FORWARD FEATURES CALENDAR

Finance & Insurance

IQ-EQ acquires US outsourced compliance provider Greyline Partners

IQ-EQ, an Astorg portfolio company, has acquired Greyline Partners (Greyline), a US provider of governance and regulatory compliance solutions for PE, VC, hedge funds and investors.  Greyline is a fast-growing business with a strong commercial and cultural fit for IQ-EQ’s expanding operations in the US. Today, IQ-EQ U.S. employs 500-plus

XP acquires minority stake in Vista Capital

XP Inc, a provider of low-fee financial products and services in Brazil, has acquired a minority stake in Vista Capital, one of the main independent equity and hedge funds managers in Brazil, with over BRZ4.5 billion in Assets Under Management (AUM).  This transaction reinforces XP’s strategy to develop the most

AnaCap portfolio company MRH Trowe secures financing facility with Bain Capital Credit

AnaCap Financial Partners (AnaCap) portfolio company MRH Trowe (MRHT) has closed on a new financing facility in support of its organic and acquisition-driven growth strategy. MRHT is one of the ten largest German industrial brokers, offering extensive expertise in most insurance lines for both industrial and commercial customers, as well

KKR invests in Beacon Pointe

KKR is to make an investment in Beacon Pointe, the parent company to Beacon Pointe Advisors. The Beacon Pointe team will continue to own over 50 per cent of the company going forward, while Abry Partners (Abry) will fully exit its investment as a result of the transaction. KKR’s investment

Cboe Global Markets to acquire NEO

Cboe Global Markets, a provider of global market infrastructure and tradable products, is to acquire Aequitas Innovations, more commonly known as NEO, a fintech organisation that comprises of a fully registered Tier-1 Canadian securities exchange with a diverse product and services set ranging from corporate listings to cash equity trading.

Untap chosen for Newchip’s seed-stage global accelerator programme

Untap, a next generation portfolio management solution for private capital markets to manage investments, strategies, ESG and Value Creation, has been accepted into Newchip’s renowned global accelerator programme.  Designed to provide all the skills and tools seed-stage founders need to rapidly fund, build and scale their companies, past accelerator cohorts

Great Hill Partners secures strategic investment from Blackstone GP Stakes

Funds managed by Blackstone GP Stakes are to acquire a minority ownership interest in Great Hill Partners, a private equity firm that invests in high-growth, disruptive companies.  Blackstone GP Stakes specialises in value-added, long-term investments in the management companies of leading private equity firms. Managing Directors, Chris Gaffney, Michael Kumin,

SEI acquires Novus Partners

SEI has acquired Novus Partners (Novus), a global portfolio intelligence platform company, designed to expand SEI’s capabilities for both the institutional investor and investment management markets. “The financial services landscape is ever-evolving. Our markets continue to face an unprecedented pace of change, and we continuously seek opportunities to stay ahead

IWP makes double acquisition

Independent Wealth Planners (IWP), a UK-wide group of independent financial advisers, has expanded its nationwide coverage with the acquisitions of Alex M Grant and Custodian Wealth Management. Alex M Grant, based in Keith, north-east Scotland, joins IWP’s regional firm for Aberdeenshire, Buchanan and Associates, bringing across a total of GBP290

CI Financial makes strategic investment in alt investment platform GLASfunds

CI Financial Corp (CI) has made a strategic investment in GLAS Funds (GLASfunds), a turnkey alternative investment platform and alternative asset management firm based in Cleveland. Founded in 2009, GLASfunds is a tech-enabled platform providing investors with secure and streamlined digital access to institutional-quality alternative investment opportunities and asset management

Events

12 November, 2026 – 5:00 pm

Directory Listings