Private Equity
High Street Insurance Partners, which is backed by Huron Capital, has acquired Day, Deadrick & Marshall Inc and Premier Northwest Insurance.
3 min read · 06 January 2021
OneDigital Investment Advisors, a registered investment advisor and subsidiary of OneDigital, has acquired Truist's institutional investment advisory retirement business.
3 min read · 06 January 2021
Relation Insurance Services, which is backed by Aquiline Capital Partners, has acquired Virginia-based Laufer, a provider of commercial and personal lines insurance solutions.
2 min read · 06 January 2021
Sudrania Fund Services Corp has acquired Philadelphia-based Triple Leo Consulting, a fund administrator that specializes in crypto and digital assets fund administration.
2 min read · 05 January 2021
IQ-EQ, which is backed by Astorg, has acquired New York-based Constellation Advisers LLC, a co-sourced and outsourced investment management services provider.
5 min read · 05 January 2021
Aquiline Capital Partners has made an investment in SageView Advisory Group, an advisor in retirement planning and wealth management.
3 min read · 05 January 2021
Toronto-based financial services provider Duo Bank of Canada has acquired all outstanding shares of Fairstone Financial Holdings, a Montreal-based provider of credit solutions for near-prime borrowers.
4 min read · 05 January 2021
Mercer Global Advisors Inc, which is backed by Oak Hill Capital and Genstar Capital, has acquired Atlanta-based Kays Financial Advisory Corporation, a wealth management firm.
4 min read · 05 January 2021
SVB Financial Group has agreed to acquire Boston Private, the parent company of Boston Private Bank & Trust Company, a provider of integrated wealth management, trust and banking services to individuals, families, businesses and nonprofits.
5 min read · 05 January 2021
Emigrant Partners, a subsidiary of New York Private Bank & Trust, has made an investment in Ulrich Investment Consultants, a wealth management firm.
3 min read · 04 January 2021
