Social Media Ideas for Evans Senior Investments

Senior Living Dealbook: Class-A Community in New Hands; Nonprofit Operator Offloads Portfolio 

Transactions Class-A Midwest community in new hands Evans Senior Investments announced it closed on a Class-A senior living community in the Midwest. The community offers “a high-q...

Gladstone Investment aims to deploy at least $116M in first 6 months as SFEG exit advances

Senior Living Dealbook: Five Communities Sold for $455M; Epoch Senior Living Expands with Brand Launch 

Transactions Five communities sold in three transactions for $455M Harbert Management Corporation announced the sale of five senior living communities across three separate transac...

Early Investors May Gain Most in Evergreen Funds

Evergreen secondary funds let new investors capture immediate value from discounted purchases, but the advantage diminishes as assets grow, making timing critical.

Senior Living Dealbook: Inspirit, Venue Capital Combine; Next Level Retained as Carefree Living Manager  

Mergers Inspirit, Venue Capital combine Inspirit Senior Living and senior living investment firm Venue Capital announced they have strategically combined businesses. The announceme...

Investor New Mountain Exits $63B Broker/Dealer Lincoln Investment

Private equity firm New Mountain is selling the hybrid RIA back to its founding family after completing a CEO succession plan this June.

The Triple-Factor Closed-End Fund Report, June 2026

Senior Living Dealbook: SLTC, Sabal JV Makes Acquisition; Monticelloam Originates, Finances $45M loan

Transactions SLTC, Sabal Investment Holdings joint venture makes acquisition A joint venture between Senior Living Transformation Company, LLC and Sabal Investment Holdings has acq...

Senior Living Dealbook: AgeWell Retains Management of Two Communities; PGIM Provides $144M for Acquisition 

Transactions AgeWell retains management of two communities AgeWell Senior Living announced it is retaining management of Sonata Viera and Sonata East at Viera following the success...

Principal opens 401(k) plans to private markets

Principal Financial Group has expanded its US retirement plan business to include private markets, as alternative investments make their way into 401(k) plans. The retirement and i...

Specialty Structure Funds Gain Momentum Amid Evergreen Adoption

XA Investments projects growth above 20% annually for 3(c)(7) funds and operating companies.

Bain Capital leads $1.5bn investment in Eaton Fiber; THL leverages AI value creation strategy in AMI sale

Also featured is Golub Capital's investment in restaurant chain Church's Texas Chicken. The post Bain Capital leads $1.5bn investment in Eaton Fiber; THL leverages AI value creatio...

Deals & Moves: Wealth Enhancement Lands Investment, Wealth Teams Overseeing $993M

In addition, Indivisible Partners adds an $800 million team, and Ameriprise and LPL Financial lure advisors from rival firms.

Nomura appoints business development director in UK and Ireland team

Nomura Asset Management has appointed Matt Evans as business development director in its UK and Ireland intermediary team.

Senior Living Dealbook: Premier Two-Community Sold; Ziegler Closes $166M Expansion Financing 

Transactions Premier two-community portfolio sold JLL Capital Markets completed the sale of a “premier” two-property senior housing portfolio totaling 545 units in San Jose and Ros...

NX3 Commercial Group Completes $15 Million Multi-Property 1031 Exchange Across Florida and Texas

Josh Ferrito Promoted to Vice President, Investment Sales Team Following $20 Million in 2026 Closed Volume

Edelman Snags Retirement Advisory Team Leader Formerly of OneDigital, Alera Group

Christian Mango will take the newly created role with the goal of further syncing Edelman Financial Engines’ workplace investments business with its financial planning and wealth a...

Principal Just Launched an Equity Premium Income ETF. It Is Walking Into JEPI’s Backyard

$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...

How Baker Street Advisors Built a $21B RIA Through Organic Growth, Client Focus

Baker Street Advisors sold a majority stake in 2015, but rather than become a serial acquirer, the San Francisco-based RIA focused on client commitment, referrals and homegrown adv...

Senior Living Dealbook: California Clearwater Community Under New Ownership; CFG Finances $1.8B in 2026 

Transactions California Clearwater now under new ownership JLL Capital Markets announced it arranged the sale of Clearwater at Riverpark, a 136-unit Class-A independent living comm...

15 Investment Must Reads for This Week (July 28, 2026)

ETF managers are racing to position themselves for the Anthropic IPO. Ares Management is in talks to buy Leonard Green & Partners to bolster its private equity platform. These...

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.

Rise Growth-Backed Grimes Adds Tax Practice, Appoints New COO

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...