Private Equity
AFX launched in 2015.
1 min read · 19 April 2023
Westland Insurance Group is a Surrey, British Columbia-based insurance broker focused on the Canadian market.
2 min read · 18 April 2023
POP launched in 2018.
1 min read · 18 April 2023
Fincad is a Surrey, BC-based analytics company focused on the pricing and risk analytics of financial derivatives and fixed income products.
2 min read · 13 April 2023
The Marquee Group is a Toronto-based provider of financial modelling training and consulting.
1 min read · 06 April 2023
Former Goldman Sachs and United Capital executives Gary Roth, Mike Capelle and Jason Gordon are leading Modern Wealth.
1 min read · 05 April 2023
Elite is a US-based software business providing financial and practice management solutions to law firms.
2 min read · 05 April 2023
Ellison also has been named chief innovation officer, corporate finance, a new role within Houlihan.
1 min read · 05 April 2023
Employee Navigator founder and CEO George Reese will lead the combined company, which will support more than 130,000 businesses, more than 4,000 insurance brokers and more than 13 million employees in the US.
1 min read · 05 April 2023
Established in 1985, Denver-based Mercer Advisors is a wealth management firm.
1 min read · 04 April 2023
