Insights & Analysis

Industry insights that are curated and delivered to inform your dealmaking strategies. We select the most relevant information, providing a consistent, convenient source for exclusive intelligence and analysis.

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Private Equity

Wealth Management Firms Grow Via Specialization

By Quratulain Tejani
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Published: February 8th, 2024
With the proliferation of private equity-backed platforms in the space, wealth managers appear to be increasing their focus on certain demographics, from families with special needs children to women in transition, to separate themselves from the pack.
Private Equity

S2G Backs Solar Developer 38 Degrees

By Huzair Latif
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Published: February 8th, 2024
Renewables platform 38 Degrees North has received a growth equity investment from S2G Ventures, one of the company's managing directors, Chris Bailey, says.
Private Equity

Caymus to Reprise HVAC Strategy in Enviro Services

By Huzair Latif
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Published: February 8th, 2024
The Atlanta middle market firm is hoping to use a familiar playbook with its first platform in the environmental services space, an arena where there have been several deals in 2023 with potentially more to come.
Activism

Activist U: Insurgent Tactics Make the Curriculum

By Ronald Orol
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Published: February 8th, 2024
Top activists, including Glenn Welling, Jeff Smith and Jim Mitarotonda, as well as key legal and financial advisers are volunteering their time at a growing number of university programs on activism.
M&A

Mizuho Eyes Bigger Slice of U.S. Middle Market

By Quratulain Tejani
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Published: February 7th, 2024
Deals for Greenhill and Capstone are indicative of Mizuho's desire to expand in the U.S., particularly in the middle market with private companies and investors, head of the investment and corporate banking unit Michal Katz says.
M&A

Creative Planning Heads North With Kistler-Tiffany

By Quratulain Tejani
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Published: February 7th, 2024
In its fifth transaction of the year, the Overland Park, Kan.-based wealth management firm will grow its presence in the Northeast, an area it will continue to target for deals, CEO Peter Mallouk says.
Scoops & Exclusives

BDCs Find Familiar Partners in Face of Market Headwinds

By Quratulain Tejani
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Published: February 7th, 2024
Though BDCs have fared well over the past few quarters, uncertainty for middle market companies and further interest rate fluctuations could spell more deals between the publicly listed firms.
Private Equity

GTCR Embraces Tech for Fresh Crop of Financial Platforms

By Quratulain Tejani
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Published: February 6th, 2024
Growth through investment in technology is in the cards for a number of recently acquired platforms including: liquidity management company R&T Deposit, nonprofit support platform Foundation Source, and compliance outfit Once For All, among others.