22+ hour, 20+ min ago   (400+ words) Allworth Financial has acquired High Falls Advisors and Holistic Financial Partners, adding approximately $947 million in combined assets under management and helping push the national RIA above $40 billion in assets under management and administration. High Falls Advisors is a Rochester, New…...

5+ hour, 2+ min ago   (321+ words) Vital Capital Partners has fully subscribed a $9.67 million private placement for HPA Exchange – Vital Medical Dallas TX DST, a Delaware statutory trust holding a pediatric healthcare property in Dallas. Vital Capital sponsored the offering through a joint venture and distributed…...

9+ hour, 4+ min ago   (179+ words) Lithia & Driveway has acquired Rockwall Hyundai in Rockwall, Texas, expanding its dealership network in the Dallas-Fort Worth market. The acquired dealership is expected to contribute approximately $75 million in annualized revenue. The acquisition expands Lithia & Driveway’s density in Texas, where the…...

4+ hour, 48+ min ago   (205+ words) BridgePort Financial Solutions has appointed longtime RIA industry executive Tina Decker as Senior Vice President of Business Development, where she will lead the firm’s M&A strategy and execution as BridgePort expands its national presence. Decker will report to BridgePort…...

19+ hour, 14+ min ago   (233+ words) Platinum Equity has signed a definitive agreement to sell De Wave Group, an Italy-based provider of integrated marine interior and technical systems for the cruise and yacht industries. Financial terms were not disclosed, and the transaction is expected to close…...

21+ hour, 37+ min ago   (210+ words) Pinegrove Venture Partners has closed Strategic Investors Fund XII at $1.5 billion across its Early and Scale strategies. The Strategic Investors Fund program gives institutional investors concentrated exposure to a select group of established and emerging venture managers and the private…...

22+ hour, 35+ min ago   (332+ words) Imperial Petroleum reported record quarterly revenue of $87.1 million for the second quarter of 2026, an increase of 139.9% from $36.3 million in the prior-year period and 41.2% from $61.7 million in the first quarter of 2026. Operating income increased 307.3% year over year to $33.4 million, while net…...

22+ hour, 20+ min ago   (289+ words) Altruist has launched an AI-powered financial planning agent within Hazel, its AI platform for financial advisors, allowing advisors to create personalized financial plans in minutes. The offering covers six core planning workflows: retirement planning, investment optimization, cash flow analysis, estate…...

21+ hour, 35+ min ago   (238+ words) Hudson Pacific Properties and its joint venture partner have extended the $1.1 billion CMBS loan secured by the Hollywood Media Portfolio, pushing the maturity date to November 9, 2027. The extension was completed without a principal paydown at closing, while the stated interest…...

1+ week, 2+ day ago   (175+ words) Aukera has closed a €460 million structured credit facility led by EIG to support the development of its European battery storage, renewable energy, and energy infrastructure portfolio. The financing expands an original facility that included a €200 million initial commitment and an…...