Private Equity
Akron, Ohio-based Sequoia is a provider of asset management and wealth planning services.
1 min read · 20 October 2023
The Petra founders and management team remain significant shareholders alongside Charlesbank.
2 min read · 20 October 2023
Businesses that add mortgage market or retail banking tools would be a ‘complementary fit’, says Parabellum CEO Rami Cassis.
4 min read · 19 October 2023
Oakbridge Insurance Agency was formed through the combination of four insurance brokerages in 2020.
3 min read · 18 October 2023
Based in Denver, Mercer Global Advisors is a wealth management firm.
1 min read · 17 October 2023
Catalio's capital infusion will be used for growth, personnel hiring and investment strategies.
2 min read · 17 October 2023
The Transform ETF platform manages more than $600 million in U.S. equity ETFs.
1 min read · 16 October 2023
With this deal, Aquarian is replacing Reverence Capital, which has been an investor since 2019.
1 min read · 16 October 2023
Other investors in the group include KKR, Bayview Asset Management, and CardWorks.
2 min read · 12 October 2023
Tropolis CEO Jeff Mason, CFO Jim Ryans and CTO Ben Calnin are co-founders.
1 min read · 12 October 2023
