Tag : managing partner

Victory Capital to Acquire First Eagle Investments, Creating a $571 Billion Diversified Global Asset Manager
Digital Asset Management Investments News

Victory Capital to Acquire First Eagle Investments, Creating a $571 Billion Diversified Global Asset Manager

Business Wire
by Business Wire0
Adds a differentiated global value multi-asset capability, complementary equity and fixed income capabilities, and a scaled CLO and alternative credit platform Enhances Victory Capital’s organic growth profile through a multi-year history of positive net flows, broadened investment capabilities, and strong investment performance Expands distribution reach across channels First Eagle will......
Lovell Minnick Strengthens Value Creation Team with Three Veteran Financial Services Leaders
Finance Investment Services News

Lovell Minnick Strengthens Value Creation Team with Three Veteran Financial Services Leaders

Business Wire
by Business Wire0
Firm welcomes Brenda Cline, Mark Gerber, and Brian Taylor to its team of Value Creation Advisors Lovell Minnick, a private equity firm focused on investments in financial services, business services, and related technology companies, announced the appointments of Brenda Cline, Mark Gerber, and Brian Taylor as Advisors on its Value......
Kestra Private Wealth Services and Kindred Wealth Partners Welcome Kathryn McGough, JD, CFP®, to Independence
Finance Investments News

Kestra Private Wealth Services and Kindred Wealth Partners Welcome Kathryn McGough, JD, CFP®, to Independence

Business Wire
by Business Wire0
Attorney-turned-advisor brings deep estate planning expertise to the independent model Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., announced that Kathryn McGough, JD, CFP®, has joined its community of independent financial professionals in partnership with Kindred Wealth Partners (Kindred), a Pennsylvania-based wealth management firm affiliated with......
Quincy Wells Advisors Names Matt DenBleyker Chief Investment Officer
Finance Investment Services News

Quincy Wells Advisors Names Matt DenBleyker Chief Investment Officer

Business Wire
by Business Wire0
Quincy Wells Group, LLC named Matt DenBleyker chief investment officer of Quincy Wells Advisors. DenBleyker joins from Lee Financial, where he served as director of private markets. In his new role, DenBleyker will lead the development of scalable investment solutions, oversee multi-asset class portfolio construction designed to enhance client outcomes,......
RISR and Osaic Expand Relationship Amid Growing Demand for Business Owner Planning
Finance Investment Services News

RISR and Osaic Expand Relationship Amid Growing Demand for Business Owner Planning

Business Wire
by Business Wire0
Expanded relationship equips Osaic’s financial professionals with specialized business owner planning technology RISR, a leading business owner engagement platform for financial advisors, announced an expanded relationship with Osaic, Inc. (“Osaic”), one of the nation’s largest and most influential providers of wealth management strategies, supporting more than 10,000 financial professionals serving clients......
Lafayette Square Provides Financing to Support RM Capital Partners' Investment in Samaha & Associates
Banking Finance News

Lafayette Square Provides Financing to Support RM Capital Partners’ Investment in Samaha & Associates

PR Newswire
by PR Newswire0
Lafayette Square USA, Inc. announced that it has provided a senior secured credit facility to support RM Capital Partners’ (“RM Capital”) platform investment in Samaha & Associates (“Samaha” or the “Company”), a leading technology-driven consulting firm serving credit unions and banking institutions. Founded in 1998 and headquartered in Miami, Florida,......
F2 Strategy Expands Canadian Presence with Acquisition of Intelligo Partners
Finance Investment Services News

F2 Strategy Expands Canadian Presence with Acquisition of Intelligo Partners

Business Wire
by Business Wire0
Acquisition strengthens investment platform implementation capabilities and expands Canadian leadership serving asset and wealth managers F2 Strategy (“F2”), the leading business and digital transformation services firm to the global wealth and asset management industries, announced the acquisition of Intelligo Partners, a Toronto-based consulting firm specializing in investment technology consulting. The acquisition......
GenNx360 Capital Partners Announces Appointment of Adam Feuer as Operating Partner
Finance Investment Services News

GenNx360 Capital Partners Announces Appointment of Adam Feuer as Operating Partner

Business Wire
by Business Wire0
Addition to in-house operating team brings procurement and supply chain expertise to the GenNx360 portfolio GenNx360 Capital Partners (“GenNx360”), a New York City-based private equity firm investing in U.S. lower middle market industrial services and business services companies, announced the appointment of Adam Feuer as Operating Partner. Read More on......
HawkSoft and Producers XL Announce Strategic Partnership
Finance InsurTech News

HawkSoft and Producers XL Announce Strategic Partnership

PR Newswire
by PR Newswire0
Solutions to help independent agents effectively manage life, annuity, Medicare, and more Producers XL is an independent insurance marketing organization and advisor support partner built to help insurance agents grow and operate more efficiently across life, annuity, Medicare, disability income, and long-term care insurance. Rather than simply providing access to......
Financial Planning Partners Joins Encore Financial, Expanding Affiliated Advisors Network
Finance News

Financial Planning Partners Joins Encore Financial, Expanding Affiliated Advisors Network

PR Newswire
by PR Newswire0
Veteran Advisor Joan Gilles Merges Her Practice with Encore to Secure Long-Term Continuity for Clients Encore Financial, an independent financial advisory firm and member of the Affiliated Advisors network, announced that Financial Planning Partners, led by veteran financial advisor Joan Gilles, has joined the firm. The merger brings approximately $90......
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