Leon Financial Network Provides Growth Capital to Tocqueville Asset Management

Tocqueville Asset Management Adds Poplar Forest Capital Team

February 21, 2025

Financial Services

Tocqueville Asset Management announced that the advisory team from Poplar Forest Capital (managing ~$1.3 billion in assets) will join Tocqueville, with Poplar Forest founder Dale Harvey becoming a shareholder and member of Tocqueville's management committee. Financial terms were not disclosed; the move is intended to expand Tocqueville's research and investment capabilities by integrating the Poplar Forest team's value-oriented asset management expertise.

Leon Capital and Nuveen Private Equity Impact Invest in Longevity Partners

November 10, 2024

Environmental Services

Longevity Partners, a London-based sustainability consultancy for real estate and infrastructure, has secured a strategic investment from Leon Capital and Nuveen's Private Equity Impact team. Long Harbour sold its stake in the business; the investment will be used to accelerate Longevity Partners' global growth and expand its sustainability capabilities across the built environment.

Tikehau Capital Makes Strategic Growth Investment in Lenox Park Solutions

July 18, 2024

Data & Analytics

Tikehau Capital made a strategic minority investment in Lenox Park Solutions, a New York–based fintech specializing in data analytics and DEI/impact investing tools. The capital will accelerate Lenox Park's technology and analytics development and support its expansion into U.S. and international markets, with a Tikehau representative joining the company's board.

Levine Leichtman Capital Partners and Management Acquire Tropical Smoothie Cafe

September 8, 2020

Restaurants & Hospitality

Levine Leichtman Capital Partners (LLCP) partnered with Tropical Smoothie Cafe's management team to acquire Tropical Smoothie Cafe, a leading franchisor of fast-casual cafes with over 870 units across 44 states. The company will continue to be led by CEO Charles Watson and the existing executive team as LLCP works with management to grow unit count, improve franchisee unit economics and expand system-wide sales; debt financing was provided by Golub Capital.

TA Associates Acquires Wealth Enhancement Group from Lightyear Capital

July 31, 2019

Financial Services

Funds affiliated with TA Associates have acquired the equity stake in Wealth Enhancement Group previously held by funds affiliated with Lightyear Capital LLC. Wealth Enhancement Group will remain privately held and independent under its existing leadership while the new partnership with TA Associates is intended to support accelerated organic growth and acquisition-led expansion; financial terms were not disclosed and the deal is expected to close in Q4.

Bernhard Capital Partners Invests in The Lemoine Company

May 15, 2019

Construction

Bernhard Capital Partners led a group of investors to acquire a financial interest in The Lemoine Company, a Louisiana-based full-service construction management firm specializing in disaster recovery and community resilience. The investment will keep existing management in place and provide capital and operational resources to support growth, new service lines, geographic expansion and add-on acquisitions.