Daily Feed
Plan hired the private markets team at its general investment consultant to consult on its private equity and opportunistic real estate portfolios.
The founder’s son will assume ownership of the firm.
The plan will receive a recommendation from its general investment consultant that will determine the fate of its bank loan manager.
City hired Valley View Consulting to provide investment advisory services last year.
They will be responsible for sourcing and evaluating potential investment opportunities and providing support to portfolio companies.
He will work to explore new investment opportunities and to help design and execute growth strategies.
Plan’s new executive director will start early this year following a search initiated in September.
