Private Equity
Pacific Current Group Limited and Kudu Investment Management have acquired a minority stake in Pennybaker Capital Management, a real estate private equity firm.
3 min read · 16 December 2019
Mercer Global Advisors Inc, which is backed by both Oak Hill Capital and Genstar Capital, has acquired Houston-based Republic Wealth Advisors LLC, a wealth management firm.
4 min read · 10 December 2019
Investors led by Motive Partners have agreed to acquire a majority stake in Fiserv's investment services businesses.
5 min read · 05 December 2019
KKR has named Robert H. Lewin as chief financial officer.
2 min read · 04 December 2019
Transnational Payments has hired FT Partners to advise on the sale
1 min read · 03 December 2019
Silver Lake is near a deal to buy First Advantage at more than $1.5 billion, Reuters reported. An announcement could come as early as this week, the story said. Symphony Technology Group acquired First Advantage in 2010 for $265 million.
1 min read · 25 November 2019
Bruce Kelleher, head of investment banking at BB&T, has left the IB after more than a decade, three sources said.
2 min read · 22 November 2019
Cobos, a former U.S. Navy SEAL, joins Forge Global from his role as head of technology capital markets for the New York Stock Exchange.
3 min read · 21 November 2019
Managing partner John Maldonado shares his insight into the firm's healthcare investment strategy.
4 min read · 21 November 2019
Charles Schwab is in talks to buy smaller rival TD Ameritrade, CNBC reported. The $26 billion deal could be announced Thursday, the New York Times said. Schwab and TD Ameritrade are the two biggest publicly traded discount brokers, the story said.
1 min read · 21 November 2019
