Private Equity

Financial services

Elliott-backed Prosperity to sell insurance blocks to iA Financial

iA Financial Group is an insurance and wealth management group.

1 min read · 15 July 2024

Westland Insurance acquires Alberta Best Insurance

Alberta Best Insurance is a property and casualty brokerage.

1 min read · 15 July 2024

Summit Partners and Silversmith Capital invest in financial services firm Earned Wealth

Earned Wealth's existing backers Juxtapose, Hudson Structured Capital Management, and Breyer Capital are also participating in the investment.

2 min read · 11 July 2024

TA Associates invests in lender Vastu Housing Finance

Founded in 2015, Vastu has more than 230 branch locations in 13 states.

1 min read · 11 July 2024

Bain Capital to take wealth tech platform Envestnet private for $4.5bn

Reverence Capital also agreed to participate in the transaction.

2 min read · 11 July 2024

Audax-backed CW Advisors buys Cubic Asset Management

CWA is a registered investment advisor.

1 min read · 10 July 2024

Fintech firm StrategyCorps lands investment from Estancia

The capital infusion will be used to fuel Estancia's growth initiatives.

2 min read · 09 July 2024

JC Flowers' Eric Rahe: Vericity sale drew 'large, blue-chip' strategic buyers

'The company invested in analytics and went from quarterly, to weekly, to daily and ultimately real-time management,' says JC Flowers managing director and co-president Eric Rahe.

2 min read · 09 July 2024

Westland Insurance buys Excel Insurance Lloydminster, M Butler Insurance

Excel Lloydminster and M Butler are two property and casualty brokerages.

1 min read · 08 July 2024

Wafra-backed Capital Constellation invests in PE firm Citation Capital

Citation was founded in 2023 by Tiffany K. Hagge and Lydie B. Hudson.

1 min read · 08 July 2024

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