Sidley Austin LLP has advised Corient. Seward & Kissel LLP has advised Summit Trail Advisors. Corient, a Miami-based registered investment advisor (RIA) owned by Mubadala Investment...
Corient Acquires Summit Trail Advisors in $21 Billion RIA Transaction
Arax Advisory Partners to Acquire Transcend Capital Advisors
Seward & Kissel has advised Transcend Capital Advisors. Arax Advisory Partners announced the signing of a definitive agreement to acquire Transcend Capital Advisors, a registered investment...
Accelerated Wealth Partners Announces Strategic Minority Investment in Brooklyn Fi
Seward & Kissel has represented Accelerated Wealth Partners. Accelerated Wealth Partners, a specialized investment firm focused on advancing Registered Investment Advisors, has announced a strategic minority...
Rockview Management Group Acquires NY NOW from Emerald Holding, Inc.
Seward & Kissel has represented Emerald Holding, Inc. Rockview Management Group (RMG), a newly formed entity established by industry leaders Dorothy Belshaw, William Lacey, and Karen...
Hightower Advisors Acquires Journey Strategic Wealth to Expand HTSW Portfolio
Seward & Kissel has served as legal counsel to Journey Strategic Wealth for the transaction. Hightower Advisors has announced an agreement to acquire Journey Strategic Wealth,...
Beacon Pointe Acquires The Financial Advisors to Expand New England Presence
Seward & Kissel has advised The Financial Advisors, LLC. Beacon Pointe Advisors has completed the acquisition of The Financial Advisors, LLC, a transaction formally closed on...
Konovo Acquires Rare Patient Voice to Expand Healthcare Research Capabilities
Seward & Kissel has advised Rare Patient Voice. Rare Patient Voice, a patient recruitment company, was acquired by Konovo, a healthcare intelligence firm focused on leveraging...
Artemis Capital Partners Acquires Millrock Technology
Morgan Lewis has advised Artemis Capital Partners. Seward & Kissel has represented Millrock Technology Inc. Artemis Capital Partners, a Boston-based private equity firm, completed the acquisition...
Mercer Global Advisors Acquires Singer Burke to Expand Ultra-High-Net-Worth Services
Seward & Kissel has advised Singer Burke on the transaction. Mercer Global Advisors, Inc., a national Registered Investment Adviser, has announced the acquisition of Singer Burke,...
Gateway Investment Advisers to Acquire Belmont Capital Group’s Business
Ropes & Gray has advised Natixis Investment Managers and Gateway Investment Advisers. Seward & Kissel has advised Belmont Capital Group. Gateway Investment Advisers, an affiliate of...
Great Hill Partners’ Minority Investment in Mission Wealth
Seward & Kissel represented Mission Wealth in the transaction, while Goodwin Procter represented Great Hill Partners. Mission Wealth announced a minority investment from Great Hill Partners,...
Stable Rock Solutions’ Acquisition of mac-tech
Seward & Kissel represented Stable Rock Solutions in the transaction. Stable Rock Solutions, an outsourcing firm specializing in comprehensive back-office solutions for early-stage and mid-sized companies,...