Mon.May 22, 2023

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Amulet scoops up Alliance Clinical Network

PE Hub

ACN will continue to be led by founder and CEO Anthony Abey, who will retain a significant ownership stake in the business. The post Amulet scoops up Alliance Clinical Network appeared first on PE Hub.

Stakes 197
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Launching Your Own RIA: What Transitioning Advisors Should Know

XY Planning Network

From a failed succession plan to wanting more autonomy, freedom, or ROI, there are many reasons to leave your current firm and launch your own independent RIA. But the question is, how do you know when it’s time to actually make that leap and leave your job to pursue entrepreneurship, and how do you ensure a smooth transition along the way? Earlier this month XYPN members, Gerald Hendrik, CDFA® , and Ryan Foster, CFP® sat down with XYPN Field & Events Marketing Manager, Aimee Arnaud, to disc

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Trending Sources

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Fortress and Mubadala to acquire SoftBank’s majority stake in Fortress

PE Hub

When the deal closes, Fortress management is expected to own a 30 percent equity stake in the company while Mubadala Capital will own a 70 percent stake. The post Fortress and Mubadala to acquire SoftBank’s majority stake in Fortress appeared first on PE Hub.

Stakes 163
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Talk Your Book: Streamlining Alternative Investments

A Wealth of Common Sense

Today’s Talk Your Book is presented by GLASfunds: On today’s show, we are joined by Brett Hillard, CIO of GLASfunds to discuss revolutionizing the alternative investment process for advisors. On today’s show, we discuss: The GLASfunds origin story Issues advisors have investing in privates and alts The fund manager due diligence process How the GLASfund fee works for advisors Getting advisors comfortable with.

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Mubadala and management to acquire Softbank’s Fortress; Amulet acquires clinical site platform

PE Hub

SPC-backed Patriot Pickle acquires pickle manufacturer First Place Foods. The post Mubadala and management to acquire Softbank’s Fortress; Amulet acquires clinical site platform appeared first on PE Hub.

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Greenhill and Lazard: investment banking pioneers at a crossroads

Financial Times M&A

Plus, Allen & Overy and Shearman & Sterling’s transatlantic pact and western banks’ China struggles

More Trending

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Launching Your Own RIA: What Transitioning Advisors Should Know

XY Planning Network

From a failed succession plan to wanting more autonomy, freedom, or ROI, there are many reasons to leave your current firm and launch your own independent RIA. But the question is, how do you know when it’s time to actually make that leap and leave your job to pursue entrepreneurship, and how do you ensure a smooth transition along the way? Earlier this month XYPN members, Gerald Hendrik, CDFA® , and Ryan Foster, CFP® sat down with XYPN Field & Events Marketing Manager, Aimee Arnaud, to disc

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O2-backed BerlinRosen backs strategic communications agency Inkhouse

PE Hub

O2 made a significant investment in BerlinRosen in January 2022. The post O2-backed BerlinRosen backs strategic communications agency Inkhouse appeared first on PE Hub.

Investing 130
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Inside Blackstone’s Strategy in Germany

Blackstone News

Blackstone recently announced a new office opening in Frankfurt – a space that marks our continued conviction in Germany, and our plans to build on previous success in the market. We hear from Juergen Pinker (SMD, Private Equity) and Jurij Puth (SMD, Blackstone Credit), our leads on the ground for these respective businesses, about what expanding in this market means for Blackstone.

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WCAS appoints Hausman as operating partner for tech group

PE Hub

In his most recent role, Hausman was the president of the finance and risk division at Dun & Bradstreet, which he helped take public. The post WCAS appoints Hausman as operating partner for tech group appeared first on PE Hub.

Financing 136
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529 Plans & Other College Savings Options

Tobias Financial

Why is college planning more important today than ever before and what are the advantages of having a college plan? The earlier you start planning the better. Planning early can help spare your children and grandchildren the burden of student debt. Recently, our CEO Marianela Collado, CPA/PFS, CFP®, CDS® shared her insights about college savings options.

Debt 52
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SPC-backed Patriot Pickle acquires pickle manufacturer First Place Foods

PE Hub

Wayne, New Jersey-based Patriot Pickle manufactures and distributes pickles across the U.S. to restaurant chains, supermarkets and delis. The post SPC-backed Patriot Pickle acquires pickle manufacturer First Place Foods appeared first on PE Hub.

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Financial Advisor Showcase: FSC Wealth Advisors

FMG

For our latest Financial Advisor Website Showcase, we are joined by James. M Comblo, CEO of FSC Wealth Advisors. James has seen some amazing results from his updated FMG website. What we love about the website: Captivating Value Proposition: From the moment you land on the website, the value proposition is clear, compelling, and grabs your attention.

Taxes 52
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Placement agent Asante taps MD Lay to head new LA office

PE Hub

The Los Angeles office comes on the heels of Asante’s physical expansion into continental Europe with the opening of an office in Munich in December 2022. The post Placement agent Asante taps MD Lay to head new LA office appeared first on PE Hub.

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Healthcare & Life Sciences Private Equity Deal Tracker: Amulet Acquires Alliance Clinical Network

The Healthcare Investor

Amulet Capital Partners has announced it has acquired Alliance Clinical Network (ACN). ACN , based in Dallas, is a clinical site platform serving patients, pharmaceutical sponsors and contract research organizations. Founded in 2014, ACN owns and operates six clinical research sites across three states. Amulet , based in Greenwich, Conn., is a middle market private equity investment firm focused exclusively on the healthcare sector.

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Relation Select promotes Ringeman to president

PE Hub

Relation Select is a unit of Relation Insurance Services, which is backed by Aquiline Capital Partners. The post Relation Select promotes Ringeman to president appeared first on PE Hub.

Capital 114
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How to Turn Data Collection into a Process Your Clients Will Appreciate

Don Connelly & Associates

Financial advisors love data—until it's time to collect it from a new client. Advisors know that data collection is an essential component of the planning process, without which they can't get an accurate picture of their client's current situation. But mining all the critical data needed to connect current circumstances to future aspirations can be tedious—for both advisors and clients.

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Exodus of US investment advisers sparked by mergers and bank turmoil

Financial Times M&A

Business of managing $31tn in US retail assets is shaken up as managers launch independent operations

Banks 72
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Insurers told to up their game on race

Financial Times: Moral Money

Shareholders pile on the pressure at annual meetings

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Daniel K?etínský: the Czech energy tycoon building a European media and retail empire

Financial Times M&A

Billionaire investor in groups from Royal Mail to Le Monde deploys coal and gas wealth to accelerate diversification drive

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GEF Capital Acquires ~35% Stake in Brazil’s Lar Plásticos

Private Capital Investment in Latin America

GEF Capital, a US-based private equity and sustainability investor formed by a spinoff from Global Environment Fund, acquired a ~35% stake in Lar Plásticos, a Brazil-based plastics recycling platform and resin products…

Stakes 40
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Mizuho agrees $550mn deal for boutique investment bank Greenhill

Financial Times M&A

Japanese group is paying significant premium as it seeks to quicken US expansion

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10 Monday AM Reads

The Big Picture

My back-to-work morning train WFH reads: • Don’t underestimate the American consumer : As we’ve discussed repeatedly, consumer finances have been in remarkably good shape despite what weak sentiment may suggest. And robust demand for labor continues to fuel job creation. All of this represents massive tailwinds powering spending, which has been bolstering economic growth for months. ( TKer ) • Apple Is Reaching Deeper Into Your Pocket.

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Shearman/A&O: legal megamerger would be more huddle than cuddle

Financial Times M&A

The firms may need each other so much that they have to combine

Legal 73
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Greenhill/ Mizuho: 2010s deals boom left M&A pioneer behind

Financial Times M&A

Boutique investment bank’s independence ends after 27 years

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Fortress boss sees distressed debt boom as SoftBank sells firm to Mubadala

Financial Times M&A

Pete Briger says wave of defaults is coming from US bank turmoil and high rates

Debt 58
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Patrick Drahi’s Altice lifts stake in BT to almost 25%

Financial Times M&A

Billionaire raises holding from 18% but says he has no plans to make an offer for UK telecoms company

Stakes 50