Private Equity

Financial services

Huron Capital-backed HSIP buys Vested

High Street Insurance Partners, a portfolio company of Huron Capital, has acquired Hillsdale, Michigan-based Vested Risk Strategies, an insurance agency.

3 min read · 02 February 2021

J.C. Flowers agrees to invest in iLendingDIRECT

iLending chief executive Nancy Fitzgerald will be on the board and work as a strategic consultant to the company, while COO Tom Holgate will take over as CEO.

3 min read · 02 February 2021

Hamilton Lane to acquire alternative asset manager 361 Capital

Hamilton Lane has agreed to acquire Denver-based 361 Capital, a boutique alternative asset management firm.

3 min read · 28 January 2021

Onex-backed OneDigital buys Fulcrum Partners assets

OneDigital Investment Advisors, an SEC-registered investment adviser and subsidiary of OneDigital, has acquired the assets of Fulcrum Partners.

4 min read · 28 January 2021

Flexpoint Ford to buy UK wealth management firm AFH Financial Group

Flexpoint Ford has agreed to acquire UK-based AFH Financial Group, a financial planning-led wealth management firm.

4 min read · 27 January 2021

Allstate to sell life insurance business to Blackstone for $2.8bn: Bloomberg

Blackstone has agreed to buy Allstate's life insurance business for $2.8 billion, reported Bloomberg.

1 min read · 27 January 2021

Newlight invests in Upland

Newlight Partners LP is investing up to $200 million in Upland Capital Group, a specialty insurance business.

3 min read · 25 January 2021

PE-backed Mercer Advisors buys Iowa wealth management firm

Mercer Global Advisors Inc, which is backed by Oak Hill Capital and Genstar Capital, has acquired Marrs Wealth Management Inc, a wealth management firm based in Ames, Iowa.

4 min read · 25 January 2021

LSE to complete $27bn Refinitiv buyout this month: Reuters

The London Stock Exchange is closing its $27 billion acquisition of Refinitiv, a London, UK-based provider of financial markets data and infrastructure, on January 29, reported Reuters.

1 min read · 21 January 2021

PE-backed Mercer Advisors acquires Hart Capital Management

Oak Hill Capital and Genstar Capital-backed Mercer Global Advisors, Inc has acquired Spokeane, Washington-based Hart Capital Management Inc, a wealth management firm.

4 min read · 21 January 2021

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