Renowned Financial Advisor, Cynthia Hewitt, Joins Snowden Lane Partners
Wilmington, DE – January 11, 2021 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Cynthia Hewitt, CIMA, CPRC, CPWA, a top ranked veteran financial advisor, has joined the firm as a Senior Partner and Managing Director. “There are not [...]
The Management Team of Geneva Capital Management, In Partnership With Estancia Capital Management, Complete Acquisition To Acquire Geneva From Janus Henderson
Milwaukee, WI. – March 18, 2020 – The management team of Geneva Capital Management (“Geneva”), in partnership with Estancia Capital (“Estancia”), announced on March 17, 2020, the completion of its acquisition of Geneva Janus Henderson Group (“JHG”). The transaction returns Geneva to its roots as a majority employee-owned organization and [...]
PMA Financial Reaches Agreement To Acquire Miles Capital
Naperville, Ill. – January 29, 2020 -- PMA, a premier full-service provider of comprehensive financial and investment advisory services to municipalities, school districts, local government pools, and insurance companies announced today that it has reached a definitive agreement to acquire substantially all of the assets of Miles Capital, Inc. (“Miles [...]
North Square Investments Reaches Agreement to Acquire a Majority Interest in C.S. McKee
Chicago, IL (January 7, 2020) – North Square Investments (North Square), a multi-boutique manager with a range of equity product offerings, has reached agreement to acquire the business of C.S. McKee L.P. (McKee), a full-service institutional money manager founded in 1931 and headquartered in Pittsburgh, Pennsylvania. With over $8 billion [...]
Resolute Investment Managers Announces Acquisitions of Two Boutique Investment Managers
Irving, TX – January 8, 2019 – Resolute Investment Managers, Inc. (“Resolute”), a diversified, multi-affiliate asset management platform with more than 40 affiliated and independent investment manager partnerships, today announced an agreement to acquire a majority interest in SSI Investment Management (“SSI”), an institutional asset manager specializing in risk-mitigation strategies [...]
Estancia Capital Partners and PMA Senior Management Reach Agreement to Acquire PMA from Founding Family
Naperville, IL – Oct. 22, 2018 – PMA, a premier full-service provider of comprehensive financial and advisory services to municipalities, school districts and other local government entities, announced today that it has reached a definitive agreement to be acquired by PMA’s senior management team in partnership with Estancia and select [...]