Archives

Cornerstone Capital Bank Completes Acquisition Of Peoples Bank To Form $3.4 Billion Growth Platform

By Amit Chowdhry ● Mar 3, 2026

Cornerstone Capital Bancorp, Inc., the holding company for Cornerstone Capital Bank, announced the successful completion of its acquisition of Peoples Bancorp, Inc., the holding company for Peoples Bank of Lubbock, Texas. The transaction creates a combined organization with more than $3.4 billion in assets, expanding the company’s footprint across Texas and enhancing its ability to serve communities, businesses, and homeowners nationwide.

Texans Credit Union Merges With Las Colinas Federal Credit Union To Expand North Texas Footprint

By Amit Chowdhry ● Mar 3, 2026

Texans Credit Union, a Texas-based credit union, announced it has merged with Las Colinas Federal Credit Union in a move aimed at expanding its branch network and strengthening its presence across North Texas.

Efor: Life Sciences Quality And Compliance Firm Acquires DynamixE To Expand U.S. CQV Capabilities

By Amit Chowdhry ● Mar 3, 2026

Efor, a France-based quality and compliance specialist serving the life sciences industry, has acquired DynamixE, Inc., a U.S.-based firm focused on commissioning, qualification and validation, process engineering, automation and digitalization for pharmaceutical and biotechnology companies.

King Risk Partners: Insurance Brokerage Expands New York Footprint With PRL Associates Acquisition

By Amit Chowdhry ● Mar 3, 2026

King Risk Partners, the 51st largest insurance brokerage in the United States, is expanding its presence in the Northeast through the acquisition of PRL Associates, an insurance agency based in Endicott, New York. The transaction marks another step in King Risk Partners’ steady growth strategy focused on disciplined expansion and community-centered service.

American Lithium Minerals Completes Three Strategic Acquisitions Of Gold, Silver, Copper And Rare Earth Projects In Quebec

By Amit Chowdhry ● Mar 3, 2026

American Lithium Minerals, an exploration-stage mining company focused on critical metals, precious metals and rare earth elements, announced that it has completed the acquisition of three mineral projects in Quebec, expanding its footprint in one of the world’s most established mining jurisdictions.

SAP: Thomas Saueressig Appointed Chief Customer Officer As Company Reorganizes Board To Accelerate AI Focus

By Amit Chowdhry ● Mar 3, 2026

SAP SE announced the creation of a new Customer Value Group, consolidating its Customer Success and Customer Services & Delivery organizations as part of a broader executive board reorganization aimed at strengthening its AI-driven strategy.

Rio Tinto: $473 Million Approved To Restart Zulti South Project And Extend Richards Bay Mine To 2050

By Amit Chowdhry ● Mar 3, 2026

Rio Tinto has approved a $473 million investment to restart and complete the Zulti South project at its Richards Bay Minerals operation in South Africa, lifting a suspension that had been in place since January 2020.

Novo Nordisk: €432 Million Investment To Expand Irish Oral GLP-1 Manufacturing Capacity

By Amit Chowdhry ● Mar 3, 2026

Novo Nordisk A/S announced it will invest €432 million (approximately DKK 3.2 billion) to expand its manufacturing facility in Monksland, Athlone, Ireland, increasing production capacity for oral GLP-1 treatments serving markets outside the US.

Fireye Acquires Energy Technology & Control To Expand Combustion Control Portfolio

By Amit Chowdhry ● Mar 3, 2026

Fireye, a global leader in flame monitoring and flame safeguard control, has acquired Energy Technology & Control Limited (ETC), a UK-based company specializing in combustion control technology. Fireye is part of Spectrum Safety Solutions, based in Stamford, Connecticut. Founded in 1983, ETC has built a global reputation for designing and manufacturing innovative electronic burner controls that help industrial customers cut energy costs and emissions.

Dwight Capital: $500 Million Mortgage Servicing Rights Acquisition Expands Platform To $15 Billion

By Amit Chowdhry ● Mar 3, 2026

Dwight Capital, a commercial real estate finance company, has acquired Midland States Bank’s seniors housing HUD mortgage servicing rights portfolio, adding more than $500 million in unpaid principal balance across 69 loans spanning 22 states.

BluePath Finance: Distributed Energy Asset Owner Secures Investment From TWG Global

By Amit Chowdhry ● Mar 3, 2026

BluePath Finance, a distributed energy asset owner and operator, has closed a significant corporate investment from TWG Global, a diversified holding company focused on scaling businesses with untapped potential. The investment, managed by Franklin Park, supports BluePath’s expanding pipeline of energy transition assets valued at approximately $2.5 billion.

Humana Foundation: $5 Million Commitment To Reduce Veteran Suicide Through Face The Fight

By Amit Chowdhry ● Mar 3, 2026

The Humana Foundation, the philanthropic arm of Humana Inc., announced it is expanding its commitment to Face the Fight, a national cross-sector initiative aimed at dramatically reducing veteran suicide. The foundation will invest $5 million to scale evidence-informed solutions, enhance data collection, and expand support for community-based organizations serving veterans at high risk of suicide.

Coller Capital: Evergreen Secondaries Fund Partnership With Mediobanca Private Banking Expands Access In Italy

By Amit Chowdhry ● Mar 3, 2026

Coller Capital has announced a distribution partnership with Mediobanca Private Banking to offer its flagship evergreen private equity secondaries fund to professional investors in Italy. The agreement provides High-Net-Worth and Ultra-High-Net-Worth clients in Italy with access to Coller Equity Feeder, part of Coller Capital’s $4 billion evergreen platform. Coller Capital, which manages more than $50 billion in assets, is the world’s largest dedicated private market secondaries manager.

Akave: $6.65 Million Raised For Decentralized Enterprise Cloud Storage

By Amit Chowdhry ● Mar 3, 2026

Akave, an enterprise cloud infrastructure company delivering a modern, S3-compatible decentralized alternative to traditional cloud storage, announced it has raised $6.65 million as it formally enters the data storage market with the launch of Akave Cloud.

Ease Health: $41 Million Raised To Build AI-Native Behavioral Health Operating System

By Amit Chowdhry ● Mar 3, 2026

Ease Health, an AI-native CRM, EHR, and RCM platform built specifically for behavioral health providers, has emerged from stealth with $41 million in series A funding. The round was led by Andreessen Horowitz to support the company’s effort to build what it describes as the first AI-native operating system for behavioral health.

CIC Private Debt: Appoints Mounia Khamlich Fischer As Head Of Risk & Operations

By Amit Chowdhry ● Mar 3, 2026

CIC Private Debt, part of La Française Group, the asset management division of Crédit Mutuel Alliance Fédérale, has appointed Mounia Khamlich Fischer as Head of Risk & Operations.

Jolt Capital: Former FORVIA CEO Patrick Koller Joins As Operating Partner

By Amit Chowdhry ● Mar 3, 2026

Jolt Capital has appointed Patrick Koller, former CEO of FORVIA, as an operating partner, adding a veteran European automotive executive to its deeptech-focused private equity platform.

West Monroe: Consulting Firm Promotes 11 To Managing Director

By Amit Chowdhry ● Mar 3, 2026

West Monroe, a global business and technology consulting firm, has promoted 11 professionals from director to managing director, effective March 1, 2026, as it continues to expand its leadership bench across industries, capabilities, and geographies.

Bain & Company: Cédric Bovy Appointed Managing Partner For Amsterdam And Brussels, Benelux Cluster Head

By Amit Chowdhry ● Mar 3, 2026

Bain & Company has appointed Cédric Bovy as managing partner of its Amsterdam and Brussels offices and head of its Benelux cluster, effective immediately. Bovy will lead the firm’s business across Belgium, the Netherlands and Luxembourg at a time of rapid growth in the Benelux region, driven by strong client demand across Bain’s practices and capabilities. He brings 20 years of management consulting experience at Bain and has been a partner since 2006.

Ayar Labs: $500 Million Series E Raised At $3.75 Billion Valuation For Optics Solutions For AI Scale-Up

By Amit Chowdhry ● Mar 3, 2026

Ayar Labs, a provider of co-packaged optics solutions for AI scale-up, announced the closing of a $500 million Series E funding round led by Neuberger Berman. The financing brings the company’s total funding to $870 million and values the business at $3.75 billion.

Hamilton Lane: Funds Managed By Firm Lead Investment In Continuation Fund Closed By Private Equity Firm

By Amit Chowdhry ● Mar 3, 2026

Funds managed by Hamilton Lane have led an investment in a single-asset continuation fund established by private equity firm Latour Capital to acquire global uninterruptible power supply manufacturer Gutor from Latour’s 2019 vintage fund.

Capital Group Launches First Integrated Public-Private Equity Strategy With KKR

By Amit Chowdhry ● Mar 3, 2026

Capital Group has expanded its public-private investment partnership with KKR through the launch of Capital Group KKR U.S. Equity+, marking the firms’ first integrated equity strategy and extending their collaboration beyond credit into equity markets.

La Cocos: Romanian Discount Retailer Sold To Schwarz Group Following €298 Million Revenue Surge

By Amit Chowdhry ● Mar 3, 2026

La Cocos, a fast-growing Romanian discount retailer operating a differentiated hypercash model, has been sold to companies of Schwarz Group following the full exit of its investor consortium, which included the European Bank for Reconstruction and Development, CEECAT Capital and Morphosis Capital.

Northlane Capital Partners Invests In Court Technology Platform File & ServeXpress

By Amit Chowdhry ● Mar 3, 2026

Northlane Capital Partners has completed an investment in File & ServeXpress, a provider of online document exchange, data and document management, and notification solutions for courts, government agencies, and legal professionals across the United States.

Searchlight Capital Partners: Sale Of Euclid Transactional To CRC Group Completed

By Amit Chowdhry ● Mar 3, 2026

Searchlight Capital Partners, a global private investment firm, announced it has completed the sale of Euclid Transactional to CRC Group, a leading independent wholesale specialty and MGA business.

Serent Capital: Investment In CPA Audit Software Platform Autire To Support AI-Driven Growth

By Amit Chowdhry ● Mar 3, 2026

Serent Capital, a growth-focused private equity firm investing in founder-led B2B SaaS and technology companies, announced an investment in Autire, a cloud-based and AI-powered software platform built to support CPA firms performing employee benefit plan audits.

Aspen Standard Wealth: $1 Billion Firm BlueSky Marks Seventh RIA Deal Since 2024 Launch

By Amit Chowdhry ● Mar 3, 2026

Aspen Standard Wealth, a holding company and long-term partner for independent registered investment advisers, announced that it has acquired BlueSky Wealth Advisors, a New Bern, North Carolina-based RIA with $1 billion in assets under management. The transaction represents Aspen’s seventh RIA partnership since launching in late 2024.

LPL Financial: Memphis Advisor Robert Woodend With $150 Million In Assets Joins

By Amit Chowdhry ● Mar 3, 2026

LPL Financial Holdings announced that financial advisor Robert Woodend, CRPC, has joined LPL Financial’s broker-dealer and will leverage the Private Advisor Group Registered Investment Advisor platform as part of his transition to Memphis Planning and Wealth, an established practice aligned with both firms.

Kestra Private Wealth Services Onboards $250 Million Advisor Eric Longstreth

By Amit Chowdhry ● Mar 3, 2026

Kestra Private Wealth Services, a registered investment adviser subsidiary of Kestra Financial, announced that Eric Longstreth has joined its community of independent financial professionals in partnership with Kindred Wealth Partners, a Pennsylvania-based wealth management firm affiliated with the RIA. Longstreth, a veteran advisor with more than 20 years of industry experience, previously managed over $250 million in client assets. He brings expertise in traditional financial planning, tax planning, and estate planning, and is known for a comprehensive approach centered on managing each element of a client’s financial life holistically to support long-term outcomes.

Addepar: Wealth Management Technology Platform Launches Addison AI For Natural Language Portfolio Analysis

By Amit Chowdhry ● Mar 3, 2026

Addepar has launched Addison, a native AI experience embedded in its investment platform, enabling advisory firms to analyze portfolio data through conversational, natural-language queries. The rollout marks a significant step in the company’s broader strategy to deploy native AI and intelligent agents across the investment lifecycle.