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Satori Capital has made an investment in Fort Worth, Texas-based Mountain Cove Capital Management, a financial advisory and investment firm.
DWS and Northwestern Mutual Capital have agreed to form a partnership.
H.I.G. Capital and RCM Capital Management have agreed to acquire PI Financial Corp, a Vancouver, British Columbia-based full-service investment dealer operating across Canada.
Brookstone Capital Management and FormulaFolios, two registered investment advisory firms, are merging.
Canadian private equity firm Walter Global Asset Management has acquired a minority interest in Auspice Capital Advisors, a Calgary-based asset management business.
KKR has agreed to acquire Global Atlantic, a retirement and life insurance company.
Mercer Global Advisors Inc, which is backed by Oak Hill Capital and Genstar Capital, has acquired Denver-based M.J Smith and Associates Inc, a wealth management firm.
The DMS Group has acquired Oligo Swiss Fund Services.
Toronto-based commercial insurance brokerage Navacord has closed its acquisition of Blanket Insurance and bought three other Canadian property and casualty brokers.
Chicago-based insurance broker Hub International has acquired the life insurance product managing general agent business of Toronto-based Ivari.
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