Private Equity

Financial services

PE-backed Mercer Advisors scoops up wealth management firm Paragon

Headquartered in Denver, Mercer Advisors is a wealth management and financial planning firm.

1 min read · 05 December 2023

Temasek, EIB to invest $500m in LeapFrog’s climate strategy

The new strategy will address climate change in Africa and emerging Asia.

2 min read · 30 November 2023

Blackstone's Verdun Perry: 'GPs are choosing to hold on to their best quality assets longer'

'We’re still in the very early innings,' Perry said about the secondaries market. 'I would argue we're probably at the top of the second inning.'

8 min read · 30 November 2023

KKR to buy Global Atlantic’s remaining 37% stake for $2.7bn

Global Atlantic is an insurance company.

2 min read · 29 November 2023

Genstar-backed Cetera completes take-private of Avantax

Avantax is a financial planning and wealth management company.

1 min read · 28 November 2023

BlackGold Capital invests in growth of Northbase Finance

Northbase Finance is a Calgary-based asset-backed financing service provider to underserved markets.

1 min read · 21 November 2023

CD&R to appoint John Stegeman as operating advisor

Stegeman most recently served as the CEO of White Cap.

1 min read · 21 November 2023

Accenture's Jay Scanlan: Deal partners request more ideas, increased support from operating pros

The requirement for operational value creation has escalated amid a deal downturn.

5 min read · 20 November 2023

Rithm takes Sculptor Capital Management private for $719.8m

As a result of the closing, Sculptor will stop trading on the New York Stock Exchange and be delisted.

1 min read · 17 November 2023

Mill Point-backed Prime Pensions scoops up Pension Benefits Unlimited

Headquartered in Florham Park, New Jersey, Prime Pensions is a provider of retirement plan compliance and administration services primarily to small and medium-sized businesses.

1 min read · 16 November 2023

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