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Norton Rose Fulbright: New Houston Office Leadership Revealed

By Amit Chowdhry ● Dec 10, 2024

Global law firm Norton Rose Fulbright announced Carter Dugan as the Houston office’s new Partner-in-Charge and Robert Morris as its Administrative Partner.

Copia Acquiring Wealth Manager Relationship App Company Kinship

By Amit Chowdhry ● Dec 10, 2024

Copia Wealth Studios - an intelligence platform providing insights on over $30 billion in assets - announced the acquisition of Kinship, a relationship management app for wealth managers, marking a significant step toward creating the first comprehensive operating system for asset owners and their managers.

Raymond James Onboards $200 Million Father-Son Advisor Team

By Amit Chowdhry ● Dec 10, 2024

Dominic Prioli, Upper Midwest regional director of Raymond James & Associates (RJA), announced it recently welcomed financial advisors Thomas Grobbel and John Grobbel to RJA in Bloomfield Hills, Michigan.

DLA Piper Reveals Appointment Of Katarzyna Jakubiak In Poland As Partner

By Amit Chowdhry ● Dec 10, 2024

Global law firm DLA Piper announced the appointment of Katarzyna Jakubiak as a partner in the firm's international Finance group. Joining from Deloitte Legal, Katarzyna is a highly respected lawyer with 16+ years of experience advising financial institutions, private equity funds and corporate entities.

SPHERE Investments: Interview With Founder, President & CEO Didier Choukroun About The Public Health Equities Firm

By Amit Chowdhry ● Dec 10, 2024

Based in Miami with offices in Paris and Madrid, SPHERE (Strategic Public Health Equities and Real Estate) is a pioneering force at the intersection of public health equities and real estate investment. With a goal of improving global public health, SPHERE represents an evolutionary approach that goes beyond traditional healthcare infrastructure, reimagining the built environment to improve communities' well-being. Pulse 2.0 interviewed Sphere Investments founder, president, and CEO Didier Choukroun to learn more about the firm.

LPL Brings In $550 Million Frontline Investment Team

By Amit Chowdhry ● Dec 10, 2024

LPL Financial announced that financial advisors Amanda Miller, Devin Richard, and Jonathan Vila, CRPC, of Frontline Investment Advisors have joined LPL Financial’s broker-dealer, aligned with existing firm GradePoint Financial. They reported having served approximately $550 million in advisory, brokerage, and retirement plan assets and joined LPL from VALIC Financial Advisors, the broker-dealer for AIG Retirement Services.

Clifford Chance: Arnaud Fromion, Frédéric Guilloux, And Philipp Girardet Named As New Partners

By Amit Chowdhry ● Dec 10, 2024

Clifford Chance announced it has named a few new partners, including Arnaud Fromion, Frédéric Guilloux, and Philipp Girardet.

Capitolis Acquires Rates Portfolio Compression Company Capitalab In $46 Million Deal

By Amit Chowdhry ● Dec 10, 2024

Capitolis - a technology company helping to create safer and more vibrant capital markets - announced the acquisition of Capitalab, a leader in Rates Portfolio Compression and Margin Optimization, from BGC Group for $46 million. This deal will enable Capitolis, a market leader in the optimization and compression space, to offer more solutions to the industry and unlock additional innovation to address emerging client needs.

Platinum Investing In HVAC/R Distributor Global, The Source

By Amit Chowdhry ● Dec 10, 2024

Platinum Equity announced a significant investment in Global, the Source, a leading master distributor of HVAC/R components, and its subsidiary AmRad Manufacturing. The deal marks Platinum Equity’s second investment in the HVAC/R industry this year. And in July, the firm invested in Motors & Armatures Inc. (MARS).

H.I.G. Capital: $1 Billion Bayside Loan Opportunity Fund VII Closed

By Amit Chowdhry ● Dec 10, 2024

H.I.G. Bayside Capital—a special situations credit affiliate of H.I.G. Capital, a leading global alternative investment firm with $66 billion of capital under management—announced the final closing of H.I.G. Bayside Loan Opportunity Fund VII. The fund closed with $1 billion of aggregate capital commitments and continues the Firm’s successful strategy of investing in special situation credit opportunities in the European middle market.