PURE Property Management and HomeRiver Group Merge to Form PURE HomeRiver; PGIM Provides $80M Growth Capital

Pure Financial Advisors Acquires Personal Investment Management, Inc.

March 14, 2025

Financial Services

Pure Financial Advisors, LLC (PE-backed RIA) has acquired Personal Investment Management, Inc. (PIM), a Seattle-area financial advisory firm with roughly $567 million in regulatory AUM. The deal, which closed March 14, 2025, expands Pure's presence in the Pacific Northwest and integrates PIM's advisory team and clients into Pure's Seattle / Mercer Island operations.

Lincoln Property Company Acquires RiverRock Real Estate Group

July 10, 2023

Real Estate

Lincoln Property Company acquired RiverRock Real Estate Group, an Irvine-based property and asset management firm, adding more than 50 million square feet to its management portfolio. The deal expands Lincoln's third-party property management capabilities—particularly on the West Coast—and brings RiverRock founding partner John Combs into Lincoln's leadership team.

Family Office-Led Consortium Acquires PureWest Energy

May 31, 2023

Oil & Gas

PureWest Energy, a Rocky Mountain independent natural gas producer, completed an all-cash merger with a private consortium of family offices and financial institutions (the "PW Consortium") for $1.84 billion. The company will remain branded PureWest with its existing management and employees in place; the transaction included a $200 million asset-backed notes offering and a divestiture of producing wellbores to vehicles managed by Wincoram Asset Management.

Thomas H. Lee Partners Majority Investment in inriver

May 19, 2022

Cloud & SaaS

Thomas H. Lee Partners (THL) has made a majority growth investment in inriver, a Malmö-headquartered provider of product information management (PIM) software. The capital will support inriver's product innovation and go-to-market expansion across North America and Europe; Verdane will remain a significant minority shareholder. The deal was announced May 19, 2022 and was expected to close in Q2 2022.

TPG Growth Makes Minority Investment in Homrich Berg

September 26, 2024

Wealth Management

TPG Growth, the middle market and growth equity platform of TPG, is making a strategic minority growth investment in Atlanta-based wealth management firm Homrich Berg. Terms were not disclosed; Homrich Berg’s management will remain the largest shareholder and existing investor New Mountain Capital will remain invested. The capital will be used to expand capabilities, attract talent, and enhance client services, with the transaction expected to close in Q4 2024.

Riveria and Arena Investors Back Pacific Production Services

June 22, 2022

Media & Entertainment

Riveria Investment Group, joined by Arena Investors, has made a growth investment in Pacific Production Services (PPS), a Los Angeles–based film permitting and location services provider founded in 1987. The investment will support PPS's expansion of permitting, traffic coordination and production support services for film, TV, commercial and photo productions.