Hyperion Partners joins MAI Capital Management by Kali Persall | Oct 28, 2024 Hyperion Partners has become part of MAI Capital Management.
Stone Point Capital to acquire majority interest in Kestra Holdings by Kali Persall | Oct 17, 2024 Stone Point Capital, a private equity firm focused on global financial services and related industries, has agreed to acquire a majority interest in Kestra Holdings, replacing current partner Warburg Pincus. Financial terms of the deal were not disclosed.
Pathstone to join forces with Hall Capital Partners by Released | Oct 17, 2024 Pathstone, a partner-owned advisory firm offering highly customized investment advice and comprehensive family office services, has agreed to acquire Hall Capital Partners to further enhance its investment capabilities.
Ares Management Corp. to acquire GCP International in $3.7b transaction by Released | Oct 8, 2024 Ares Management Corp. has entered into a definitive agreement with GLP Capital Partners to acquire its international business (GCP International), excluding its operations in Greater China, in a transaction valued at $3.7 billion.
Invesco Real Estate Income Trust acquires industrial building in Concord, N.C. by Released | Sep 5, 2024 Invesco Real Estate Income Trust (INREIT) has acquired a 61,200-square-foot industrial building located in Concord, N.C.
Capital Square fully subscribes private placement offering of multifamily opportunity zone development in Knoxville, Tenn. by Released | Aug 9, 2024 CSRA Opportunity Zone Fund VIII, managed by Capital Square, has been fully subscribed.
Equity Residential to acquire $1b apartment portfolio from Blackstone Real Estate by Released | Aug 8, 2024 Equity Residential has agreed to acquire 11 apartment properties from Blackstone Real Estate strategies in separate transactions.
ShopOne and JV partners acquire two value-add grocery-anchored shopping centers in Florida by Released | Aug 2, 2024 ShopOne Centers REIT, together with its joint venture partners Pantheon and a leading global institutional investor, announced the acquisition of two grocery-anchored shopping centers in Florida: Midway Plaza in Miami–Fort Lauderdale and Lithia Square in Tampa. The properties were acquired in two independent transactions.
F.L. Putnam expands East Coast footprint with three acquisitions by Released | Jul 30, 2024 F.L.Putnam Investment Management Company announced that it has acquired independent registered investment advisors Arbor Capital Management Corp. in Amherst, N.Y., Four Ponds Financial Planning LLC in Mashpee, Mass., and Ascension Asset Management LLC in New York City. The three acquisitions add more than $1.25 billion in assets under management, 10 new advisors, and new offices in Western New York and Cape Cod. Financial terms of the transactions, which closed June 30, were not disclosed.
KKR acquires Janney Montgomery Scott from Penn Mutual by Released | Jul 24, 2024 KKR, a leading global investment firm and The Penn Mutual Life Insurance Company, announced the signing of a definitive agreement under which investment funds managed by KKR will acquire Janney Montgomery Scott LLC.
