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.

CI Financial to Acquire McCutchen Group

October 21, 2021

Wealth Management

CI Financial Corp. announced an agreement to acquire McCutchen Group LLC, a Seattle-based, ultra-high-net-worth focused wealth management firm with US$3.4 billion in assets under management. The deal is expected to close later in 2021, subject to regulatory approval and customary closing conditions, and financial terms were not disclosed.

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.

Roth Capital Partners Acquires MKM Partners

August 17, 2022

IT Services

Roth Capital Partners, LLC (ROTH) announced it reached a definitive agreement to acquire 100% of MKM Partners, LLC, an institutional equity trading, sales and research firm headquartered in Stamford, Connecticut. The combined organization will employ over 235 people and expand ROTH’s investment banking platform with MKM’s expertise in market research and trading services.

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.