Archives

Envestnet To Acquire Vestmark, Adding Platform Supporting More Than $2 Trillion In Assets

By Amit Chowdhry ● Sep 12, 2026

Envestnet has entered into a definitive agreement to acquire Vestmark, expanding its wealth technology platform with institutional-grade trading, portfolio management, tax management and outsourced investment management capabilities.

HarbourVest Partners Reportedly Raises $2.4 Billion For Private Credit Secondaries Strategy

By Amit Chowdhry ● Sep 12, 2026

HarbourVest Partners has raised $2.4 billion in initial closings for a dedicated private credit secondaries strategy, according to The Wall Street Journal, giving the global private markets firm a substantial pool of capital to pursue a rapidly expanding segment of the secondary market.

PsiQuantum Finalizes $100 Million U.S. Department Of Commerce Award

By Amit Chowdhry ● Sep 12, 2026

PsiQuantum has finalized definitive documentation with the U.S. Department of Commerce for a $100 million federal research and development award intended to strengthen U.S. quantum computing capabilities and semiconductor supply-chain security.

MSU Research Foundation Makes 23 Startup Investments Through Red Cedar Ventures And Michigan Rise

By Amit Chowdhry ● Sep 12, 2026

The MSU Research Foundation announced 23 startup investments made through its Red Cedar Ventures and Michigan Rise investment funds between April and June 2026.

DivergeIT Secures Strategic Investment From M|C Partners To Build MSP Acquisition Platform

By Amit Chowdhry ● Sep 12, 2026

DivergeIT has received a strategic investment from M|C Partners to accelerate its organic growth and establish the company as a platform for acquiring additional managed service providers. Financial terms were not disclosed.

Schroders And TTB Wealth Securities Form Strategic Wealth Management Partnership In Thailand

By Amit Chowdhry ● Sep 12, 2026

Schroders has formed a long-term strategic partnership with ttb wealth securities public company limited, a subsidiary of TMBThanachart Bank, to develop investment and wealth management offerings for high-net-worth and ultra-high-net-worth clients in Thailand.

Main Capital Partners Acquires Majority Stake In Orgvue In First UK Platform Investment

By Amit Chowdhry ● Sep 12, 2026

Main Capital Partners has acquired a majority stake in Orgvue, a London-based provider of Strategic Workforce Management software. The transaction marks Main Capital Partners' first platform investment in the UK. Financial terms were not disclosed.

ErieView Development Secures $217.6 Million Financing For Cleveland Redevelopment

By Amit Chowdhry ● Sep 12, 2026

ErieView Development has closed approximately $217.6 million in financing for the residential and hotel phases of the Erieview Tower and Galleria redevelopment in downtown Cleveland. Brown Gibbons Lang & Company's Real Estate team served as exclusive financial advisor on the financing.

First Au To Acquire Sandstone Gold Project For Up To A$900,000

By Amit Chowdhry ● Sep 12, 2026

First Au has entered into a binding agreement to acquire the Sandstone Gold Project from Complete Prospecting Pty Ltd in Western Australia's established Sandstone gold district for potential consideration totaling A$900,000.

Pavion Acquires Communication Company To Expand Midwest Operations

By Amit Chowdhry ● Sep 12, 2026

Pavion has acquired Communication Company, a Midwest technology solutions provider focused on life safety, security, audiovisual, and communications systems. Financial terms were not disclosed.

Quva Acquires CAPS 503B Sterile Compounding Product Portfolio

By Amit Chowdhry ● Sep 12, 2026

Quva Pharma has acquired a portfolio of essential medications from Central Admixture Pharmacy Services, or CAPS, following CAPS' decision to exit the 503B sterile compounding business. Financial terms were not disclosed.

Jencap Acquires Concorde General Agency To Expand Upper Midwest Insurance Operations

By Amit Chowdhry ● Sep 12, 2026

Jencap Group has acquired Concorde General Agency, a North Dakota-based specialty insurance intermediary serving independent agents across the Upper Midwest. Financial terms were not disclosed.

Nimonik Acquires LegiNation To Expand Regulatory And Legislative Intelligence Platform

By Amit Chowdhry ● Sep 12, 2026

Nimonik has acquired LegiNation, the owner of U.S. legislative and regulatory tracking platform BillTrack50. The transaction officially closed on July 31, 2026. Financial terms were not disclosed.

Iron Road Partners Names James McGovern As Managing Director

By Amit Chowdhry ● Sep 12, 2026

Iron Road Partners has named James "Jim" McGovern Managing Director, adding a former SEC enforcement official and longtime hedge fund chief compliance officer to the regulatory consulting firm's leadership team.

Robinhood Partners With Crypto.com And OG.com To Expand Prediction Markets

By Amit Chowdhry ● Sep 12, 2026

Robinhood has entered into a strategic partnership with Crypto.com and OG.com that will expand the venues used to route prediction-market contracts, beginning with football event contracts.

Paul Weiss Adds Eric Perelman As Investment Funds Partner In New York

By Amit Chowdhry ● Sep 12, 2026

Paul, Weiss, Rifkind, Wharton & Garrison has added Eric Perelman as a partner in its Investment Funds Group within the Corporate Department in New York.

Chariot Re Raises $700 Million To Expand Life And Annuity Reinsurance Platform

By Amit Chowdhry ● Sep 12, 2026

Chariot Reinsurance has closed an oversubscribed third capital raise of approximately $700 million in equity and debt financing to expand its life and annuity reinsurance platform.

Beacon Pointe Advisors Names Katie Cullen As Chief Growth And Integration Officer And Sarah Green As Chief Risk And Compliance Officer

By Amit Chowdhry ● Sep 12, 2026

Beacon Pointe Advisors has added Katie Cullen as Chief Growth and Integration Officer and Sarah Green as Chief Risk and Compliance Officer as the registered investment adviser expands its executive leadership team.

Bridgepoint Credit Closes €1.2 Billion Continuation Vehicle Led By Pantheon

By Amit Chowdhry ● Sep 12, 2026

Bridgepoint Credit has completed an approximately €1.2 billion continuation vehicle led by Pantheon for assets from Bridgepoint Direct Lending II, or BDL II.

Platinum Equity To Sell De Wave Group Following Multi-Year Transformation

By Amit Chowdhry ● Sep 12, 2026

Platinum Equity has signed a definitive agreement to sell De Wave Group, an Italy-based provider of integrated marine interior and technical systems for the cruise and yacht industries. Financial terms were not disclosed, and the transaction is expected to close by the end of 2026 following regulatory approvals.

UBS Opens New Wealth Management Office In Irvine, California

By Amit Chowdhry ● Sep 12, 2026

UBS Wealth Management US has opened a new office at 200 Spectrum Center Drive in Irvine, California, expanding its presence in Orange County and Southern California.

Fortress Names Yuko Umino And Harry Bush To Lead Private Wealth Expansion In Japan And EMEA

By Amit Chowdhry ● Sep 12, 2026

Fortress Investment Group has appointed Yuko Umino as Head of Private Wealth Solutions for Japan and Harry Bush as Head of Private Wealth Solutions for EMEA, marking the expansion of its Private Wealth Solutions business beyond the U.S. and Latin America.

Grimes & Company Adds Tax Practice And Names Andrew Hamil Chief Operating Officer

By Amit Chowdhry ● Sep 12, 2026

Grimes & Company, a registered investment adviser managing approximately $7 billion in assets, has acquired the tax practice of Needham, Massachusetts-based Stevens and Ciccone Associates and appointed Andrew Hamil as Chief Operating Officer.

Coldstream Names Megan Hannah Chief Client Experience Officer And Promotes Ian Curtiss To Lead Wealth Strategy Group

By Amit Chowdhry ● Sep 12, 2026

Coldstream has appointed Megan Hannah as Chief Client Experience Officer and promoted Ian Curtiss to lead its Wealth Strategy Group as the employee-owned financial services firm expands its leadership team.

Qualitas Energy To Acquire Cero Generation’s 5.8 GW European Renewable Energy Platform From Macquarie

By Amit Chowdhry ● Sep 12, 2026

Qualitas Energy has signed a definitive agreement to acquire Cero Generation's core European renewable energy platform from Macquarie Group, adding a 5.8 GW portfolio of solar photovoltaic and battery energy storage projects. Financial terms were not disclosed.

Creditstar Group Raises €4.6 Million At €130 Million Pre-Money Valuation From Kilde

By Amit Chowdhry ● Sep 12, 2026

Creditstar Group has completed a €4.6 million hybrid equity investment from Singapore-based investor Kilde at a €130 million pre-money valuation. The financing represents Creditstar's first external hybrid equity investment.

DLA Piper Adds Ari Feder To Investment Funds Practice In New York

By Amit Chowdhry ● Sep 12, 2026

DLA Piper has expanded its Investment Funds practice with the addition of Ari Feder in New York, strengthening the firm's capabilities at the intersection of private funds, transactional tax and cross-border investment structuring. Feder brings nearly two decades of tax experience focused on private equity and alternative investment funds.

Archives

Envestnet To Acquire Vestmark, Adding Platform Supporting More Than $2 Trillion In Assets

HarbourVest Partners Reportedly Raises $2.4 Billion For Private Credit Secondaries Strategy

PsiQuantum Finalizes $100 Million U.S. Department Of Commerce Award

MSU Research Foundation Makes 23 Startup Investments Through Red Cedar Ventures And Michigan Rise

DivergeIT Secures Strategic Investment From M|C Partners To Build MSP Acquisition Platform

Schroders And TTB Wealth Securities Form Strategic Wealth Management Partnership In Thailand

Main Capital Partners Acquires Majority Stake In Orgvue In First UK Platform Investment

ErieView Development Secures $217.6 Million Financing For Cleveland Redevelopment

First Au To Acquire Sandstone Gold Project For Up To A$900,000

Pavion Acquires Communication Company To Expand Midwest Operations

Quva Acquires CAPS 503B Sterile Compounding Product Portfolio

Jencap Acquires Concorde General Agency To Expand Upper Midwest Insurance Operations

Nimonik Acquires LegiNation To Expand Regulatory And Legislative Intelligence Platform

Iron Road Partners Names James McGovern As Managing Director

Robinhood Partners With Crypto.com And OG.com To Expand Prediction Markets

Paul Weiss Adds Eric Perelman As Investment Funds Partner In New York

Chariot Re Raises $700 Million To Expand Life And Annuity Reinsurance Platform

Beacon Pointe Advisors Names Katie Cullen As Chief Growth And Integration Officer And Sarah Green As Chief Risk And Compliance Officer

Bridgepoint Credit Closes €1.2 Billion Continuation Vehicle Led By Pantheon

Platinum Equity To Sell De Wave Group Following Multi-Year Transformation

UBS Opens New Wealth Management Office In Irvine, California

Fortress Names Yuko Umino And Harry Bush To Lead Private Wealth Expansion In Japan And EMEA

Grimes & Company Adds Tax Practice And Names Andrew Hamil Chief Operating Officer

Coldstream Names Megan Hannah Chief Client Experience Officer And Promotes Ian Curtiss To Lead Wealth Strategy Group

Qualitas Energy To Acquire Cero Generation’s 5.8 GW European Renewable Energy Platform From Macquarie

Creditstar Group Raises €4.6 Million At €130 Million Pre-Money Valuation From Kilde

DLA Piper Adds Ari Feder To Investment Funds Practice In New York

UrgentIQ Raises $15 Million Series A From Five Elms Capital To Expand AI Platform For Urgent Care

Strata Mental Health Solutions Receives Compass Pathways Grant For COMP360 Provider Training

EscapeSquid Pursues $2.5 Million Seed Round To Scale Fitness And Travel Platform