Kingswood Capital Management Makes Strategic Investment in Infotree Global Solutions

Kingswood Acquires Strategic Asset Managers Limited

November 15, 2022

Wealth Management

Kingswood has acquired Glasgow-based Strategic Asset Managers Limited, marking Kingswood’s first acquisition in Scotland and bringing the firm’s 2022 total to ten deals. The deal adds three advisors and approximately £200m of assets under advice, expanding Kingswood’s client-facing advisory team and regional presence across the UK and Ireland.

Kingswood Capital Management Acquires Identity Theft Guard Solutions (IDX) from ZeroFox

November 25, 2024

Cybersecurity

Kingswood Capital Management has acquired Identity Theft Guard Solutions, Inc. (IDX), a Portland-based provider of data breach response and digital privacy protection services, from ZeroFox. Stellus Capital Management provided unitranche debt financing and an equity co-investment to support Kingswood's investment; IDX's existing management will remain in place as Kingswood pursues standalone growth and capability expansion.

Riverwood Capital Invests $45M in Sensor Tower

May 4, 2020

Data & Analytics

Riverwood Capital has made a $45 million growth equity investment in Sensor Tower to accelerate product development and global expansion of its mobile app market intelligence platform. The funding will support Sensor Tower’s continued ARR growth, international office expansion, and capability enhancement for enterprise customers across marketing, product and research functions.

Kingswood Holdings Acquires Regency Investment Services

September 18, 2020

Wealth Management

Kingswood Holdings Limited has acquired Regency Investment Services Limited for a total consideration of £3.45 million, subject to regulatory approval. The deal, funded in part through convertible preference shares subscribed by HSQ Investment Limited (linked to Pollen Street Capital), increases Kingswood's client-facing advisory team and brings approximately £320m of AUA/AUM and ~1,000 clients into the group.

Kingswood Capital Management Acquires Covenant Testing Technologies

October 24, 2023

Oil & Gas

Kingswood Capital Management, LP acquired Covenant Testing Technologies, a Houston-headquartered provider of flowback, production and sand management, and pressure control equipment rentals and associated services. Kingswood partnered with industry veterans James Stewart (to serve as CEO and Chairman) and Doug Scott (board member) to support expansion of Covenant's service offering and customer base across major U.S. shale basins.

Investcorp Strategic Capital Group Takes Minority Stake in EagleTree Capital

October 6, 2021

Financial Services

Affiliates of Investcorp Strategic Capital Group (ISCG) have made a strategic minority equity investment in EagleTree Capital LP. Terms were not disclosed; ISCG will be a passive, non-voting partner and EagleTree’s team and operations will remain unchanged as the capital is intended to strengthen EagleTree’s investment platform and accelerate growth.