Private Equity
Based in Ancaster, Ontario, StoneRidge is an insurance brokerage offering personal and commercial insurance, group benefits and retirement as well as life and disability.
1 min read · 20 February 2023
Akron, Ohio-based Sequoia provides asset management and financial planning services across the wealth spectrum.
1 min read · 17 February 2023
Also, PCF secured a significant investment from existing minority equity stakeholders Owl Rock, a division of Blue Owl, and Crescent Capital.
1 min read · 17 February 2023
'Well run businesses are the real gems in the wealth management space,' said Rob Jakacki, Kudu Investment Management's CEO.
5 min read · 17 February 2023
Mubadala Investment Company and other co-investors are participating in the investment with Stone Point.
2 min read · 16 February 2023
The deal is for $320.1 million.
1 min read · 14 February 2023
LMP will help Definiti “become a really attractive home for those smaller firms that are looking to partner with somebody larger,” said Jason Barg.
2 min read · 13 February 2023
Cetera is a network of financial services firms.
1 min read · 10 February 2023
VSS first invested in GreenSlate in 2018.
1 min read · 10 February 2023
The all-cash deal is valued at about $1.1 billion.
1 min read · 09 February 2023
