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By Joyce Hanson, AdvisorOne |
August 31, 2011
The Carlyle Group, one of the world’s largest private equity firms, has made a minority investment in Avalon Advisors, a Houston-based wealth advisor and asset manager with nearly $4 billion in assets under management.
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By Joyce Hanson, AdvisorOne |
August 23, 2011
Independent broker-dealer First Allied announced that it has joined in an acquisition deal with private equity firm Lovell Minnick Partners, allowing the BD and Lovell to buy First Allied from parent Advanced Equities.