Josh Warren named Chief Financial Officer of Envestnet Inc.
September 26, 20235 min
Succeeds Pete D'Arrigo Who Will Assist During Transition
Patient Square Capital appoints David Katz as a Partner
September 25, 20235 min
Patient Square Capital, a leading health care investment firm, announced that David Katz has been named a Partner of the firm. Prior to joining Patient Square, Mr. Katz served as an advisor and Investment Committee member of The Pritzker Organization. Prior to The Pritzker Organization, he spent nine years as a Managing Director at GTCR, where he co-led the Health Care team and served as a member of the firm’s Investment Committee. At Patient Square, Mr. Katz...
CO2 Ecosystem by CO2 Bank launches CO2 DAO Treasury
September 19, 20238 min
CO2 Ecosystem has launched the CO2 DAO treasury
Flavio Porciani joins TPG as Partner
August 29, 20234 min
Appointment expands and strengthens TPG Capital’s industry-leading software franchise in Europe
Merit Financial upgrades Client Experience with Nitrogen Growth Platform
August 23, 20234 min
Merit’s client base of over 16,000 high-net-worth individuals and families will immediately benefit from advanced risk and analytics capabilities
Beacon Capital Management recognized in 2023 RIA Ranking
August 17, 20232 min
As the Demand for Innovative Investment Solutions Rises, The Dayton-based RIA has Experienced Remarkable Growth
OneSeven and Merchant align with Callahan Financial
July 31, 20233 min
Strategic, collaborative partnership equips $200M RIA for next phase of growth
Private markets FinTech leader Anduin closes $15M Series B
July 21, 20234 min
New funding underscores demand for critical infrastructure to power the $15 trillion growing alternatives market Anduin, the trusted innovation leader empowering lasting investor relationships in the private markets, announced they have raised $15.6 million in Series B funding. 8VC led the round with participation from existing investors and GC1 Ventures. Anduin’s mission is to bring digital transformation to the private markets. Since their founding, Anduin’s flexible platform has revolutionized how LPs of all types invest...
Nate Klebacha joins The Presidio Group as Managing Director
July 18, 20234 min
The longtime mergers and acquisitions professional will focus on dealership buy-sell work at Presidio. The Presidio Group LLC (“Presidio”), an independent merchant banking firm focused on mergers and acquisitions, capital raising and investments in the automotive retail and consumer mobility sectors, announced the addition of dealership buy-sell veteran Nate Klebacha as Managing Director. Klebacha, who has been involved in transactions involving nearly 200 dealerships and with an approximate deal value of $4 billion, will focus...
Seasoned Executive joins Blue Room Investing