Global investment bank Houlihan Lokey to Acquire Oakley Advisory
November 15, 20228 min
Acquisition Expands Firm’s Coverage of Digital Infrastructure, Communications, and Cloud in Europe and Further Strengthens Global Technology Group
Top 5 Investment Management Software 2022
November 15, 20228 min
Securing investments with your own understanding seems challenging for any individual. So how can you get investments right?
KKR Leads Series C Round in Indonesian Digital Trust Provider Privy
November 14, 20228 min
KKR, a leading global investment firm, and Privy (the “Company”), a leading digital trust provider in Indonesia, today announced the signing of definitive agreements under which KKR will participate as the lead investor in the $48 million Series C funding round of Privy, with participation from existing investors MDI Ventures, GGV Capital and Telkomsel Mitra Inovasi (“TMI”), and new investors including Singtel Innov8. The investment will help Privy strengthen its leading position as a digital...
Altruist to Launch UMA Capabilities, Enhancing Model Marketplace
November 11, 20224 min
RIA fintech firm adds portfolio construction customization to create best-of-breed portfolios with no fee minimum
Conning to Acquire Pearlmark
November 11, 20224 min
Conning Adds Real Estate Expertise with Majority Stake in Pearlmark, Expanding its Investment Capabilities Partnership Provides Pearlmark with Support to Strengthen and Grow its Platform Conning, a leading global investment management firm, and Pearlmark Real Estate, L.L.C. (“Pearlmark”), a specialist investment manager of commercial real estate debt and equity strategies, today announced the signing of a definitive agreement for Conning & Company to acquire a majority stake in Pearlmark. Pearlmark will continue to operate autonomously...
Distributed Ventures Announces New Hires
November 10, 20226 min
Early-stage venture capital firm taps Joe Flanagan as Growth Partner and Alex Carvalho as Associate while continuing to grow portfolio of insurtech, fintech, and healthtech investments
Reorg agrees to acquire FinDox
November 10, 20224 min
Reorg, a global provider of financial and legal intelligence and data, announced today that it has agreed to acquire FinDox, a leading document, compliance and data management provider. “As part of our global growth strategy across a variety of credit verticals, Reorg continues to invest in solutions to better serve our customer base. We’re excited to bring the FinDox team into Reorg to enhance our overall data and workflow solutions for leveraged finance and private...
Hamilton Reserve Bank Partners with Rosenblatt Global Advisors LLC
November 10, 20223 min
Hamilton Reserve Bank (www.hrbank.com), the award-winning hometown bank of America’s founding father Alexander Hamilton and the largest global bank in its region, has partnered with Rosenblatt Global Advisors LLC (www.rbltga.com), a sister company of Rosenblatt Securities (www.rblt.com), the largest floor broker on the New York Stock Exchange (NYSE), to offer holistic investment solutions to a global clientele. Through a co-branding arrangement, Hamilton Reserve Bank’s large and rapidly expanding global customer base will access Rosenblatt’s broad...
M Financial Selects Proteus as an Alternative Investment Partner
November 9, 20223 min
Proteus, LLC announced that M Financial Group approved Proteus, LLC as an alternative investment platform. M Financial will leverage Proteus’ leading technology platform and related infrastructure to seamlessly offer alternative investments throughout their Member Firms in both wealth management accounts and in insurance-based separate accounts. M Financial Group will make available to their Member Firms private alternative investment products that have been sourced and due diligenced by Proteus alongside Callan, Proteus’ research partner. Further, Member Firms will have available...
Nicola Wealth Announces Acquisition of Levine Financial Group
November 8, 20223 min
Nicola Wealth continues its strategic growth plan in Ontario with the expansion of its insurance division