Archives

Saifr: Interview With Co-Founder & CEO Vall Herard About The Regulatory Technology Company

By Amit Chowdhry ● Dec 16, 2024

Saifr is a regulatory technology company within Fidelity Investment’s innovation incubator that is is committed to safeguarding organizations from pervasive AI and regulatory risks. Pulse 2.0 interviewed Saifr co-founder and CEO Vall Herard to learn more about the company.

Biom Pharma: Interview With President & Chief Science Officer Dr. Bobban Subhadra About The Human Longevity Company

By Amit Chowdhry ● Dec 16, 2024

Biom Pharma is a company that is dedicated to achieving one of the most ambitious goals of 21st century medicine: increasing human longevity with high quality of life. Pulse 2.0 interviewed Biom Pharma President and Chief Science Officer Dr. Bobban Subhadra to learn more about the company.

CIG: Interview With CIO Christopher Kane About The Diversified Holding Company

By Amit Chowdhry ● Dec 16, 2024

Carey International Group (CIG) is a diversified holding company focused on growing North American assets in the energy/renewables, commercial real estate, and financial services sectors. Pulse 2.0 interviewed CIG Chief Investment Officer Christopher Kane to learn more about the company.

Centana Growth Partners: Fund III Closed At $600 Million

By Amit Chowdhry ● Dec 16, 2024

Centana Growth Partners, a specialized growth equity firm investing in the future of finance, announced the closing of its oversubscribed third fund, Centana Growth Partners III, L.P., with $600 million in capital commitments from limited partners.

Cemex Ventures: Interview With Mateo Zimmermann Gonzalez About The Construction-Focused Investment Firm

By Amit Chowdhry ● Dec 16, 2024

CemexVentures is a firm that believes in the power of technology and entrepreneurship to disrupt the construction industry. Pulse 2.0 interviewed CemexVentures investment manager Mateo Zimmermann Gonzalez to learn more about the construction-focused investment firm.

GovSignals: $5.5 Million (Seed) Raised To Automate Process Of Finding Government Funding

By Amit Chowdhry ● Dec 16, 2024

GovSignals announced that it had raised a $5.5 million seed round led by Unusual VC and launched the first AI platform to automate finding and bidding on government contracts.

It’s electric: Interview With Co-Founder & COO Tiya Gordon About The EV Charging Solution Company

By Amit Chowdhry ● Dec 16, 2024

It’s electric is on a mission to bring curbside EV charging to cities across the U.S. and advance the adoption of electric vehicles. Pulse 2.0 interviewed it’s electric co-founder and COO Tiya Gordon to learn more about the company.

LPL Brings In $200 Million Advisor Francisco J. Blanco

By Amit Chowdhry ● Dec 16, 2024

LPL Financial announced that financial advisor Francisco J. Blanco has joined LPL Financial’s broker-dealer, RIA, and custodial platforms. Blanco reported having approximately $200 million in advisory, brokerage, and retirement plan assets and joins from JP Morgan Chase.

Dickinson Wright: Interview With Partner Lee Petro About Communications Law

By Amit Chowdhry ● Dec 16, 2024

Lee Petro is former chair of the Federal Communications Bar Association and a member in the Communications Law Practice at law firm Dickinson Wright. Pulse 2.0 interviewed Petro to learn more about his practice.

Homrich Berg To Buy $6.4 Billion WMS Partners Multi-Family Office And RIA

By Amit Chowdhry ● Dec 16, 2024

HB Wealth Management (HB) - a leading Atlanta-based fee-only wealth advisor with offices across the Southeast - announced it has entered into a definitive agreement to acquire WMS Partners (WMS), a $6.4 billion multi-family office and registered investment adviser (RIA) based in Towson, Maryland - which will become part of HB Family Office. The deal is expected to close in early Q1 of 2025, subject to customary closing conditions.

Beam Ventures To Launch $150 Million Gaming Fund

By Amit Chowdhry ● Dec 16, 2024

The Beam Foundation announced plans to launch Beam Ventures in Abu Dhabi, the first venture fund from ADGM focused exclusively on gaming. This $150 million gaming fund aims to accelerate promising founders and contribute to Abu Dhabi’s transformation into a global gaming hub.

Why Marriott Is Buying The Postcard Cabins Brand

By Amit Chowdhry ● Dec 16, 2024

The Postcard Cabins brand (formerly Getaway), a pioneer in the emerging outdoor accommodations sector, announced its acquisition by Marriott International. This milestone is considered an exciting step for Postcard Cabins as it continues to redefine how people experience the great outdoors, disconnect from daily life, and find meaningful moments in nature.

Solomon Partners: Arik Rashkes Named As A Partner And Group Head

By Amit Chowdhry ● Dec 16, 2024

Solomon Partners - a leading financial advisory firm and independent affiliate of Natixis - announced the appointment of Arik Rashkes as a Partner and Group Head. And Arik will lead and build out a broader coverage effort within the Financial Institutions sector. With the addition of the Financial Institutions Group, Solomon now operates 12 industry groups with over 30 discreet sub-segments.

Amplitude Vascular Systems: Interview With CTO Dr. Robert Chisena About The Medical Device Company

By Amit Chowdhry ● Dec 16, 2024

Amplitude Vascular Systems (AVS) is an early-stage medical device company focused on safely and effectively treating severely calcified arterial disease. Pulse 2.0 interviewed Amplitude Vascular Systems Chief Technology Officer (CTO) Dr. Robert Chisena to learn more about the company.

Askable: On-Demand Research And Insight Delivery Company Raises A$22 Million

By Amit Chowdhry ● Dec 16, 2024

Askable - an on-demand research and insight delivery platform - announced it has closed an A$22 million Series A funding round led by Airtree Ventures. To exponentially improve products through user insight, Askable connects enterprises with the world's best researchers, rigorously vetted participants, and a research platform that combines human expertise and AI to deliver insights with notable depth.

Liquid AI: $250 Million (Series A) Raised For Scaling Capable General-Purpose AI

By Amit Chowdhry ● Dec 16, 2024

Generative AI (GenAI) company announced it closed a $250 million early-stage funding round led by Advanced Micro Devices. This funding round will help the company accelerate the development, scaling, and deployment of its Liquid Foundation Models (LFMs), its lightweight, general-purpose AI models that unlock private, efficient, and reliable enterprise-grade AI for all.

Upbound Group Buying Brigit For Up To $460 Million

By Amit Chowdhry ● Dec 16, 2024

Upbound Group, a technology and data-driven leader in accessible and inclusive financial products that address underserved consumers' evolving needs and aspirations, announced it has entered into a definitive agreement to acquire Brigit, a leading financial health technology company.

AVAIO Digital Building $3 Billion Data Center Campus In Virginia

By Amit Chowdhry ● Dec 16, 2024

AVAIO Digital Partners announced it had signed an agreement with the Appomattox County Economic Development Authority (EDA) to purchase a 452-acre business and industrial site in Appomattox County, VA. AVAIO Digital plans to develop the site into a $3 billion data center campus with substantial onsite green power.

Uplift360: €1 Million (Pre-Seed) Raised To Develop Sustainable Chemical Recycling Technologies

By Amit Chowdhry ● Dec 16, 2024

Uplift360, a company developing sustainable chemical recycling technologies for advanced materials, announced it has closed a €1 million pre-seed funding round led by Promus Ventures and with participation from Twin Track. This funding round will enable Uplift360 to scale its recycling technology and expand its team of scientists as it develops a first-of-its-kind concept demonstrator.

Bioniq: Interview With Founder & CEO Vadim Fedotov About The Nutrient Optimization Company

By Amit Chowdhry ● Dec 16, 2024

Bioniq is a company that spent years analyzing blood markers to develop its patented algorithm, enabling the company to create 100% personalized supplement formulas based on one of the largest biochemical databases of its kind that spans over five continents. These formulas support your health by optimizing your micronutrient status. Pulse 2.0 interviewed Bioniq founder and CEO Vadim Fedotov to learn more about the company.

VIAVI Buying Inertial Labs For Initial Consideration Of $150 Million

By Amit Chowdhry ● Dec 16, 2024

Viavi Solutions has signed a definitive agreement to acquire Inertial Labs for an initial consideration of $150 million at closing and up to $175 million contingent consideration over four years. VIAVI plans to fund the transaction through cash on hand.

Amulet Capital Partners Investing In Theoria Management

By Amit Chowdhry ● Dec 16, 2024

Amulet Capital Partners, a middle-market private equity investment firm focused exclusively on the healthcare sector, announced a new platform investment in Theoria Management. This tech-enabled management service organization delivers high-quality and value-based primary care services to senior living communities across the US. The financial terms of the transaction were not disclosed.

OpsMx: Interview With CTO Gopinath Rebala About The Application Security Posture Company

By Amit Chowdhry ● Dec 16, 2024

OpsMx is a leader in Application Security Posture Management (ASPM), helping enterprises accelerate DevSecOps and “Shift-Left” to Secure the SDLC. Pulse 2.0 interviewed OpsMx CTO Gopinath Rebala to learn more about the company.

Vanguard Establishing New Advice & Wealth Management Division

By Amit Chowdhry ● Dec 16, 2024

Vanguard announced it will establish a new Advice & Wealth Management division focused on enhancing capabilities to improve client outcomes. And industry veteran Joanna Rotenberg will join Vanguard in January 2025 to lead the new division as a managing director and a member of the firm’s senior leadership team.

GTCR Selling AssuredPartners For $13.45 Billion To Arthur J. Gallagher

By Amit Chowdhry ● Dec 16, 2024

Leading private equity firm GTCR announced that it had signed a definitive agreement to sell AssuredPartners, a leading independent insurance broker, to Arthur J. Gallagher & Co., a global insurance brokerage, risk management, and consulting services firm, for $13.45 billion in an all-cash transaction. This deal is the largest sale of a U.S. insurance broker to a strategic acquiror in the history of the industry.

Ameriprise: Brian Mora Named As SVP Of Experienced Advisor Recruiting

By Amit Chowdhry ● Dec 16, 2024

Ameriprise Financial announced that Brian Mora was named Senior Vice President of Experienced Advisor Recruiting. And Mora has over 20 years with Ameriprise, most recently as regional vice president in the central region of the firm’s branch channel.

MAI Capital Management Onboards $350 Million Carmichael Hill & Associates Team

By Amit Chowdhry ● Dec 16, 2024

MAI Capital Management - a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals and families - announced the acquisition of Carmichael Hill & Associates. The terms of the transaction were not disclosed.

Patient Square Capital Buying Patterson Companies In $4.1 Billion Deal

By Amit Chowdhry ● Dec 16, 2024

Patterson Companies - a leading dental and animal health distributor - announced that it has entered into a definitive agreement to be acquired by Patient Square Capital.

Modern Wealth Management Adding $500 Million AUM With Several Acquisitions

By Amit Chowdhry ● Dec 16, 2024

Modern Wealth Management, a registered investment advisory (RIA) firm created to meet the evolving needs of today’s financial professionals and their clients, announced the acquisition of the Lenexa, Kansas-based Fiser Group. Additionally, Modern Wealth revealed plans to finalize the acquisitions of Saginaw, Michigan-based Gardey Financial Advisors and Chapel Hill, North Carolina-based LFM Wealth Management by year-end.

LPL Brings In $540 Million Prestige Wealth Group Team

By Amit Chowdhry ● Dec 16, 2024

LPL Financial announced that Prestige Wealth Group (PWG) advisors, led by managing partners Rich Galgano, CFP, and Matt Geraci, CFP, have joined LPL Financial’s broker-dealer, RIA, and custodial platforms. They reported serving about $540 million in advisory, brokerage, and retirement plan assets and joined LPL from Osaic.