Leadership

HKW Hires Laurence Lederer And Devraj Roy As Partners

By Amit Chowdhry ● Apr 4, 2024

Middle-market private equity firm HKW has hired Laurence Lederer and Devraj Roy as Partners. Based in HKW’s New York City office, Lederer and Roy will seek to advance HKW’s strategy of prioritizing investments in basic industrial manufacturing, distribution, and business services companies, including IoT/telematic and tech-enabled businesses.

Carlyle: Lindsay LoBue Named As Chief Operating Officer

By Amit Chowdhry ● Mar 29, 2024

Carlyle announced that Lindsay LoBue will become Carlyle’s Chief Operating Officer, effective July 1, 2024. And as COO, LoBue will oversee the firm's operational strategy, ensuring the highest level of efficiency and effectiveness across the business and prioritizing strategic growth and client service. Chris Finn, Carlyle’s current Chief Operating Officer, will stay in his role through June 30, 2024, and become a Senior Advisor to the firm.

Ocorian Names Frank Hattann As Chief Commercial Officer

By Amit Chowdhry ● Mar 29, 2024

Ocorian, a specialist global provider of fund administration, capital markets, corporate, and fiduciary services, announced it has appointed Frank Hattann as Chief Commercial Officer. The company is expanding and looking to unlock new value for its clients.

Blue Wolf Capital: Samantha Dwinell Named As Operating Partner

By Amit Chowdhry ● Mar 29, 2024

Blue Wolf Capital Partners - a middle market private equity firm specializing in the industrial and healthcare sectors - announced that Samantha Dwinell has joined the firm as an operating partner focusing on human capital.

Baker McKenzie Relocating Funds Partner James Burdett To Abu Dhabi

By Amit Chowdhry ● Mar 27, 2024

Leading law firm Baker McKenzie announced the relocation of leading funds partner James Burdett from London to Abu Dhabi. This strategic move highlights the firm's commitment in further expanding and strengthening the transactional practice group within the Middle East and North Africa (MENA) region.

Align Capital Partners Launches Specialty Tax Platform

By Amit Chowdhry ● Mar 27, 2024

Align Capital Partners (ACP) announced the formation of a specialty tax consulting platform by acquiring Cost Segregation Services (CSSI) and TaxIncennovations. The company’s core services include cost segregation, research & development tax credits, and energy efficiency tax credit consulting services.

Raymond James: $750 Million Financial Advisor Lynette Ancona Joins

By Amit Chowdhry ● Mar 27, 2024

Raymond James’ Florida regional director for RJA, Tim Killgoar, has welcomed financial advisor Lynette Ancona, MBA, CFP, CWS, to Raymond James & Associates (RJA), the firm's employee advisor channel, in Winter Park, Florida. As senior vice president of wealth management, Ancona heads up Raymond James' Ancona Wealth Management and is joined by client service associate Stephanie Gisler, MBA.

Inflexion Names Martin Preuss As Partner And DACH Head

By Amit Chowdhry ● Mar 27, 2024

Inflexion, a leading European mid-market private equity firm, announced the appointment of Martin Preuss as Partner and Head of DACH, which covers Germany, Austria, and Switzerland. Preuss will lead Inflexion’s investments in the region and build a team in Frankfurt, further strengthening Inflexion’s international presence.

Blank Rome: 3 Attorneys Join Chicago Office In Corporate Litigation Group

By Amit Chowdhry ● Mar 26, 2024

Empower: Roger Hobby Named As EVP Of Personal Wealth Group

By Amit Chowdhry ● Mar 26, 2024

B. Riley Names Virginia Schnippel As Managing Director

By Amit Chowdhry ● Mar 25, 2024

B. Riley Financial has announced the addition of Virginia Schnippel as a Managing Director within the Corporate Advisory & Valuation Services practice at B. Riley Advisory Services.

Edison Partners Appoints Patrick O’Keefe As An Operating Partner

By Amit Chowdhry ● Mar 25, 2024

Growth equity investment firm Edison Partners announced the appointment of veteran healthcare executive Patrick O’Keefe as an Operating Partner. This will strengthen the firm’s Edison Edge value creation platform.

Pantheon: Kathryn Leaf Becoming CEO In 2025

By Amit Chowdhry ● Mar 25, 2024

Pantheon (a leading specialist global private markets investor) announced that Kathryn Leaf will become CEO. This move reflects the ongoing evolution of the firm’s leadership structure and the increasing scale of its global business. Leaf will succeed Paul Ward, who will become Executive Chairman following a successful decade-plus tenure heading Pantheon through substantial growth and expansion. The transition will be effective from January 1, 2025, subject to regulatory approval.

Schroders Capital Names Ingo Heinen As Global Head of Business Development and Product

By Amit Chowdhry ● Mar 25, 2024

Schroders Capital - a specialist private markets division of the Schroders Group - announced the appointment of Ingo Heinen as the Global Head of Business Development and Product.

Raymond James: CFO Paul Shoukry Appointed As President And CEO Successor

By Amit Chowdhry ● Mar 21, 2024

The Raymond James Financial Board of Directors announced that effective immediately, CFO Paul Shoukry has been appointed president of Raymond James Financial as part of its multi-year succession planning process. Following a transition period, he is expected to become the firm’s CEO sometime during fiscal 2025.