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List of All Transactions

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Date
Seller
Acquirer
Sector
Sub-sector
Region(s)
Seller AUM
04/12/2017

Stockbridge Capital Group

CITIC Capital Holdings Limited

Private Markets - Real Estate / Assets
Real Estate
North America
10,900
03/03/2017

Ares Management LP (European Capital Fund Management)

LGT Capital Partners Ltd.

Private Markets - Private Equity / Credit
Private Debt
EMEA
579
02/21/2017

FBR & Co.

B. Riley Financial, Inc.

Securities and Investment Banking
Investment Bank
North America/APAC
N/A
02/20/2017

CIM Group, LLC

Mitsui & Co., Ltd.

Private Markets - Real Estate / Assets
Real Estate
North America/APAC
19,200
01/13/2017

ArcLight Capital Partners, LLC

Goldman Sachs, Wafra Investment Advisory Group

Private Markets - Real Estate / Assets
Private Equity
North America
8,900
01/04/2017

Credit Value Partners, LP

New York Life Insurance Co.

Private Markets - Private Equity / Credit
Private Debt
North America
1,904
01/03/2017

American Capital, Ltd. (American Capital CLO Management, LLC)

Marble Point Credit Management LLC

Private Markets - Private Equity / Credit
Private Debt
North America
3,400
12/01/2016

Sound Harbor Partners

Allianz AG

Private Markets - Private Equity / Credit
Private Debt
North America/EMEA
1,126
11/14/2016

BDT Capital Partners, LLC (Tudor, Pickering, Holt & Co LLC)

Perella Weinberg Partners LP

Securities and Investment Banking
Investment Bank
North America
N/A
11/14/2016

TA X L.P. (Keeley Asset Management Corp.)

GGCP, Inc.

Investment Management
Mutual Funds
North America
2,444
10/31/2016

Boston Common Asset Management, LLC

Rosemont Investment Partners, LLC

Investment Management
Mutual Funds
North America
2,224
10/27/2016

Coastal Securities, Inc.

First Horizon National Corporation

Securities and Investment Banking
Investment Bank
North America
N/A
10/03/2016

Savant Capital, LLC

Management

Wealth Management
RIA
North America
5,000
09/30/2016

Charlemagne Capital Limited

Fiera Capital Corporation

Investment Management
Mutual Funds
EMEA/North America
2,200
09/13/2016

Jeffrey Slocum & Associates, Inc.

Pavilion Financial Corporation

Related Sectors
Investment Consultant
North America
1,105
08/08/2016

Presidio Financial Partners, LLC (Presidio Capital Advisors, LLC)

Tiedemann Wealth Management Holdings, LLC

Wealth Management
RIA
North America
4,100
07/21/2016

Gerstein, Fisher & Associates, Inc.

People’s United Financial, Inc.

Wealth Management
RIA
North America
2,093
06/28/2016

Altius Holdings Ltd.

Pavilion Financial Corporation

Related Sectors
Investment Consultant
APAC/EMEA
30,500
06/01/2016

Auerbach Grayson and Company LLC

Beltone Financial Holding (S.A.E.)

Securities and Investment Banking
Independent Broker Dealer
North America/EMEA
N/A
04/28/2016

National Holdings Corporation

Fortress Biotech, Inc.

Securities and Investment Banking
Investment Bank
North America
N/A