Private Equity

Financial services

Deals

Saving for retirement: 6 PE deals targeting the 'golden years'

Lee Equity Partners, Lightyear Capital and TA Associates are some of the firms picking opportunities in this sector.

4 min read · 15 March 2024

Gemspring exits insurance services holding company Insurvia

Robert W. Baird & Co. Inc. served as financial advisor to Insurvia and Gemspring.

1 min read · 14 March 2024

Sagard takes stake in CLO manager HalseyPoint

Following the transaction, HalseyPoint Co-Founders and Managing Partners Yvonne Stevens and Lynn Hopton, and Sagard will each have equal equity ownership stakes in HalseyPoint.

2 min read · 13 March 2024

Peloton Capital invests in financial planning and wealth advisor Trilogy

In conjunction with the PCM investment, Trilogy has completed the acquisition of two financial advisory firms, Flagship Wealth Management based in Boston and Horizon Wealth Management based in Westlake Village, California.

1 min read · 12 March 2024

Deals

PE-backed Hub International snaps up Zavitz Insurance and Wealth

Zavitz provides group employee benefits, living benefits and life insurance services, and financial and retirement planning.

1 min read · 12 March 2024

Deals

Lee Equity Partners' Danny Rodriguez: The US has a large retirement problem

PCS offers retirement plans to business owners, school districts, municipalities, not-for-profits and individuals.

2 min read · 12 March 2024

BlackRock to acquire wealth manager SpiderRock Advisors

BlackRock made a minority investment in SRA made in 2021.

1 min read · 11 March 2024

Featured

Blackstone's Jonathan Gray: 'M&A will come back'

'I describe M&A as almost like flotation devices below the water; eventually they'll come up,' Gray said during a fireside chat at PEI Group's NEXUS 2024 event.

1 min read · 08 March 2024