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Enterprise Trust & Investment Company
Piper Sandler served as financial advisor for Enterprise Trust & Investment Company on sale to Lido Advisors
$156.4 Million
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Victory Capital
Follow-On Offering
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Public Financial Management Inc.
PFM divested PFM Asset Management to U.S. Bank
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American International Group, Inc.
American International Group, Inc. divested certain Retail Mutual Fund Business Assets of AIG Life & Retirement to Touchstone Investments
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Estancia Capital Management, LLC
North Square Investments, LLC, a portfolio company of Estancia Capital Partners, has acquired C.S. McKee L.P
$73.6 Million
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Estancia Capital Management, LLC
Estancia Capital Management, LLC and management team of Estancia Capital Management, LLC have acquired Geneva Capital Management, LLC from Janus Henderson Group plc and Bruce Koepfgen
Abnormal or New Normal?: 2021 Asset Manager Transaction Review and 2022 Forecast