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Aldaron launches with majority stake in remnant asset buyer Oak Point Partners

The Chicago-area company has completed more than 2,000 deals since 2006, buying intangible assets and payment rights from Fortune 500, PE-backed and distressed businesses. The post...

ACORE CAPITAL launches wealth platform

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...

RIA Edge 100: Pathstone’s Unusual Growth Engine Includes Skiing, Fly Fishing Trips

CEO Matthew Fleissig attributes Pathstone’s growth to unconventional moves that range from widespread employee ownership to hosting backcountry ski trips with clients.

Palmer Square Capital: High-Yield Opportunity With A Discount To NAV

Mariner Wealth Advisors Seeks $150M in Additional Debt for Acquisitions

The planned borrowing would boost Mariner’s term loan to $1.3 billion as Moody’s expects leverage to rise to 6.7x EBITDA by year-end.

Cedar Creek Partners Q3 2026 Letter

DEAG founder Peter Schwenkow and Swiss private equity firm Ufenau plan European live and family entertainment group, wit...

Ufenau intends to back the initiative as investor and majority shareholder, and says it is already reviewing initial investment opportunities. Source

Investment Roundup: ACORE Capital Adds Wealth Division

In other developments, Morningstar and Bountiful team up on faith-based investments and and CAIA adds an evergreen fund credential.

Investment Management Platform Ridgeline Raises $250M Series E

The funding, led by founder and Chairman Dave Duffield, values the company at $1.4 billion.

Wealth Manager Mercer Takes Out Private Credit With New Loan

The debt offering included a $250 million delayed draw term loan, which will go toward funding acquisitions and other investments.

Cross-border firm launches with $2.3 billion in combined assets from four partners

Miami-based Trivest Partners backs Sonance Financial, which serves more than 1,400 families

Prime Capital: Private Equity-Backed But Advisor-Controlled

Prime Capital, which has about 170 advisor-owners, can provide liquidity to its shareholders without a controlled transaction.

Beacon Pointe Adds Three Teams with $1.2B in Assets

The acquisitions push the firm's assets under advisement to roughly $70 billion, following deals with WorthPointe, Silver Lake Capital Partners and R Meier Wealth Management.

Deals & Moves: WPCG-Backed Apella, Waverly Keep Acquiring

In other deals, private equity-held Simplicity Group acquires an RIA in Denver, and Integrated Partners lands a former Hightower advisor team.

Summit-based Energy Capital Partners closes $834M commitment for Next Wave Energy Partners

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...

VestGen Receives Growth Capital From Private Credit Firm

The money from Willow Tree Credit Partners will fund VestGen’s mergers and acquisitions activity.

Captrust Adds $1.2B in Double Deal for Long Island Firms

The Raleigh-based firm adds Compass Advisors and Long Island Wealth Management, bringing seven professionals and combined retirement and wealth advisory capabilities.

J.P. Morgan Team Departs to Create $18.6B Independent Firm

Phil Scott and Jim Atwood are forming Latigo Peak Partners, launching with 48 employees and a presence in Florida, Washington, Massachusetts and California.

Driftwood Capital Unifies Credit and Equity Under Co-CIO Leadership to Broaden Its Investment Platform

Driftwood Capital names David Resnick and David Steiner as co-CIOs to unify equity and credit under one team, targeting larger luxury, mixed-use, and ground-up hospitality deals.

Elevation Point Stakes $750M Ex-UBS Team in Las Vegas

Jim Dickson's firm backs the Las Vegas-based Truing Capital, formerly affiliated with UBS, as it pursues an ambitious $50 billion growth target over the next two years.

MiB: Glen Kacher, CIO of Light Street Capital

     This week, I speak with Glen Kacher, Managing Director and CIO of Light Street Capital. We discuss his tenure at Integral Capital Partners, as well as his start at Tiger...

Reef Capital Partners Launches Reef Destinations, Uniting Distinctive Resort, Club and Residential Properties

Seven distinct destinations across four states featuring world-class golf, iconic locations and resort communities, with new Reef 365 membership program extending access and experi...

Madison Dearborn to take Marygold private

Marygold is the holding company of Walnut Creek, California-based commodity ETF manager USCF, which has around $6 billion in AUM. The post Madison Dearborn to take Marygold private...

Chicago Atlantic BDC: Merger Upside Remains Intact After Q2