Not only are PE-backed firms driving much of the deal activity, but private equity investors continue to buy up chunks of the wealth management space, as shown by the 38 direct PE investments last ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. This article is the third in a series about the people-oriented pressures, needs and ...

GREENWICH, Conn., May 07, 2025--(BUSINESS WIRE)--Performance Equity Management, LLC (PEM), a Sagard partner, today announced the final close of its fifth co-investment fund, Performance Direct ...

THEY’RE BEING SOLD TO A PRIVATE EQUITY FIRM THAT IS ... than just a restaurant—it's a symbol of community and tradition," David Masse, CEO of AAM15 Management, said in a statement.

LOS ANGELES, Dec. 19, 2024 /PRNewswire/ -- An affiliate managed by Range Equity Management, L.P. ("REM"), Lodging Capital Partners ("LCP") and funds managed by Oaktree Capital Management ...

JPMorgan Chase has named Jonathan Sherman, a nearly 20-year veteran of the company, head of U.S. Equity at its $3.5 trillion ...

Philippe Laffont’s Coatue Management raised about $3 billion for a structured equity fund that allows closely held companies to avoid raising money at lower valuations, a person with knowledge ...