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Advisory M&A | PLANADVISER
OneDigital acquires third property-and-casualty business in past two months; Ubiquity and DriveWealth bring fractional share trading to small business 401(k)s; Merrill Lynch wealth manager and team joins First Republic; and more.
United states
Jersey city
New jersey
City of
United kingdom
Fort lauderdale
Logone oriental
Justin merola
Jorge garcia
Stan smith
Rockefeller michael armondo
Landon smith
Jason ozur
Adam green
Monica vallejo
Steven scott bradley
Serial investor Kudu takes stake in $5 4bn EM boutique
Gramercy Funds Management, which is based in Greenwich, Connecticut, has about $5.4bn in assets under management.
United states
Robert koenigsberger
Rob jakacki
White mountains insurance group
Sequoia financial group
Kudu investment management
Funds management
York based kudu
Granahan investment management
Douglass winthrop advisors
Radcliffe capital
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