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Bee Partners, a leading venture capital firm specializing in DeepTech preSeed investments, is thrilled to announce the successful final closing of its fourth fund, exceeding its targeted raise of $50M. This significant milestone demonstrates the...
DW Healthcare Partners (“DWHP”), a healthcare-focused private equity firm, announced the closing of DW Healthcare Partners Small Cap, L.P.
Earlier in the week, Wealth Enhancement Group agreed to purchase Pillar Pacifica Capital Management, a San Marino, Calif.-based firm with $1.6 billion in AUM. WEG’s AUM will increase to $30.2 billion once the deal closes. Creative Planning, an RIA consolidator with $76 billion in AUM picked up a new business line and client service: Business valuations. The firm, Castle Wealth Advisors, offers wealth management and business valuations for business owner clients looking to sell. Castle manages $320 million in AUM. Below are more mergers, acquisitions and advisor moves you may have missed ...