FORWARD FEATURES CALENDAR

Deals

Natural foods entrepreneur Steve Hughes has formed Sunrise Strategic Partners, in partnership with private equity firm Trilantic North America, to provide growth capital and expertise to emerging brands in the healthy, active and sustainable living space. Based in Boulder, Colorado, Sunrise will focus on partnering with passionate founders that have a strong, unique vision and are ready to take their business to the next level.   "Trilantic and I share the vision that there is tremendous value to be created by helping founders of brands that resonate with the millennial consumer scale their business," says Steve Hughes co-founder and CEO
Artivest James Waldinger
Artivest, a technology-driven investment platform that provides investors access to best-in-class alternative investment funds, has implemented new initiatives to enhance its offering to financial advisors and their qualified clients. Artivest has joined the Depository Trust and Clearing Corporation's Alternative Investment Product Services (DTCC-AIP) platform, thereby integrating reporting for its vetted selection of premier funds with major custodians such as Schwab, TD Ameritrade, Pershing, and Fidelity. DTCC-AIP automates and standardises transactions between funds and participants in the alternative investment space.   Additionally, Artivest has coordinated directly with custodians and advisors to spare clients the administrative fees typically associated with such investments.
Investec Private Banking ‎has been confirmed as strategic partner for one of the largest fundraising events in the private equity industry – The Norwood Private Equity Dinner – which will be held on 6 June. The dinner is expected to raise over GBP150,000 for Norwood, a leading charity supporting vulnerable children and their families, children with special educational needs and people with learning disabilities.   Deborah Sayagh, Private Equity Banker at Investec Private Banking, says: "The partnership highlights our commitment to supporting Norwood in raising funds for vulnerable children and their families, children with special educational needs and people with
EnTouch Controls has raised USD8 million in Series C financing led by Egis Capital Partners. Also participating were new investors Traverse Venture Partners, Aster Capital and Calvert Investments along with existing investors SJF Ventures and Trailblazer Capital. Richardson, Texas-based EnTouch provides facility asset and energy management intelligence and the financing will allow the firm to expand its sales and marketing team and capitalize on its leadership position in the Commercial Internet of Things (IoT) market.   The financing comes on the heels of a record year for the company as it tripled orders, expanded its footprint of connected facilities to
Offshore law firm Carey Olsen has advised specialist financial services private equity fund AnaCap Financial Partners on the close of its third Guernsey flagship fund, AnaCap Financial Partners III. The Guernsey Fund will make equity and equity-related investments primarily in European financial services businesses, building on the successful programme achieved by AnaCap Financial Partners II.   Carey Olsen partner Ben Morgan and senior associates Emma Penney and Annette Alexander advised on the Guernsey aspects of the Fund.    Morgan says: "This third fund-raising is a notable achievement and Carey Olsen's extensive experience with these types of vehicles along with Guernsey's
Oxford Capital and MMC Ventures are joining the CoInvestor platform in order to provide opportunities for registered users to co-invest alongside them on a deal by deal basis.   It will give private investors the opportunity to take part in EIS investments led by Oxford Capital and MMC Ventures, two award winning fund managers that are regularly rated among the most active venture investors in the UK. The ability to co-invest alongside these fund managers provides investors with the opportunity to choose their own direct EIS investments but benefit from a professionally managed process. The platform provides them with increased flexibility
Fountain Quail Water Management has secured a private equity commitment of up to USD40 million to expand its North American operations. Established in 1996, Fountain Quail specialises in treating and recycling produced and flowback water generated in oil and gas plays. Fountain Quail’s two proprietary systems, ROVER and NOMAD, cut oil and gas producers’ water-specific operating costs by effectively eliminating the need to transport and dispose of wastewater and source and transport freshwater. Cost savings vary depending on location and range from at least 30 percent to 80 percent. Use of the ROVER and NOMAD systems also reduces greenhouse gas
Agathos Management LLP has backed the senior management of Vikoma International Limited in a management buyout. Based on the Isle of Wight and founded by BP in 1967 after a major oil spill, Vikoma International is a specialist in the design and manufacture of oil recovery and environment solutions. The Agathos team will provide financial, strategic and operational support to the Vikoma management team, comprised of: Sales Director Paul Rayner, Operations Director Mark Wheeler, Engineering Director Neil Plater, Finance Manager Martin Hammond and Quality and Technical Manager Gary Barnes.   The Vikoma management team have 90 years of collective industry
Handshake 2
Triad has joined the AIREX Market Partner (AMP) Program, a global service that gives companies their own turnkey, self-curated, and co-branded AIREX Markets. AIREX Markets allow partners like Triad to offer their customers, clients, website traffic, and employees a large and growing assortment of financially actionable applications, information, and reports (Financial AIR).   Serving clients for 40 years, with domestic and international clearing in over 50 markets, Triad provides superior and personalised prime brokerage services to hedge funds of all sizes, family offices, RIAs, and professional traders. The deal with Airex offers the New York-based Triad and their global customer
Alan Meaney
Capita Asset Services is working with Irish fintech start-up, Fund Recs, to automate its cash and portfolio reconciliation process. The cloud-based software will automatically reconcile broker and custodian data to Capita’s fund accounting system, InvestOne Enterprise. Clients will benefit from enhanced and user friendly reporting.   Paul Burke, senior manager fund accounting, Capita Asset Services, says: “Enhanced reporting will provide our clients with information concerning the cash and portfolio of their funds at a glance and the solution will further aid our Net Asset Value (NAV) process and deliverables. This investment not only prepares us for the reporting requirements of

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12 November, 2026 – 8:00 am

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