Dynasty Financial Partners Strengthens Investment Banking Business Dynasty Financial Partners, a leading advocate for the independent wealth management movement, has announced a significant expansion of its investment banking leadership. Effective immediately, Sam Anderson and Harris Baltch have been named Co-Heads…
TA Announces Strategic Investment in Nous Infosystems to Drive Growth and Innovation TA Associates (“TA”), a leading global private equity firm with a distinguished track record in investing in high-growth companies, has announced the successful completion of a strategic growth…
FHLB Dallas & Texas Capital Bank Grant $2M for Austin Supportive Housing A significant milestone in Austin, Texas, was recently celebrated as a ceremonial groundbreaking took place for a 60-unit supportive housing community aimed at serving the city’s housing-fragile population.…
Dwight Capital and Dwight Mortgage Trust Secure $346.5 Million in Financing for February 2025 Dwight Capital and its affiliate Real Estate Investment Trust (REIT), Dwight Mortgage Trust (“DMT”), successfully closed an impressive $346.5 million in real estate financings in February…
Apella Wealth Expands East Coast with $518M Marrella Acquisition Apella Wealth (“Apella”), a financial advisory and wealth management firm dedicated to serving individuals, families, and businesses, has announced its latest strategic expansion with the addition of Marrella Private Wealth, a…
Pamlico Capital Successfully Closes Sixth Fund at $1.75 Billion Hard Cap Pamlico Capital (“Pamlico”), a prominent middle-market private equity firm, has successfully closed its latest investment vehicle, Pamlico Capital VI (“PC VI”), at the fund’s hard cap of $1.75 billion.…
Franklin BSP Realty Trust, Inc. Announces the Acquisition of NewPoint Holdings JV LLC Franklin BSP Realty Trust, Inc. (NYSE: FBRT) (referred to as “FBRT” or “the Company”), a prominent real estate investment trust (REIT), has announced its entry into a…
BNY Sets Pricing for $500 Million Public Offering of Depositary Shares Linked to Preferred Stock The Bank of New York Mellon Corporation (“BNY Mellon” or “BNY”) (NYSE: BK), a leading global financial services institution, has officially announced the pricing of…
Hercules Capital Earns BBB (High) Investment Grade Upgrade from Morningstar DBRS Hercules Capital, Inc. (NYSE: HTGC) (“Hercules” or the “Company”), recognized as the largest and leading specialty financing provider to innovative venture, growth, and established stage companies, has recently achieved…
BNY Mellon Municipal Fund Plans Reorganization Into Open-End Fund The Board of Directors of BNY Mellon Municipal Income, Inc. (“the Fund”), a registered closed-end fund, has approved a strategic reorganization of the Fund with and into BNY Mellon AMT-Free Municipal…
Episode Six Secures Strategic Investment from Japan Airlines Episode Six (E6), a leading global provider of cutting-edge ledger and card infrastructure, has secured a strategic investment from Japan Airlines (JAL), reinforcing a strong partnership that has been in place since…
ITE Management Announces Strategic Investment by Blackstone and Launches Financing Partnership ITE Management, L.P. (“ITE”), a prominent alternative asset manager specializing in transportation infrastructure, has announced a significant strategic minority investment from funds managed by Blackstone Credit & Insurance (“BXCI”).…
