General Atlantic Makes Minority Investment in Partners Capital Investment Group

General Atlantic Takes Minority Stake in Creative Planning

February 7, 2020

Wealth Management

General Atlantic, a global growth equity firm, has made a strategic minority investment in Creative Planning. Creative Planning CEO Peter Mallouk will remain CEO and retain a majority controlling stake; financial terms were not disclosed. The investment is positioned to support Creative Planning's continued expansion of its wealth management platform (Creative Planning manages approximately $50 billion AUM and ~650 employees across 27 offices).

Gainline Capital Partners Makes Growth Investment in Atlantic Energy

July 13, 2021

Energy

Gainline Capital Partners has made a growth investment in Atlantic Energy, a Deerfield Beach, Florida-based electricity and natural gas retailer that bundles value-added, tech-enabled products to help customers reduce consumption. The financing provides Atlantic with its first institutional capital to accelerate growth; industry veteran Deryl Brown joined as Executive Chairman as part of the transaction.

General Atlantic Makes Strategic Investment in Financial Information Technologies (Fintech)

August 1, 2023

Payments & Fintech

General Atlantic has made a strategic growth equity investment in Financial Information Technologies, LLC (Fintech), joining existing investor TA Associates. The capital will support Fintech's product innovation, expansion of its payments and data platform for the beverage alcohol industry, and pursuit of M&A initiatives.

General Atlantic Completes Acquisition of Iron Park Capital to Form GA Credit

April 4, 2023

Financial Services

General Atlantic has completed its acquisition of Iron Park Capital Partners to form General Atlantic Credit (GA Credit), formally integrating Iron Park's credit team into General Atlantic's global platform. Tripp Smith will serve as Head of GA Credit and Mike Whitman as President; terms were not disclosed.

Globalization Partners Raises $150M Minority Investment

February 4, 2020

Staffing & HR

Globalization Partners Inc. closed a $150 million minority equity investment led by funds managed by Wincove Private Holdings and TDR Capital, with participation from Sands Capital. The capital will be used to accelerate the company’s growth — including investments in client services, technology development, sales, and global expansion of its employer-of-record platform.

PACT Capital Partners Makes Minority Balance-Sheet Investment in Graham Partners

July 1, 2025

Financial Services

PACT Capital Partners completed a passive, non-voting minority balance-sheet investment in Graham Partners to provide long-term capital and enable broader team ownership participation. The investment will fund Graham’s organizational initiatives, including formation of Centers of Excellence and an internal Management Committee, while Graham’s day-to-day operations remain unchanged.