On November 27, 2018, Baird announced that it had entered into an agreement to acquire Hilliard Lyons and Hilliard Lyons Trust Company. After the transaction, J.J.B. Hilliard, W.L. Lyons, LLC’s (“Hilliard Lyons”) leadership will continue to serve ...

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IM Deals - Investment Management Deals Blog - Seward & Kissel LLP - 5 new articles


Baird to Acquire Hilliard Lyons

On November 27, 2018, Baird announced that it had entered into an agreement to acquire Hilliard Lyons and Hilliard Lyons Trust Company.

After the...

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Oz Management Announces Strategic Plan

On December 6, 2018, Oz Management announced a strategic plan to reallocate equity, deleverage the company’s balance sheet, and change the...

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Mercer Advisors Acquires Sigma

On November 12, 2018, Mercer Advisors announced that it had acquired Sigma Investment Management Company.

Under the terms of the agreement, the...

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Northern Capital Joins Kovitz Investment Group

On November 26, 2018, Focus Financial Partners Inc. announced the agreement for Northern Capital Management to join Kovitz Investment Group.

After...

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Quilter Acquires Three Financial Planning Firms

On November 29, 2018, Quilter Private Client Advisers announced its acquisition of Eastgate Financial Management, Holdaway Johnson and Clive C...

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