Private Equity

Financial services

Warburg Pincus to invest in India-based affordable finance firm Home First

Warburg Pincus has agreed to invest about $95 million in Home First, an India-based affordable housing finance company.

2 min read · 08 October 2020

Morgan Stanley to buy Eaton Vance for about $7bn

Morgan Stanley has agreed to acquire Eaton Vance, a provider of advanced investment strategies and wealth management solutions.

5 min read · 08 October 2020

Guru Capital buys ETX Capital

Guru Capital has acquired London based ETX Capital, a provider of multi-asset CFD products, from JRJ Group.

1 min read · 08 October 2020

Oak Hill, Genstar-backed Mercer Global adds-on Personal Financial Advisors

Robert Reed, who founded Personal Financial Advisors in 1999, will join Mercer along with three of his staff.

3 min read · 08 October 2020

PE-backed Hub International acquires Clearpoint

Hub International has acquired Clearpoint Advisory Group, Clearpoint Retirement Solutions and Canwest Group Benefits, together an Edmonton-based benefits and retirement consulting business.

2 min read · 06 October 2020

Grayhawk secures equity investment from Sagard Holdings

Sagard Holdings has invested in Grayhawk Investment Strategies, a Calgary-based provider of wealth and investment advisory services.

3 min read · 06 October 2020

Novacap's financial services group acquires stake in AGA

Novacap has acquired a stake in AGA Financial Group Inc, a Quebec-based employee benefits advisory firm.

3 min read · 05 October 2020

Altamont invests in Cornerstone

Altamont Capital Partners has made an investment in Scottsdale, Arizona-based Cornerstone Advisors Inc, a provider of advisory services to banking institutions.

3 min read · 02 October 2020

PE-backed Benefit Resource buys 121 Benefits

Benefit Resource, which is backed by CIP Capital, has acquired Minneapolis-based 121 Benefits, an administrator of pre-tax benefits and benefit continuation services.

3 min read · 01 October 2020

TMX to acquire Canada's AST from Pacific Equity Partners

TMX Group has agreed to acquire AST Investor Services (Canada) and its affiliate AST Trust Company (Canada), a Toronto-based provider of transfer agency, corporate trust and related services.

4 min read · 25 September 2020

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