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- Sixth Street partners with Northwestern for $13B in ABS
- Capital Group and KKR enter into strategic partnership for alternatives, private credit, and beyond
- Aflac gets into private credit with 40% stake in Tree Line Capital
- Brookfield acquires majority stake in asset-based private credit firm Castlelake – another david and goliath partnership.
- BNY partners with CIFC on private credit
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Tag Archives: RIA
300B RIA Creative Planning Acquires ML&R Wealth Management
Creative Planning with $300 billion in assets under management and advisors in all 50 states and 90 countries is a behemoth of the RIA world… and it keeps scooping up smaller players. On April 2, 2024 Creative Planning CEO Peter … Continue reading
Posted in Asset managment
Tagged acquisition, advice, asset management, consulting, creative planning, daniel enskat, hnw, investing, liftout, m&A, RIA, team, warren enskat, wealth management
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$18B RIA Sequoia Financial Acquires AltruVista to add wealth management for entrepreneurs
The fast growing US RIA market continues to consolidate, as larger RIAs scoop up smaller ones to add geographical footprint and additional services and client segments. Yesterday Akron based Sequoia Financial Group announced the acquisition of AltruVista in Houston. Sequoia … Continue reading
Warren Enskat Group 