iM Global Partner Acquires Litman Gregory

Beacon Pointe Advisors Acquires Litman Gregory Wealth Management from iM Global Partner

December 31, 2025

Financial Services

Beacon Pointe Advisors has acquired Litman Gregory Wealth Management, a $2.7 billion registered investment adviser previously affiliated with iM Global Partner, in a deal that closed December 31, 2025. The acquisition expands Beacon Pointe's national footprint—strengthening its presence in Northern California and establishing a new office in Missouri—while adding an 18-person advisory team and specialist planning capabilities.

iM Global Partner Takes Minority Stake in Trinity Street Asset Management

April 22, 2024

Wealth Management

iM Global Partner has acquired a non-controlling minority stake in London-based Trinity Street Asset Management, which had approximately US$8.6 billion in assets under management as of 31 March 2024. The Trinity Street partners will retain the substantial majority and continue to operate independently; the transaction is subject to FCA approval and is intended to expand iMGP's European product offering and global network.

IK Investment Partners and Luxempart Acquire Stake in iM Global Partner from Eurazeo

February 18, 2021

Wealth Management

IK Investment Partners and Luxempart have acquired a minority stake in iM Global Partner from Eurazeo (with Dassault/La Maison selling its stake), while Amundi remains a shareholder. The transaction brings new strategic investors to support iM Global Partner’s international growth and external growth ambitions as it targets significant expansion of assets under management.

Perigon Wealth Management Acquires Gitterman Wealth Management and Gitterman Asset Management

October 1, 2025

Financial Services

Perigon Wealth Management has acquired Gitterman Wealth Management and Gitterman Asset Management, bringing an estimated $1.3 billion of client assets onto Perigon’s platform. Gitterman partners Jeffrey Gitterman and Eli Rauch will join Perigon as Managing Directors as the deal expands Perigon’s advisory capabilities and assets under management.

Franklin Templeton Acquires Legg Mason

July 31, 2020

Wealth Management

Franklin Resources (operating as Franklin Templeton) completed its acquisition of Legg Mason, creating one of the world’s largest independent investment managers with roughly $1.4–$1.5 trillion in combined AUM. The all-cash transaction (approximately $4.5 billion) included assumption of about $2 billion of Legg Mason debt; the firms said Legg Mason’s specialist investment affiliates will retain operational autonomy while benefiting from Franklin Templeton’s global platform and distribution.

ICG and Levine Leichtman Capital Partners Announce Strategic Partnership with Law Business Research

May 22, 2024

Data & Analytics

Intermediate Capital Group (ICG) has entered a strategic investment partnership in Law Business Research (LBR) alongside existing investor Levine Leichtman Capital Partners (LLCP). Under the arrangement LLCP will return significant capital to its investors while remaining a shareholder alongside ICG; the financing will support LBR's international expansion, product development and continued growth.