CFIUS Clearance: Huatai Securities, AssetMark Financial Holdings and WBI OBS Financial By Trade Practitioner on May 20, 2020 Posted in CFIUS Case Summaries, China, Clearance, Financial Services, US Status: Clearance Acquirer: Huatai Securities Co., Ltd. (China); AssetMark Financial Holdings, Inc., (US) Acquired: WBI OBS Financial, LLC (US) Value: US$18.4 million Industry: Financial Services On September 30, 2019, AssetMark Financial Holdings, Inc. (NYSE: AMK), a “provider of extensive wealth management and technology solutions that power independent financial advisers and their clients,” (AssetMark Financial Holdings, Inc., … Continue Reading
Upcoming/New CFIUS Filing: Orolia SA and Talen-X, Inc. By Trade Practitioner on May 3, 2018 Posted in CFIUS Case Summaries, Communications Equipment Manufacturing, Europe & Central Asia, France, Telecommunications, Upcoming/New Filing, US Status: Upcoming/New Acquirer: Orolia SA (France) Acquired: Talen-X, Inc. (US) Value: Unknown Industry: Telecommunications; Communications Equipment Manufacturing… Continue Reading
CFIUS Filing Cleared: Ultra Electronics Holdings and Sparton Corporation By Trade Practitioner on January 29, 2018 Posted in CFIUS Case Summaries, Clearance, Electronic Engineering, Electronic Manufacturing, Integrated Circuits, United Kingdom, US Status: Clearance Acquirer: Ultra Electronics Holdings plc (England and Wales) Acquired: Sparton Corporation (US) Value: Approx. US$234.8 million Industry: Integrated Circuits; Electronic Engineering; Electronic Manufacturing… Continue Reading
