Perspectives & Commentary

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.

News | Press

The Carlyle Group has Completed the Sale of a Portion of its Equity Interest in Avalon Advisors to The Cynosure Group

October 1, 2015

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

Avalon Perspectives

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December 9, 2016

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November 23, 2016

The Good Ole Days Aren't Coming Back

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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

Monthly Note

July 2017

Quarterly Note

Second Quarterly,  2017

Monthly Note

May 2017

Monthly Note

April 2017

Quarterly Note

First Quarter, 2017

Monthly Note

February 2017

Monthly Note

January 2017

Quarterly Note

Fourth Quarter, 2016

Monthly Note

December 2016

Monthly Note

November 2016

Quarterly Note

Third Quarter, 2016

Monthly Note

August 2016

Monthly Note

July 2016

Quarterly Note

Second Quarter, 2016

Monthly Note

May 2016

News | Press

Avalon Advisors Announces San Antonio Expansion

December 21, 2016

Avalon Advisors Announcement

December 16, 2016

Sam Rines

April 11, 2016

Avalon Advisors Announcement

October 1, 2015

Viewpoints

China

March 1, 2014

Commentary

Fourth Quarter, 2015

Second Quarter, 2015

First Quarter, 2015

Fourth Quarter, 2014

Third Quarter, 2014

Second Quarter, 2014

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