts by hiring Jeffrey Harris away from acquisitive RIA Carson Group. Harris, who has done M&A work with Carson for about eight years, will take a [...]
North Square Preferred and Income Securities Fund Named a LSEG Lipper Fund Awards USA 2025 Winner
Chicago, IL (March 14, 2024) – The North Square Preferred and Securities Income Fund (ORDNX) has been named a LSEG Lipper Fund Awards USA 2025 Winner for its consistently strong risk-adjusted three-, five-, and 10-year performance relative to its peers in the Best Flexible Income Funds classification, Lipper has [...]
Soltis Investment Advisors Appoints Neal Simon and Clive Cholerton to Board of Directors
ST GEORGE, UT – Soltis Investment Advisors (“Soltis”), a Registered Investment Adviser (“RIA”) with more than $10 billion of client assets, today announced Neal Simon and Clive Cholerton have been appointed to its Board of Directors. The appointments help to strengthen Soltis’ leadership position as it continues to scale operations and meet the needs of [...]
R&T Deposit Solutions Announces Leadership Transition: Susan Cosgrove Appointed CEO and Board Chair
New York, Thursday, January 9, 2025 — R&T Deposit Solutions (“R&T” or the “Company”), a leading financial services provider, today announced that Susan Cosgrove has been appointed Chief Executive Officer and Chair of the Company, effective January 16. Susan will succeed Joe Jerkovich, who announced his retirement as CEO [...]