Balance Point Capital Partners has received a strategic minority investment from Nassau Investment Group

Piper Sandler served as financial advisor for Enterprise Trust & Investment Company on sale to Lido Advisors

Follow-On Offering

PFM divested PFM Asset Management to U.S. Bank

American International Group, Inc. divested certain Retail Mutual Fund Business Assets of AIG Life & Retirement to Touchstone Investments

North Square Investments, LLC, a portfolio company of Estancia Capital Partners, has acquired C.S. McKee L.P

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