Sol Global Investments
Post in 2024
Sol Global Investments is an international company headquartered in Calgary, Alberta, Canada, founded in 2014. It specializes in strategic investments and partnerships, primarily focusing on the cannabis sector. The company employs a private equity strategy that emphasizes thematic investments in growth industries, aiming to identify and support pioneering businesses that have the potential to disrupt traditional markets. Sol Global Investments seeks high-growth opportunities across various stages, from seed stage to initial public offerings, positioning itself as a growth-oriented firm dedicated to fostering innovation and expansion in dynamic sectors.
Brooks Macdonald Group
Acquisition in 2024
Brooks Macdonald Group plc, based in the United Kingdom, specialises in providing tailored investment management services to private high net worth individuals, charities, trusts, pension funds, and other institutional clients. The company offers a range of services including offshore fund management, administration, and acting as a fund manager for regulated Open-Ended Investment Companies (OEICs). They also manage property assets and offer international investment advisory services. Their primary revenue stream comes from their core investment management segment.
Results International
Acquisition in 2022
Results International, founded in 1991 and headquartered in London, United Kingdom, is a strategic and corporate finance consulting firm that specializes in the marketing, healthcare, and technology sectors. The firm offers a range of services, including mergers and acquisitions, fundraising, and independent corporate finance advisory for entrepreneurs, corporations, and investors. Known for advising on high-profile transactions, Results International has built a reputation for its expertise in navigating complex financial landscapes. In August 2022, the firm was acquired by Canaccord Genuity, further expanding its reach and capabilities in the financial services industry.
Sawaya Partners
Acquisition in 2021
Sawaya Partners, founded in 2001 and based in New York, was an investment banking firm that specialized in providing high-quality advisory services to clients in the consumer sector. The firm offered a range of services, including sell-side and buy-side advisory, mergers and acquisitions, leveraged buyouts, and general advisory, with a focus on cross-border transactions. Sawaya Partners catered to various industries, including health, wellness, home, automotive, and food and beverage. In December 2021, the firm was acquired by Canaccord Genuity.
Punter Southall Wealth
Acquisition in 2021
Punter Southall Wealth is a financial advisory firm that offers a range of comprehensive wealth management solutions. Catering to private clients, charities, and intermediaries, the company specializes in financial planning, wealth management, retirement planning, and investment management. It also provides paraplanning and client service administration services. Punter Southall Wealth is dedicated to delivering tailored solutions that help high net worth clients achieve their financial goals.
InvestX Capital
Venture Round in 2021
InvestX Financial (Canada) Ltd. is a private equity firm based in Vancouver, Canada, specializing in late-stage and growth equity investments. Founded in 2013, the firm primarily invests in private and pre-IPO companies, utilizing digital currency for transactions. InvestX aims to democratize access to private equity investing, allowing retail accredited investors to participate in high-quality investment opportunities with minimum investments as low as $2,500. By aggregating smaller investments from its members, InvestX is able to write larger checks to private equity firms, ensuring access to the same vetted deals typically available only to institutional investors and the ultra-wealthy. The firm carefully selects partners with a strong track record and conducts thorough due diligence, assuring members that their interests align with those of the private equity firms, which co-invest alongside them in each opportunity.
Curaleaf is a prominent integrated cannabis operator based in Wakefield, Massachusetts, focused on the production and sale of medical and wellness cannabis products across the United States. Established in 2010, the company operates in two main segments: Cannabis Operations and Non-Cannabis Operations. Its Cannabis Operations encompass the cultivation, processing, and distribution of a wide array of cannabis products, including flowers, pre-rolls, vaporizer oils, cartridges, tinctures, edibles, and topicals. Curaleaf's Non-Cannabis Operations provide essential services such as cultivation expertise, retail support, and intellectual property licensing to other cannabis license holders. With a strong presence in 17 states, Curaleaf is known for its commitment to quality and reliability under its brands, including Curaleaf, Select, and Grassroots. The company has also expanded its reach through strategic acquisitions, positioning itself to tap into the growing European cannabis market.
Inovalis Real Estate Investment Trust
Post in 2019
Inovalis Real Estate Investment Trust is an unincorporated, open-ended real estate investment trust established pursuant to a declaration of trust under the laws of the Province of Ontario. The REIT has been created for the purpose of acquiring and owning office properties primarily located in France and Germany but also opportunistically in other European countries where assets meet the REIT's investment criteria. The REIT currently owns an interest in eleven office properties in France and Germany, comprising approximately 1,409,113 square feet of gross leasable area (taking into account the interests in the properties owned in joint ventures).
Petsky Prunier
Acquisition in 2019
Petsky Prunier is a prominent investment banking firm established in 1999 and headquartered in New York City. It specializes in providing merger and acquisition and private placement advisory services primarily within the technology, media, marketing, eCommerce, and healthcare sectors. The firm combines deep industry expertise with product specialization, positioning itself as a leading advisor in these fields. In collaboration with Winterberry Group, a strategic consulting firm under its umbrella, Petsky Prunier offers comprehensive strategic and transactional services. The firm enhances its global reach through partnerships with investment banks such as The Mountain Capital Group in China and Allegro Advisors and o3 Capital in India. Securities transactions are managed through Petsky Prunier Securities LLC, which is a member of FINRA and affiliated with the firm. In February 2019, Petsky Prunier was acquired by Canaccord Genuity.
Jitneytrade
Acquisition in 2018
Jitneytrade is a Toronto-based provider of direct access brokerage and equity trading services. The company specializes in offering a range of technological solutions that enhance revenue growth opportunities for institutional and wealth management clients. Jitneytrade focuses on meeting the evolving needs of its clientele by providing optimal access to both North American and international exchanges. Additionally, the firm has expertise in business immigration, financial advice, economic citizenship, consulting, and permanent residency services, further diversifying its service offerings.
Quinsam Capital
Post in 2018
Quinsam Capital Corporation is an investment and merchant banking firm based in Toronto, Canada, with a focus on the small-cap market. Established in 2004, the company engages in various activities, including acquisitions, advisory services, lending, and portfolio investments. While Quinsam has a diverse investment strategy that spans technology, healthcare, mining, e-sports, and cannabis sectors, it primarily emphasizes cannabis-related investments. The firm seeks to invest in assets, companies, or projects that are perceived as undervalued, aiming to unlock their potential through strategic financial interventions and management expertise.
Quinsam Capital
Post in 2017
Quinsam Capital Corporation is an investment and merchant banking firm based in Toronto, Canada, with a focus on the small-cap market. Established in 2004, the company engages in various activities, including acquisitions, advisory services, lending, and portfolio investments. While Quinsam has a diverse investment strategy that spans technology, healthcare, mining, e-sports, and cannabis sectors, it primarily emphasizes cannabis-related investments. The firm seeks to invest in assets, companies, or projects that are perceived as undervalued, aiming to unlock their potential through strategic financial interventions and management expertise.
Hargreave Hale
Acquisition in 2017
Hargreave Hale Limited specializes in security trading and brokerage services for both institutional and individual clients. The firm provides a range of financial services including investment advisory, share brokerage, portfolio management, custodial services, and intermediary services. Recognizing the uniqueness of each client, Hargreave Hale emphasizes personalized service, working closely with clients to evaluate their individual circumstances and goals. This tailored approach ensures that the solutions offered align with the specific needs of each client. The company is recognized as a leading provider of investment management and fund management services in the UK, combining modern investment strategies with a commitment to high standards of customer service. Their team of experienced professionals serves a diverse clientele, including private individuals, professional intermediaries, corporations, trusts, and charities.
Collins Stewart Hawkpoint Limited
Acquisition in 2011
Collins Stewart Hawkpoint is a leading independent financial advisory group with around 850 employees across four main operating divisions: Corporate Advisory, Corporate Broking, Securities and Wealth Management. Its services cover institutional stockbroking, UK, European and US research, fixed income credit trading, corporate broking, corporate finance advisory services, debt capital markets advice, restructuring and debt advisory services, private client and intermediary wealth management and fund management - all serviced by its unique research tool Quest(TM).