Kennedy-Wilson Holdings to Be Taken Private by KW Management Group and Fairfax Financial in $1.65 Billion All-Cash Deal

Kennedy Wilson to Acquire Toll Brothers Apartment Living Platform for $347 Million

September 18, 2025

Real Estate

Kennedy Wilson has agreed to acquire Toll Brothers’ Apartment Living platform for a total purchase price of $347 million. The deal includes Toll Brothers’ interests in 18 apartment and student housing properties (AUM of $2.2 billion) plus a pipeline of 29 development sites, while Toll Brothers will retain management of 20 properties after closing.

Kennedy Lewis Acquires Remaining Stake in Generate Advisors (CLO Platform) from York Capital

September 30, 2025

Financial Services

Kennedy Lewis Investment Management acquired the remaining equity stake in CLO platform Generate Advisors from York Capital Management and will rebrand the business as Kennedy Lewis Loan Management. The move gives Kennedy Lewis full ownership of the platform (which manages more than $9 billion in CLO AUM) and positions the firm to scale its CLO and loan-management capabilities under Rizwan Akhter’s continued leadership.

Private Investment Group Acquires TK&K Services, LLC

January 7, 2026

Aerospace & Defense

TK&K Services, LLC, a Beverly, Massachusetts–based provider of aviation fuels management and environmental consulting/remediation services, has been sold to an unnamed private investment group. Osage Advisors served as exclusive financial advisor to TK&K and the buyer plans to support management as the business expands its service offerings and pursues growth opportunities.

WI FL Acquisition, LLC (Former Owners) Acquire Wellington International from Global Equestrian Group

November 25, 2024

Media & Entertainment

WI FL Acquisition, LLC — a new entity formed by former majority owners Mark Bellissimo, Marsha Dammerman, Lisa Lourie, and Roger Smith — has completed the acquisition of Wellington International from Global Equestrian Group. The buyer group named Murray S. Kessler as CEO and said it will invest in the showgrounds and infrastructure to support the Winter Equestrian Festival and year-round events.

Credit Suisse Acquires The Klein Group (MK&C) for $175M

February 9, 2023

Financial Services

Credit Suisse Group AG has acquired The Klein Group LLC (MK&C), the investment banking business of M. Klein & Company LLC, for USD 175 million. The seller will receive equity exposure in CS First Boston via a convertible note and warrant, and Michael Klein will be appointed CEO of Banking, CEO Americas and designated CEO of CS First Boston. The deal is intended to strengthen and accelerate the carveout and build-out of CS First Boston as an independent capital markets and advisory-led business.

The McGowan Companies Acquires Assets of Cameron M. Wilson & Associates

December 1, 2021

Insurance

The McGowan Companies acquired certain assets of Cameron M. Wilson & Associates, Inc., effective December 1, 2021; CWA will be rebranded under McGowan Risk Specialists. CWA's staff will remain in place and brokers will receive appointments across McGowan's platform, expanding McGowan's program administration and specialty E&S capabilities nationwide.