Allocations
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 million in client assets. The firm is headed-up by founder and principal, Alex Grant, who has over 32 years’ experience providing independent financial advice to families and businesses.
Surrey-based Custodian Wealth Management was set up in 2004 by directors and financial planners, Branimir Gavrilovic and Richard Sutcliffe. Custodian, with
PixelMEDIA-Docmation, working closely with BV Investment Partners, continues to grow its B2B and B2C ecommerce experience on Salesforce by welcoming the addition of Gears CRM.
Gears specialises in Salesforce Service Cloud, allowing the combined organization to expand its capabilities as a multi-cloud systems integrator. Joining forces last year, Pixel and Docmation’s addition of Gears supports their collective focus to be a leading provider of ecommerce solutions on the Salesforce platform.
Gears is a well-suited addition to Pixel-Docmation with their entrepreneurial roots and focus on Salesforce. Together, Pixel, Docmation, and Gears will be able to help organizations launch, manage, and
Fremman Capital (Fremman) has acquired a majority stake in Kids Planet Day Nurseries (Kids Planet), a UK-based, independently owned nursery operator.
Kids Planet, mostly clustered around the Liverpool and Manchester area (with a recent expansion to Oxford), was established in 2008 by Clare Roberts and her father John Hoban, in response to Clare’s own challenges of finding flexible childcare. With 82 sites, responsible for the education of over 7,500 children, Kids Planet is the largest independent private operator of nurseries in the UK, and third largest operator overall.
Since 2016, CEO Clare Roberts has led a number of acquisitions
Circulus, produced of post-consumer resins (PCR) from recycled low-density polyethylene (LDPE) and a portfolio company of private equity firm Are Partners, has launched in the US market, with a fully operational plant in Riverbank, California.
Circulus is a portfolio company of Ara Partners, a Houston-based private equity firm specialising in industrial decarbonisation investments.
An emerging leader in plastics recycling, Circulus is building out a widespread footprint of plants that utilise advanced technologies with a multistep mechanical process to transform lower grade plastic into resin suitable for a variety of commercial and industrial applications. The company’s products address sustainability challenges
Altus Group Limited, a provider of software, data solutions and independent advisory services to the global commercial real estate (CRE) is to acquire Scryer, Inc (dba Reonomy), an AI-powered data platform for the CRE industry, for USD201.5 million (approximately CAD249.5 million) subject to adjustments. The transaction is expected to close on 12 November, 2021.
Mike Gordon, Chief Executive Officer of Altus Group, says: “The combination of Reonomy’s AI-powered data platform with Altus’ suite of software, data and analytics capabilities creates a very compelling client offering that will enable our clients to better manage performance and risk within their CRE portfolios
True Wind Capital, a San Francisco-based private equity firm focused on investing in technology companies, has closed its its second fund, True Wind Capital II, with USD817 million in equity commitments, exceeding the Fund’s target.
True Wind was launched in 2015 by Adam Clammer and James H Greene, Jr, who previously founded and led KKR’s Global Technology Group. Fund II will continue True Wind’s strategy of partnering with strong management teams and investing in leading technology companies across niche sectors within large and growing markets, including software, data analytics, tech-enabled services, internet, financial technology, and hardware.
True Wind received
Socure, a provider of digital identity verification and fraud solutions, has raised USD450 million in oversubscribed Series E funding round valuing the company at USD4.5 billion.
The company achieved a USD4.5 billion valuation just seven months after its USD1.3 billion Series D, on the back of 500 per cent year-over-year bookings growth and nearly USD1 billion of investment demand, earning Socure the highest valuation for any private company in the identity verification space.
The round is part of a Series E transaction led by Accel alongside funds and accounts advised by T Rowe Price Associates, Inc. It also includes
The Riverside Company is to sell its investment in Bohemia Interactive Simulations (Bohemia) to BAE Systems, one of the world’s largest defence contractors. Closing of the transaction will occur once regulatory approvals are secured.
Private markets firm Partners Group, on behalf of its clients, is to sell Pacific Bells, a franchisee of the Taco Bell brand in the US, to Orangewood Partners, a long-term focused private investment firm. The terms of the transaction have not been disclosed.
Founded in 1989 with the opening of a single Taco Bell outlet in Oregon, Pacific Bells now has over 250 restaurants and more than 6,000 employees in the US. Pacific Bells is the fifth largest Taco Bell franchisee in the country with a diversified national footprint across nine states. The Company has proved resilient through Covid-19, largely
Sustainable Development Capital, SDCL, that it has now raised over USD2 billion for investment in energy efficiency, announced at Built Environment Day for COP26 in Glasgow.
SDCL manages the SDCL Energy Efficiency income Trust plc (SEIT), which is listed on the main market of the London Stock Exchange, which has grown to over GPB1 billion equity market capitalisation. Through a combination of growth of its private equity infrastructure platform and the IPO of the SDCL EDGE Acquisition Corporation (SEDA) on the New York Stock Exchange in October, SDCL has now raised over USD2 billion for investment in energy efficient projects
Events
12 November, 2026 – 8:00 am
12 November, 2026 – 5:00 pm
