Rise Growth Partners Makes Minority Investment in Grimes & Company

Charlesbank Capital Partners Commits $250M to Rise Growth Partners

February 1, 2024

Wealth Management

Charlesbank Capital Partners has committed $250 million to Rise Growth Partners to provide growth capital that Rise will use to acquire minority stakes in high-growth registered investment advisors (RIAs). Rise, based in Austin, will leverage the capital and its operating team to provide strategic guidance and accelerate partner RIAs' organic growth and M&A activity.

Rise Growth Partners Makes Strategic Minority Investment in Bleakley Financial Group

August 20, 2024

Wealth Management

Rise Growth Partners has made its first strategic minority investment in Bleakley Financial Group to support Bleakley's national expansion and advisor-attraction strategy. Bleakley is a long-established wealth advisory firm managing nearly $10 billion in advisory assets as of June 30, 2024; Rise is backed by a $250 million commitment from Charlesbank to support its investments in RIAs.

Rise Growth Partners Acquires Minority Stake in Krilogy

October 22, 2025

Wealth Management

Rise Growth Partners has made a non-controlling minority investment in Krilogy, a St. Louis-based registered investment advisory firm managing roughly $4.0–4.1 billion in client assets. The partnership will provide capital, strategic resources and support for advisor talent development, succession planning and continued growth while preserving Krilogy’s independent culture.

Cresset Acquires CH Investment Partners

October 19, 2024

Wealth Management

Cresset Asset Management has acquired CH Investment Partners, a $6.2 billion multi-family office serving ultra-high-net-worth families. The deal brings CH’s team and client relationships into Cresset’s platform and expands the combined firm’s assets under management to more than $62 billion.

Graham Partners Growth Makes Minority Growth Equity Investment in Surgere

January 18, 2022

Data & Analytics

Graham Partners Growth, the growth equity strategy of private investment firm Graham Partners, has completed a minority growth equity investment in Surgere Holdings, LLC. Surgere, headquartered in Green, Ohio, provides IoT-enabled supply chain visibility and patented SaaS technology (Interius) for OEMs and their suppliers; the capital will be used to accelerate commercial growth and expand the company's sales, marketing and product capabilities.

Graham Partners Growth Makes Growth Investment in Bite, Inc.

April 9, 2024

Cloud & SaaS

Graham Partners Growth, the growth equity arm of Graham Partners, completed a growth equity investment in Bite, Inc., a New York–based provider of intelligent kiosk ordering software for fast-casual, quick-service restaurants, and convenience stores. The investment will support Bite's go-to-market expansion and product capabilities for its Bite Lift upsell algorithm and kiosk integrations.