Crescent Capital Group LPs European Specialty Lending strategy has led the financing in support of ECI Partners acquisition of Independent Governance Group (IGG). IGG is a leading provider of professional trustee, governance, and secretarial services to the UK pension sector. Founded in February 2023 through the merger of Ross Trustees and Independent Trustee Services, IGG…
Auquan, an AI innovator for
Waverly Advisors, LLC, a federally registered investment adviser, has acquired Mueller Financial Solutions, an investment advisory firm based in Canon City, Colorado. Mueller, founded in 1992 by Jeffrey Mueller, provides comprehensive wealth management and tax and retirement planning services to highnetworth families. The partnership marks Waverlys second location in Colorado and will allow Muellers team…
Synovus Financial Corp., a financial services company based in Columbus, Georgia with approximately $60 billion in assets, announced the pricing of its underwritten public offering of $500 million of fixed rate / floating rate senior notes due 2030. The
Pagaya Technologies LTD. announced the completion of its acquisition of Theorem Technology, Inc., a machinelearning underwriting technology company. The acquisition aims to strengthen Pagayas capabilities, diversify its funding sources, and drive capital efficiency. The combined credit fund platform exceeds $3 billion in AUM, offering growth opportunities across the lending ecosystem by providing access to credit…
Arthur J. Gallagher & Co. has announced the acquisition of Sydneybased Via Financial Group Pty Ltd, a firm specializing in financial planning, wealth management, and life risk advisory services in Australia. The transaction details were not disclosed, but Via Financial Groups team, led by Matthew Read, Daniel Burden, Peter Kirby, Ben Davis, Robert Wilson, Sam…
The Marygold Companies, Inc. (TMC) has acquired a 7.95% ownership position in Midland Capital Holdings Corporation (MCHC), a privately owned holding company with Midland Federal Savings and Loan Association as its principal operating entity. Midland Federal, based in Bridgeview, Illinois, has total assets of approximately $115 million and serves the greater Chicago area. The funding…
Dream Finders Homes, Inc. has announced the acquisition of Alliant National Title Insurance Company, Inc., a title insurance underwriter based in Longmont, Colorado. Alliant National has over 700 independent agents across 32 states and the District of Columbia, making it the largest independent title underwriter in the country with no direct or affiliated operations. This…
Options Technology has acquired Packets2Disk (P2D), a highfidelity packet capture and analytics platform designed for the
Waverly Advisors, LLC, a federally registered investment adviser specializing in investment management, financial planning, and wealth management solutions, has acquired 9258 Wealth Management, LLC based in Cincinnati, Ohio. The partnership adds three Ohiobased office locations and $1 billion in assets under management to Waverlys portfolio. Founder Walt Lunsford brings his team of 24 professionals to…