News, Comment & Analysis results for stone point

Strategy
February 6, 2024

EXCLUSIVE: Revamped Focus Financial Faces Delicate Balancing Act

The newly-installed president of Focus Financial gives his first interview since being named in the

People Moves
October 24, 2023

Focus Financial's Rudy Adolf Stands Down As CEO; Interim Chief Named

Focus Financial – now a privately owned firm after changing course from being a listed business

M and A
July 11, 2023

Volume Of North American Wealth Management M&A Drops In Q2

More data comes out on the scale and pace of North American mergers and acquisitions in the second

Strategy
March 1, 2023

Focus Exit From Public Markets Shifts Spotlight

This news service explores the reasons for Focus Financial de-listing from the stock market and the

M and A
February 3, 2023

Private Equity Group Makes Offer For Focus Financial

Wealth management groups, given their relatively sticky revenue streams and play on multi-trillion

M and A
June 29, 2022

Hamilton Lane Takes "Strategic Stake" In CAIS

The ascent of organizations such as CAIS reflects increased wealth management demand for

Alt Investments
May 19, 2022

CAIS Adds Franklin Templeton Strategies To Platform

As alternative investments such as venture capital, private equity and credit are becoming more

M and A
July 11, 2019

Ohio Wealth Firm Partners With Kestra

In June the private equity house Warburg Pincus completed its purchase of Kestra.

M and A
June 5, 2019

Deals Of The Day: The Latest In Wealth Management M&A - Warburg Pincus, Kestra, Others

The latest mergers and acquisition activity in the world's wealth management sector.

M and A
February 26, 2019

Warburg Pincus Buys Majority Stake In Kestra Financial

The private equity firm's acquisition will help drive further growth at Kestra, which has brought a

Comment & Analysis results for stone point