Private Equity

Financial services

CD&R makes bid to take Focus Financial private for $4.1bn

When the proposed deal closes, Focus Financial will stop trading on the NASDAQ.

1 min read · 03 February 2023

LMP to take majority stake in retirement services firm Definiti

The transaction is expected to close in the first quarter of 2023.

1 min read · 02 February 2023

Asset managers FS Investments and Portfolio Advisors to merge

The transaction is expected to close in the first half of 2023.

2 min read · 02 February 2023

BlackRock Alternatives buys insurance claims management company Alacrity Solutions Group

Alacrity’s prior majority investor, Kohlberg & Company, and management team will retain a significant minority interest in the company.

2 min read · 02 February 2023

Brookfield snaps up DWS’ private equity business

The deal received all regulatory nods and was completed on 30 January.

2 min read · 01 February 2023

Slate Hill takes minority stake in XO Wealth Management

XO Wealth Management was founded in 2016 by Managing Director Matthew Fuller.

1 min read · 31 January 2023

Fondaction and BDC Capital invest in growth of OPTEL

OPTEL is a Quebec City-based provider of traceability solutions that enable companies to improve the efficiency and sustainability of supply chains.

2 min read · 30 January 2023

Genstar-backed Cetera to acquire Securian Financial's retail wealth business

Cetera is a network of financial professionals.

1 min read · 26 January 2023

CIP sells interest in Travis Solar project to Axium Infrastructure

Travis Solar project is a non-hydro renewable energy asset located south of Calgary.

2 min read · 25 January 2023

DIF Capital invests in Prairie internet services provider RFNOW

RFNOW offers internet services, such as enterprise fiber, residential fiber, fixed wireless internet and phone services, to communities across Manitoba and southeastern Saskatchewan.

2 min read · 25 January 2023

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