| Date | Title | Description |
| 16.01.2026 | Suntera completes investment by Valeas Capital Partners with regulatory approval | Following the announcement of a new majority equity investor in Valeas Capital Partners in May 2025, Suntera Global has today confirmed that it has secured all necessary regulatory approvals and has completed the investment by the San Franc... |
| 19.12.2025 | Suntera Global extends Asia footprint with Singapore acquisition | Suntera Global, the Jersey-headquartered independent provider of bespoke fund, corporate and private wealth services, has announced the acquisition of Singapore-headquartered fund and corporate service provider Aurtus Singapore. |
| 15.12.2025 | Suntera Global enhances Luxembourg presence through strategic partnership with Qualix | Suntera Global, the Jersey-headquartered independent provider of bespoke fund, corporate, capital market and private wealth solutions, has partnered with Qualix S.A. (“Qualix”), a leading Luxembourg-based, technology-enabled boutique servic... |
| 15.12.2025 | Private Equity Wire US Awards Recognize Suntera Fund Services for Outstanding Client Service | Suntera Fund Services is delighted to announce that it has been named “Fund Administrator of the Year: Client Services” at the 2025 Private Equity Wire US Awards. This recognition reflects Suntera’s ongoing commitment to delivering exceptio... |
| 04.12.2025 | Sequoia Financial Group Strengthens California Foothold, Acquires Sterling Financial Group | Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $29.9 billion in assets under management as of Sept. 30, 2025, today announced the acquisition of Sterling Financial Group, Inc. (Sterling Financial), a... |
| 01.11.2025 | Great Hill Partners Announces Strategic Growth Investment in Philanthropy Tech Platform Ren | Great Hill Partners (“Great Hill”), a private equity firm that invests in high-growth, disruptive companies, today announced a strategic growth investment in Ren, Inc. (“Ren” or the “Company”), the leading provider of donor-advised fund (DA... |
| 31.08.2025 | Sequoia Financial Group to Acquire The Martin Worley Group, Utah-based Wealth Manager | Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $27.6 billion in assets under management as of June 30, 2025, today announced it has reached an agreement to acquire The Martin Worley Group (MWG), a we... |
| 30.05.2025 | TicketManager Aims to Accelerate Category Growth and Innovation with $110M Investment from Valeas Capital Partners | TicketManager, a global leader in event ticket and guest management solutions for the corporate enterprise, today announced Valeas Capital Partners (“Valeas”), a growth-oriented private-equity firm, has acquired a majority stake in the comp... |
| 30.05.2025 | Suntera Global enhances fund service proposition with acquisition of Khepri | Suntera Global, the Jersey headquartered, independent provider of bespoke fund, corporate and private wealth services, has entered into an agreement to acquire fund administration and corporate services provider Khepri Limited (Khepri), as ... |
| - | Valeas Capital Partners Closes Inaugural Fund at $600 Million | Valeas Capital Partners (“Valeas®”), a San Francisco-based private equity firm focused on partnering with leading growth-oriented businesses with demonstrable opportunities to build leading business franchises, today announced the close of ... |
| - | Sequoia Financial Group Secures $200 Million Commitment from Valeas Capital Partners to Support Growth Strategy | Sequoia Financial Group, LLC (Sequoia), an SEC-registered wealth management firm with approximately $10 billion in client assets, today announced it has entered into an agreement with Valeas Capital Partners (Valeas), a growth-oriented equi... |
| - | Sequoia Financial Group Sells $200M Stake to Valeas Capital Partners | San Francisco-based private equity firm Valeas Capital Partners is buying a chunk of Sequoia Financial Group, an Ohio-based registered investment advisor with a little more than $10 billion in client assets and big plans for continued growt... |
| - | Sequoia Financial Group and Top 20 Accounting Firm Eide Bailly Form Wealth Management Partnership | Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with more than $19.3 billion in assets under management as of June 30, 2024, and Eide Bailly LLP, a top 20 national accounting firm, today announced a strate... |
| - | Baker Tilly strengthens Bay Area presence with Seiler acquisition | Leading advisory CPA firm Baker Tilly US, LLP (Baker Tilly) announces its acquisition of accounting and advisory firm Seiler LLP (Seiler), effective July 1. This move represents Baker Tilly’s commitment to expanding its footprint in the San... |
| - | Sequoia Financial Group to Acquire Nashville-based M Capital Advisors, Expanding Wealth Management Services | Sequoia Financial Group, LLC (Sequoia), a leading SEC-registered wealth manager with more than $15 billion in assets under management as of Sept. 30, 2023, today announced it has entered into an agreement to acquire M Capital Advisors (M Ca... |
| - | Texas Teachers assigns $499 million to 6 alternatives funds | Texas Teacher Retirement System, Austin, committed a total of $499 million in March to alternative investment funds run by six managers, a monthly transaction report showed. |
| - | Well Raises $70M in Series B Funding to Grow Digital Health Improvement Platform | “Well”, a consumer-focused health improvement platform that combines leading-edge artificial intelligence, advanced behavioral economic techniques and on-demand human guidance, today announced the completion of $70 million in Series B equit... |
| - | Sequoia Financial Group Acquires Houston-based AltruVista, Expanding Wealth Management Services for Entrepreneurs | Sequoia Financial Group, LLC (Sequoia), a leading SEC-registered wealth manager with more than $18 billion in assets under management as of March 31, 2024, today announced it has acquired AltruVista, LLC (AltruVista), an SEC-registered inve... |
| - | Sequoia Financial to Buy $5B Zeke Capital | Sequoia’s latest acquisition will double assets and clients under the firm’s family office practice and expand its asset management menu across its entire client base. |
| - | Sequoia Financial Group to Acquire Carlson Capital Management, $3.8 Billion Wealth Manager | Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $22.6 billion in assets under management as of Dec. 31, 2024, and Carlson Capital Management, LLC (CCM), a Northfield, Minnesota-based investment adviso... |
| - | Sequoia Financial Group Acquires Karpas Strategies; Wealth Manager Will Become Part of the Sequoia Sentinel Family Office | Sequoia Financial Group, LLC (Sequoia Financial), a top SEC-registered wealth manager with more than $19.3 billion in assets under management as of June 30, 2024, today announced that it has acquired Karpas Strategies, LLC (Karpas Strategie... |
| - | Baker Tilly Secures Strategic Investment Led by Hellman & Friedman | Leading advisory CPA firm Baker Tilly US, LLP (“Baker Tilly”) today announces a strategic investment from private equity firms Hellman & Friedman (“H&F”) and Valeas Capital Partners (“Valeas”). The investment, estimated to close in ... |
| - | Ren Secures Strategic Growth Investment Led by Bain Capital Tech Opportunities | Ren, the trusted technology partner to top financial institutions and thousands of non-profit organizations, today announced it has received a strategic growth investment from Bain Capital Tech Opportunities and Valeas Capital Partners. |
| - | Sequoia Financial Group to Acquire Cleveland-based Cirrus Wealth Management | Sequoia Financial Group, LLC (Sequoia), a leading SEC-registered wealth manager with nearly $16 billion in assets under management, today announced it has entered into an agreement to acquire Cirrus Wealth Management (Cirrus), an SEC-regist... |
| - | Suntera Global Secures Investment from Valeas Capital Partners to Support its Global Growth Strategy | Suntera Global (“Suntera”), the Jersey headquartered, independent provider of bespoke fund, corporate and private wealth services, today announced it has entered into an agreement with Valeas Capital Partners (“Valeas”), a growth-oriented e... |
| - | Sequoia Financial Group Acquires Charleston-based Family Asset Management | Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $21.5 billion in assets under management as of Sept. 30, 2024, and Family Asset Management (FAM), a Charleston, South Carolina-based investment advisory... |
| - | Ten emerging managers to keep an eye on in 2024 | New faces that are attracting capital in very lean times.
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| - | Sequoia Financial Group to Acquire Affinia Financial Group, Wealth Manager Offering Specialized Planning Services to Families with Special Needs | Sequoia Financial Group, LLC (Sequoia), a leading SEC-registered wealth manager with nearly $16 billion in assets under management as of July 31, 2023, today announced it has entered into an agreement to acquire Affinia Financial Group, LLC... |
| - | Baker Tilly and Moss Adams to Combine to Create an Industry-Defining Advisory and Accounting Firm | In a transformative move that redefines advisory and accounting services for the middle market, Baker Tilly and Moss Adams today announced their planned combination to create the sixth largest advisory CPA firm in the US. Expected to close ... |
