Archives

Garden City Equity Invests In Commercial HVAC Solutions Company Westbrook

By Amit Chowdhry ● Jan 15, 2025

Garden City Equity - a people-first holding company partnering with exceptional founder-owned businesses - announced an investment in Westbrook Service Corporation. And Westbrook is a Florida-based commercial HVAC, electrical, and plumbing services provider.

IQVIA: Interview With VP Of Financial Management Solutions Jim DiCesare About The Life Sciences Management Company

By Amit Chowdhry ● Jan 15, 2025

IQVIA is a leading global provider of advanced analytics, technology solutions, and clinical research services to the life sciences industry. Pulse 2.0 interviewed IQVIA’s Vice President of Financial Management Solutions, Jim DiCesare, to learn more about the company.

Palm Peak Capital Acquires Pacific Shoring Products

By Amit Chowdhry ● Jan 15, 2025

Palm Peak Capital - a private equity firm that invests in lower-middle market industrial and services companies across North America - announced that it has completed its first platform investment with the acquisition of Pacific Shoring Products, a leading manufacturer of trench safety equipment. The terms of the private transaction are not disclosed.

F-Secure: Interview With VP Of Embedded Security Business Dmitri Vellikok About The Cybersecurity Solutions Company

By Amit Chowdhry ● Jan 15, 2025

F-Secure makes every digital moment more secure by delivering brilliantly simple, frictionless security experiences that make life easier for the tens of millions of people they protect and their 200+ partners. Pulse 2.0 interviewed F-Secure’s VP of Embedded Security Business, Dmitri Vellikok, to learn more about the company.

DiagnaMed Collaborating With Texas Tech On Hydrogen Innovation

By Amit Chowdhry ● Jan 15, 2025

DiagnaMed - a leading innovator in hydrogen-producing technologies and AI medical applications - announced it has entered into a limited license and option agreement with the Texas Tech University System to commercialize a ground-breaking technology (WO2023044149A1) that produces hydrogen directly from petroleum reservoirs and natural hydrogen fields.

CAPTRUST Onboards Houston-Based $300 Million Advisor Firm

By Amit Chowdhry ● Jan 15, 2025

CAPTRUST Financial Advisors announced that Wealth Covenant Group (WCG) in Houston, TX has joined CAPTRUST. WCG has served a select group of families and business owners as their trusted financial advisors, offering comprehensive financial and estate planning, asset protection, tax planning, and investment management services. Headed by President Dennis Stavinoha, the firm brings three employees and $300 million in assets to CAPTRUST.

Wealth Enhancement Acquires $82 Million RIA Danison & Associates

By Amit Chowdhry ● Jan 15, 2025

Wealth Enhancement, a national independent wealth management firm with over $103 billion in client assets, announced the acquisition of Danison & Associates, an independent RIA in Columbus, Ohio. And the team of two advisors and two support staff oversees more than $82 million in client assets and is led by Dean Danison, CIMC, President, and Tracey Danison, CFP, Vice President.

Waystone: Nigel Pasea Named As Country Head Of Middle East

By Amit Chowdhry ● Jan 15, 2025

Waystone, a provider of specialist services to the global asset management industry, announced the appointment of Nigel Pasea as Country Head of the Middle East. With over four decades of finance, governance, risk, and compliance experience, Pasea joined Waystone Group in 2021 as part of the acquisition of CCL Compliance. He has spearheaded the company’s compliance solutions business in the UAE, delivering significant growth.

IK Partners Promotes 3 To Partner And Opens Munich Office

By Amit Chowdhry ● Jan 15, 2025

Leading European private equity firm IK Partners announced that it has opened a new office in Munich, Germany, as part of its ongoing commitment to investing in the DACH region. The Munich office will be headed by Joachim Dettmar, Partner within IK’s Operations Team, and Adrian Tanski, who has been promoted to Partner and sits within the Partnership Fund team.

Glafabra Therapeutics And University Of Utah To Partner On Clinical Investigation For Fabry Disease

By Amit Chowdhry ● Jan 15, 2025

Glafabra Therapeutics - a biotechnology company focused on developing therapies for rare genetic disorders - announced it has entered into a Letter of Intent (LOI) with the University of Utah, specifically through the Utah Data Coordinating Center (Utah DCC) and The Cell Therapy and Regenerative Medicine Program (CellReGenTM), to collaborate on a clinical investigation targeting Fabry disease. This deal, anticipated to be finalized this year, aims to advance the development of a potential new treatment for this rare and progressive genetic disorder.

Raymond James Brings In $525 Million Florida-Based Advisor Mary Lauritano

By Amit Chowdhry ● Jan 15, 2025

Raymond James announced it welcomed financial advisor Mary Lauritano, CFA, to Raymond James & Associates (RJA) – which is the firm's employee advisor channel, as revealed by Gregg Stupinski, Southeast division director for RJA. As managing director, Lauritano heads Lauritano Wealth Management of Raymond James and is joined by senior client service associates Natalia Morales and Melody Price.

Indivisible Partners Onboards $640 Million Team And Launches Advisory Firm

By Amit Chowdhry ● Jan 15, 2025

Indivisible Partners - a privately-owned independent advisory firm - announced the launch of its company while responding to the changing expectations and needs of financial advisors and clients. This firm was built around a common purpose — empowering advisors to help clients achieve their desired outcomes by focusing on quality decision-making and redefining the wealth advisory experience.