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List of All Transactions

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Date
Seller
Acquirer
Sector
Sub-sector
Region(s)
Seller AUM
04/27/2021

Pillar Pacific Capital Management, LLC

Wealth Enhancement Group

Wealth Management
N/A
North America
1,600
04/22/2021

Incline Equity Partners

Goldman Sachs Asset Management

Private Markets
Private Equity
North America
3,000
03/09/2021

Litman Gregory

iM Global Partner

Wealth Management
N/A
EMEA, North America,
4,000
02/04/2021

Iron Financial

Creative Planning Inc.

Wealth Management
Retirement Advisory
North America
6,000
01/26/2021

Exeter Property Group

EQT AB

Private Markets
Real Estate
EMEA, North America,
10,100
01/26/2021

M7 Real Estate

Oxford Properties Group

Private Markets
Real Estate
EMEA, North America,
4,900
01/25/2021

Beacon Capital Management

Sammons Financial Group

Investment Management
Fintech
North America
3,000
12/02/2020

Link Financial Services Group

Connectus Wealth Advisers (Focus Financial)

Wealth Management
N/A
APAC, North America,
1,500
02/12/2020

Icon Funds (ICON Advisors, Inc.)

Shelton Capital Management

Investment Management
Mutual Funds
North America
1,000
02/03/2020

Almanac Realty Investors

Neuberger Berman

Private Markets
Real Estate
North America
4,000
04/18/2018

C&G Capital Corporation (Cadaret, Grant & Co., Inc.; Capital Strategy Group, Ltd.; Cadaret Grant Agency Inc.)

Atria Wealth Solutions, Inc.

Securities and Investment Banking
Independent Broker Dealer
North America
N/A
01/19/2018

BinckBank NV; Flow Traders NV (Think ETF Asset Management)

Van Eck Associates Corporation

Investment Management
ETFs
EMEA/North America
1,833
12/18/2017

Capital One Financial Corporation (Individual and institutional investment management and trust business)

Hancock Holding Company

Wealth Management
RIA
North America
4,100
11/30/2017

INTERNOS Holdings Ltd. (INTERNOS Global Investors Ltd.)

Principal Financial Group, Inc.

Private Markets - Real Estate / Assets
Real Estate
EMEA/North America
3,259
11/03/2017

Westpac Banking Corporation (Hastings Fund Management Limited)

Northill Capital LP

Private Markets - Real Estate / Assets
Infrastructure
APAC/EMEA
2,722
10/31/2017

Strategas Research Partners, LLC

Baird Financial Group

Securities and Investment Banking
North America
N/A
10/10/2017

Center Coast Capital Advisors (Center Coast Capital Holdings, LLC)

Brookfield Asset Management Inc.

Investment Management
Mutual Funds
North America
4,281
09/29/2017

Mesa West Capital, LLC

Morgan Stanley

Private Markets - Real Estate / Assets
Commercial Real Estate Debt
North America
3,400
09/20/2017

Bank of New York Mellon Corporation (CenterSquare Investment Management Holdings, Inc.)

CenterSquare Investment Management & Lovell Minnick Partners

Investment Management
Equities
North America
9,300
04/19/2017

National Life Group (Sentinel Asset Management, Inc.)

Western and Southern Financial Group

Investment Management
Mutual Funds
North America
5,540