Credit Suisse Acquires The Klein Group (MK&C) for $175M

UBS Acquires Credit Suisse

March 20, 2023

Financial Services

UBS Group AG agreed to acquire Credit Suisse Group AG in a government-supported deal announced March 2023, with Credit Suisse shareholders receiving UBS shares as consideration. The transaction (and subsequent merger of the Swiss operating entities) was structured to stabilize Credit Suisse, expand UBS's wealth and asset-management scale, and realize cost synergies across the combined bank.

Citrin Cooperman Acquires Keefe McCullough & Co., LP

February 6, 2024

Accounting & Tax

Citrin Cooperman has acquired Keefe McCullough & Co., LP (KMC), a Fort Lauderdale-based tax, attest, and business advisory firm, effective February 1, 2024. The deal brings KMC's 11 partners and more than 75 employees (and over $15M in revenue) into Citrin Cooperman as part of a strategic expansion of the firm's Florida presence.

Accenture Acquires SKS Group

February 16, 2023

Consulting

Accenture has completed its acquisition of SKS Group, a Germany-based consulting firm that helps banks across Germany, Austria and Switzerland modernize technology and meet regulatory requirements using SAP S/4HANA. Approximately 500 SKS Group professionals join Accenture Technology; financial terms were not disclosed.

North Square Investments Acquires Majority Interest in C.S. McKee

January 7, 2020

Financial Services

North Square Investments has agreed to acquire a majority interest in C.S. McKee L.P., a Pittsburgh-based institutional investment manager with over $8 billion in assets under management. The deal (subject to closing conditions) will position McKee as an independent affiliate within North Square's multi-boutique platform, expand employee equity ownership, and provide product development, distribution and administrative support to accelerate growth across institutional and retail channels.

Mizuho Financial Group Acquires Greenhill & Co.

May 22, 2023

Financial Services

Mizuho Financial Group agreed to acquire Greenhill & Co., Inc. in an all-cash transaction at $15 per share, implying an enterprise value of about $550 million including assumed debt. Greenhill will operate as Mizuho's M&A and restructuring advisory business with its brand and leadership retained, adding roughly 370 employees to Mizuho and accelerating the bank's investment banking growth strategy.

Wealth Enhancement Group Acquires KCS Wealth Advisory, LLC

October 12, 2023

Wealth Management

Wealth Enhancement Group, a national independent wealth management firm, has acquired KCS Wealth Advisory, LLC, a Los Angeles-based independent RIA led by Laura Gilman and Ken Waltzer, bringing approximately $373 million in client assets. The acquisition adds one Los Angeles-area office and increases Wealth Enhancement Group's total client assets to more than $70.5 billion while providing succession and expanded resources for the KCS team.