Focus Financial Partners announces leadership transition as part of succession strategy by Released | Dec 16, 2025 Focus Financial Partners, a fiduciary advice company, comprising independent wealth management, multi-family office and business management services, has announced that Adam Birenbaum has been named the company’s incoming CEO, as well as a member of its board of directors, effective Feb. 1, 2026.
Shulman Rogers welcomes Kevin Lees to its corporate and investment funds practices by Released | Dec 16, 2025 Shulman Rogers has announced that Kevin Lees has joined the firm as a shareholder in the corporate and investment funds practices.
Callodine Group announces hiring of Hunter Allen as head of intermediary distribution by Released | Dec 16, 2025 Callodine Group has announced that Hunter Allen has joined subsidiary Manning & Napier as head of intermediary distribution.
Slate Asset Management and Hamilton Lane acquire majority stake in Cold-Link Logistics by Released | Dec 16, 2025 Slate Asset Management, a global investor and manager focused on essential real estate and infrastructure, and private markets investment management firm Hamilton Lane have announced the acquisition of a majority equity stake in Cold-Link Logistics, one of the 10 largest privately held cold storage platforms in North America.
Morgan Stanley Real Estate investing acquires LAX last-mile delivery facility by Released | Dec 16, 2025 Morgan Stanley Investment Management, through investment funds managed by Morgan Stanley Real Estate Investing (MSREI), has announced the acquisition of a last-mile delivery distribution facility adjacent to Los Angeles International Airport (LAX) that is long-term net-leased to a major multinational ecommerce retailer.
Banks’ comeback, legacy constraints and a reset market are redefining opportunities for private lenders by Andrea Zander | Dec 15, 2025 In today’s fast-evolving real estate debt market, the reemergence of banks, shifting capital structures and the lingering effects of legacy portfolios have reshaped both competition and opportunity for private lenders.
Cerity Partners and Nasdaq Private Market form alliance to expand private market offerings by Released | Dec 15, 2025 Cerity Partners, an independent wealth management firm, has announced a strategic partnership with Nasdaq Private Market (NPM), a firm in secondary liquidity for private companies and employee shareholders.
Stonepeak’s infrastructure debt note begins trading on the Australian Securities Exchange by Released | Dec 15, 2025 Stonepeak has announced that its Stonepeak-Plus INFRA1 Note, an unsecured, deferrable, redeemable, floating-rate debt security, has started trading on the Australian Securities Exchange under the ticker code SPPHA.
Storen Financial expands investment opportunities with Dynasty Financial partnership by Released | Dec 15, 2025 Dynasty Financial Partners is bringing on Storen Financial, an Indiana-based comprehensive financial services firm managing approximately $500 million in client assets and serving more than 5,000 business, tax and investment clients.
Indivisible Partners announces partnership with K|H Private Wealth by Released | Dec 15, 2025 K|H Private Wealth, an independent advisory firm founded by Kevin Karrh, has joined Indivisible Partners.
CAIS Mercer Survey shows alts moving from niche to norm by Released | Dec 12, 2025 Alternative investments have moved from the margins to the mainstream, according to insights from nearly 800 financial advisers surveyed in the fourth annual study conducted by CAIS and Mercer.
Diamond Hill to be acquired by First Eagle Investments by Released | Dec 12, 2025 Diamond Hill Investment Group and First Eagle Investments have announced that they have entered into a definitive agreement under which First Eagle will acquire all outstanding shares of Diamond Hill for $175 per share in an all-cash transaction valuing the company at approximately $473 million.
Canopy partners with Alto IRA to streamline investing in private deals by Released | Dec 12, 2025 Alto, a self-directed individual retirement account (IRA) platform bringing private markets to individual retirement portfolios, has announced a new partnership with Canopy, a special purpose vehicle (SPV) management solution empowering fund managers and investors to seamlessly close and manage private transactions.
The evolution of build-to-rent: From niche concept to national housing solution by Alex Chalmers | Dec 12, 2025 Build-to-rent (BTR) housing, once a niche investment concept, has evolved into a mainstream sector driven by demographic demand, affordability pressures and a rapidly expanding development pipeline.
Walker & Dunlop annual survey reveals bold optimism driving affordable housing market by Released | Dec 12, 2025 Walker & Dunlop, Inc.’s annual survey, conducted at the Affordable Housing Finance (AHF) Live conference, revealed a notable optimism in investment activity uptick and enthusiasm in HUD’s role in supporting housing construction.
