CAIS Names Tim Shannon and Brad Walker as Co-Presidents
February 28, 20254 min
Newly Created Leadership Structure to Enhance Coordination Between Growth-Focused Initiatives and Operational Excellence
Exuma Capital Partners Leads Investment in Wellness Company R30 Brands
February 27, 20254 min
Strategic Investment Expands South Florida PE Firm into Fast-Growing Wellness Sector
LPL Financial Welcomes Servant Path Wealth Partners to Linsco Channel
February 26, 20255 min
LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisors Joe Young, CFP®, and Ryne Stokes, CFP®, have joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Servant Path Wealth Partners. They reported serving approximately $400 million in advisory, brokerage and retirement plan assets* and join LPL from Synovus Securities. Based in Columbus, Ga., Young is a seasoned professional with two decades of industry expertise. Stokes entered the financial services field in 2014 following his tenure at...
Global M&A Network names Tess Oxenstierna Investment Banker of the Year
February 26, 20257 min
Award Recognizes Outstanding Leaders and Dealmakers with Notable Impact on the Industry
Brighton Park Capital Welcomes Jeff Surges as Partner
February 25, 20254 min
Brighton Park Capital (“Brighton Park” or “BPC”), an investment firm focused on entrepreneur-led, growth-stage companies in software and healthcare, today announced that Jeff Surges has joined the firm as a Partner. Mr. Surges brings over 25 years of experience in the healthcare technology industry, with a proven track record of driving growth and innovation. Most recently, Mr. Surges served as CEO of RLDatix, the global leader in patient safety information technology solutions, where he was...
Bogart Wealth Introduces Executive Leader Jeffrey Fuhrman as President
February 25, 20254 min
Seasoned industry executive fills leadership role at surging independent RIA firm led by James Bogart
Redding Ridge to Acquire Irradiant Partners, Expanding AUM
February 24, 20257 min
RRAM, an Affiliate of Apollo, to add ~$11 billion of CLO assets bringing total AUM to ~$38 billion Irradiant’s John Eanes Named Incoming CIO of RRAM US
Eyenovia Announces Debt Restructuring to Boost Cash Runway
February 24, 20254 min
Amendment provides financial flexibility to the Company by deferring all interest as well as principal redemption payments through September 2025, while reducing near-term cash needs
B Capital Establishes Office in the Middle East
February 24, 20253 min
Leading Global Asset Manager B Capital Opens Regional Headquarters in Doha to Help Advance the VC and Startup Ecosystem in the Region
Canary Capital Launches Canary AXL Trust
February 21, 20257 min
Canary continues to bridge traditional finance and the opportunities within blockchain technology, offering seamless investment access to cutting-edge Web3 platforms; Canary AXL Trust is the first investment trust in the growing blockchain interoperability category.