Portico Capital Advisors · Sale, Nov 23, 2021

Portico Capital Advisors agreed to be sold to TD Securities (USA)firm, announced on Nov 23, 2021.
8-K
M. Klein & Company advised the seller.
8-K
Perkins Fund Marketingfirm advised the buyer.
8-K
TD Securities (USA)firm's other recent deals include Hicuity Healthdeal on Aug 17, 2026.
8-K

Parties

first 2 of 3

Party	Role	Source
TD Securities (USA)	Buyer	8-K
M. Klein & Company	Seller's adviser	8-K

1 more party

first 2 of 5

Date	Deal	Firms	Source
Aug 17, 2026	Hicuity Health · Sale	TD Securities (USA), Perceptive Advisors	8-K
Jul 29, 2026	Caldera Therapeutics, Inc · Merger	Guggenheim Securities, TD Securities (USA)	8-K

3 more deals