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Transaction Highlight

April 19, 2017

Touchstone Enters into Purchase Agreement to Acquire Certain Assets of Sentinel Asset Management, Inc.

Cincinnati - April 19, 2017 - Touchstone Investments and Sentinel Asset Management, Inc. (Sentinel), an indirect wholly owned subsidiary of National Life Holding Company, announced today that Touchstone Advisors, Inc. (Touchstone), a wholly owned subsidiary of Western & Southern Financial Group (Western & Southern), has agreed to acquire certain assets relating to Sentinel’s business of providing investment advisory and investment management services to the Sentinel mutual funds.View Transaction Details

Archived Press Releases and Articles

Bold indicates Berkshire Capital client

April 19, 2017

Touchstone Enters into Purchase Agreement to Acquire Certain Assets of Sentinel Asset Management, Inc.

March 03, 2017

LGT Capital Partners to acquire European Capital

February 21, 2017

B. Riley Financial to Acquire FBR & Co. to Form Dynamic Financial Services Firm with Unmatched Capabilities

February 20, 2017

CIM Group and Mitsui & Co., Ltd. Announce Strategic Partnership

January 04, 2017

New York Life Investments to Acquire Majority Stake in Credit Value Partners

January 03, 2017

Marble Point Announces Acquisition of ACAS CLO Management Platform

December 01, 2016

AllianzGI to acquire Sound Harbor Partners

November 14, 2016

Teton Advisors Agrees to Acquire Keeley Asset Management

November 14, 2016

Perella Weinberg Partners and Tudor, Pickering, Holt & Co. To Combine  

October 31, 2016

Rosemont Investment Partners to facilitate broadening employee ownership at Boston Common Asset Management

October 27, 2016

FTN Financial Acquires Coastal Securities

October 03, 2016

Savant Expands Investor Base, Raises over $50MM in Capital

September 30, 2016

Fiera Capital makes an offer to acquire London-based Charlemagne Capital Limited 

September 29, 2016

Berkshire Capital Announces Leadership

August 08, 2016

Tiedemann Wealth Management and Presidio Capital Advisors Combine Firms to Create Leading National Investment and Wealth Advisor

July 21, 2016

People's United Bank, N.A. announces the acquisition of New York-based investment management firm Gerstein Fisher

June 28, 2016

Pavilion Financial Corporation to acquire Altius Holdings Ltd.

April 28, 2016

Fortress Biotech and National Holdings Announce Agreement

April 18, 2016

Focus Partner Firm Merriman Wealth Management Joins Forces with Summit Capital Management

March 18, 2016

Sale of Hildene Leveraged Credit, LLC Assets