Private Equity
Caprock, which works as an outsourced CIO and CFO, advises on more than $7.5 billion in client assets, with a particular focus on non-public markets.
3 min read · 28 September 2021
The Miller management team, led by CEO Kathleen Miller, will be joining Mercer Advisors.
4 min read · 27 September 2021
Summit Partners, which invested in Patriot in 2019, and Patriot management will maintain significant minority ownership positions in the company.
4 min read · 21 September 2021
Going forward, Schellman, a licensed CPA firm, will provide attest services, and Schellman Compliance, LLC, a newly formed entity, will provide non-attest services.
4 min read · 20 September 2021
Ontario Teachers’ Pension Plan has agreed to acquire a 33.4 percent interest in Greenstone, a Sydney, Australia-based insurance distributor.
3 min read · 15 September 2021
Kudu Investment Management has agreed to acquire a minority stake in Douglass Winthrop Advisors, an investment advisor.
2 min read · 15 September 2021
Carlyle, three years into its investment, will remain a shareholder in the non-audit accounting and finance advisory firm.
4 min read · 15 September 2021
BHMS Investments and Abry Partners have agreed to acquire a majority ownership stake in Innovisk Capital Partners, an insurtech company, from Willis Towers Watson.
2 min read · 14 September 2021
CVC and Glendower Capital have agreed to merge and and form a partnership.
3 min read · 13 September 2021
Victory Capital has agreed to acquire New Energy Capital Partners, an alternative asset management firm that invests in small-and mid-sized clean energy infrastructure projects and companies.
3 min read · 13 September 2021
