Avalon produces a variety of investment commentaries.
Our perspectives and quarterly commentary are issued throughout the year and cover a range of investment-related topics.
The Carlyle Group has Completed the Sale of a Portion of its Equity Interest in Avalon Advisors to The Cynosure Group
Deal Value: Undisclosed
Global alternative asset manager The Carlyle Group (NASDAQ: CG) completed the sale of a portion of its equity interest in Avalon Advisors, LLC (“Avalon Advisors”) to The Cynosure Group, LLC (“The Cynosure Group” or “Cynosure”). The investment in Avalon Advisors was made through Carlyle Global Financial Services Partners L.P., which will retain a material equity stake in Avalon Advisors following this transaction.
In a related endeavor, The Cynosure Group is collaborating with Avalon Advisors on the opening of a new firm based in Salt Lake City to provide comprehensive wealth management services to high net worth families, foundations and other organizations in the intermountain west region. Cynosure believes that partnering with Avalon Advisors will position it to deliver competitive long-term investment advisory services to its target market with uncompromising levels of integrity.
Founded in 2001, Houston, TX-based Avalon Advisors has approximately $6 billion in assets under management. The firm’s mission is to provide superior investment management and differentiated investment advice to its clients by combining the in-house talents of nationally recognized investment managers with experienced client advisors.
The Cynosure Group is a Salt Lake City, Utah-based firm that works with significant family offices to make long-term equity investments in private companies. Cynosure has expertise in financial services,
industrials, healthcare, natural resources, consumer/retail and technology. In addition to control buyouts, Cynosure provides growth equity and strategic minority investments in companies with reliable cash flow, meaningful growth prospects, and the ability to differentiate in their markets. The Cynosure
Group’s flexible investment mandate enables a collaborative approach with strong management teams and family-owned businesses over a longer period than traditional private equity investors.
Sandler O’Neill served as the exclusive financial advisor to The Carlyle Group in connection with this transaction. This represents Sandler O’Neill’s 9th U.S. asset management transaction and 128th financial services transaction since January 1, 2014, more than any other investment bank during that time period.(1)
(1) Source: SNL Financial; Excludes terminated transactions or self-advisory roles
Low-Balling Inflation Puts the Fed at Risk
September 28, 2017
TPP Is Dead. What Now?
January 25, 2017
The Possibilities of Trump's U.S.
December 9, 2016
Reversal Rates Are the Next Big Challenge for Central Banks
November 23, 2016
The Good Ole Days Aren't Coming Back
October 13, 2016
The Federal Reserve's Anti-Volcker Inflation Revolt
August 24, 2016
Why the Fed Needs to Raise its Inflation Target
August 18, 2016
Is the Rest of the World Ditching America to Trade with China?
August 3, 2016
Has the Federal Reserve Become Congress's Golden Goose?
July 20, 2016
The Fed Must Avoid the 'Credibility Trap'
June 21, 2016
Why the Fed Needs to Make a Policy Error
May 18, 2016
The Fed Faces Its 'Anti-Volcker Moment'
May 9, 2016
The Fed's Critical Global Mandate
April 29, 2016
Why the Federal Reserve Is All Talk
April 26, 2016
Is the Global Middle Class Really Here to Stay?
April 12, 2016
Quarterly and Monthly Notes
Second Quarter, 2018
First Quarter, 2018
Third Quarter, 2017
Second Quarter, 2017
First Quarter, 2017
Fourth Quarter, 2016
Third Quarter, 2016
Second Quarter, 2016
News | Press
Avalon Advisors, LLC Named to 2018 Financial Times 300 Top Registered Investment Advisers
June 28, 2018
Avalon Advisors Announces San Antonio Expansion
December 21, 2016
Avalon Advisors Announcement
December 16, 2016
April 11, 2016