Financial Services Recapitalizations in 2026

Showing 2 transactions.

  • Buyer
    Lovell Minnick Partners, Carlyle AlpInvest
    Target
    SRS Acquiom
    Location
    Colorado, United States
    Type
    Recapitalization

    Lovell Minnick Partners closed a single-asset continuation vehicle for SRS Acquiom in a transaction led by Carlyle AlpInvest, providing fresh capital and a refreshed ownership structure while keeping existing and new investors and management as shareholders. The recapitalization is intended to support SRS Acquiom's next phase of growth — including international expansion across the U.K. and Europe, a push on strategic acquisitions, and further investment in tech-enabled solutions.

  • Buyer
    Portage Ventures (Sagard / Power Corporation of Canada), Goldman Sachs Asset Management, Unnamed European family (investor)
    Target
    Point72 Ventures fintech portfolio (stakes in ~40 private fintech companies), DriveWealth LLC, Flybits
    Seller
    Point72 Ventures
    Location
    United States
    Type
    Recapitalization

    Portage Ventures (part of Power Corp./Sagard) has taken over management of Point72 Ventures' fintech portfolio — stakes in about 40 private fintech companies — and rolled the assets into a new US$280 million continuation fund. Point72 Ventures retains a 40% stake in the vehicle, which was financed by Goldman Sachs Asset Management, Portage and an unnamed European family; Point72 partner Tripp Shriner joined Portage as a general partner.

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