Latest updates for Channel Capital Advisors

Fresh curated links around Channel Capital Advisors are collected here so marketers can spot useful updates and turn timely ideas into posts faster.

Recent items include:

  • Channel Capital Advisors appoints head of fundraising
  • As asset managers chase advisors, Clark Capital says it was there first
  • Prime Capital Sells Minority Stake to Carlyle, Gives Owners Liquidity Opportunity

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alternativecreditinvestor.com /3 weeks ago

Channel Capital Advisors appoints head of fundraising

Channel Capital Advisors, a private credit asset manager specialising in asset-backed lending, has appointed Erik Mermet as head of fundraising. The firm has hired Mermet for his n...

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financial-planning.com /1 month ago

As asset managers chase advisors, Clark Capital says it was there first

Following its purchase by Raymond James, Clark Capital's CEO discusses his firm's future and how he aims to help advisors operate as "mini virtual multifamily offices."

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wealthmanagement.com /1 month ago

Prime Capital Sells Minority Stake to Carlyle, Gives Owners Liquidity Opportunity

Previous minority investor, Abry Partners, will exit through the deal with Carlyle, allowing some of Prime Capital’s 160 advisor-owners to realize gains.

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wealthmanagement.com /1 month ago

Zephyr's Adjusted for Risk: How to Lead M&A with Strategic Growth in Mind

Steward Partners' Scott Danner and Valerie Rivera discuss scaling from $30B to $50B in AUM through strategic acquisitions

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wealthmanagement.com /2 weeks ago

Kestra Affiliate Coastline Wealth Secures $100M in Financing

The New York advisory firm secured financing from Brightwood Capital Advisors while completing a dozen acquisitions to fuel its expansion strategy.

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wealthmanagement.com /1 month ago

Private Markets Roundup: CAIS, Allocate, Arch, Kelly Park Make Moves

VanEck has partnered with Allocate to offer private markets access, while CAIS and Arch both announced funding news.

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wealthmanagement.com /3 weeks ago

MAI's Post-Carlyle Deal Spree Continues, Adding Two Firms with Combined $1B+ AUM

MAI Capital gets a footprint in Atlanta and expands in California a few months after selling a majority ownership stake to the Carlyle Group.

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pehub.com /1 month ago

Tayeh Capital invests in C-suite advisory firm Council Advisors

CA has over 160 professionals across three practice groups: SSA & Company; The Miles Group; and High Lantern Group. The post Tayeh Capital invests in C-suite advisory firm Coun...

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seekingalpha.com /3 weeks ago

Cushman & Wakefield: Leasing And Services Are Carrying Growth

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seekingalpha.com /1 month ago

TCAI: Investing Across The Data Center Development Lifecycle

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wealthmanagement.com /6 days ago

Transamerica, Great Lakes Advisors Expand Partnership to Managed Accounts

Advisors in Transamerica’s network will now have access to Great Lakes Advisors’ Large Cap Value UMA and SMA strategy.

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wealthmanagement.com /4 weeks ago

Private Markets Roundup: Alto Launches Private Deal Room; CAZ Teams with SoFi

In other news, Diald raises additional seed capital, and SEI partnered with WTW Investments.

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newswire.com /1 month ago

Bankers Edge Advisory Launches Buy-Side M&A Practice for Lower Middle Market Platform Builders

A single advisor across deal origination, platform creation, capital formation, and transaction execution - built for private equity firms, family offices, independent sponsors, an...

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wealthmanagement.com /1 week ago

Deals & Moves: Citizens Keeps Up Wealth Push With $1B Tampa Duo

Also, $111B Mercer grows its Ohio footprint through acquisition, Janney adds a $150M advisor from Wells Fargo, and Steward Partners expands credit line by group led by Blackstone.

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wealthmanagement.com /5 days ago

WealthStack Roundup: Envestnet to Pour $35M Into Tamarac Platform

In other advisor tech news, Aquiline takes majority stake in Flourish, Carefull appoints a neuroscientist, FP Alpha launches tax planning tools, and Smarsh reports performance of A...

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pehub.com /1 day ago

Mill Point Capital names Littlejohn veteran Michael Kaplan managing partner

Mill Point Capital is a lower-middle-market private equity firm focused on control investments in business services, industrials and IT services companies across North America. The...

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wealthmanagement.com /1 week ago

$1.2B Legacy Edge Names Ex-Citizens Wealth Head as CEO

One of the founders of Legacy Edge Advisors, Scott Israel, said the firm had reached the point where it needed a CEO to oversee growth, including adding more advisors and assessing...

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webwire.com /3 weeks ago

Iconic Recruits Two of America's Top M&A Advisors as Its Broker Network Triples and Seller Base Doubles in Under a Y...

Iconic, the tech-enabled M&A advisory firm, today announced that Adrianna Smith and Lana Hout, two of the nation's highest-selling business brokers, have joined its leaders...

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wealthmanagement.com /1 month ago

Fidelis Capital on Breaking Away to a 'Different Path'

The CEO of an RIA founded by wirehouse breakaway advisors explains how the firm is providing family office-like services without ceding ownership.

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wealthmanagement.com /1 month ago

Cresset Capital Snags Two Managing Directors From Lazard Wealth

Cresset continues its aggressive advisor recruiting push with a duo previously managing $1.1 billion at Lazard for UHNW families and entrepreneurs.

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alternativecreditinvestor.com /3 weeks ago

Goldman to acquire LCN Capital Partners

Goldman Sachs has announced it will purchase real estate investment manager LCN Capital Partners for approximately $260m (£192m). In addition to the upfront transaction, another $1...

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wealthmanagement.com /1 week ago

&Partners Recruits Two Teams With $1.5B in AUM

The St. Louis-based hybrid broker/dealer brought on practices from Commonwealth and Wells Fargo, reaching $60B in total assets.

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seekingalpha.com /1 month ago

Conestoga Micro Cap Composite Q2 2026 Commentary

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wealthmanagement.com /1 month ago

The Diamond Podcast for Financial Advisors: $3.5B Cyndeo on Thinking Like a $25B Firm

Matt Kilgroe shares how Cyndeo Wealth Partners grew from a newly launched $1.2 billion RIA to a $3.5 billion enterprise, and why the next challenge isn’t independence, but building...

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Sources covering Channel Capital Advisors

rssfeeds.webwire.com

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seekingalpha.com

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seekingalpha.com

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financial-planning.com

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newswire.com

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p2pfinancenews.co.uk

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