Archives

Perigon Wealth Management Adds Three Partners Through Path To Partnership Program

By Amit Chowdhry ● Mar 17, 2026

Perigon Wealth Management announced that three additional team members have become partners through its Path to Partnership Program, underscoring the firm’s advisor-led ownership model and continued expansion. The firm, which manages approximately $11.2 billion in client assets as of December 31, 2025, said the program is designed to provide both employees and certain independent advisors with a pathway to equity participation.

Carson Group Adds Long Island Independent Office With $160 Million In Assets

By Amit Chowdhry ● Mar 17, 2026

Carson Group, a wealth advisory firm managing more than $57 billion in assets, announced that Agrillo Financial Group has joined its network as a new independent office. The Bethpage, New York-based practice, led by Wealth Advisor Theodore “Ted” Agrillo III, oversees approximately $160 million in advisory and retirement plan assets.

Waverly Advisors: $181 Million Firm McBride Financial Advisors Acquired

By Amit Chowdhry ● Mar 17, 2026

Waverly Advisors, a Birmingham, Alabama-based registered investment adviser, has acquired McBride Financial Advisors, a Seahurst, Washington-based wealth management firm overseeing approximately $181 million in assets under management as of the end of 2025. The transaction marks Waverly’s second acquisition in the Pacific Northwest in 2026, following its earlier purchase of an Oregon-based firm, as it continues to scale its regional footprint.

iCapital Acquires Hexure To Build Platform For End-To-End Insurance And Annuity Technology

By Amit Chowdhry ● Mar 17, 2026

iCapital announced it has entered into a definitive agreement to acquire Hexure, a provider of digital and AI-powered sales automation solutions for insurance, financial services, and wealth management, as the fintech platform expands deeper into annuities and insurance technology.

Lenox Advisors: Three Advisors Promoted To Partner At NFP Affiliate

By Amit Chowdhry ● Mar 17, 2026

Lenox Advisors, an affiliate of NFP, an Aon company, has promoted three senior advisors to partner as the firm continues to expand its leadership bench and reinforce its long-term client service model.

Republic Capital Appoints Lori Kamen As Chief Compliance Officer

By Amit Chowdhry ● Mar 17, 2026

Republic Capital Group, an investment bank specializing in strategic and financial advisory services for wealth and asset management firms, announced the appointment of Lori Kamen as Chief Compliance Officer, according to an official press release.

F2 Strategy: CEO Ryan Beach Reappointed To Lead Wealth And Asset Management Consulting Firm

By Amit Chowdhry ● Mar 17, 2026

F2 Strategy announced that Ryan Beach has been reappointed as chief executive officer following a six-month period during which he explored another executive leadership opportunity.

Americana Partners: Dynasty-Backed Wealth Firm Appoints Mike Mitchell As CFO

By Amit Chowdhry ● Mar 17, 2026

Americana Partners, a Houston-based independent wealth advisory firm backed by Dynasty Financial Partners, announced the appointment of Mike Mitchell as Chief Financial Officer, according to an official company press release. The hire adds a seasoned financial executive to the firm’s leadership team as it continues its national expansion.

Fidium: $665 Million Asset-Backed Securitization Strengthens Fiber Internet Company’s Capital Structure

By Amit Chowdhry ● Mar 17, 2026

Fidium, a fiber internet and network services company, announced the closing of a $664.6 million asset-backed securitization, marking its third such transaction in less than a year as it continues to expand its fiber network footprint.

Adobe And NVIDIA Sign Strategic Partnership To Accelerate AI-Powered Creativity And Marketing Workflows

By Amit Chowdhry ● Mar 17, 2026

Adobe announced a strategic partnership with NVIDIA to accelerate AI-powered creation, production, and personalization, as the companies aim to reshape creative and marketing workflows through next-generation generative AI technologies. The collaboration will center on advancing Adobe’s Firefly models, integrating NVIDIA’s accelerated computing and AI infrastructure, and developing new agentic workflows and 3D digital twin capabilities for enterprise use.

OpenAI Reportedly Planning $10 Billion JV With Private Equity Firms To Scale Enterprise AI Adoption

By Amit Chowdhry ● Mar 17, 2026

OpenAI is in advanced discussions to form a roughly $10 billion joint venture with private equity firms to accelerate enterprise adoption of its artificial intelligence software, according to a Bloomberg report.

Northern Trust: Appoints Alyssa Quinlan As Head Of Advisor Relationships & Strategic Partnerships

By Amit Chowdhry ● Mar 17, 2026

Northern Trust Wealth Management announced the appointment of Alyssa Quinlan as Head of Advisor Relationships & Strategic Partnerships, as the firm looks to expand its capabilities serving clients with complex wealth needs, including fine art and collectibles. Quinlan will report to Global Head of Sales David Albright and will lead the firm’s engagement with professional advisors across law, accounting, and investment consulting.

Nouveau Monde Graphite: $335 Million Debt Financing Secured For Matawinie Mine Phase-2 Development

By Amit Chowdhry ● Mar 17, 2026

Nouveau Monde Graphite has secured a fully committed senior project debt package totaling $335 million to support the construction and development of its Phase-2 Matawinie Mine in Québec, marking a significant milestone as the company advances toward a final investment decision.

Victory Capital: $8.6 Billion Bid Raised For Asset Manager Janus Henderson, Says Report

By Amit Chowdhry ● Mar 17, 2026

Victory Capital has revised its $8.6 billion takeover bid for Janus Henderson, increasing the cash component as it seeks to challenge an existing $7.4 billion take-private agreement backed by Trian and General Catalyst, according to a Reuters report.

TPG: Senior Healthcare Platform One Aged Care Launched To Expand Elderly Care Services In Singapore And Malaysia

By Amit Chowdhry ● Mar 17, 2026

TPG has established One Aged Care, a senior healthcare services platform designed to address rising demand for elderly care across Singapore and Malaysia. The initiative brings together Econ Healthcare, Orange Valley Nursing Homes, and Ambulance Medical Service under a unified structure, while allowing each business to continue operating under its existing brand.

Northleaf Capital: John Rikhtegar Appointed As Vice President For Private Equity And Venture Capital

By Amit Chowdhry ● Mar 17, 2026

Northleaf Capital Partners has appointed John Rikhtegar as Vice President, Private Equity & Venture Capital, based in Toronto, as the firm continues to expand its capabilities across venture capital and growth equity investing. In this role, Rikhtegar will play a key part in supporting Northleaf’s investment strategy, with responsibilities spanning deal origination, investment evaluation, due diligence, and ongoing portfolio monitoring. His addition reflects the firm’s continued focus on identifying high-growth opportunities and deepening its presence in the venture and growth equity ecosystem.

Micron Technology To Expand DRAM Capacity With Second Fab Plan

By Amit Chowdhry ● Mar 17, 2026

Micron has completed its acquisition of Powerchip Semiconductor Manufacturing Corporation’s (PSMC) Tongluo P5 site in Taiwan, marking a significant step in expanding its global memory manufacturing footprint. The deal, previously announced in January 2026, gives Micron control of a key fabrication facility as it looks to scale production of advanced DRAM products amid rising demand driven by artificial intelligence.

bp: Kaskida Deepwater Project Approved As Company Targets 275 Million Barrel Development In Gulf Of Mexico

By Amit Chowdhry ● Mar 17, 2026

BP has received approval to move forward with development of the Kaskida deepwater oil project in the Gulf of Mexico, marking the company’s first new field development in the region since the 2010 Deepwater Horizon disaster. The project is expected to begin production in 2029 and is estimated to produce about 275 million barrels of oil equivalent during its initial phase.

Local Bounti: $15 Million Raised To Advance Indoor Agriculture Growth Strategy

By Amit Chowdhry ● Mar 17, 2026

Local Bounti announced it has secured $15 million in new capital through a convertible note issued to an existing strategic investor, providing additional financial flexibility as the company continues executing its growth strategy.

WellSaid: Venture Debt Financing From Multiplier Capital To Support Enterprise Voice AI Growth

By Amit Chowdhry ● Mar 17, 2026

WellSaid Labs announced it has secured a venture debt financing from Multiplier Capital as part of a broader strategy focused on growth with capital efficiency and minimal equity dilution. The Seattle-based enterprise voice AI company said the financing reflects its strong fundamentals, including high gross margins, proprietary technology, and a growing roster of enterprise customers.

Halogen Ventures: Female-Founded Portfolio Surpasses 100 Investments

By Amit Chowdhry ● Mar 17, 2026

Halogen Ventures, an early-stage venture capital firm focused on startups with at least one female founder, announced it has surpassed 100 investments in female-founded companies since its launch in 2015. The milestone positions the firm among the largest venture portfolios in the U.S. dedicated exclusively to backing women entrepreneurs.

Sands Capital: $1.1 Billion Raised For Global Innovation Fund III Targeting Late-Stage Technology Companies

By Amit Chowdhry ● Mar 17, 2026

Sands Capital announced the closing of its Global Innovation Fund III with $1.1 billion in commitments, surpassing its initial target and drawing support from both new and existing investors.

MidOcean Energy: $1.2 Billion Raised For LNG Platform Expansion

By Amit Chowdhry ● Mar 17, 2026

MidOcean Energy, a liquefied natural gas company formed and managed by EIG, announced it has raised more than $1.2 billion in equity capital, exceeding its initial $1.0 billion target and signaling strong investor demand for exposure to the LNG sector.

GridBeyond: €12 Million Raised To Expand AI Energy Optimization Platform Globally

By Amit Chowdhry ● Mar 17, 2026

GridBeyond announced that Samsung Ventures has joined its shareholder base as part of a €12 million equity investment round, alongside existing investors including Alantra’s Energy Transition Fund, Klima, Energy Impact Partners, Mirova, ABB, Constellation Technology Ventures, and Act Venture Capital.

VST BIO: $45 Million Series A Raised To Advance Stroke Therapeutic VB-001

By Amit Chowdhry ● Mar 17, 2026

VST BIO, a biotechnology company developing treatments for vascular diseases, announced the closing of its Series A financing round to support the advancement of its lead stroke therapy candidate, VB-001. The round was led by Coefficient Giving, a philanthropic funder focused on high-impact scientific and global health initiatives, whose partners have invested a total of $45 million in the company since its founding in 2020.

Edward Jones: 2026 Purpose Report Highlights Growth, Community Impact And Financial Planning Expansion

By Amit Chowdhry ● Mar 17, 2026

Edward Jones released its 2026 Purpose, Inclusion and Citizenship report, titled “Finding Fulfillment,” outlining the firm’s continued expansion in financial planning services, workforce development and community investment efforts across North America.

Edelman Financial Engines: $175 Million Planner Ownership Program Expands Equity To All Financial Advisors

By Amit Chowdhry ● Mar 17, 2026

Edelman Financial Engines (EFE), one of the nation’s largest independent wealth management firms, announced a $175 million equity distribution to its financial planners as part of a firmwide ownership expansion initiative. The move extends equity participation to all current and future planners, reinforcing the company’s long-standing belief that those who guide clients’ financial lives should directly share in the value they help create.

Archives

Perigon Wealth Management Adds Three Partners Through Path To Partnership Program

Carson Group Adds Long Island Independent Office With $160 Million In Assets

Waverly Advisors: $181 Million Firm McBride Financial Advisors Acquired

iCapital Acquires Hexure To Build Platform For End-To-End Insurance And Annuity Technology

Lenox Advisors: Three Advisors Promoted To Partner At NFP Affiliate

Republic Capital Appoints Lori Kamen As Chief Compliance Officer

F2 Strategy: CEO Ryan Beach Reappointed To Lead Wealth And Asset Management Consulting Firm

Americana Partners: Dynasty-Backed Wealth Firm Appoints Mike Mitchell As CFO

Fidium: $665 Million Asset-Backed Securitization Strengthens Fiber Internet Company’s Capital Structure

Adobe And NVIDIA Sign Strategic Partnership To Accelerate AI-Powered Creativity And Marketing Workflows

OpenAI Reportedly Planning $10 Billion JV With Private Equity Firms To Scale Enterprise AI Adoption

Northern Trust: Appoints Alyssa Quinlan As Head Of Advisor Relationships & Strategic Partnerships

Nouveau Monde Graphite: $335 Million Debt Financing Secured For Matawinie Mine Phase-2 Development

Victory Capital: $8.6 Billion Bid Raised For Asset Manager Janus Henderson, Says Report

TPG: Senior Healthcare Platform One Aged Care Launched To Expand Elderly Care Services In Singapore And Malaysia

Northleaf Capital: John Rikhtegar Appointed As Vice President For Private Equity And Venture Capital

Micron Technology To Expand DRAM Capacity With Second Fab Plan

bp: Kaskida Deepwater Project Approved As Company Targets 275 Million Barrel Development In Gulf Of Mexico

Local Bounti: $15 Million Raised To Advance Indoor Agriculture Growth Strategy

WellSaid: Venture Debt Financing From Multiplier Capital To Support Enterprise Voice AI Growth

Halogen Ventures: Female-Founded Portfolio Surpasses 100 Investments

Sands Capital: $1.1 Billion Raised For Global Innovation Fund III Targeting Late-Stage Technology Companies

MidOcean Energy: $1.2 Billion Raised For LNG Platform Expansion

GridBeyond: €12 Million Raised To Expand AI Energy Optimization Platform Globally

VST BIO: $45 Million Series A Raised To Advance Stroke Therapeutic VB-001

Edward Jones: 2026 Purpose Report Highlights Growth, Community Impact And Financial Planning Expansion

Edelman Financial Engines: $175 Million Planner Ownership Program Expands Equity To All Financial Advisors

Envestnet: Interval Funds Integrated Into Unified Managed Account Platform

Solaris Energy Infrastructure: $300 Million Credit Facility Supports 900 MW Power Capacity Expansion

Mentis Care Launches Multi-Year Research Collaboration With Emory University To Advance Seizure Detection And Prediction