Morgan Joseph TriArtisan has appointed Stephen Robb, a 20-year Wall Street veteran in investment banking and M&A advisory, as a managing director in the firm’s consumer, retail and leisure investment banking practice. “Steve’s broad background and experience will be a valuable addition to our firm’s mid-market practice in the key
Maven Capital Partners has appointed Alan Robertson as investment manager. He will work alongside David Milroy in Maven’s Central Scotland team, and will be based out of the Edinburgh office. Robertson (pictured) will focus on sourcing and executing new investment opportunities for the Scottish Loan Fund (SLF) as well as
CAI Private Equity has appointed Allan Weinstein as a managing partner. Weinstein will lead the firm’s US investment effort, which is focused on energy and utility services, business and financial services, specialty/niche manufacturing, aerospace and healthcare. He will be based in CAI’s New York office. Tracey McVicar, managing partner, says:
RBS Invoice Finance (RBSIF) has appointed Piers Harmer and Jon Hughes to the London-based RBSIF corporate team. Both are experienced in the invoice finance and asset based lending industries and join the bank as business development directors. They are new to RBSIF with Harmer joining from Lloyds TSB Commercial Finance
HighWater, a boutique corporate governance services firm based in the Cayman Islands, has expanded with a New York-based principal. Matt Auriemma, who will be based in New York, joins as a principal of HighWater, providing independent director services to investment funds, mostly hedge funds and other alternative investment vehicles. “HighWater
Maples and Calder has appointed four new associates to the firm’s growing funds team in its Cayman Islands office and a new partner to the British Virgin Islands office. Tim Clipstone, Greg Barwick, Philip Dickinson, Patrick Head and Lucy Nicklas are each specialists in their respective fields. "It is
Former Pfizer chairman and chief executive Jeff Kindler has joined venture capital firm Lux Capital as a venture partner. Kindler (pictured) will help identify new healthcare investment opportunities and work with Lux portfolio companies. He joins other recent venture partner additions Jim Woolsey (former CIA director) and Richard Foster (former
McGladrey, a provider of assurance, tax and consulting services, has expanded its financial services investment practice in Connecticut. The team provides services to hedge funds/investment partnerships, fund of funds, investment advisers, broker-dealers, futures commission merchants, mutual funds and private equity groups. Partner Kislay "Sal" Shah (pictured) relocated to McGladrey’s Stamford,
TAG Associates, a New York City-based multi-client family office, has appointed Jonathan M. Bergman as a managing director, reporting to the chief executive officer David Basner. Bergman’s primary responsibilities at TAG will be to serve as portfolio manager to client accounts and conduct investment manager diligence. He will also join
Emergence Capital Partners, a venture capital firm focused on SaaS and technology-enabled services, has hired Sean Jacobsohn as venture partner. Jacobsohn has a long track record at SaaS companies and is an experienced angel investor and adviser to start-up companies, including Emergence Capital portfolio company Doximity. Jacobsohn is also co-founder
12 November, 2026 – 5:00 pm
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12 February, 2026 – 8:00 am
12 February, 2026 – 5:00 pm
