Caprock Acquires Grey Street Capital

Caprock Acquires Venturi Private Wealth to Expand Ultra-High-Net-Worth Family Office Platform in Texas and Oklahoma

July 14, 2026

Wealth Management

Caprock, a Boise-based multi-family office registered investment adviser, announced the acquisition of Venturi Private Wealth, an Austin independent wealth management firm with about $4 billion in assets under management. The deal brings roughly 30 Venturi employees (including 10 advisors) to Caprock and expands its footprint in Austin and establishes a stronger presence in Oklahoma City. Terms were not disclosed, and Venturi clients will continue working with their existing advisors while operating under the Caprock brand and platform following closing.

Infinium Acquires Greyrock Technology

January 16, 2025

Renewable Energy

Infinium has completed the acquisition of gas conversion specialist Greyrock Technology in conjunction with the first tranche close of its Series C preferred stock round led by Brookfield Asset Management. The deal expands Infinium’s portfolio of gas conversion technologies, proprietary catalysts and patents to support growth of its eFuels and advanced energy offerings.

Stonepeak Acquires Boundary Street Capital

November 12, 2024

Financial Services

Stonepeak agreed to acquire Boundary Street Capital, LP, a specialist private credit investment manager focused on digital infrastructure and enterprise infrastructure software and technology services for the lower middle market. The combined platform is intended to broaden Stonepeak Credit’s digital infrastructure investing capabilities and credit-linked offerings. Stonepeak later completed the acquisition in January 2025.

Bridge Investment Group Acquires 60% of Gorelick Brothers Capital and Recapitalizes SFR Portfolio

January 31, 2022

Real Estate

Bridge Investment Group Holdings Inc. acquired a 60% stake in Charlotte-based Gorelick Brothers Capital, LLC and its asset & property management business for $50 million, funded with approximately 50% cash and 50% units. Concurrently, Bridge-sponsored fund vehicles completed a $660 million recapitalization of the single-family rental (SFR) portfolio of more than 2,700 homes across 14 U.S. markets; the GBC team has joined Bridge to launch an SFR strategy on Bridge's platform.

Cushman & Wakefield Makes $500M Strategic Investment for 40% Stake in Greystone

December 6, 2021

Financial Services

Cushman & Wakefield completed a $500 million strategic investment to acquire a 40% stake in Greystone’s Agency, FHA and Servicing businesses, forming a joint venture to provide integrated advisory and capital solutions. The partnership gives Cushman & Wakefield’s clients greater access to multifamily and healthcare financing products while providing Greystone capital to expand products and services.

TA Associates Makes Strategic Growth Investment in Caprock

September 28, 2021

Wealth Management

TA Associates has signed a definitive agreement to make a strategic growth investment in Caprock, a privately owned multi-family office. Financial terms were not disclosed; TA will partner with Caprock to scale the firm's platform and solution set, and TA principals Clara Jackson and Roy Burns will join Caprock's board.