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Deals and Transactions

deals and transactions
Joe Ratterman

BATS Global Markets and Direct Edge complete merger

Wed, 05/02/2014 - 06:10

BATS Global Markets and Direct Edge completed their merger on 31 January, creating one of the world’s largest stock exchange operators. »

Fund administration

The Conifer Group and Vastardis Capital Services combine to form global fund admin firm

Tue, 04/02/2014 - 11:00

The Conifer Group and Vastardis Capital Services have signed a definitive merger agreement to combine their respective businesses. »

Research

Gary D Halbert acquires Theta Investment Research

Wed, 29/01/2014 - 15:00

Gary D Halbert has acquired certain assets of active money manager database Theta Investment Research of Phoenixville, Pennsylvania. »

Accounts

Cordium acquires HedgeStart

Fri, 24/01/2014 - 06:04

Compliance and regulatory services provider Cordium has acquired HedgeStart, a provider of UK tax, accounting and regulatory compliance consulting services to the investment management and securities industries. »

Nigel Le Quesne

JTC Group acquires book of business and staff from Herald Trust

Thu, 16/01/2014 - 12:09

JTC Group, an independent provider of private client, fund and corporate services, has acquired a substantial book of private client business from Herald Trust Company Limited, which is no longer part of the Herald Group. »

Document signing

Hedge funds sign deals with Aztec Exchange to purchase corporate invoices

Thu, 16/01/2014 - 06:04

Hedge funds in the US, UK and Singapore have signed agreements with Aztec Exchange to purchase invoices from suppliers in emerging markets and credit-constrained developed markets. »

Document signing

Elliott offers to acquire Riverbed for USD19.00 per share in cash

Fri, 10/01/2014 - 06:13

Elliott Management Corporation has sent a letter to the board of directors of Riverbed Technology offering to acquire all of the firm’s outstanding shares of common stock at USD19.00 per share in cash. »

Michael Sanders, chairman of the board of Alceda Fund Management SA

BNY Mellon and Alceda sign depositary agreement for alternative investment funds

Thu, 09/01/2014 - 11:13

BNY Mellon has been appointed as depositary for a significant proportion of the alternative investment holdings of Alceda Asset Management GmbH in Germany and Alceda Fund Management SA in Luxembourg. »

Jigsaw pieces

Cayman law firms to merge

Fri, 20/12/2013 - 10:08

Two law firms in the Cayman Islands have agreed to merge early in the new year forming one of the strongest and most experienced practices in the Caribbean. »

Joachim Gottschalk, chairman and chief executive officer of Gottex

Gottex and EIM to merge

Mon, 16/12/2013 - 12:00

Alternative investment managers Gottex Fund Management and EIM Group have reached agreement on the proposed merger of their businesses. »

James McGovern, chief executive officer of Arrow

Arrow Capital Management acquires BluMont Capital

Fri, 06/12/2013 - 12:32

Arrow Capital Management has received all necessary approvals of applicable securities regulatory authorities to complete the purchase of BluMont Capital Corporation from Integrated Asset Management. »

James S Holbrook, Jr, chairman and CEO of Sterne Agee

Sterne Agee closes acquisition of Yorvik Partners

Thu, 05/12/2013 - 10:36

Sterne Agee, one of the oldest and largest privately held financial services firms in the US, has closed its purchase of London-based brokerage firm Yorvik Partners, which has been renamed Sterne Agee UK. »

Guernsey flag

JTC Group acquires Anson Group

Mon, 02/12/2013 - 12:39

JTC Group has acquired the fund administration business of the Guernsey-based Anson Group. »

Timber

Phaunos terminates investment management agreement with FourWinds

Mon, 02/12/2013 - 11:47

Phaunos Timber Fund has reached agreement by mutual consent to terminate its investment management agreement with FourWinds Capital Management with immediate effect.  »

barred

Australian Federal Treasurer blocks ADM’s GrainCorp acquisition

Fri, 29/11/2013 - 13:28

Archer Daniels Midland Company (ADM) is ‘disappointed’ with the Australian Federal Treasurer’s decision to prohibit ADM’s proposed acquisition of GrainCorp Limited (ASX:GNC). »

David M Rubenstein, co-founder and co-chief executive officer of Carlyle

Carlyle Group to acquire Diversified Global Asset Management

Wed, 27/11/2013 - 10:08

The Carlyle Group is to acquire Diversified Global Asset Management (DGAM), a manager of hedge funds with more than USD6.7bn in managed and advised assets. »

Lawsuit

Boutique law firms for the alternative assets industry merge PE and HW practices

Tue, 26/11/2013 - 13:17

MJ Hudson and MW Cornish & Co have merged their respective private equity and hedge funds practices with immediate effect. »

Steve Bates, Zephyr Management (UK)

Guardian Capital Group acquires boutique emerging market equity firm in London

Tue, 26/11/2013 - 12:20

Guardian Capital Group is to acquire a specialist boutique emerging market equity investment firm in London, providing the firm with an international platform to expand its asset management business. »

Cooperation

Oaktree and China Cinda Asset Management form JV

Tue, 26/11/2013 - 10:08

Oaktree Capital Group and China Cinda Asset Management are to jointly invest in distressed assets in China and to cooperate with respect to distressed assets investments in markets outside China. »

Irish flag

US Bancorp Fund Services acquires Quintillion

Wed, 20/11/2013 - 12:46

US Bancorp Fund Services has agreed to acquire Quintillion Limited, an Ireland-domiciled full-service hedge fund administrator. »

Globe and clock

NYSE Euronext sets date for completing acquisition by IntercontinentalExchange

Mon, 11/11/2013 - 10:08

NYSE Euronext has provided a statement and timeline for the completion of its acquisition by IntercontinentalExchange (ICE), an operator of global markets and clearing houses. »

Thumbs up in the air

Nikko AM acquires Treasury Asia Asset Management

Thu, 17/10/2013 - 14:00

Nikko Asset Management (Nikko AM) has acquired the Asia-Pacific investment manager Treasury Asia Asset Management Limited (TAAM). »

A Park in Luxembourg with flags flying

Citco acquires SEB’s Corporate Management Services business

Wed, 16/10/2013 - 06:00

Citco Corporate & Trust has reached an agreement to acquire Société Européenne de Banque’s (SEB) Corporate Management Services business. SEB plans to focus on its core banking activities. »

Yves Perrier, Amundi chief executive officer

Amundi completes acquisition of Smith Breeden

Thu, 10/10/2013 - 11:58

Amundi’s acquisition of Smith Breeden Associates has been finalised following completion of the customary conditions of informing regulatory authorities and gaining approval from certain clients and shareholders. »

Marketing

Peppercomm acquires Walek & Associates

Mon, 07/10/2013 - 15:01

Peppercomm Strategic Communications has acquired Walek & Associates, an independent financial, capital markets and investor relations firm. »

Michael Bodson, DTCC president and chief executive officer

DTCC acquires 100 per cent of Omgeo

Thu, 03/10/2013 - 16:01

The Depository Trust & Clearing Corporation (DTCC) has completed its 100% acquisition of Omgeo. »

Merger

ICE-NYSE Euronext merger moves a step closer

Thu, 03/10/2013 - 13:50

The chairmen's committee of Euronext regulators has issued a letter to ICE and NYSE Euronext indicating that they are "not minded to object" to the proposed merger between the two companies. »

Bill Stone, chairman and chief executive officer, SS&C Technologies

SS&C acquires Prime Management Limited

Thu, 03/10/2013 - 11:49

SS&C Technologies has acquired Prime Management Limited, a fund administrator and a service provider to investment structures, sponsors and managers in the insurance linked securities market. »

Dollars

Milbank represents KKR Asset Management in USD300m CLO upsize

Tue, 01/10/2013 - 11:01

Milbank, Tweed, Hadley & McCloy represented affiliates of KKR Asset Management (KAM) in connection with the USD300m upsize of the existing KKR Financial CLO 2011-1 secured financing. »

Ted Mathas, chairman and chief executive officer, New York Life Insurance Company

New York Life Investments to acquire Dexia Asset Management

Thu, 26/09/2013 - 06:00

New York Life Investments is to acquire full ownership of Dexia Asset Management – an international asset manager with approximately USD100bn in assets under management – for EUR380m. »

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Christiopher Elvin, Preqin

55% of private equity firms surveyed by Preqin at the end of 2014 stated they would deploy greater levels of capital in 2015, although 39% suggested it is more difficult to find attractive investments. Preqin’s Christopher Elvin comments: ... »

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Cayman Islands Hedge Fund Services 2014

Fri, 19/12/2014 - 10:24

With service providers reporting growth in hybrid funds, funds for single investors and bespoke managed accounts, this report examines the regulations and new services being developed in Cayman to tackle the fast-changing offshore funds market... »

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