Clearstead Advisors Acquires Local RIA Scott Snow
Sixth acquisition in seven years brings Clearstead to $32 billion in assets under advisement.
Source: wealthmanagement.com
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Clearstead Advisors acquires boutique Westlake financial advisory
The deal with Scott Snow (financial advisors) marks Clearstead's sixth acquisition in the past seven years.
Source: crainscleveland.com
Alera continues aggressive growth, adding Connecticut RIA
The marketing expertise of Johnson Brunetti, which oversees $3bn, may help the Genstar-backed insurance brokerage continue to grow in the RIA space and beyond.
Source: citywireusa.com
Comvest Credit Partners Provides New $120MM Credit Facility to Purchasing Power - News
Comvest Credit Partners acted as Administrative Agent in providing a new $120 million senior secured credit facility to Purchasing Power. The transaction, with institutional alternative management firm Crestline Investors, marks a continuation of Comvest’s support of the Atlanta-based voluntary benefits provider of employee purchase programs....
Source: abladvisor.com
Dealwatch: Elite firms act on major private credit deal as playmakers pounce on TigerRisk acquisition
High-profile deals in the insurance, real estate and software sectors have been keeping advisers busy this week, as leading US and UK firms advised on high
Source: legalbusiness.co.uk