Latest News
Goalsetter, a fintech platform dedicated to providing families and K-12 youth with access to banking, savings, investing, and financial education tools, has closed a USD15 million Series A round led by Seae Ventures.
Seae Ventures is joined by Fiserv, Mass Mutual, Sterling National Bank, Citizens Financial Group, Cuna Mutual Financial Group, Astia Fund, and others.
With an oversubscribed round, the new tranche of funding is dedicated to enabling Goalsetter to further its B2B partnerships with corporations and financial institutions that are committed to transforming financial education and access to wealth for all Americans. The Series A round also includes
Diversis Capital Management (Diversis) has acquired Fishbowl, the No1-requested automated solution for QuickBooks users.
Founded in 2001, Fishbowl is the No1 desktop inventory management software for QuickBooks customers. Its core products include – Fishbowl Warehouse, Fishbowl Manufacturing, and Fishbowl Online. Fishbowl Warehouse helps automate order creation, control inventory flow, manage multiple warehouses; Fishbowl Manufacturing provides complete manufacturing inventory management to maximise efficiency in the production process; and Fishbowl Online inventory management software includes stock alerts, reordering and other tools to maximise production efficiency. Fishbowl also offers a remote server-hosting solution allowing users to view inventory data from any location. Based
Crestbridge is top open a second UK office in Southampton which will provide operational support to Crestbridge’s global office network.
Crestbridge has chosen Southampton as a second UK location due to its diverse and skilled labour market, its accessibility and excellent transportation links to London and Europe, and importantly for the opportunity it provides to build relationships with the local community and universities.
The Southampton office will be a centre of fund administration technology and processes for Crestbridge’s operations, including those in the UK, Ireland, Europe and the United States. It will play a vital role in delivering the business’s
Republic, a US-based private investment platform, is to acquire Seedrs, a European online private investment platform, in a deal that values Seedrs at approximately USD100 million.
Pantheon, a global provider of diversified private markets investment solutions, has appointed six senior Investor Relations and Marketing professionals to help meet growing investor demand across key markets and geographies.
“We are delighted to welcome these talented senior professionals to Pantheon, to support our ongoing growth and ensure we continue to provide the very highest standards of communication and service to our clients across all of our investment strategies,” says Paul Ward, Managing Partner.
The appointments include Brett Perryman, who has joined Pantheon as Partner and Global Head of Marketing and Communications. Brett, who is based in our New York
Mercer Global Advisors (Mercer Advisors), a national Registered Investment Adviser (RIA), has acquired Precipio Wealth Management (Precipio), a wealth management firm located in McLean, Virginia.
Precipio serves clients in 19 states with assets under management (AUM) of approximately USD250 million. Precipio was founded as a fee-only RIA in 2009 by Edgar L Parrish, Managing Principal, CFP, CIMA, AIF, and Katherine M Parrish, Managing Principal, CIMA, AIF. Precipio offers comprehensive financial planning and portfolio management to high-net-worth individuals, families, trusts, and retirement plans, with a practice that stretches back to the 1970’s. Precipio’s entire team will be joining Mercer Advisors.
Golub Capital acted as Administrative Agent and Joint Lead Arranger on a USD1 billion GOLD facility to finance the merger of 2020 Technologies (2020) and Compusoft by Genstar Capital and TA Associates.
GOLD financings are Golub Capital One-Loan Debt facilities. The GOLD facility was funded using a combination of US dollars, Canadian dollars, British pounds sterling and eurodollars.
Golub Capital has been Administrative Agent to 2020 since Genstar acquired the company from Golden Gate Capital in May 2021. Golub Capital more than doubled the size of the GOLD facility to support 2020’s subsequent merger with Compusoft. The combined company
Aqua Security, a pure-play cloud native security provider, has acquired Argon, a specialist in software supply chain security.
Argon and Aqua now offer the industry’s first solution to secure all stages of software build and release. Shifting further “left,” Aqua Security’s Cloud Native Application Protection Platform (CNAPP) is now the only solution that can protect the full software development lifecycle (SDLC) from code through build to runtime, ensuring the end-to-end integrity of applications.
“With the addition of Argon to the Aqua Platform, we continue to execute on our vision of full lifecycle cloud native protection,” says Dror Davidoff, CEO and
Akin Gump has appointed Stephen Brown as a partner in the firm’s London office.
Brown brings substantial experience advising private equity sponsors and public companies on executive employment issues and in relation to the structuring and taxation of share schemes and management incentive arrangements and their taxation, in the UK and internationally.
With experience in both employment law and compensation and benefits, Brown focuses on supporting private equity sponsors on the employment and incentivisation of management teams and the structuring of tax-efficient equity and carry structures. He leads on the negotiation, drafting and implementation of the management equity piece in
Fund and corporate services provider, the Aztec Group, has formed an alliance with the global sustainability platform, Worldfavor, to launch new ESG and Sustainability Services for private market investment managers.
The alliance will offer Aztec Group clients the ability to better understand the impact of their business operations and investment decisions across environmental, social and governmental factors. Using specialist sustainability technology, investment managers will be able to report on the sustainability of their businesses and their underlying investments, meeting the requirements of a wide range of recognised sustainability frameworks and regulations.
“Sustainability transparency is fast becoming one of the key
Special Reports
Featured
Events
12 November, 2026 – 8:00 am
12 November, 2026 – 5:00 pm
