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CooperWynn Capital, a hospitality-specific debt and equity capital markets specialist, announced today the successful closing of financing with a regional bank
SEATTLE, Washington—CooperWynn Capital announced the successful closing of financing with a regional bank for Palihotel Seattle, a 96-key boutique hotel in downtown Seattle...
US commercial real estate investment manager ACORE CAPITAL has launched a dedicated wealth solutions platform designed to expand access to its commercial real estate investment str...
Energy Capital Partners, an investment firm involved in energy transition infrastructure and part of Bridgepoint Group, announced Oct. 5 the successful closing of a single-asset co...
Waylin Partners, headquartered in Chicago, provides forward-deployed finance engineers as an Office of the CFO advisory firm for private equity-backed companies. The post FFL Partn...
Cullen and Dykman LLP, a law firm serving clients since 1850, announced on Oct. 1 that Christina S. Cooper has joined the firm as a partner in its trusts and estates practice. With...
The money from Willow Tree Credit Partners will fund VestGen’s mergers and acquisitions activity.
Miami-based Trivest Partners backs Sonance Financial, which serves more than 1,400 families
Star Mountain Capital has appointed Daniel Lee as managing director, with a focus on investment origination and business development. Lee joins from direct lending platform Comvest...
Separately, $6.9 billion Sowell Management, which is backed by Merchant, has launched a division offering tax, estate, and planning as RIAs continue to push wealth services beyond...
In other developments, Morningstar and Bountiful team up on faith-based investments and and CAIA adds an evergreen fund credential.
Constitution Capital Partners has appointed Rich Schainker as managing director to help expand its defined contribution (DC) capabilities following the launch of its Horizon collec...
Ex-Lazard banker Stephen Langer and former SSE Ventures CEO Isabel Keulen join the Kobalt founder's new firm. Source
The team reported $30.45M on 81.5 sides in 2025, plus $200M in Moore County closed volume overall
CohnReznick will look to grow its client base by adding fee-based Aldrich Wealth’s individual wealth management and corporate retirement plan consulting.
WASHINGTON, Oct. 16, 2026 /PRNewswire/ -- Lightview Capital announced a strategic growth investment in Thorn Run Partners (TRP), a Top 10 ranked national, bipartisan government rel...
The money from Willow Tree Credit Partners and nFleXion Capital Partners will fund VestGen’s mergers and acquisitions activity.
Prime Capital, which has about 170 advisor-owners, can provide liquidity to its shareholders without a controlled transaction.
New York Life Investment Management (NYLIM) has taken a majority stake in Invictus Capital Partners, a $20bn (£17.6bn) US single-family residential credit manager. The acquisition...
Elk Ridge Investments expands access to tax strategies in collaboration with financial advisor and tax strategist Edward Collins. The post Elk Ridge Investments Announces Partnersh...
Valla Wealth is operating as a DBA of The Invictus Collective, a Dynasty-backed firm, using the RIA’s proprietary tech stack and structured notes products.
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