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Boston Private, a provider of wealth management, trust and private banking services, has appointed Mark Shang as the west coast leader of its private partnership practice. In this role, he will oversee a team of professionals dedicated to meeting the cash management, lending, wealth management and trust needs of private equity and venture capital firms and their executives.   “Mark is a talented leader who brings over two decades of financial services and private equity experience and expertise to our Private Partnership clients,” says Gerald Graves, executive managing director, Boston Private Wealth. “We’re excited to have him on board and
Boston-based growth equity firm Brook Venture Partners has promoted Brennan Mulcahey, Jonathan Green and Kyle Stanbro to partner. They join partners and board members Fred Morris, Ned Williams and Walter Beinecke, and director of finance and operations Jenn Mosto, as members of the senior management team.   The firm has also promoted Ryan Wittman and Amit Nagdev to associate.   Morris says: “Brook has doubled its assets under management over the past five years while evolving its focus from earlier stage investments to control, growth equity investments in technology and technology-enabled service companies. These three upcoming partners and two associates
Cortland Capital Market Services, a Chicago-based global investment servicing company, and its wholly owned UK subsidiary, Cortland EMEA Limited, have launched a global asset-based lending (ABL) platform.  Cortland's ABL Servicing focuses on serving investment managers, commercial lenders and commercial finance companies throughout the US and Europe.   Cortland has appointed industry veteran Ellen Cook to lead ABL Servicing Operations.   "Asset-based lending is an area in which many of our existing and prospective customers would like to participate," says Joanna Anderson (pictured), head of Cortland's credit services group. "We have the systems, processes and expertise in place to provide clients a
K&L Gates has appointed James CH Lee as a partner in the private equity practice in the firm’s New York office. He joins K&L Gates from Goodwin Procter.   Lee has extensive experience advising private equity funds, venture capital funds, private investment firms, high-net-worth family offices, and their respective portfolio companies in a variety of domestic and cross-border transactions, including mergers and acquisitions, leveraged buyouts, growth equity investments, alternate vehicle investment structure transactions, recapitalisations, reorganisations, divestitures, and debt and equity security investments.   He represents clients across a range of industries, such as healthcare, technology, industrial technology, manufacturing and distribution, financial services
Harvest Partners (HP SCF), the non-control private equity strategy of Harvest Partners LP, has appointed Chris Peyser as a senior associate on the investment team. Peyser will evaluate, structure, execute and monitor portfolio investments.   He was most recently at Kelso & Company.   Jay Hegenbart, senior managing director and portfolio manager, HP SCF, says: “We have great confidence in Chris’s abilities and are very pleased that he has joined our team. We look forward to his contributions to our investment programme.”   Prior to joining HP SCF, Peyser was a senior associate at Kelso & Company, where he focused
Daniel Essoo, JTC
JTC Fund Services has made senior appointments in Luxembourg and London as it continues to strengthen its fund servicing business. Daniel Essoo (pictured) has been appointed as a senior director based in JTC’s London office. With 14 years’ experience in the international financial services industry, Essoo joins the established London fund services team to support JTC’s further growth in the City. A specialist in helping firms with complex, multi-jurisdictional corporate and fund solutions, Essoo has considerable experience in private equity and emerging markets.   Prior to joining JTC, Essoo was the UK managing director at SGG Group and before that
Cairngorm Capital has appointed Stuart Whiteford as investment manager. Whiteford joins from the EuroAsia special assets group at Goldman Sachs, where he was an executive director involved in strategy and investment for a range of European opportunities.   Prior to Goldman Sachs, he was a member of Citigroup’s UK investment banking team, advising companies and private equity investors on mergers, acquisitions and equity capital market transactions.   As an investment manager at Cairngorm Capital, he will source new opportunities, execute transactions and work in partnership with the management teams of Cairngorm Capital’s portfolio companies.   Whiteford’s appointment is the first
BGF (Business Growth Fund) is continuing to expand its team covering the South West of England with the appointment of James Skade, who will be based in the firm’s Bristol office. Before joining BGF Skade spent five years at EY, most recently in the corporate finance team where he advised on a number of transactions including the sale of IPL to Civica and the acquisition of Transtank Pty by Western Global.   Skade joins BGF’s 60-strong nationwide investment team responsible for identifying investment opportunities and managing the deal process from origination through to completion. BGF’s investors also provide support either
Private equity firm NMS Capital Group has launched a real estate investment and advisory firm called NMS Capital Realty Advisors (NMSRA). NMSRA will focus on providing direct and indirect financing solutions for construction, senior secured and mezzanine loans to clients and advisory solutions related to real estate sales, recapitalisation and restructuring needs across the hospitality, multi-family, office, retail and commercial property sectors throughout the US.   Trevor M Saliba, chairman/CEO of NMS Capital Group, says: “We are very excited about this new venture. We see the NMS Capital Realty Advisory business launch as a perfect complement to our existing portfolio
Idinvest Partners, a European SME investor, has opened a Shanghai office to support the growth of its portfolio companies in Asian markets. The office will be led by Solomon Moos, corporate development Asia, who joined Idinvest in July 2016 from Allianz Global Investors.   Moos will be supported by three Chinese partners.   This marks the most recent milestone in Idinvest’s international development, coming shortly after the opening of a Frankfurt office earlier this month.   Idinvest’s Shanghai presence will facilitate the firm’s ability to help entrepreneurs find the right partners, build stronger ties and generate synergies with industrial, strategic

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12 November, 2026 – 8:00 am

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