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Wealth Enhancement Group Acquires M&R Capital Management, Inc.
This partnership marks Wealth Enhancement Group's sixth location in New Jersey and brings the firm's total client assets to more than $96.6 billion.
MAI Capital Management acquires LWS Wealth Advisors
Transaction to add approximately $562 million to MAI’s client AUM and to provide LWS with robust internal infrastructure and alternative asset management capabilities
Logan Capital Management appoints Head of Institutional Sales
Elizabeth Fugler joins the team to bring over a decade of expertise to drive growth at Logan Capital
Palmer Square Capital Management hires Andy Wedderburn-Maxwell
Palmer Square is excited to announce the hiring of Andy Wedderburn-Maxwell as a Managing Director based in New York. Given his depth of experience in investment banking and capital markets, Andy is focused on further enhancing the firm’s banking relationships with a particular focus on private credit and our Business Development Company (“BDC”) platform. In addition, Andy will work with our business development team on capital raising as the firm continues to grow and deepen its client roster. According...
Beacon Capital Management recognized in 2023 RIA Ranking
As the Demand for Innovative Investment Solutions Rises, The Dayton-based RIA has Experienced Remarkable Growth
F.L.Putnam acquires Investment Advisor Salem Capital Management
Seasoned investment advisors Hal Rubin and Kim Ratcliffe join F.L.Putnam’s rapidly expanding Lynnfield, Massachusetts office. F.L.Putnam Investment Management Company (“F.L.Putnam”) today announced that it has acquired Salem Capital Management (“Salem Capital”), an independent registered investment advisor with a successful 30-year track record of serving high-net-worth families, individuals, and small institutions. Financial terms of the deal were not disclosed. Based in Woburn, Mass., Salem Capital was co-founded by Hal Rubin, a veteran financial services executive with more than 40 years’ experience and deep investment...
Stellus Capital Management Announces Key Hires
Stellus Capital Management, LLC (“Stellus”), a leader in middle market direct lending, today announced the hiring of Bill Haverland as Principal and Casey Carroll as Vice President, Investor Relations. “With their many years of credit, private equity and investment banking experience, we are very pleased to have Bill and Casey join the Firm,” said Robert T. Ladd, Managing Partner at Stellus. “Bill and Casey will provide our private equity clients and investors the high caliber...
Atalaya Capital Management Expands Platform
Addition of team from Elm Park in Dallas Accelerates Investment Opportunities, Talent Acquisition, and Establishes a Foothold in Texas' Financial Epicenter
Palladius Capital Management Partners with RealtyMogul
PREF I targets investments in multifamily and student housing properties across the country Palladius Capital Management (“Palladius”), a vertically-integrated real estate investment manager focused on pursuing multifamily, student housing, hospitality and select thematic investment strategies, today announced the launch of Palladius Real Estate Fund I (“PREF I”) on RealtyMogul, a leading real estate technology platform. The offering provides accredited investors with the opportunity to invest alongside a sophisticated, well-capitalized and operations-oriented investment manager. PREF I is a...