Tag : Financial terms

OneSeven Empowers Growth with Acquisition of TruClarity Wealth Advisors
Finance News

OneSeven Empowers Growth with Acquisition of TruClarity Wealth Advisors

Business Wire
OneSeven, a trailblazing wealth management firm specializing in supporting advisors with life-changing opportunities, announced the successful acquisition of TruClarity Wealth Advisors, a renowned registered investment adviser (RIA) managing over $690 million in Assets Under Management (AUM). This strategic move bolsters OneSeven’s diverse advisor base and brings a highly talented group......
Clearlake Capital and TA Associates Complete Acquisition of Kofax
Finance News

Clearlake Capital and TA Associates Complete Acquisition of Kofax

Fintech News Desk
Acquisition to Accelerate the Growth and Innovation of Kofax’s Intelligent Automation Software Platform, Solutions and Cloud Capabilities Kofax a leading supplier of intelligent automation software for digital workflow transformation, announced that Clearlake Capital Group, L.P. (together with its affiliates, “Clearlake”) and TA Associates (“TA”) have completed their acquisition of the Company......
Bregal Sagemount Announces Strategic Growth Investment in BuildingLink
Finance Investment Services News

Bregal Sagemount Announces Strategic Growth Investment in BuildingLink

Fintech News Desk
Bregal Sagemount (“Sagemount”), a leading growth-focused private equity firm, announced a strategic growth investment in BuildingLink, a leading provider of operations and resident engagement software for luxury residential properties worldwide. Financial terms of the transaction were not disclosed. Latest Fintech News: Aduro Advisors Announces Acquisition of VMS Fund Administration, Solidifying Its......
Evention Announces Strategic Growth Investment from Equality Asset Management
Finance News

Evention Announces Strategic Growth Investment from Equality Asset Management

Fintech News Desk
Investment Will Support Evention’s Domestic and International Growth Evention LLC (“Evention”), a leading provider of software to hotels, restaurants, and retailers, announced that it has secured an investment from Equality Asset Management (“Equality”), a Boston-based growth equity firm. Evention will continue to be led by its founders and Co-Managing Partners, Mike......
Mastercard Strengthens Cybersecurity Consulting Practice With New Cyber Front Threat Simulation Platform
News Security

Mastercard Strengthens Cybersecurity Consulting Practice With New Cyber Front Threat Simulation Platform

Fintech News Desk
To help customers strengthen their cyber resilience, Mastercard has invested in risk quantification, always-on security monitoring and fraud prevention in recent years With global cybercrime expected to cost $10.5 trillion USD annually by 20251, innovating cybersecurity remains critical across industries facing rapid digitization. Today, Mastercard announced the launch of new......
Savant Wealth Management Announces Strategic Minority Investment from Kelso & Company
Investments News

Savant Wealth Management Announces Strategic Minority Investment from Kelso & Company

Fintech News Desk
Savant Wealth Management (Savant), a nationally recognized, fee-only registered investment adviser (RIA) with nearly $12 billion in assets under management, announced it has received a strategic minority investment from Kelso & Company (Kelso), a North American-focused middle-market private investment firm. Savant CEO and founder Brent Brodeski will retain full control of the company and......
CD&R, Merck GHI, and McKesson Ventures Invest in Innovative Oncology Data and Informatics Company M2GEN
Investment Services Investments News

CD&R, Merck GHI, and McKesson Ventures Invest in Innovative Oncology Data and Informatics Company M2GEN

Fintech News Desk
Investment to Accelerate Development of Next Gen Cancer Therapies with the Mission to Transform Patient Care M2GEN announced a significant new investment by Clayton, Dubilier & Rice (“CD&R”) funds, the Merck Global Health Innovation Fund (“Merck GHI”), and McKesson Ventures to recapitalize M2GEN, a leading oncology data and informatics platform......
Incapital and 280 CapMarkets Agree to Merge, Create Fintech Company: InspereX
Business Capital Markets Fintech Investment Services News

Incapital and 280 CapMarkets Agree to Merge, Create Fintech Company: InspereX

Fintech News Desk
Incapital, a leading underwriter and distributor of fixed income and market-linked securities, and 280 CapMarkets, a technology company providing best execution trading support and price transparency, announced today they are merging to create InspereX. The new company will become a unique fintech firm with a mission of improving fixed income distribution......
Fitch to acquire CreditSights
Business Capital Markets Fintech Investment Services News

Fitch to acquire CreditSights

Fintech News Desk
Fitch Group, a global leader in financial information services owned by Hearst, announced it will acquire CreditSights, Inc., a leading provider of independent credit research to the global financial community. The company is being acquired from the founders, along with other shareholders and investors. Financial terms for the deal were......
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