Acquisition · Activity not yet classified
Smith, Graham & Co. value equity team
Transaction overview
Reported completed
Dana Investment Advisors reported completing the acquisition of the Small Cap, Midcap and SMID Cap Value Equity Team formerly part of Smith, Graham & Co. Investment Advisors on March 1, 2024.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- March 2024: Dana Announces Acquisition of Equity Team from Smith, Graham & Co. Investment Advisors, L.P. - Dana InvestmentDana Investment ↗
Dana Investment Advisors · Published Apr 9, 2024
The article reports a March 1, 2024 completed acquisition of three value-equity strategies and their team, not the acquisition of the entire Smith, Graham firm. The raw page metadata supplies the April 9 publication date.