Acquiror
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Acquired or
Target Company
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Type of Transaction
and Status
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BlackRock, Inc., with $5.977 trillion AUM
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Citibanamex, a subsidiary of Citigroup Inc.
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Acquisition of the asset management business of Citibanamex (terms not disclosed).
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Brookfield Investment Management Inc., the public securities platform of Brookfield Asset Management Inc., with $15 billion AUM
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Center Coast Capital Holdings, LLC, a Houston-based SEC-registered investment adviser focusing on energy infrastructure investments, including master limited partnerships, with over $4 billion in AUM
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Acquisition (terms not disclosed).
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First Eagle Investment Management, an independent, privately-owned investment management firm headquartered in New York with approximately $116 billion AUM
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NewStar Financial Inc., an internally-managed, commercial finance company with $7.3 billion AUM
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Acquisition. First Eagle to pay $11.44 per NewStar share in cash plus contingent value rights worth up to an estimated additional $0.88-1.00 per share. NewStar to concurrently sell portfolio of investment assets, including approximately $2.4 billion in middle-market loans and other credit investments, to a fund sponsored by GSO Capital Partners.
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Stifel Financial Corp., a financial services holding company
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Ziegler Wealth Management, the wealth management business of B.C. Ziegler & Company, with $4.8 billion AUM
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Acquisition (terms not disclosed).
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Tiedemann Wealth Management, a New York-based independent national wealth advisor with approximately $12 billion AUM
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Threshold Group, a wealth-advisory firm and family office with $3.4 billion AUM
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Acquisition (terms not disclosed).
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WisdomTree Investments, Inc., an exchange-traded fund and exchange-traded product sponsor and asset manager with $48.4 billion
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ETF Securities, the largest provider of commodity exchange-traded products (“ETPs”) in Europe, with $17.6 billion AUM
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Acquisition. WisdomTree will exchange $253 million of cash and stock consideration of 30 million WisdomTree shares for the acquisition of the European exchange-traded commodity, currency and short-and-leveraged business of ETF Securities.
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