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Patty Buchanan

Senior Vice President Corporate Affairs at MACQUARIE GROUP LIMITED

Investor

New York

Deal Bio

Total Deals5

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

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04 Jan 2021|United States|Asset Managers and Custodians

Target: BEL AIR INVESTMENT ADVISORS LLC

Bidder: HIGHTOWER ADVISORS

8 Service Providers

2 Target | 2 Bidder | 4 Vendor

16 Dealmakers

3 Target | 2 Bidder | 11 Vendor

n/a

Value

27 Jul 2021|United States|Asset Managers and Custodians

Target: FARR MILLER & WASHINGTON

Bidder: HIGHTOWER INC

6 Service Providers

3 Target | 3 Bidder

7 Dealmakers

5 Target | 2 Bidder

n/a

Value

31 Mar 2022|United States|Management Consulting

Target: ALTIUM WEALTH MANAGEMENT

Bidder: HIGHTOWER ADVISORS

5 Service Providers

3 Target | 2 Bidder

12 Dealmakers

10 Target | 2 Bidder

n/a

Value

31 Aug 2022|United States|Asset Managers and Custodians

Target: HIGHLAND PRIVATE WEALTH MANAGEMENT

Bidder: HIGHTOWER ADVISORS

5 Service Providers

3 Target | 2 Bidder

5 Dealmakers

3 Target | 2 Bidder

n/a

Value

08 Nov 2023|United States|Security Services

Target: CAMIN CARGO

Bidder: MACQUARIE GROUP LIMITED

7 Service Providers

3 Target | 3 Bidder | 1 Vendor

17 Dealmakers

12 Target | 3 Bidder | 2 Vendor

n/a

Value

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