Private Equity

Financial services

New Heritage-backed FMS acquires accounting services firm Retail Financial Services

Based in Fort Lauderdale, Florida, FMS is a provider of accounting solutions to businesses.

1 min read · 14 September 2022

Cascadia Capital to secure investment from Atlas Merchant Capital

The capital infusion will be used for growth and personnel hiring.

1 min read · 14 September 2022

Carlyle-backed Apex bolsters Canadian presence with Prometa buy

Growth of Canada’s asset management industry outpaced both the U.S. and the global industry in 2021.

2 min read · 08 September 2022

Novacap-backed AGA Benefit Solutions purchases Aptus Benefits

Vancouver-based Aptus Benefits specializes in group benefits and retirement plans.

1 min read · 08 September 2022

Montagu partners with CPP Investments in Universal Investment deal

CPP Investments will acquire a stake through CPP Investment Board Europe.

2 min read · 08 September 2022

Charlesbank and Motive invests in financial and tech consulting firm Accordion

FFL exited Accordion via the transaction after surpassing its investment goals in less than four years.

2 min read · 08 September 2022

PE-backed Mercer Advisors buys wealth management firm Jordan

Established in 1985, Mercer Advisors Inc is a wealth management firm.

1 min read · 07 September 2022

Apogem, formed earlier this year, hires TorreyCove founder David Fann

Fann will focus on business development and investor relations at Apogem as well as serve on several of the firm's investment committees.

1 min read · 07 September 2022

Kudu invests in Escalate Capital Partners

Kudu is a provider of permanent capital solutions to independent asset and wealth managers worldwide.

2 min read · 06 September 2022

SLC Management to acquire majority of Advisors Asset Management

SLC Management is the fixed income and alternatives asset manager of Canada's Sun Life Financial.

2 min read · 02 September 2022

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