Announcements

People Moves
Investment Management Software Firm Names New CEO

The global firm has removed the interim label from its ceo, who has been filing the position since August 2021 and has been an investor and board member for more than a decade.

01.05.23
People Moves
Midwest University Names Private Equity CEO As Board Chair

The university appointed the founder and ceo of a private equity firm as chair of its board of trustees on Jan. 1.

01.05.23
Industry News
Investment Advisor Acquires Wealth & Investment Mgmt. Firm

The investment advisor absorbed substantially all the wealth and investment management firm’s $1.75 billion in assets in a deal that closed earlier this month.

12.21.22
Industry News
Capital & Advisory Services Firm Makes Strategic Investment In Investment Advisor

The firm has made a strategic minority investment in an investment advisor that has $6 billion in assets under management and advisement.

12.21.22
ESG
Investment Manager Completes Acquisition Of ESG & Impact Firm

The firm has completed its acquisition of a specialist global ESG and impact fixed-income investment manager, adding approximately $1 billion to its total assets under management.

12.21.22
People Moves
Financial Services Firm Names New CEO As Board Chair

The firm appointed its president and ceo as board chair and hired a new executive director for enterprise and operational risk.

12.21.22
People Moves
Private Equity Firm Adds Two Operating Partners

The firm added two operating partners to work with management and investment teams to build value with its portfolio companies.

12.16.22
Asset Study/Review
Southern School Votes To Join University of Texas System

The university’s board of regents voted to join the system as a member institution last month in part because of its larger applicant pool and access to long-term investment funds.

12.15.22
Industry News
Registered Investment Advisor Acquires Another Firm

The firm has acquired another investment advisor to grow its client base throughout the Southeastern region.

12.15.22
People Moves
Northeast University Elects Names Investment Banking Pro as Board Chair

The university recently elected a new board of trustees chair to guide its educational mission and fiscal policies.

12.15.22