Private Equity

Financial services

Hildene invests in life insurance firm SILAC

The investment was $75 million for a 14.4 percent stake in SILAC, according to a source familiar with the deal.

1 min read · 09 January 2023

Monroe's Ted Koenig: Direct lenders' certainty of execution and tailored financing can't be matched by banks

Certainty is valued by sponsors 'never more so than during periods of market volatility when banks are less willing to put their balance sheets at risk.'

5 min read · 09 January 2023

Golden Gate recaps wealth management firm Parallel Advisors

In connection with the investment, Parallel has acquired Scottsdale, Arizona-based asset manager AUTUS.

2 min read · 06 January 2023

LMP sells F&I products provider NAC to APCO

The buyer is APCO Holdings.

2 min read · 03 January 2023

Churchill's Anne Philpott: access to unique proprietary dealflow is critical

'Funds invested during or in the immediate aftermath of recessionary periods were among the best performing vintages on a historical basis.'

4 min read · 03 January 2023

Keyes Coverage acquires two Florida insurance agencies Aimsley and Parkland

Keyes Coverage is a platform partner of Keystone Agency Partners, which is backed by Bain Capital.

1 min read · 22 December 2022

Stifel to acquire healthcare M&A advisor Torreya Partners

Torreya was founded in 2007.

1 min read · 22 December 2022

FTV's Brad Bernstein: 'Hope for the best, but prepare for the worst'

'Given the likelihood of a recession in 2023, it will be important to have a disciplined approach amid a continued challenging macro backdrop,' he said.

3 min read · 22 December 2022

Investcorp sees opportunity to double investment with CrossCountry Consulting

'The reason why we think it will be resilient is that a lot of our services are not tied to those macro factors,' said Tayeh.

3 min read · 22 December 2022

Abry Partners and Charles Schwab invest in wealth management firm Dynasty Financial Partners

Several of Dynasty’s existing investors and directors of the board have invested additional capital alongside Abry and Schwab in the round.

2 min read · 20 December 2022

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