investment management

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InvestmentsNPF Investment Advisors Promotes Tyler Bosgraaf to Partner

March 13, 20235 min

NPF Investment Advisors, one of the longest standing privately owned investment management firms in Grand Rapids, Michigan is pleased to announce that Tyler Bosgraaf, CFA, CFP® was promoted to Partner on January 1, 2023. The promotion reinforces NPF’s belief in elevating top talent, creating an exceptional experience for clients, and remaining a privately owned investment management firm – as it has been since 1933. The firm is also moving to another floor in the Trust...

by BusinessWire

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InvestmentsInvestment firm KKR Appoints Tim Lawler as Executive Advisor

January 17, 20235 min

KKR, a leading global investment firm, announced today the appointment of Tim Lawler as an Executive Advisor. Mr. Lawler will work alongside the KKR Americas Health Care team to help develop a differentiated approach to executive talent management for existing portfolio companies and prospective investment opportunities. Mr. Lawler will focus on cultivating long-term relationships with accomplished CEOs and other executives and will help build various capabilities within KKR to help the firm be an exceptional...

by BusinessWire

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InvestmentsNomura Strategic Ventures makes an investment in Percent

January 16, 20234 min

Percent announces venture debt financing from Nomura Strategic Ventures to fund growth for the private credit platform and to explore collaborating on future transactions

by PRNewswire

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InvestmentsCAPTRUST Grows Nashville Presence Adding Trustcore Financial

January 13, 20233 min

CAPTRUST Financial Advisors (CAPTRUST) announced today the addition of TrustCore Financial Services (TrustCore). The registered investment advisor (RIA) is based in Nashville, Tennessee, and is led by Partner and CEO Gary Dean. TrustCore is the second CAPTRUST office in Nashville, following the addition of New Market Wealth Management in 2021. TrustCore oversees nearly $2.3 billion in assets and supports individuals, families, endowments, and foundations. More than 75 percent of TrustCore’s clients are located in the Middle Tennessee region. The deal brings 48 new colleagues to...

by PRNewswire

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InvestmentsThe Patriot Financial Group Affiliates with Cetera

January 11, 20235 min

$2.5 billion firm joins Cetera Financial Specialists community from Securities America

by BusinessWire

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InvestmentsLido Advisors to Partner with Colorado Financial Management

January 11, 20235 min

Culturally Aligned Team Expands Mountain West Region and Family Office Offering

by BusinessWire

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InvestmentsFidelity® Launches Fidelity Private Credit Fund

January 10, 20238 min

Fidelity Investments® today announced the expansion of its rapidly growing alternative investments (alts) product lineup with the launch of the Fidelity Private Credit Fund, a business development company (BDC). The new BDC is available today for individual investors* and distributed through financial advisors and intermediaries in most states**, and we continue to look for opportunities to expand our offering. Fidelity Private Credit Fund will be managed by Fidelity Diversifying Solutions LLC***, an investment adviser that was...

by BusinessWire

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InvestmentsOlga Lewis Joins Centerview Partners

January 10, 20234 min

Centerview Partners, a leading independent investment banking advisory firm, announced today that Olga Lewis has joined the firm as a Partner in its New York office. Lewis joins Centerview from Goldman Sachs, where she most recently served as Managing Director in the Consumer Retail investment banking group, focused on covering retail, restaurants, branded apparel, and personal care. “I am thrilled to join Centerview as the next step in my career. I have had the privilege...

by BusinessWire

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InvestmentsTA Announces Global Investment Staff Promotions

January 9, 20238 min

TA Associates (“TA”), a leading global growth private equity firm, today announced nine promotions earned by investment staff, effective January 1, 2023. These include the promotion of Mike Libert to Managing Director and Stefan Dandl to Director. Additionally, Ben Bold and Rafael Telahun have been promoted to Senior Vice President, and Ali Abdel-Halim, Yash Baheti, Laurent Indekeu, Enzo Loreti and Kaelan Ong have been promoted to Vice President. “The strength and versatility of our team...

by BusinessWire

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InvestmentsPlesion Capital Announces Launch and Inaugural Investment

January 9, 20236 min

Social impact venture capital firm partners with mission-based companies to combat poverty Makes first investment in XENO, a fintech platform helping millions in Africa to plan, save and invest Plesion Capital today announced its formation as a social impact venture capital firm focused on partnering with mission-based entrepreneurs and companies to combat poverty around the world. Plesion Capital’s strategy is predicated on making pre-seed and seed investments in promising startups whose products and services are...

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