Apex Group (Apex) is to acquire BRL Trust Investimentos (BRL Trust), a Brazil-based independent fund administrator. This acquisition reinforces the Group’s intent for the Latin American market, supplementing its private equity capabilities while adding liquid asset servicing capabilities for Brazil and the broader Latin American market. This deal further complements
Stableton Financial (Stableton), a European Fintech platform for Alternative Investments, has closed its seed funding round. The financing round was led by digital finance investor DEWB, a German private equity firm with an investment focus on asset management and companies whose technologies and business models are significantly shaping the digitalisation
Propel Insurance (Propel), a privately-owned insurance agency and a portfolio company of Flexpoint Ford (Flexpoint), has acquired South Carolina-based South Risk Management (SRM), a construction-focused insurance consulting firm. The acquisition of SRM expands Propel’s presence into South Carolina and adds to the Company’s existing Southeast footprint, which includes Knoxville, Charlotte,
Ikigai, a UK fintech company which combines digital banking with wealth management, has received pre-seed funding of GBP4.1 million through an oversubscribed crowdfunding campaign.
Private investment firm Aquiline Capital Partners (Aquiline) has invested in Wealth at Work Group, a UK-based specialist provider of workplace financial education, guidance and regulated financial advice for individuals. Wealth at Work, which employs approximately 250 people, works with over 450 private and public sector employers including Marks & Spencer,
Eurazeo is to sell its stake in integrated payments leader, Planet. As part of the transaction Eurazeo will reinvest and co-control the Company with Advent International (Advent). Under this agreement, Planet is valued at EUR1.8 billion. With this operation, Eurazeo and its affiliates show a total valuation of 2.5x their
Nordic Capital has sold its remaining shares in Nordnet, a pan-Nordic digital savings and investments platform. Under Nordic Capital’s ownership, and in close partnership with the founding Öhman Group, Nordnet underwent significant transformative change and now offers a best-in-class customer experience in the digital savings industry with sustainable growth potential.
UK wealth manager Mattioli Woods is to acquire lower-mid cap private equity house Maven Capital Partners. The deal will allow Maven to leverage the Mattioli Woods partnership to access further capital to help boost growth and will also enhance Maven’s services and capability through access to Mattioli Woods’ advisor and
Financial services provider iBanFirst, which delivers solutions across banking borders, has secured a growth equity investment to fund product development, international expansion and M&A, from global private equity firm Marlin, which became the fintech’s largest shareholder as a result, replacing existing business angels and some of the company’s early backers.
Mobeus has agreed to sell Ludlow Wealth Management, a North West-based financial advice business, to Mattioli Woods plc, for an enterprise value of GBP36.1 million, subject to regulatory approval and completion of a share placing by Mattioli Woods. Mattioli Woods is an AIM-listed provider of advice on wealth management and
12 September, 2024 – 6:00 pm
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24 October, 2024 – 8:30 am
14 November, 2024 – 8:00 am
