Tracked deals
45
45 tracked deals across 2024.
Financial Services Growth Capital Investments in 2024
Buyer mix
Mixed buyer set
38 pe · 15 strategic
Top trend
Volume peaked in 2024
45 tracked deals announced in 2024.
Buyer Snapshot
Top Buyers
Illustrative buyers pulled from tracked transactions on this page. This table is capped and intentionally non-exhaustive.
| Buyer | # Deals | Focus | Type |
|---|---|---|---|
| Estancia Capital Partners | 3 | Specialist private equity firm investing in lower middle-... | PE |
| Advent International | 2 | Global private equity investor focused on buyouts and gro... | PE |
| Summit Financial | 2 | Independent investment advisory firm / multi-family offic... | Strategic |
| Summit Growth Partners (SGP) | 2 | Summit Financial's partnership/investment vehicle that ma... | Strategic |
| TA Associates | 2 | Global private equity firm focused on scaling growth in p... | PE |
| Warburg Pincus | 2 | Global growth-focused private equity firm with approximat... | PE |
| Abu Dhabi Investment Authority (ADIA) | 1 | Sovereign wealth fund that invests globally on behalf of ... | Investor |
| Affiliates of Fortress Investment Group | 1 | Global alternative asset manager investing across private... | PE |
| Aflac Global Investments (AGI) | 1 | Asset management subsidiary of Aflac Incorporated that ma... | Strategic |
| Andalusian Credit Partners | 1 | Middle-market direct lending and credit platform providin... | Investor |
Acquisition Volume in Financial Services Growth Capital Investments in 2024 by Year
Last 8 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
December 19, 2024
- Buyer
- TA Associates
- Target
- Craigs Investment Partners
- Seller
- Craigs' existing employee and director shareholders
- Industry
- Financial Services
- Location
- Bay of Plenty, New Zealand
- Type
- Growth capital
TA Associates has signed a conditional agreement to make a strategic minority investment in Craigs Investment Partners, a leading New Zealand wealth management firm headquartered in Tauranga. Under the deal Craigs' existing employee and director shareholders will retain 50% ownership; the transaction is subject to regulatory and shareholder approvals and is expected to settle late in Q1 2025 (financial terms not disclosed).
-
December 15, 2024
- Buyer
- Summit Financial, Summit Growth Partners (SGP)
- Target
- Midway Wealth Partners
- Industry
- Financial Services
- Location
- Illinois, United States
- Type
- Growth capital
Summit Financial, through its Summit Growth Partners (SGP) partnership, made a strategic minority investment in Midway Wealth Partners, a Chicagoland-based wealth advisory team managing approximately $550 million in client assets. Midway will continue to operate under its existing leadership while gaining access to Summit's platform resources, capital, and multi-family office services to support growth and expand Summit's presence in Illinois.
-
December 12, 2024
- Buyer
- Warburg Pincus
- Target
- United Trust Bank
- Seller
- Majority shareholders of United Trust Bank
- Industry
- Financial Services
- Location
- England, United Kingdom
- Type
- Growth capital
Warburg Pincus has agreed to acquire a minority equity interest in United Trust Bank (UTB), valuing the specialist UK banking group at approximately £520 million. The growth capital investment — subject to regulatory approvals — will support UTB's continued expansion into new products and balance-sheet growth; UTB serves ~60,000 deposit customers with assets approaching £4 billion.
-
December 6, 2024
- Buyer
- Mubadala Capital
- Target
- Silver Rock Financial LP
- Industry
- Financial Services
- Location
- California, United States
- Type
- Growth capital
Abu Dhabi-based Mubadala Capital acquired a 42% minority stake in U.S. private credit manager Silver Rock Financial LP through a mix of cash and Mubadala capital stock, with an option to increase to 50%. The deal brings Silver Rock principals and M‑Cor (the Milken family office) into Mubadala Capital’s asset management platform while preserving Silver Rock’s operational independence and management leadership; the transaction is expected to close by Q2 2025.
-
December 1, 2024
- Buyer
- Summit Financial, Summit Growth Partners (SGP)
- Target
- Southeast Financial Group (SEFG), Radiance Private Wealth, Silvertree Retirement Planning
- Industry
- Financial Services
- Location
- United States
- Type
- Growth capital
Summit Financial, through its Summit Growth Partners (SGP) partnership model, has made strategic minority, non-controlling investments in three independent advisory firms: Southeast Financial Group (SEFG), Radiance Private Wealth, and Silvertree Retirement Planning. The transactions expand Summit's nationwide advisor network and provide the firms access to Summit's multi-family office resources while allowing them to retain their leadership and autonomy.
-
November 20, 2024
- Buyer
- Pinnacle Investment Management Group Limited (ASX: PNI)
- Target
- VSS Capital Partners
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Growth capital
Pinnacle Investment Management Group (ASX: PNI) has made a strategic minority investment in VSS Capital Partners, providing VSS access to Pinnacle's global distribution platform and middle-office infrastructure. Concurrently, VSS expanded its partnership by elevating four senior professionals to partners as it aims to scale its structured capital strategy and broaden its product offerings.
-
November 13, 2024
- Buyer
- TPG, TPG NEXT
- Target
- Demopolis Equity Partners
- Industry
- Financial Services
- Location
- New Jersey, United States
- Type
- Growth capital
TPG will make a strategic minority growth investment in Demopolis Equity Partners through its TPG NEXT strategy, providing growth capital and operational support to help scale the Demopolis platform. Demopolis, a technology-focused lower-middle-market private equity firm founded in 2022, will gain access to TPG's capital formation, capital markets, sourcing, and diligence capabilities.
-
November 7, 2024
- Buyer
- KKR
- Target
- eRESI Capital
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Growth capital
Insurance accounts managed by KKR have made an additional investment in eRESI Capital, a mortgage funding platform that provides private capital solutions and whole-loan purchases to the residential mortgage market. The commitment, via KKR's High-Grade Asset-Based Finance strategy, is intended to broaden eRESI's funding capabilities, help reach new origination milestones, and expand its operational capacity.
-
- Buyer
- Lovell Minnick Partners
- Target
- Americana Partners
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Growth capital
Funds managed by Lovell Minnick Partners have made a strategic minority investment in Americana Partners, an independent wealth management firm headquartered in Houston. The deal makes LMP the first outside institutional investor while Americana's founders and management remain significant owners; the capital will be used to support geographic expansion, advisor recruitment and strategic initiatives.
-
October 24, 2024
- Buyer
- The Marygold Companies, Inc.
- Target
- Midland Capital Holdings Corporation, Midland Federal Savings and Loan Association
- Industry
- Financial Services
- Location
- Illinois, United States
- Type
- Growth capital
The Marygold Companies, Inc. (NYSE American: MGLD) purchased a 7.95% ownership position in Delaware-based Midland Capital Holdings Corporation (MCHC) for $1.8 million, and also received warrants to buy additional shares. MCHC's principal operating entity is Midland Federal Savings and Loan Association, headquartered in Bridgeview, Illinois; Marygold says the investment supports its strategy of expanding in financial services/fintech and will help enhance the bank's offerings and technology.
-
September 30, 2024
- Buyer
- Summit Financial (Summit Growth Partners)
- Target
- BFG Wealth, Canon Capital Wealth Management
- Industry
- Financial Services
- Location
- United States
- Type
- Growth capital
Summit Financial, via its Summit Growth Partners (SGP) program, made strategic minority investments in advisory firms BFG Wealth and Canon Capital Wealth Management, onboarding their teams to Summit’s platform. The partnerships allow both firms to retain their leadership teams and ownership while gaining access to Summit’s multi-family office resources, capital and national network to accelerate advisor growth and client service.
-
September 26, 2024
- Buyer
- TPG Growth
- Target
- Homrich Berg
- Industry
- Financial Services
- Location
- Georgia, United States
- Type
- Growth capital
Homrich Berg, an Atlanta-based independent wealth management firm, announced a strategic minority investment from TPG Growth. The deal terms were undisclosed, with Homrich Berg’s management team remaining the largest shareholder group and retaining operational control.
-
- Buyer
- Estancia Capital Partners, LLR Partners
- Target
- Soltis Investment Advisors
- Seller
- Emigrant Partners
- Industry
- Financial Services
- Location
- Utah, United States
- Type
- Growth capital
Estancia Capital Partners and LLR Partners have entered into a capital partnership with Soltis Investment Advisors, a registered investment adviser with over $9 billion in client assets, providing growth capital and strategic resources. The investment will support Soltis's expansion of advisor hiring, potential acquisitions, enhanced service offerings and will see Emigrant Partners exit its minority stake.
-
September 3, 2024
- Buyer
- Warburg Pincus
- Target
- Aztec Group
- Industry
- Financial Services
- Location
- Jersey
- Type
- Growth capital
Warburg Pincus has taken a minority equity stake in Aztec Group and will become a key client, using Aztec as its preferred fund administration partner across its global footprint. The investment will support Aztec's continued international expansion—particularly into the U.S.—and the build-out of capacity and capabilities while the existing management team and founder remain in place.
-
August 22, 2024
- Buyer
- Warburg Pincus
- Target
- Miami International Holdings, Inc.
- Industry
- Financial Services
- Location
- New Jersey, United States
- Type
- Growth capital
Warburg Pincus has committed a $100 million growth investment in Miami International Holdings (MIH) to accelerate MIAX’s global expansion, fund construction of a physical trading floor for MIAX Sapphire in Miami, and support development of trading, matching-engine and clearing technology across MIH’s exchanges. The investment, which may be expanded subject to conditions, includes Warburg Pincus board participation and will also fund MIH’s further product development and potential acquisitions internationally.
-
August 12, 2024
- Buyer
- Scotiabank
- Target
- KeyCorp
- Industry
- Financial Services
- Location
- Ohio, United States
- Type
- Growth capital
Scotiabank entered into an agreement to acquire an approximate 14.9% pro-forma ownership stake in KeyCorp through the issuance of common shares. The investment will occur in two stages—an initial 4.9% stake expected to close in fiscal 2024 Q4, followed by an additional ~10% expected to close in fiscal 2025, subject to regulatory approvals.
-
- Buyer
- TA Associates
- Target
- Vastu Housing Finance (Vastu Housing Finance Corporation Ltd.)
- Seller
- Multiples Alternate Asset Management, Norwest Venture Partners, Creation Investments, 360 ONE Asset Management, Faering Capital, Existing shareholders
- Industry
- Financial Services
- Location
- Maharashtra, India
- Type
- Growth capital
TA Associates has made a strategic growth investment in Vastu Housing Finance, a Mumbai-based, technology-led affordable housing finance company serving self‑employed customers across semi-urban and rural India. The investment will support Vastu's expansion across its mortgage, small business and used vehicle finance businesses; financial terms were not disclosed.
-
- Buyer
- Affiliates of Fortress Investment Group, Canyon Partners, Strategic Value Bank Partners, North Reef Capital, Other investors
- Target
- First Foundation Inc.
- Seller
- First Foundation Inc.
- Industry
- Financial Services
- Location
- California, United States
- Type
- Growth capital
First Foundation closed a $228 million equity financing with investments from affiliates of Fortress Investment Group, Canyon Partners, Strategic Value Bank Partners, North Reef Capital and other investors. The company issued common and preferred shares and seven‑year warrants in the transaction; Jefferies served as exclusive placement agent. The capital is intended to strengthen First Foundation's balance sheet and support its growth as a regional bank and wealth manager.
-
- Buyer
- Bain Capital
- Target
- Archwest Capital
- Industry
- Financial Services
- Location
- California, United States
- Type
- Growth capital
Bain Capital has made a significant growth investment to acquire a controlling stake in Archwest Capital, a national lender focused on non-owner-occupied residential and multifamily real estate financing. Management, led by CEO Shawn Miller, will retain a meaningful minority stake; financial terms were not disclosed. Bain will provide capital and operational resources to help Archwest scale its suite of fix-and-flip, bridge, construction, rental and multifamily lending products.
-
- Buyer
- Vontobel Holding AG
- Target
- Ancala Partners LLP
- Industry
- Financial Services
- Location
- England, United Kingdom
- Type
- Growth capital
Vontobel has completed the acquisition of a significant minority stake in London-based infrastructure investment manager Ancala Partners LLP, marking Vontobel’s entry into private infrastructure markets and expanding its private markets capabilities. Ancala will remain independently managed by its leadership team and Vontobel may acquire further stakes over time; Ancala manages infrastructure assets across renewables, transport, utilities and the circular economy with ~EUR 4.1 billion AUM.
-
- Buyer
- Estancia Capital Partners, First Eagle Investments, Andalusian Credit Partners
- Target
- StrategyCorps
- Industry
- Financial Services
- Location
- Tennessee, United States
- Type
- Growth capital
Estancia Capital Partners has completed a capital partnership investment in StrategyCorps to fund product development, business development, enhanced client services, and targeted acquisitions. Estancia selected First Eagle Investments and Andalusian Credit Partners as capital partners for the transaction, which closed on June 28, 2024.
-
- Buyer
- Advent International, Abu Dhabi Investment Authority (ADIA)
- Target
- Fisher Investments
- Seller
- Ken Fisher (personal holdings)
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Growth capital
Advent International and a subsidiary of the Abu Dhabi Investment Authority (ADIA) made a minority common stock investment of roughly $3.0 billion in Fisher Investments, valuing the firm at $12.75 billion. Founder Ken Fisher sold personal holdings but will retain majority ownership and over 70% of voting shares; Damian Ornani remains CEO and David Mussafer (Advent) joins Fisher's board.
-
June 16, 2024
- Buyer
- Temasek
- Target
- Betashares
- Industry
- Financial Services
- Location
- New South Wales, Australia
- Type
- Growth capital
Temasek has agreed to invest up to A$300 million for a minority stake in Betashares, joining existing shareholders including TA Associates and Betashares staff. The growth capital injection is intended to accelerate Betashares' expansion of products and services in Australia and internationally, and to support organic growth as well as acquisitions and strategic investments.
-
June 13, 2024
- Buyer
- Pittco Management, LLC, Arch Capital Group Ltd., BTG Pactual, Consulta Limited, ICONIQ Investment Management, Menora Mivtachim Holdings, Other investors (consortium)
- Target
- Pershing Square Holdco, L.P. (Pershing Square)
- Seller
- Pershing Square Capital Management, L.P. (PSCM)
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Growth capital
A consortium of strategic investors led by Pittco Management, Arch Capital Group, BTG Pactual, Consulta Limited, ICONIQ Investment Management, and Menora Mivtachim purchased a 10% common equity interest in Pershing Square Holdco, L.P. from Pershing Square Capital Management for $1.045 billion. The transaction is a minority primary equity sale that brings long-term institutional and strategic investors into the previously employee-owned investment firm.
-
- Buyer
- Vitruvian Partners
- Target
- Aduro Advisors
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Growth capital
Aduro Advisors, a Denver-based fund administrator to venture capital and private equity firms, has secured a strategic growth investment from Vitruvian Partners. Aduro’s management team and existing shareholder PPC Enterprises will retain significant equity as Vitruvian provides capital and strategic support to accelerate Aduro’s service, technology (FundPanel.io) and growth/ acquisition ambitions.
-
- Buyer
- Morgan Stanley Expansion Capital
- Target
- Cover Whale Insurance Solutions, Inc.
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Growth capital
Morgan Stanley Expansion Capital provided $27.5 million of debt and equity financing to Cover Whale Insurance Solutions to support the insurtech's growth and technology investments. The capital — which also included conversion of existing debt investors into Series A preferred — will help Cover Whale scale its connected commercial auto insurance platform serving trucking fleets and insurance agents.
-
- Buyer
- Concurrent Investment Advisors
- Target
- The Wealth Stewards
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Growth capital
Concurrent Investment Advisors welcomed The Wealth Stewards — a merged, Arizona-based advisory team of nine professionals with over $500 million AUM — to its multi-custodial RIA platform. Concurrent will provide operational support, legal/transition assistance, and growth capital to help the firm expand services for high-net-worth and business-owner clients.
-
- Buyer
- Aflac Global Investments (AGI)
- Target
- Tree Line Capital Partners
- Industry
- Financial Services
- Location
- California, United States
- Type
- Growth capital
Aflac Global Investments (AGI) agreed to acquire a 40% stake in San Francisco-based private credit manager Tree Line Capital Partners and will make a multiyear commitment to allocate a portion of its annual investable cashflow to the firm. Tree Line — which manages approximately $2.7 billion and specializes in direct lending to the lower middle market — will retain investment and operational autonomy with its existing leadership continuing to run the business.
-
- Buyer
- BlackRock, Inc.
- Target
- Willow Network, Inc.
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Growth capital
BlackRock has made a minority investment in Willow Network, a wealthtech startup that provides education, coaching and a digital marketing platform for financial advisors. The funding will support Willow's launch of two certificate programs — Advisor for Women and Advisor for NextGen — and BlackRock has taken a board seat as part of the transaction; financial terms were not disclosed.
-
- Buyer
- Thicket Ventures, Strategic investors (executives from RIA, investment banking, and private equity industries)
- Target
- WealthFeed
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Growth capital
WealthFeed, an AI-based growth platform for financial advisors and a spin-off of Catalyze AI, closed a $2.0 million funding round led by Thicket Ventures with participation from strategic industry executives. The capital will fund product and go-to-market expansion—enhancing WealthFeed's predictive analytics and AI capabilities—and Justin Wisz and Joe Jolson joined the company's board in connection with the round.
-
- Buyer
- Bonaccord Capital Partners, P10, Inc.
- Target
- Lead Edge Capital
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Growth capital
Bonaccord Capital Partners, an affiliated manager of P10, Inc., has acquired a passive minority equity interest in Lead Edge Capital, a $5 billion growth equity firm. The investment is intended to support Lead Edge's value-creation initiatives and continued growth while leaving the firm's day-to-day management and investment process unchanged.
-
April 8, 2024
- Buyer
- ICG European Mid-Market (ICG Mid-Market)
- Target
- Staysure Group
- Industry
- Financial Services
- Location
- United Kingdom
- Type
- Growth capital
ICG’s European Mid-Market team has agreed to make a minority growth investment in UK travel insurance specialist Staysure Group. The partnership will see ICG support Staysure’s expansion of distribution channels and further investment in pricing, marketing, technology, data and AI while founder Ryan Howsam remains majority shareholder.
-
- Buyer
- Estancia Capital Partners
- Target
- Flagstone
- Industry
- Financial Services
- Location
- United Kingdom
- Type
- Growth capital
Estancia Capital Partners will invest £108 million ($138 million) for a minority equity stake in Flagstone, the UK’s cash deposit and savings platform. The deal combines primary and secondary investment components, with the primary capital aimed at consolidating Flagstone’s position and expanding partnerships ahead of expected Q2 2024 closing after regulatory approvals.
-
March 6, 2024
- Buyer
- Liberty Strategic Capital, Hudson Bay Capital Management, Reverence Capital Partners, Citadel Global Equities, Certain members of NYCB management, Other institutional investors
- Target
- New York Community Bancorp, Inc.
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Growth capital
New York Community Bancorp (NYCB) announced an equity capital raise of approximately $1.05 billion led by Liberty Strategic Capital (Steven Mnuchin) with investments from Hudson Bay Capital Management, Reverence Capital Partners, Citadel Global Equities, other institutional investors and certain members of NYCB management. The financing includes common and convertible preferred stock plus warrants, will add new board members (including Steven Mnuchin) and is intended to strengthen NYCB's capital position and support a management-led turnaround.
-
- Buyer
- Advent International, Multiples Private Equity
- Target
- Svatantra Microfin Pvt. Ltd.
- Industry
- Financial Services
- Location
- Maharashtra, India
- Type
- Growth capital
Advent International and Multiples Private Equity will invest $230 million in Ananya Birla's Svatantra Microfin Pvt. Ltd., marking the largest PE investment in India's microfinance sector. The transaction (subject to regulatory approvals) will support the combined Svatantra–Chaitanya entity — which serves over 4.2 million customers and employs more than 17,000 people — to expand products, technology and analytics while the promoter group will remain a significant majority shareholder.
-
February 21, 2024
- Buyer
- Cannae Holdings, Inc.
- Target
- JANA Partners
- Seller
- Barry Rosenstein, Scott Ostfeld
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Growth capital
Cannae Holdings entered a strategic partnership with activist investment firm JANA Partners by acquiring a minority equity stake from JANA's principals in exchange for 1.85 million shares of Cannae common stock and $18.3 million in cash. Cannae also committed to invest at least $50 million into JANA funds and will partner with JANA to source control acquisitions and expand its industry operator network; the transaction includes voting arrangements and customary lock-ups.
-
February 12, 2024
- Buyer
- Comvest Partners
- Target
- ClearOne Advantage, LLC
- Industry
- Financial Services
- Location
- Maryland, United States
- Type
- Growth capital
Comvest Partners completed a new growth capital investment in ClearOne Advantage, a Baltimore-based consumer debt settlement services provider. Comvest has been a capital provider to ClearOne since 2017 and said the new investment will help ClearOne capitalize on industry tailwinds and support its strategic growth plans.
-
February 12, 2024
- Buyer
- LDC
- Target
- Uinsure
- Industry
- Financial Services
- Location
- Greater Manchester, United Kingdom
- Type
- Growth capital
Private equity firm LDC has made a significant growth investment in Manchester-based insurtech Uinsure to support the company's next phase of expansion. The funding will back Uinsure's technology development, increase market share, develop new markets and grow partnerships with intermediaries, building societies and banks while the existing management team remains in place.
-
- Buyer
- General Atlantic
- Target
- Partners Capital Investment Group
- Seller
- Longstanding external shareholders, Some of the founding generation partners
- Industry
- Financial Services
- Location
- England, United Kingdom
- Type
- Growth capital
General Atlantic has acquired a minority stake in Partners Capital Investment Group by purchasing equity from longstanding external shareholders and some founding-generation partners. The transaction will increase ownership by the current leadership to retain senior talent while enabling Partners Capital to leverage General Atlantic's global network and capabilities to deepen investment and technology capabilities.
-
February 6, 2024
- Buyer
- Investcorp Strategic Capital Group (ISCG)
- Target
- Banner Ridge Partners
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Growth capital
Investcorp’s Strategic Capital Group (ISCG) has made a growth investment in Banner Ridge Partners, acquiring a passive, non-voting stake. Financial terms were not disclosed; ISCG will be a long-term strategic partner while Banner Ridge’s team, strategy, and day-to-day operations remain unchanged.
-
- Buyer
- The Carlyle Group (Credit Strategic Solutions)
- Target
- Monogram LLC
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Growth capital
The Carlyle Group, via its Credit Strategic Solutions team, acquired a $415 million private student loan portfolio and made a strategic investment in Monogram LLC to partner on originating, acquiring and managing private student loan assets. Monogram — led by the former Cognition Financial management team and headquartered in Boston — will leverage Carlyle's capital to expand its origination, servicing and portfolio management capabilities.
-
January 23, 2024
- Buyer
- Capricorn Investment Group, Capricorn Sustainable Investors Fund (Capricorn SIF)
- Target
- SER Capital Partners
- Industry
- Financial Services
- Location
- California, United States
- Type
- Growth capital
SER Capital Partners, a Redwood City-based middle-market private investment firm focused on sustainable industrial and renewable businesses, has received a minority growth investment from Capricorn Investment Group's Sustainable Investors Fund (Capricorn SIF). The partners at SER will retain control; Capricorn's investment will provide growth capital to expand SER's infrastructure, capital base, human capital and resources to support continued investment in sustainability-focused sectors. Financial terms were not disclosed.
-
January 19, 2024
- Buyer
- Route 2 Capital Partners
- Industry
- Financial Services
- Type
- Growth capital
Route 2 Capital Partners announced it completed nine investments in 2023 and received its second Small Business Investment Company (SBIC) license, bringing its assets under management to over $450 million. The firm said the new license will allow it to continue providing flexible junior capital solutions to lower middle-market companies, primarily in the southern United States, and to expand its platform investments and team in 2024.
-
- Buyer
- Flexpoint Ford
- Target
- Public Trust Advisors
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Growth capital
Flexpoint Ford has made a significant minority growth investment in Public Trust Advisors, a Denver-based investment advisory firm serving municipalities, school districts and other local government entities. The partnership will provide capital and industry expertise to help Public Trust expand product offerings, accelerate growth and pursue strategic acquisitions while existing management and founders remain significant shareholders.
-
- Buyer
- New York Life Investment Management
- Target
- Bow River Advisers
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Growth capital
New York Life Investment Management (NYLIM) has agreed to take a minority interest in Bow River Advisers, the investment-advisory subsidiary of Bow River Capital, and will serve as the distribution partner for the Bow River Capital Evergreen Fund. The partnership is intended to expand distribution and broaden investor access to the Evergreen Fund while leaving Bow River Advisers' investment strategy and day-to-day operations unchanged.
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