Displaying 14 results
Hedge funds, PE firms discussing ways to deal with SEC messaging crackdown
Citadel, KKR & Co. and Blackstone Inc. are among the firms that have been talking about strategies to blunt SEC penalties related to the use of messaging apps.
Soccer is the next big thing for hedge funds and private equity
European soccer has always been desperate for cash, but that’s grown more acute after the pandemic kept crowds away from stadiums and left some of the continent’s biggest and most successful clubs with eye-watering debt.
Titan Invest secures $58 million, preps crypto offering
The robo-adviser has experienced rapid growth over the last 12 months, reaching its first $500 million in assets under management in March with 26,640 users on the platform.
Genstar buys Lovell Minnick’s stake in Foreside
The Portland, Maine-based tech firm provides governance and risk management solutions to clients in the asset and wealth management industries.
Warburg Pincus takes stake in Edelman Financial Engines
Hellman & Friedman, which bought a stake in Edelman in 2015 and combined it with Financial Engines in 2018, will remain majority shareholder.
Mercer buys $740 million Epstein & White
Seller of the San Diego-based firm describes Mercer leaders as 'Batman and Batman.'
PE firm takes stake in Signet Financial
Merchant Investment Management will own a minority share of the $850 million New Jersey-based registered investment adviser.
The unquenchable thirst for wealth management
With M&A in the RIA space setting records, the focus turns naturally to the seemingly irreversible influence of private equity money.
Black steps down as Apollo CEO in wake of Epstein scandal
Marc Rowan, one of Black’s top lieutenants, will succeed him as CEO as part of a governance overhaul that will also eliminate weighted voting rights.
Merchant takes minority stake in Baldwin Brothers
The private equity investor views RIAs as 'growth stocks'
Sequoia Financial joins the private equity party
The $4.7 billion RIA will use the influx of new capital for a 'durability plan' and to make acquisitions
Private equity firm takes stake in Beacon Pointe
The RIA also announced the acquisition of Ferrell Wealth Management
Private equity is starting 2020 with more cash than ever
The level of unspent capital suggests M&A activity this year could be on a scale not seen since the financial crisis
Lovell Minnick buys majority stake in Foreside Financial
Private equity firm adds Maine-based compliance and distribution consultants
