Pulse 2.0

Nuveen Buying Schroders For About £9.9 Billion In Cash

Anthropic: $30 Billion Series G At $380 Billion Valuation Raised For Enterprise AI And Coding Platform

Partners Capital Closes $1+ Billion Merlin IV Co-Investment Fund

LastPass Names Chris Michelmore As Chief Revenue Officer

Primary Venture Partners Launches $625 Million Fund V

YCharts Adds Hamilton Lane Benchmarks For Private Markets Analysis

By Amit Chowdhry ● Today at 11:32 AM

YCharts has introduced benchmark data from Hamilton Lane, adding a new private markets reference set designed to help financial advisors evaluate private investment strategies alongside public markets analysis.

Urbaser: $6.6 Billion Deal For Global Environmental Services Platform

By Amit Chowdhry ● Today at 11:30 AM

Platinum Equity has signed a definitive agreement to sell Urbaser to Blackstone and EQT in a transaction valued at approximately $6.6 billion, or €5.6 billion. The deal is subject to customary regulatory approvals.

Carson Group Buys Out Carson Wealth Scottsdale In Full Acquisition

By Amit Chowdhry ● Today at 11:23 AM

Carson Group announced it has fully acquired its Carson Wealth office in Scottsdale, Arizona, bringing the long-time partner firm under full ownership as it continues to expand its national advisory network. The Scottsdale practice, led by managing partner and wealth advisor Brent Pine, oversees about $430 million in assets under management and serves client families across multiple generations.

Blue Owl Capital Closes Strategic Equity Secondaries Fund With Over $3 Billion In Commitments

By Amit Chowdhry ● Today at 11:20 AM

Blue Owl Capital announced it has reached a final close for Blue Owl Strategic Equity, its strategic equity and secondaries strategy, with more than approximately $3 billion in total commitments raised across institutional and private wealth channels, as well as related accounts.

PMWEB Adds Chris Novak As President And Chief Revenue Officer And Vijai Viswanathan As Chief Product And Technology Officer

By Amit Chowdhry ● Today at 11:19 AM

PMWEB, a lifecycle project management platform for capital portfolios, has appointed Chris Novak as President and Chief Revenue Officer as the company expands its leadership team and scales its go-to-market strategy following a strategic growth investment.

Montana Capital Partners Closes $1.4 Billion OSP VI Fund After PGIM Acquisition

By Amit Chowdhry ● Today at 11:07 AM

Montana Capital Partners announced it has reached a final close for MCP Opportunity Secondary Program VI, or OSP VI, a $1.4 billion private equity secondaries program focused on relative value opportunities in the mid-market. The Switzerland and U.S.-based secondaries manager said the program size matches its most recent predecessor fund and will invest across GP-led and LP-led transactions in North America and Western Europe.

Renovus Capital Partners Names Niklas Kuhlmann Director Of Investor Relations And Capital Formation For EMEA

By Amit Chowdhry ● Today at 11:01 AM

Renovus Capital Partners, a Philadelphia-area based investment firm, has appointed Niklas Kuhlmann as Director of Investor Relations and Capital Formation, EMEA. He will be based in Frankfurt, Germany.

Osaic: St. Louis-Area Advisors Launch F & M Investment Partners With $232 Million In Client Assets

By Amit Chowdhry ● Today at 10:55 AM

Osaic announced financial advisors Michael Murray and Brian Fruend have launched a new independent firm, F & M Investment Partners, through Osaic. The Missouri-based practice is headquartered in the greater St. Louis area and oversees approximately $232 million in client assets, according to the company.

Deutsche Börse To Buy General Atlantic’s Remaining ISS STOXX Stake For €1.1 Billion

By Amit Chowdhry ● Today at 10:45 AM

Deutsche Börse Group has agreed to acquire the remaining 20% minority stake in ISS STOXX from General Atlantic, giving the exchange operator full ownership of the data, analytics, and index provider. The deal ends a multi-year partnership that began with Deutsche Börse Group’s 2019 acquisition of Axioma, then expanded through the 2023 combination of ISS’ stewardship and ESG solutions with the STOXX index business.

Alantra Forms €155 Million Fund To Keep Backing Health In Code

By Amit Chowdhry ● Today at 10:30 AM

Alantra Private Equity has closed a €155 million healthcare continuation vehicle to increase its stake in Health in Code, positioning the Spanish clinical genomics platform for its next phase of international expansion and acquisitions. The single-asset continuation fund was significantly oversubscribed, led by Hayfin Capital Management, with additional commitments from a diversified group of institutional investors, including BNP Paribas AM and Altamar CAM.

Carlyle Acquiring Majority Stake In Nido Home Finance In $230 Million Deal

By Amit Chowdhry ● Today at 10:27 AM

Edelweiss Financial Services Limited announced it will bring in The Carlyle Group as a strategic majority investor in Nido Home Finance Limited, the housing finance business that is currently a wholly owned subsidiary of Edelweiss.

Ignium Launches With $300 Million For Defense Systems

By Amit Chowdhry ● Today at 10:26 AM

Albion River has launched Ignium, a purpose-built merchant provider supplying components and solutions to the U.S. and allied defense industrial base. The new platform consolidates a portfolio of established businesses that make mission-critical subsystems used across current and next-generation weapons systems, positioning Ignium as a supplier that is not dependent on the outcome of any single prime contractor or platform program.

Paragon Group Expands Business Services Provider With Parseq Acquisition

By Amit Chowdhry ● Today at 10:24 AM

Paragon Group has acquired Parseq Limited, a UK-based specialist in document, finance, and payment process automation, in a deal the buyer described as a strategic investment to bolster its position in business process services. Parseq, headquartered in Hellaby, South Yorkshire, brings more than 50 years of experience providing outsourced workflow and technical solutions for highly regulated organizations with strict data and privacy requirements, including major UK banks, utilities, local authorities, and telecom operators.

Raymond James Onboards $730 Million Wisconsin Advisor Team

By Amit Chowdhry ● Today at 10:21 AM

Raymond James Financial Services (RJFS) has added a six-advisor team in Green Bay, Wisconsin, bringing approximately $730 million in client assets to the firm’s independent advisor channel.

Oncolytics Biotech: Interview With CEO & Director Jared Kelly About The Immunotherapy Company

By Amit Chowdhry ● Today at 10:19 AM

Oncolytics Biotech is a clinical-stage biotechnology company developing pelareorep, an investigational first-in-class double-stranded RNA immunotherapeutic agent, to establish a platform immunotherapy for the treatment of gastrointestinal tumors. Pulse 2.0 interviewed Oncolytics Biotech CEO and Director Jared Kelly to learn more.

Voximplant: Interview With Founder & CEO Alexey Aylarov About The Voice AI Orchestration Platform

By Amit Chowdhry ● Today at 9:00 AM

Voximplant is a Voice AI Orchestration Platform for real-time communication that enables businesses to to build and scale AI-powered communication systems without managing complex infrastructure. Pulse 2.0 interviewed Voximplant founder and CEO Alexey Aylarov to learn more.

RedTrack: Interview With Co-Founder & CEO Vlad Zhovtenko About The AI-Based Marketing Analytics Company

By Amit Chowdhry ● Today at 8:00 AM

RedTrack, co-founded by CEO Vlad Zhovtenko, is an all-in-one, AI-driven marketing analytics and automation platform that helps advertisers, e-commerce brands, and affiliate marketers track, attribute, and optimize their ad campaigns across multiple channels in a privacy-compliant, cookieless environment. Pulse 2.0 interviewed RedTrack co-founder and CEO Vlad Zhovtenko to learn more.

Project Omega: $12 Million Seed Funding Raised To Rebuild America’s Spent Nuclear Fuel

By Amit Chowdhry ● Yesterday at 11:12 PM

Project Omega, an advanced nuclear recycling company, has emerged from stealth with a plan to rebuild the United States’ nuclear fuel cycle end to end, positioning spent nuclear fuel as a strategic energy and materials resource rather than long term waste.

Reflow: $15+ Million Seed Funding Raised For Workflow Intelligence Platform

By Amit Chowdhry ● Yesterday at 11:10 PM

Reflow has launched a workforce and workflow intelligence platform to help enterprises understand how operational work occurs across people and systems, identify what to automate, and measure whether those automation efforts deliver ROI. Alongside the launch, the company said it has raised a $15 million plus seed round to accelerate product development and expand access to operational and AI automation intelligence for more customers.

Patria Prepares Next Latin America Private Credit Fund Vintage

By Amit Chowdhry ● Yesterday at 11:09 PM

Patria Investments announced it is preparing the next vintage of its Latin America private credit strategy, aiming to give global institutional investors exposure to what the firm describes as a large corporate credit market that remains structurally under-levered and capital-constrained. The alternative asset manager, which reported more than $60.1 billion in assets under management, said it believes a combination of limited reliable lending capacity and a persistent, perception-based regional risk premium can keep spreads elevated even when borrower fundamentals hold up, supporting attractive yield without relying on higher leverage. This planned vehicle is set to build on Patria’s 26-year Latin America credit platform, which the firm said totals approximately $12.3 billion.

Vision Ridge Partners Raises About $2.4 Billion For Flagship Fund IV

By Amit Chowdhry ● Yesterday at 11:08 PM

Vision Ridge Partners, a sustainable real assets investor managing about $5.6 billion in assets, said it has closed Sustainable Asset Fund IV, raising roughly $2.4 billion in capital commitments across the fund and related vehicles. The firm said the raise represents its largest fundraise to date and nearly doubles the size of its predecessor vehicle, reflecting what it described as strong institutional demand for its strategy amid evolving energy transition policy and regulatory frameworks.

OSSIO Secures $50 Million Credit Facility To Fund Global Growth

By Amit Chowdhry ● Yesterday at 11:07 PM

OSSIO has closed an initial $40 million senior credit facility, with an additional $10 million available to support future growth, according to Horizon Technology Finance Corporation and Monroe Capital. The financing is designed to provide growth capital as OSSIO expands its orthopedic fixation technology globally.

Aerodigm Wealth Completes Management Buyout And Rebrands With $1.5 Billion AUM

By Amit Chowdhry ● Yesterday at 11:06 PM

Aerodigm Wealth announced it has completed a management buyout of the wealth advisory business formerly known as Delap Wealth Advisory and relaunched as Aerodigm Wealth, positioning the firm as an independent, partner-owned advisor to ultra-high-net-worth individuals and families. The firm reported approximately $1.5 billion in assets under management as of December 31, 2025, and said its offering centers on integrating tax-aware advice into portfolio allocation and multigenerational planning, with a particular emphasis on strategic tax efficiencies for clients in high-tax jurisdictions.

Health2047: Interview With Managing Director Warren Templeton About The AMA-Founded Venture Studio

By Amit Chowdhry ● Yesterday at 10:53 PM

Health2047 is a Silicon Valley venture studio backed by the American Medical Association (AMA) that finds, forms, and scales early-stage companies to transform U.S. healthcare in the areas of data, chronic disease, and productivity. Pulse 2.0 interviewed Health2047 Managing Director Warren Templeton to learn more.

Crystalys Therapeutics Adds Former Horizon Therapeutics CEO Tim Walbert To Board

By Amit Chowdhry ● Yesterday at 10:53 PM

Crystalys Therapeutics has appointed Tim Walbert, the former Chairman, President, and CEO of Horizon Therapeutics, to its board of directors as an independent director, adding a veteran biopharmaceutical executive with deep commercial and drug-development experience in gout.

ArgusEye Adds Jane Lute, Eric Byres, And Joern Lubadel To Advisory Board

By Amit Chowdhry ● Yesterday at 10:52 PM

ArgusEye, a provider of AI-powered threat modeling technology for connected device manufacturers, has appointed three new members to its Advisory Board as it looks to deepen its work across critical infrastructure, consumer products, and healthcare.

CCT Promotes Sherry Stewart To Vice President Of Finance

By Amit Chowdhry ● Yesterday at 10:52 PM

CCT has promoted Sherry Stewart, CPA, to Vice President of Finance, elevating a longtime finance leader who has helped guide the company’s financial operations through years of growth and increasing complexity. Stewart joined CCT in 2017 during a period of transition and has served as the company’s controller, overseeing key financial functions spanning payroll, benefits administration, accounting, compliance, and audits. CCT said her work has been central to maintaining financial integrity as the company scaled, particularly in the high-accountability environment of casino and resort operations where accuracy and trust are critical.

Webull Launches Consolidated Market Data Feed For Overnight Trading

By Amit Chowdhry ● Yesterday at 10:49 PM

Webull, the owner of the Webull online investment platform, has launched a consolidated market data feed for overnight U.S. equities trading, aiming to improve price transparency and visibility into available liquidity for global investors during the expanding overnight session.

Cerity Partners To Merge With Verus Investments, Expanding Institutional Advisory Offering

By Amit Chowdhry ● Yesterday at 10:48 PM

Cerity Partners announced it will merge with Verus Investments, bringing an institutional investment consulting platform into Cerity’s independent wealth and investment management business, with the combined organization operating under the Cerity Partners brand.

CAPTRUST Welcomes $3.8 Billion Firm Alpha Cubed Investments In Southern California Expansion

By Amit Chowdhry ● Yesterday at 10:47 PM

CAPTRUST Financial Advisors announced Alpha Cubed Investments (ACI), a Southern California wealth management and financial planning firm, has joined the organization, expanding CAPTRUST’s presence in the region. Founded in 2011, ACI focuses on comprehensive wealth management and financial planning for individuals and families. The firm is led by CEO and Chief Technical Analyst Todd Walsh and President Tony Jabczenski, and is supported by a team of 28 professionals, including 16 advisors. ACI oversees approximately $3.8 billion in assets.