Archives

Grant Thornton Advisors: Deal To Merge With Auxis Completed

By Amit Chowdhry ● Sep 9, 2025

Grant Thornton Advisors has finalized its acquisition of Auxis, a nearshore outsourcing and business modernization firm known for its automation and shared services capabilities. The deal, first announced in late July, brings more than 1,400 professionals into Grant Thornton’s advisory ecosystem, expanding its reach across Costa Rica, Colombia, and the United States.

New England Private Wealth Advisors Onboarding $1.6 Billion Firm DHK

By Amit Chowdhry ● Sep 9, 2025

New England Private Wealth Advisors (NEPWA), a Boston-based registered investment advisor serving high-net-worth families and institutions, has announced the acquisition of DHK Financial Advisors, a well-established RIA headquartered in Portsmouth, New Hampshire. As of June 30, 2025, DHK managed $1.6 billion in assets, and the combined firm will now oversee nearly $5 billion in total assets under management.

Stronghouse Solutions Buying Remodeling Services Company Centurion Exteriors

By Amit Chowdhry ● Sep 9, 2025

Stronghouse Solutions, a national leader in roofing and exterior services, has announced the acquisition of Centurion Exteriors, a well-regarded provider of roofing, windows, and exterior remodeling services based in Fort Wayne, Indiana. The deal, backed by O2 Investment Partners, marks Stronghouse’s second acquisition of 2025 and continues its rapid expansion since its founding in 2021.

Rogo Buying AI-Based Spreadsheet Company Subset

By Amit Chowdhry ● Sep 9, 2025

Rogo Technologies, the AI platform trusted by leading investment banks, has announced its acquisition of Subset, an AI-powered spreadsheet company backed by Index Ventures. The deal marks a significant step in Rogo’s mission to transform financial modeling by embedding intelligent spreadsheet agents directly into the workflows of bankers and investors.

Huron Buying Wilson Perumal & Company To Enhance Strategy And Operations Consulting Capabilities

By Amit Chowdhry ● Sep 9, 2025

Huron has announced the acquisition of Wilson Perumal & Company (WP&C), a strategy and operations consulting firm renowned for its expertise in managing complexity to enhance organizational efficiency, profitability, and growth. This strategic move expands Huron’s ability to help clients navigate disruption and drive bold transformation agendas.

Qualus Buying dk Engineering For Expanding Power Infrastructure Capabilities

By Amit Chowdhry ● Sep 9, 2025

Qualus has announced the acquisition of dk Engineering, a multidisciplinary engineering and consulting firm based in Walnut Creek, California. This strategic move strengthens Qualus’ position as a leading pure-play power solutions provider and expands its footprint across the western United States.

Boomerang Medical: $20 Million Series B Raised To Advance Pivotal Trial in Ulcerative Colitis

By Amit Chowdhry ● Sep 9, 2025

Boomerang Medical, a women-led innovator in bioelectronic medicine, has announced the closing of a $20 million Series B financing round co-led by Arboretum Ventures and Hatteras Venture Partners.

Signal Hill Equity: Strategic Investment In Kluber Architects + Engineers

By Amit Chowdhry ● Sep 9, 2025

Signal Hill Equity Partners has announced a strategic investment in Kluber Architects + Engineers, an established architecture and engineering firm based in Aurora, Illinois. This partnership marks a significant step in Signal Hill’s ongoing effort to build a robust, national platform focused on delivering architecture, engineering, and design services across key social infrastructure sectors.

NuGen Capital: $100 Million Commitment To Advance U.S. Solar And Storage Projects

By Amit Chowdhry ● Sep 9, 2025

NuGen Capital Management, a national leader in energy development and capital solutions, has announced a new $100 million investment into near-term and operating solar and storage projects across the US.

CIM Group: $132.5 Million Loan Closed For Supporting Santander Tower’s Mixed-Use

By Amit Chowdhry ● Sep 9, 2025

CIM Group, through its CIM Real Estate Debt Solutions business and on behalf of a CIM-managed fund, has closed a $132.5 million whole loan to Pacific Elm Properties to recapitalize Santander Tower, a landmark high-rise in Downtown Dallas.

SkyFi: Andrew Canales Appointed As Chief Revenue Officer

By Amit Chowdhry ● Sep 9, 2025

Geospatial platform SkyFi has announced the appointment of Andrew Canales as Chief Revenue Officer (CRO). In this role, Canales will lead global revenue strategy across government and enterprise markets, overseeing SkyFi’s sales and business development teams as the company expands its reach and impact.

Motion: $60 Million Raised At $550 Million Valuation For Scaling Agentic Work Suite

By Amit Chowdhry ● Sep 9, 2025

Motion, a company focused on agentic work platforms for SMBs, has announced a combined $60 million raise across its Series B, Series C, and Series C2 rounds, bringing total funding to $75 million and valuing the company at $550 million.

CoinShares Going Public Via $1.2 Billion SPAC Merger With Vine Hill Capital

By Amit Chowdhry ● Sep 9, 2025

CoinShares International, Europe’s leading digital asset manager with roughly $10 billion in assets under management, has entered into a definitive business combination agreement with Vine Hill Capital Investment, a publicly traded SPAC listed on NASDAQ. Once the transaction is complete, CoinShares will become publicly listed in the United States under a newly formed entity, Odysseus Holdings Limited.

Public Acquiring Tornado’s Retail Brokerage Accounts

By Amit Chowdhry ● Sep 9, 2025

Trading and investing platform company Public has acquired the retail brokerage accounts of Tornado, an AI-powered financial technology company serving institutional investors. As part of the transaction, more than 85,000 Tornado brokerage customers will transition to Public, gaining access to a broad suite of asset classes and advanced investing tools.

Cox Automotive Buying Alliance Inspection Management

By Amit Chowdhry ● Sep 9, 2025

As Manheim commemorates its 80th year in the wholesale automotive industry, Cox Automotive is making a decisive move to reshape the future of vehicle inspections and elevate the wholesale marketplace. The company has acquired full ownership of Alliance Inspection Management (AiM), a longtime partner and recognized leader in vehicle inspection services.

Guidewell Education: Strategic Investment Raised From Eagle Merchant Partners

By Amit Chowdhry ● Sep 9, 2025

Global education company Guidewell Education has received a strategic growth investment from Eagle Merchant Partners. This partnership marks a significant milestone in Guidewell’s evolution, positioning the company to accelerate its expansion and deepen its impact on students worldwide.

Accion: $61.6 Million Fund Closed To Invest In Early-Stage Fintechs

By Amit Chowdhry ● Sep 9, 2025

Accion, a global nonprofit focused on financial inclusion, has announced the final close of its second early-stage fintech fund, Accion Venture Lab Fund II, LP, now rebranded as Accion Ventures. The $61.6 million fund will be deployed to support innovative fintech startups that are building solutions for underserved populations across the globe. This marks a continuation of Accion’s decade-long strategy of combining social impact with venture capital discipline to catalyze inclusive financial systems.

Morgan Stanley: JPY131 Billion Closed For Japan-Focused Real Estate Fund

By Amit Chowdhry ● Sep 9, 2025

Morgan Stanley Real Estate Investing (MSREI), the private real estate investment arm of Morgan Stanley Investment Management, has announced the final close of its inaugural North Haven Real Estate Japan Strategy Fund I (JSF), raising JPY131 billion—approximately US$900 million. This total significantly surpasses the fund’s original target of JPY75 billion (around US$500 million), reflecting strong investor confidence in the firm’s Japan-focused strategy.

Walker & Dunlop: $68 Million In HUD Financing Secured

By Amit Chowdhry ● Sep 9, 2025

Walker & Dunlop has announced the origination of $68.3 million in HUD 232/223(f) loans to refinance seven skilled nursing facilities across Illinois and Wisconsin. The transaction was arranged by the firm’s FHA Finance team, led by Joshua Rosen, Brad Annis, and Johnny Rice, and leverages HUD’s long-term, fixed-rate, non-recourse financing structure. This approach enabled borrowers to replace short-term, variable-rate debt with more stable and predictable capital, thereby enhancing the financial resilience of their healthcare portfolio.

Forward Industries: $1.65 Billion Private Placement For Launching Solana-Focused Digital Asset Treasury Strategy

By Amit Chowdhry ● Sep 9, 2025

Forward Industries has announced a $1.65 billion private placement in cash and stablecoin commitments, marking a pivotal shift toward a Solana-centric digital asset treasury strategy. The PIPE (private investment in public equity) round is led by Galaxy Digital, Jump Crypto, and Multicoin Capital—three of the most influential players in the crypto space. C/M Capital Partners, LP, one of Forward’s largest existing shareholders, also participated.

One Equity Partners: $3.25 Billion Fund IX Closed

By Amit Chowdhry ● Sep 9, 2025

One Equity Partners, a middle market private equity firm, today announced it has completed fundraising for its ninth and largest fund to date, One Equity Partners IX, L.P., at $3.25 billion of committed capital. The Fund had a $2.75 billion target and a $3.25 billion hard cap. OEP IX’s closing increases the firm’s combined assets under management to approximately $16 billion.

Deep Fission Goes Public And Raises $30 Million Private Placement

By Amit Chowdhry ● Sep 9, 2025

Deep Fission, a pioneering developer of small modular nuclear reactors designed for deep underground deployment, has announced the successful close of a $30 million private placement offering at $3.00 per share. The heavily oversubscribed round coincided with a go-public reverse merger with Surfside Acquisition Inc., which has now been renamed Deep Fission. This milestone marks the company’s formal entry into the public markets and sets the stage for its next phase of reactor development.

Otovo USA: $4 Million In Funding Raised To Transform Home Energy Services

By Amit Chowdhry ● Sep 9, 2025

Clean-energy pioneer William J. “John” Berger has announced the launch of Otovo USA, a new residential energy service company aimed at transforming how Americans power their homes. Backed by over $4 million in initial funding led by EIC Rose Rock, Otovo USA introduces a customer-first model that integrates retail energy, service, and trading into one seamless platform. The company is partnering with Otovo, a European leader in residential solar and energy systems, to bring its proven expertise to the U.S. market.

PNC To Buy FirstBank In $4.1 Billion Deal

By Amit Chowdhry ● Sep 9, 2025

PNC Financial Services Group has announced a definitive agreement to acquire FirstBank Holding Company, including its banking subsidiary FirstBank, in a $4.1 billion cash-and-stock transaction. Based in Lakewood, Colorado, FirstBank operates 95 branches and manages $26.8 billion in assets as of June 30, 2025. The deal will significantly expand PNC’s footprint in Colorado and Arizona, reinforcing its position as a leading national bank.

Cognition: $400 Million Raised At $10.2 Billion Valuation To Advance Future Of AI-Based Software Engineering

By Amit Chowdhry ● Sep 9, 2025

Cognition, the AI startup behind the autonomous coding agent Devin, has announced a significant funding milestone: over $400 million raised at a post-money valuation of $10.2 billion. The round was led by Founders Fund, with continued support from existing investors including Lux Capital, 8VC, Neo, Elad Gil, Definition Capital, and Swish VC. New investors Bain Capital Ventures, Hanabi Capital, and D1 Capital also joined.

KKR: Former AWS CEO Adam Selipsky Joins As AI Strategy Advisor

By Amit Chowdhry ● Sep 8, 2025

KKR recently announced the appointment of Adam Selipsky as Senior Technology and AI Strategy Advisor. Selipsky, widely recognized for his leadership in cloud and enterprise technology, brings decades of experience to the role, having previously served as CEO of Amazon Web Services and Tableau. His appointment signals KKR’s intent to deepen its focus on the convergence of digital infrastructure and artificial intelligence.

Douglas Emmett: $941 Million New Financing Secured

By Amit Chowdhry ● Sep 8, 2025

Douglas Emmett, a real estate investment trust focused on office and multifamily properties in coastal California and Honolulu, has announced the arrangement of new financing totaling approximately $941 million. The secured, non-recourse, interest-only loans cover eight residential properties and carry a fixed interest rate of 4.80%, with a maturity date set for September 2030.

Priority Software Buying SCS For Enhancing ERP Delivery

By Amit Chowdhry ● Sep 8, 2025

Priority Software, a leader in ERP and business management solutions, has announced the acquisition of SCS, a specialized implementation firm with deep expertise in deploying Priority’s mobile workforce and native Warehouse Management Systems (WMS) solutions. This move enhances Priority’s ability to deliver end-to-end ERP services and reinforces its commitment to optimizing supply chain operations through advanced technology.

Rainforest: $29 Million Series B Raised For Expanding Embedded Payments Platform

By Amit Chowdhry ● Sep 8, 2025

Rainforest, a fast-growing embedded payment provider built for software platforms, has announced the close of its $29 million Series B funding round. The round was oversubscribed and led by Matrix Partners and Infinity Ventures, with continued support from Accel and Tech Square Ventures—all of whom participated in Rainforest’s Series A last year.

Hometap: $300 Million Securitization Closed For Home Equity Investments

By Amit Chowdhry ● Sep 8, 2025

Hometap, a Boston-based fintech company focused on innovative home equity financing, has announced the successful closing of HTAP 2025-2, a $300 million securitization backed by its originated home equity investments (HEIs). This marks the fifth securitization of Hometap’s HEI portfolio, reinforcing the company’s growing influence in the asset class and its ability to deliver capital access to institutional investors consistently.