Private Equity
Navacord Corp has acquired Ontario-based Group Lockhart and PGI Financial and New Brunswick-based Maritime Group Benefits, all insurance brokers.
3 min read · 12 January 2022
Mercer Advisors, which is backed by Oak Hill Capital and Genstar Capital, has acquired Franklin, Tennessee-based HawsGoodwin, a wealth management firm.
4 min read · 12 January 2022
CAIS, an alternative investment platform, has raised $225 million in funding.
4 min read · 11 January 2022
Mercer Global Advisors Inc, which is backed by Genstar Capital, has acquired Naples, Florida-based Cordasco Financial Network Inc, a wealth management firm.
3 min read · 11 January 2022
Levine Leichtman Capital Partners has sold HomeVestors of America Inc to Bayview Asset Management.
3 min read · 11 January 2022
ORIX USA has acquired a reinsurance cell from Midwest Holding Inc, a tech-driven life and annuity platform.
2 min read · 10 January 2022
Canadian junior lender Penfund has made a $75 million second-lien and delayed-draw debt investment in Mariner Wealth Advisors, an Overland Park, Kansas-based wealth advisory business.
2 min read · 10 January 2022
Hunter Point Capital has made an investment in Iron Park Capital, a New York-based public and private credit investment firm.
3 min read · 07 January 2022
Patriot Growth Insurance Services, which is backed by GI Partners and Summit Partners, has made six Florida-based acquisitions: Kolisch Marine, Depace Insurance, MacLeish Insurance, Focus Insurance Agency, Herndon Carr & Company, and Crosslet Insurance Services.
3 min read · 06 January 2022
WilliamsMarston, which is backed by Align Capital Partners, has acquired Oakland, California-based Bay Valuation Advisors, a provider of valuation advisory services.
3 min read · 06 January 2022
