Archives

OSEA Malibu: Strategic Growth Investment Raised From General Atlantic

By Amit Chowdhry ● Sep 20, 2025

OSEA Malibu, a pioneering brand in seaweed-infused skincare, has set the standard for clean and clinically-proven beauty for nearly 30 years. The company announced today that it has entered into a definitive agreement to receive a strategic growth investment from General Atlantic. Mother-daughter founders Jenefer and Melissa Palmer will retain a significant stake in the company and continue to actively lead and support its day-to-day operations, mission, and strategy.

Compound Planning: Activity Monitor Launched For AI-Based Operating System For Financial Advisors

By Amit Chowdhry ● Sep 20, 2025

Compound Planning, a pioneering digital family office committed to transforming the landscape of wealth management, announced the launch of Activity Monitor. This innovative tool serves as the centerpiece of the company's cutting-edge AI-powered operating system designed specifically for financial advisors.

Charles Schwab: Branch Network Expansion And Addition Of 400 Branch-Related Roles Announced

By Amit Chowdhry ● Sep 20, 2025

Charles Schwab has recently unveiled an ambitious plan to significantly expand its branch network, demonstrating the firm’s commitment to effectively serve its rapidly growing retail client base. This initiative emphasizes a multi-channel approach that includes personalized in-person guidance and strong relationship-building services.

BTG Pactual Global Alternatives: Craig Kennedy Named As Senior Advisor

By Amit Chowdhry ● Sep 20, 2025

BTG Pactual Global Alternatives, a prominent division of BTG Pactual managing $9.4 billion and dedicated to specialized alternative investments across the United States and Latin America, has announced the appointment of Craig Kennedy as a Senior Advisor. In this key role, Kennedy will concentrate on the origination of new investment opportunities and capital formation for the firm’s U.S. Private Markets strategies, specifically within the Strategic Capital (Strat Cap) and U.S. Private Credit Investments (PCI) divisions.

Blueprint Capital Advisors: Erica Madrid Joins To Lead Power100 Initiative

By Amit Chowdhry ● Sep 20, 2025

Blueprint Capital Advisors has officially announced the appointment of Erica Madrid as the Executive Director of its esteemed Power100 Initiative, a program designed to enhance inclusivity within the investment management industry. Madrid previously served as the Head of Diversity, Equity, and Inclusion (DEI) and Client Engagement at Morgan Stanley, bringing over 15 years of comprehensive leadership experience from renowned organizations, including PGIM, NBCUniversal, Vanguard, and Bank of America.

I Squared Capital Buys Majority Stake In ENTEK For $800 Million

By Amit Chowdhry ● Sep 20, 2025

I Squared Capital has announced the signing of a definitive agreement to acquire a majority equity interest in ENTEK Technology Holdings LLC (“ENTEK”). ENTEK is recognized as a leading global manufacturer of battery separators, which are essential components in various battery technologies.

ProofPilot Buying Lokavant To Transform Clinical Trial Performance With Analytics

By Amit Chowdhry ● Sep 20, 2025

ProofPilot, a prominent end-to-end clinical experience platform known for its innovative solutions, has officially announced its acquisition of Lokavant. This leading clinical trial intelligence company excels in providing predictive analytics specifically designed for clinical research. This strategic acquisition merges ProofPilot's robust trial execution capabilities with Lokavant's cutting-edge analytics technology, creating an unparalleled platform that empowers sponsors and research organizations to enhance clinical research efficiency and expedite the delivery of new therapies to patients.

Corient Onboards $4.5 Billion AUM Multi-Family Office Northeast Financial

By Amit Chowdhry ● Sep 20, 2025

Corient, one of the largest and fastest-growing wealth advisory firms in the country, has announced the acquisition of Northeast Financial Consultants, a Connecticut-based registered investment advisor with $4.5 billion in assets under management. This marks Corient’s first location in Connecticut and represents an important step in expanding its presence across New England, a region with a long history of family-owned businesses, multigenerational wealth, and entrepreneurial success.

White & Case: Luca Maffia Named As Partner In Milan

By Amit Chowdhry ● Sep 20, 2025

White & Case, one of the world’s leading global law firms, has strengthened its Global Debt Finance Practice and Global Financial Institutions Industry Group with the addition of Luca Maffia as a partner in its Milan office. This move reflects the firm’s ongoing commitment to expanding its capabilities in Europe and supporting clients across a wide range of complex financial transactions.

First Fed Bank Launches Apiture For Elevated Business Banking Experience

By Amit Chowdhry ● Sep 20, 2025

Apiture, a leading provider of digital banking solutions, has announced that First Fed Bank, a long-standing Washington institution with two billion dollars in assets, has adopted the Apiture Digital Banking Platform to improve its online and mobile banking services for business customers. Founded in 1923, First Fed has built its reputation on serving its community, and this move reflects its ongoing commitment to investing in modern digital tools that empower businesses of all sizes.

Platinum Equity To Buy Design And Manufacturing Leader PlayPower

By Amit Chowdhry ● Sep 20, 2025

Platinum Equity has announced that it has signed a definitive agreement to acquire PlayPower, a global leader in the design and manufacturing of recreational and outdoor living systems, from Littlejohn & Co. While the financial terms of the deal were not disclosed, the transaction is expected to close in the fourth quarter of 2025, pending customary regulatory approvals and closing conditions.

Lazard Hires Geoffrey Porges to Healthcare Advisory Group

By Amit Chowdhry ● Sep 20, 2025

Lazard has announced that Dr. Geoffrey Porges has joined the firm as a Managing Director within its Healthcare Advisory Group, where he will advise on transactions across the diversified biopharmaceutical sector. This appointment brings a seasoned leader with more than three decades of experience in advisory, executive, and investment roles to the firm, further strengthening Lazard’s expertise in healthcare.

KKR: 15-Year Lease Signed At Two International Place As Part Of $100 Million Redevelopment Milestone

By Amit Chowdhry ● Sep 20, 2025

The Chiofaro Company, in partnership with PGIM’s real estate business, has announced that KKR has signed a 15-year lease for more than 132,000 square feet at Two International Place in Boston. This move represents a significant milestone for the city’s office market and underscores KKR’s commitment to expanding its presence in Boston. The firm currently employs over 300 people in the area, primarily to support its insurance business. The new office space will provide room for continued growth, strengthening its U.S. footprint and global operations.

Crux Capital: Inaugural Fund Closed At Over $340 Million

By Amit Chowdhry ● Sep 20, 2025

Crux Capital, a Dallas-based private equity firm focused on the lower-middle market, has announced the final close of its first institutional fund, Crux Capital Fund I, L.P., with more than $340 million in commitments. The fund was oversubscribed and reached its hard cap after just nine months of fundraising. Investors included a diverse group of university endowments, charitable foundations, family offices, funds of funds, and industry executives.

Blue Owl Capital: $850 Million Alternative Credit Fund Launched For Individual Investors

By Amit Chowdhry ● Sep 20, 2025

Blue Owl Capital has launched the Blue Owl Alternative Credit Fund, known as OWLCX, its first interval fund designed to give individual investors access to alternative credit assets that have traditionally been available only to institutional investors. The fund secured $850 million of capital from a diverse global client base, making it one of the largest interval fund launches to date.

Emotion Mobility: Strategic Growth Investment Raised From PSG Equity

By Amit Chowdhry ● Sep 20, 2025

Emotion Mobility, a global software-as-a-service provider for digital mobility management, has announced a strategic growth investment from PSG Equity, a growth equity firm specializing in software and technology-enabled services. The investment will support Emotion’s efforts to accelerate growth, expand internationally, and strengthen its leadership position in the mobility software sector.

Clearwater Analytics Announces Upgrades To Alternative Assets Solution

By Amit Chowdhry ● Sep 20, 2025

Clearwater Analytics has unveiled a series of significant upgrades to its Alternative Assets Solution at its Connect ’25 conference, underscoring its commitment to addressing the operational and compliance challenges facing the rapidly expanding private credit market, which now exceeds $2.5 trillion in size. The enhancements are designed to provide institutional investors with the infrastructure needed to manage increasingly complex portfolios, streamline workflows, and meet rising regulatory demands as allocations to private credit continue to grow at a historic pace.

Wesleyan Impact Partners: Rich Coffey Named As Director Of Impact Growth

By Amit Chowdhry ● Sep 20, 2025

Wesleyan Impact Partners has named Rich Coffey as its new director of investor relations and impact growth. Coffey brings more than 20 years of experience in organizational growth, business strategy, operations, and financial management. In his new role, he will help advance Wesleyan Impact Partners’ and the Texas Methodist Foundation’s mission of empowering the church through a cycle of generosity that provides competitive returns to investors while funding loans, gift planning services, and leadership development programs for churches and nonprofit ministries.

Marstone Integrated With Q2’s Digital Banking Platform

By Amit Chowdhry ● Sep 20, 2025

Marstone, a digital investing and financial wellness platform, has announced its integration with Q2’s Digital Banking Platform through the Q2 Partner Accelerator Program. This partnership enables financial institutions using Q2’s platform to offer Marstone’s investment services directly within their digital banking apps, creating a unified experience for consumers.

Dyna Robotics: $120 Million Series A Raised For Scaling Intelligent Robots

By Amit Chowdhry ● Sep 20, 2025

Dyna Robotics has announced the close of a $120 million Series A funding round, a significant milestone that underscores the company’s rapid growth and ambitious vision. The round was led by Robostrategy, CRV, and First Round Capital, with additional participation from Salesforce Ventures, NVentures, the Amazon Industrial Innovation Fund, Samsung Next, and LG Technology Ventures. This new funding will be used to expand Dyna’s research and engineering teams and to accelerate the development of its next-generation robotics foundation model, aimed at delivering high-performance, general-purpose robots for commercial environments.

MedSetGo: $2.4 Million Seed Funding Closed For Modernizing Patient Care Transitions

By Amit Chowdhry ● Sep 20, 2025

MedSetGo, a healthcare technology company using artificial intelligence to modernize patient care transitions, has announced the successful close of its oversubscribed seed funding round. The company raised $2.4 million, surpassing its original target by 20 percent. The round was led by TurboStart, with additional participation from Gold House Ventures—an investor that also supported MedSetGo’s pre-seed round—along with several high-profile angel investors.

AtlasNova: $2.3 Million Seed Raised For Data-Backed Automation Platform

By Amit Chowdhry ● Sep 20, 2025

AtlasNova has announced the closing of a $2.3 million seed funding round, a milestone that will accelerate its mission to transform the way small businesses operate. The company is focused on solving one of the most pressing challenges faced by small business owners: the overwhelming number of daily tasks required to keep their businesses running. From marketing and scheduling to data analysis and long-term strategy, these responsibilities often leave owners with little time to focus on what truly matters—delivering memorable experiences to their customers and growing their businesses.

Terra Security: $30 Million Series A Raised To Transform Penetration Testing With Agentic AI

By Amit Chowdhry ● Sep 19, 2025

Terra Security, a company pioneering the use of agentic AI for continuous penetration testing, has secured $30 million in Series A funding. The round was led by Felicis, with participation from Dell Technologies Capital, SVCI, and existing backers SYN Ventures, LAMA Partners, and Underscore VC. This brings Terra’s total funding to $38 million.

Gyala Therapeutics: €3 Million Secured To Advance CD84-Targeting CAR-T Therapy For Hard-To-Treat Leukemias

By Amit Chowdhry ● Sep 19, 2025

Gyala Therapeutics, a biotechnology company dedicated to creating next-generation treatments for blood cancers, has shared encouraging results from early studies of its new CAR-T therapy, GYA01. This therapy is designed to attack a protein called CD84, which is found in several types of leukemia and other blood cancers. These results are the first to show that CAR-T cells can successfully target CD84, making GYA01 a potential breakthrough for patients with forms of leukemia that are especially difficult to treat.

GreenLite: $49.5 Million Series B Secured To Transform Construction Permitting With AI

By Amit Chowdhry ● Sep 19, 2025

GreenLite, a rapidly growing construction technology company, has announced that it has raised 49.5 million dollars in a Series B funding round. The round was led by Insight Partners, a global software investor, with additional support from Energize Capital and existing backers Craft Ventures, LiveOak Ventures, and Chicago Ventures.

Divergent: $290 Million Series E Raised At $2.3 Billion For Advancing Digital Manufacturing Platform

By Amit Chowdhry ● Sep 19, 2025

Divergent Technologies has closed a $290 million Series E funding round and reached a valuation of $2.3 billion. The round was led by Rochefort Asset Management and included $250 million in equity capital along with $40 million in debt capital. This significant investment will enable the company to expand its manufacturing capacity and continue developing new capabilities for future product families.

Nestimate: $3 Million Closed To Expand Access to Retirement Income Solutions

By Amit Chowdhry ● Sep 19, 2025

Nestimate, a financial technology company focused on improving retirement planning, has announced the closing of a $3 million funding round. The investment was led by S3 Ventures, with additional support from PruVen Capital, TIAA Ventures, and Invest Nebraska. This new capital will help Nestimate accelerate its mission of making lifetime income solutions more widely available within defined contribution retirement plans, such as 401(k)s. By doing so, the company aims to make guaranteed retirement income a standard feature across the industry, enabling more workers to retire with confidence and financial security.

MarqVision: $48 Million Series B Raised To Advance AI-Based Managed Service Platform For Brand Control

By Amit Chowdhry ● Sep 19, 2025

MarqVision, a company that uses artificial intelligence to help businesses protect and manage their brands, has announced the closing of a $48 million Series B funding round. This brings the company’s total funding to $90 million. The round was led by Peak XV Partners, formerly known as Sequoia Capital India & SEA, with additional participation from Salesforce Ventures, HSG, Coral Capital, Michael Seibel of Y Combinator, and returning investors including Y Combinator, Altos Ventures, and Atinum Investment. The new funding will enable MarqVision to expand its services and strengthen its position as a leader in brand protection and digital risk management.

Osaic Onboards $460 Million Firm Virtus Wealth Solutions

By Amit Chowdhry ● Sep 19, 2025

Osaic, one of the largest providers of wealth management solutions in the United States, has announced that Virtus Wealth Solutions has joined its Supported Independence channel. Virtus Wealth, based in Morgantown, West Virginia, manages 460 million dollars in client assets and made the transition from Commonwealth Financial Network as part of its strategy to position the firm for long-term growth.

MAI Capital Buys Summit Financial Advisors For Expanding Wealth Management Services

By Amit Chowdhry ● Sep 19, 2025

MAI Capital Management, a registered investment advisor dedicated to helping clients simplify, protect, and grow their wealth, has announced the acquisition of Summit Financial Advisors, a boutique advisory firm based in San Mateo, California. While the financial terms of the deal were not disclosed, the acquisition represents a significant step in MAI’s strategy to expand its presence and capabilities in key markets.