NEWS

Invisible
2015 News
November 23, 2015
M&A Market Trends: What RIA Sellers Need to Know

November 9, 2015
Park Sutton Advisors and Advice Dynamics Partners Implement Strategic Alliance

November 2, 2015
How Hedge Fund Control and E*Trade’s Former CFO Helped Mark Casady See That Making LPL a Blue Chip was a Fool’s Errand

October 22, 2015
Verus, SIS Merge to Create $380B Consulting Giant

October 12, 2015
Why the PE that helped take LPL public now controls Edelman Financial and plans to invest more heavily

October 9, 2015
Russell Asset Management Shifts to Private Equity Firms for $1.15B

September 24, 2015
How Wealth Managers Succeed in a Tech-Heavy Market

September 21, 2015
After pocketing $5.2 million in 2014 comp as Ally Bank CEO, Barbara Yastine joins Lebenthal as Frank Campanale exits

August 5, 2015
Aberdeen Snaps Up Alts Shop to Grow US Presence

July 28, 2015
Park Sutton Advisors is pleased to announce the sale of MOAB Oil, Inc., a leading independent broker of physical and financial instruments in the energy markets, to Tullett Prebon plc.
Tullett Prebon plc Acquisition of MOAB Oil, Inc.

March 25, 2015
As Big Hedge Shops Grab Share, Small Firms to Lead Deals

February 9, 2015
LSEG to Sell Russell Investments as Package Deal

January 28, 2015
Why a Suburban New Jersey Bank and a White-Shoe $1.3 Billion RIA Found Love in Morrristown

January 23, 2015
Wanted: New CEO for Edelman Financial Whose Name is Not Ric Edelman

January 7, 2015
Marty Bicknell Buys a $1.1 Billion RIA that Serves the Mass Affluent and Taps Credit for the First Time

January 5, 2015
Park Sutton Advisors is pleased to announce the sale of The MDE Group, Inc., a nationally ranked, SEC-registered investment advisor, and its affiliate Acertus Capital Management, LLC to Beacon Trust Company, a wholly owned subsidiary of The Provident Bank. AUM of the combined entities will be $2.5 billion.
Beacon Trust Company Announces Agreement to Acquire The MDE Group, Inc.

2014 News
October 15, 2014
Private Capital and Hungry Managers Stoke M&A Deals

June 30, 2014
Park Sutton Advisors is pleased to announce the sale of Geneva Capital Management, a small- and mid-cap US growth equity manager with $6.3 billion in AUM, to Henderson Global Investors, a global asset manager, publicly-listed in the UK and Australia.
Henderson Strengthens North American Business with Acquisition of Geneva Capital Management

May 28, 2014
West Coast Multi-Boutique Adds New Affiliates

April 11, 2014
NY Manager Dives into Alts Market with Acquisition

2013 News
December 12, 2013
Private Equity Has Big Plans for Ex-SunTrust Manager

December 5, 2013
How a Kansas Wealth Manager Ate New York — or at Least One of its Big Advisory Firms — Owned By an Arthur Andersen Orphan

December 2, 2013
Park Sutton Advisors is pleased to announce the strategic partnership between RR Advisory Group, an independent wealth management firm with approximately $780 million in AUA, and Mariner Wealth Advisors.
Mariner Wealth Advisors Welcomes RR Advisory Group

October 2, 2013
Park Sutton Advisors is pleased to announce the sale of Prime Management Limited, a fund administrator with approximately $6 billion in AUA, to SS&C Technologies.
Acquisition Provides SS&C Entry to Insurance Linked Securities Administration Market

September 12, 2013
Midwest Managers Strike $1.3B Fixed Income Deal

August 23, 2013
After More Than Two Years of Radio Silence, Mark Hurley Pings with a Stake-Taking in an Under-the-Radar RIA

August 23, 2013
Banyan Reels in Two More RIAs Pushing its Assets Across the $4 Billion Line — Now Comes the Challenge

August 21, 2013
Park Sutton Advisors is pleased to announce the sale of Rushmore Investment Advisors to Banyan Partners.
Banyan Partners Announces Two New Acquisitions

July 16, 2013
Q&A – Steve Levitt with IM Deals – Investment Management Deals Blog – Seward & Kissel LLP

June 19, 2013
Fidelity’s M&A Program Reload Looks ‘Game-Changing’ After it Partners with a Middleman to Get Uncle Sam to Guarantee RIA Deals

April 11, 2013
Rush ‘Rusty’ Benton is Back in the Deal Game – Wielding the Checkbook and Credibility of $85 Billion CAPTRUST

March 25, 2013
Old Mutual on Institutional Acquisition Trail

February 1, 2013
A $1 Billion RIA in the NY Suburbs Got There Without Marketing Now Focus Financial Is Assigned the Makeover

January 28, 2013
The RIA M&A Market Stumbled in 2012, but Giants Were Not Deterred

2012 News
December 18, 2012
Institutional Fixed Income Manager Sold to UK Firm, Maybe at Peak

December 6, 2012
Park Sutton Advisors is pleased to announce the sale of Columbus Avenue Consulting, a hedge fund administrator with $7 billion in AUA, to Orangefield Group.
Orangefield Group Acquires Columbus Avenue

October 30, 2012
Park Sutton Advisors is pleased to announce the strategic partnership of RiverPoint Capital Management, a Cincinnati investment advisory firm with $1.3 billion in AUM, with Mariner Wealth Advisors.
RiverPoint Capital Management Joins Mariner Wealth Advisors

October 16, 2012
Park Sutton Advisors is pleased to announce the sale of McDonnell Investment Management, a leading fixed income investment manager with approximately $13.5 billion in AUM, to Natixis Global Asset Management.
Natixis Acquires McDonnell Investment Management

September 28, 2012
Park Sutton Advisors is pleased to announce the sale of Gravity Financial, an independent full-service fund administrator, to SS&C Technologies.
SS&C Acquires Gravity Financial

June 18, 2012
Park Sutton Advisors is pleased to announce the partial sale of equity of Ultimus Fund Solutions, a leading independent mutual fund administrator with approximately $20 billion in AUA, to LLR Partners, a middle market private equity firm with more than $1.4 billion under management.
LLR Partners Provides Growth Capital to Ultimus Fund Solutions

Park Sutton Advisors, LLC

Phone:

(646) 727-4825

Fax:

(646) 727-4830

295 Madison Avenue
Suite 725
New York, NY 10017

Park Sutton Advisors, LLC

Phone: (646) 727-4825
Fax: (646) 727-4830

295 Madison Avenue
Suite 725
New York, NY 10017