Archives

Sentinel Capital Divesting NSI Industries’ HVAC Division To Lennox In $550 Million Deal

By Amit Chowdhry ● Oct 18, 2025

Sentinel Capital Partners, a private equity firm specializing in midmarket investments, announced the sale of NSI Industries’ HVAC division, which includes the Duro Dyne and Supco brands, to Lennox International for approximately $550 million in cash. The deal marks a strategic shift for NSI as it refocuses on its core electrical products business, returning to its roots as a pure-play manufacturer and distributor of electrical components.

Edulog: Strategic Investment Raised From Serent Capital To Advance K-12 Transportation Innovation

By Amit Chowdhry ● Oct 18, 2025

Edulog, a leading provider of student transportation software for K-12 school districts, has received a strategic growth investment from Serent Capital, a private equity firm focused on founder-led, B2B SaaS, and technology businesses. The partnership aims to enhance Edulog’s capacity to innovate and expand its solutions for schools across North America.

Mercer Advisors: Kate Shackleton Appointed As Executive Managing Director, New Partner Success

By Amit Chowdhry ● Oct 18, 2025

Mercer Global Advisors, one of the nation’s largest Registered Investment Advisers (RIA) with $86 billion in client assets, announced the appointment of Katelyn (Kate) Shackleton as Executive Managing Director, New Partner Success. In this newly created role, Shackleton will lead the integration and growth of newly acquired partner firms, reinforcing Mercer Advisors’ commitment to the success of its expanding network amid a record year for acquisitions. The firm’s Partner Integration team, led by Rick Weyers, Vice President, Partner Integration, will report to Shackleton.

Raymond James Buys Majority Stake In GreensLedge

By Amit Chowdhry ● Oct 18, 2025

Raymond James announced that it will acquire a majority stake in GreensLedge Holdings LLC, a boutique investment bank recognized for its leadership in structured credit and securitization. Founded in 2008, GreensLedge has built a strong reputation for combining strategic advisory services with expertise in collateralized loan obligations (CLOs), collateralized debt obligations (CDOs), rated feeders, collateralized fund obligations (CFOs), asset-backed securities (ABS), and debt offerings.

Access Point Financial: $1.6 Billion In Hospitality Financings Committed Through September 2025

By Amit Chowdhry ● Oct 18, 2025

Access Point Financial (APF), a $3 billion real estate private credit firm specializing in the hospitality sector, announced that it has closed and committed to approximately $1.6 billion in hospitality-focused financings through September 2025.

Empery Digital: $100 Million Credit Facility Secured And Share Repurchase Program Expanded To $150 Million

By Amit Chowdhry ● Oct 18, 2025

Empery Digital announced that it has entered into a $100 million committed delayed draw term loan credit facility with Two Prime Lending, further strengthening its balance sheet and providing additional flexibility to execute its bitcoin-focused treasury strategy. Together with previously announced borrowing arrangements, this new facility expands the company’s total committed capacity to $150 million.

Beacon Pointe Expands In Boston With Acquisition Of $944 Million AUM Firm Sensible Financial

By Amit Chowdhry ● Oct 18, 2025

Beacon Pointe Advisors, one of the nation’s largest registered investment advisers (RIAs), has strengthened its East Coast presence with the acquisition of Sensible Financial Planning, a fiduciary wealth management firm headquartered in Waltham, Massachusetts. The deal adds approximately $944 million in assets under management (AUM) to Beacon Pointe’s platform, bringing the firm’s total assets under advisement (AUA) to roughly $54 billion.

Why Carta Is Buying Sirvatus

By Amit Chowdhry ● Oct 18, 2025

Carta, the software platform purpose-built for private capital markets, announced the acquisition of Sirvatus, a leading loan administration platform for private credit funds. The transaction positions Carta as the first fully integrated platform for private credit fund CFOs, combining fund administration, loan operations, and investor reporting within one end-to-end solution. The newly rebranded product, Carta Loan Operations, delivers audit-ready automation and unprecedented transparency to an industry long reliant on manual and fragmented systems.

Texas Municipal Retirement System Launches $15 Billion Thematic Private Investment Program

By Amit Chowdhry ● Oct 18, 2025

The Texas Municipal Retirement System (TMRS) announced the launch of a new private investment initiative committing up to $15 billion over the next five years to global private market co-investments. Designed to capitalize on transformative global megatrends, the program represents a significant expansion of TMRS’s private investment strategy. It positions the pension plan as a premier capital partner for leading investors and management teams worldwide.

ExaCare AI: $30 Million Series A Closed For Improving Post-Acute Admissions

By Amit Chowdhry ● Oct 18, 2025

ExaCare AI, a leading innovator in post-acute care automation, announced the closing of a $30 million Series A funding round led by global software investor Insight Partners, with participation from Foundation Capital, Bienville Capital, and several post-acute operators. The new funding will accelerate the company’s development of intelligent decision-making tools, clinical insights, reimbursement automation, and its go-to-market strategy. The company also announced the addition of five senior advisors to guide its expanding product roadmap.

Strella: $14 Million Series A Closed For AI-Based Customer Research Platform

By Amit Chowdhry ● Oct 18, 2025

Strella, an AI-based customer research platform, announced the closing of a $14 million Series A funding round led by Bessemer Venture Partners, with participation from Decibel Partners, Bain Future Backed Ventures, MVP Ventures, and 645 Ventures. The new funding will enable Strella to expand its platform into mobile customer research, accelerate the growth of its engineering and research teams, and continue building AI-driven methodologies designed to make qualitative research faster, more innovative, and more accessible across organizations.

SCIP: Interview With Co-Founder & CEO Andy Kohm About The Supply Chain Management Company

By Amit Chowdhry ● Oct 18, 2025

SCIP transforms the way enterprises manage their supply chains by consolidating, validating, and augmenting data into a single source of truth. Pulse 2.0 interviewed SCIP co-founder and CEO Andy Kohm to gain a deeper understanding of the company.

Lancium: $600 Million Debt Financing Secured For Advancing Clean Campus Development

By Amit Chowdhry ● Oct 18, 2025

Lancium, a leading energy technology and infrastructure company, announced that it has secured a $600 million debt financing package to advance the company’s clean campus development strategy. The first project funded through this financing will be the 1.2-gigawatt (GW) Lancium Clean Campus in Abilene, Texas—marking the inaugural site of the Stargate initiative, a multi-stakeholder program aimed at building a U.S. network of hyperscale AI data centers. Major technology and investment partners, including SoftBank, OpenAI, Oracle, and MGX, back the initiative.

Bregal: Luis Cabrera Appointed To Lead Newly Formed Secondaries Strategy

By Amit Chowdhry ● Oct 18, 2025

Bregal, a global investment platform known for building and partnering with top-tier private markets teams, has announced the appointment of Luis Cabrera as Managing Partner and Head of Secondaries. Cabrera will lead the development and execution of Bregal’s newly established secondaries business, marking the next phase of growth for the firm’s platform and expanding its long-standing presence in the lower mid-market.

Exponent: Former Ireland Rugby Captain Johnny Sexton Appointed As Senior Advisor

By Amit Chowdhry ● Oct 18, 2025

Exponent, a leading European private equity firm, has appointed Johnny Sexton, the former Ireland Rugby captain and one of the most accomplished sporting leaders of his generation, as a Senior Advisor. In this newly created role, Sexton will bring his deep experience in leadership, teamwork, and high performance to support Exponent’s portfolio companies and internal team.