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Is the party over for the RPA M&A market?

How the convergence of wealth & retirement at the workplace could affect the market. ....

Morgan Stanley , Rpas Darian , Mark Bruno , Dick Darian , James Gorman , Charlie Ruffel , Wise Rhino Group , Creative Planning , Northwest Capital , Wells Fargo , Kudu Advisors , Emigrant Partners ,

Healthcare-Focused Private Equity Manager Martis Capital Secures Investment From Kudu Investment Management

/PRNewswire/ Martis Capital Management, LLC (Martis Capital), a healthcare-focused private equity firm, and Kudu Investment Management, LLC (Kudu), a. ....

United States , San Francisco , Newton Park , Mario Moreno , Barry Uphoff , Charlie Ruffel , Bowen Davis , Houlihan Lokey Inc , Massachusetts Mutual Life Insurance Company Massmutual , Kudu Investment Management , Prnewswire Martis Capital Management , White Mountains Insurance Group Ltd , Kirkland Ellis , Seward Kissel , Capital Management , Martis Capital , North American , Martis Partners , New York Based Kudu , White Mountains Insurance Group , Massachusetts Mutual Life Insurance Company , Houlihan Lokey , Investment Management ,

Healthcare-Focused Private Equity Manager Martis Capital Secures Investment From Kudu Investment Management

NEW YORK and SAN FRANCISCO and WASHINGTON, June 21, 2023 /PRNewswire/ Martis Capital Management, LLC (Martis Capital), a healthcare-focused private equity firm, and Kudu Investment Management, LLC (Kudu), a ....

Newton Park , United States , San Francisco , Mario Moreno , Bowen Davis , Barry Uphoff , Charlie Ruffel , White Mountains Insurance Group Ltd , Kudu Investment Management , Prnewswire Martis Capital Management , Kirkland Ellis , Massachusetts Mutual Life Insurance Company Massmutual , Houlihan Lokey Inc , Seward Kissel , Capital Management , Martis Capital , North American , Martis Partners , New York Based Kudu , White Mountains Insurance Group , Massachusetts Mutual Life Insurance Company , Houlihan Lokey , Investment Management ,

The 10 Most Impactful People in the 401(k) Industry

Fred Barstein lists the 10 people (and a few more) who are having the most impact on the 401(k) industry in 2023. ....

Aaron Schumm , Vince Morris , Bob Reynolds , Jerry Bramlett , John Bogle , Jerome Schlichter , Nevin Adams , Ted Murphy , Shlomo Benartzi , Richard Thaler , Mark Phillips , Vince Giovinazzo , Fred Reish , Charlie Nelson , Phyllis Borzi , Ted Benna , Brian Graff , Peter Mallouk , Joe Denoyior , Rob Barnett , Don Trone , Spencer Williams , Dick Darian , Marcia Wagner , Charlie Ruffel , Retirement Research Council ,

Sequoia Financial Group Sells $200M Stake to Valeas Capital Partners

The minority investment will bring Valeas alongside Kudu Investment Management as the $10 billion AUM firm pursues inorganic growth strategy. ....

United States , South Carolina , Hellman Friedman , Ed Woiteshek , Tom Haught , Charlie Ruffel , Rob Little , Devoe Company , Sequoia Financial Group , San Francisco Based , Valeas Capital Partners , Kudu Investment Management , Chairman Charlie Ruffel ,