IDA is a private real estate financier and investment management company specializing in funding real estate development projects.
BondBloxx
Private Equity Round in 2024
BondBloxx is an exchange-traded fund (ETF) issuer that specializes in the fixed-income market, creating innovative investment tools for bond investors. The company simplifies bond investing by enabling users to electronically track and trade bonds in a manner similar to stocks. This approach allows investors to access precise market exposures tailored to current market dynamics, enhancing their opportunities and flexibility in navigating the complexities of the bond market. BondBloxx is committed to addressing the specific needs of fixed-income investors by providing accessible and efficient investment solutions.
Central Park Group
Acquisition in 2021
Central Park Group, LLC is an independent investment advisory firm based in New York, specializing in alternative investment strategies. Founded in 2006, the company focuses on providing private equity, hedge fund, real estate, and fund-of-funds investments specifically tailored to high net worth individuals and smaller institutional investors. Central Park Group distributes its offerings through various channels, including global wealth management firms, U.S. brokerage firms, registered investment advisors, financial planning firms, and family offices. The firm was previously known as Innovations Partners Group, LLC.
Waddell & Reed
Acquisition in 2020
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners.
Waddell & Reed
Acquisition in 2020
Waddell & Reed, Inc. is a financial advisory firm established in 1937 and headquartered in Overland Park, Kansas. The company provides a comprehensive suite of services, including investment advisory, securities brokerage, and the distribution of investment products through its IVY INVESTMENTS® brand. It serves both individual and institutional clients, offering solutions such as financial planning, retirement and education funding, life insurance, annuities, and disability income insurance. Waddell & Reed focuses on delivering tailored investment strategies to meet the diverse needs of its clientele, which includes individuals, families, corporations, and institutional investors. The firm operates through various channels, including independent financial advisors and institutional partnerships, to effectively distribute its services and products.
Aiera, Inc. is a New York-based company that operates an event intelligence and insights platform aimed at enhancing investment strategies for institutional investors. Founded in 2017, Aiera utilizes adaptive deep learning and advanced linguistic techniques to provide real-time analysis and monitoring of public earnings calls, financial disclosures, and various market events. The platform offers users the ability to receive timely alerts, including buy, sell, and hold recommendations, as well as target price updates for tracked equities and crypto assets. Additionally, Aiera’s solutions include automation capabilities for workflows and document discovery, enabling investment professionals to leverage data and insights efficiently. By integrating predictive modeling and self-learning models, Aiera supports investment managers in achieving informed decision-making within a secure and scalable infrastructure.
Aiera, Inc. is a New York-based company that operates an event intelligence and insights platform aimed at enhancing investment strategies for institutional investors. Founded in 2017, Aiera utilizes adaptive deep learning and advanced linguistic techniques to provide real-time analysis and monitoring of public earnings calls, financial disclosures, and various market events. The platform offers users the ability to receive timely alerts, including buy, sell, and hold recommendations, as well as target price updates for tracked equities and crypto assets. Additionally, Aiera’s solutions include automation capabilities for workflows and document discovery, enabling investment professionals to leverage data and insights efficiently. By integrating predictive modeling and self-learning models, Aiera supports investment managers in achieving informed decision-making within a secure and scalable infrastructure.
Towry
Debt Financing in 2012
Towry Holdings Limited is a wealth management company based in Bracknell, United Kingdom, with a strong presence across various cities including London, Birmingham, and Edinburgh. Founded in 1968, Towry specializes in providing wealth advice and investment management services to private individuals, families, and trustees. The firm offers comprehensive financial planning that covers key areas such as pensions, retirement, inheritance tax planning, and investment strategies. Towry aims to empower its clients to make informed decisions about their financial futures. In 2007, the company changed its name from Towry Law Holdings Limited and, as of August 2016, operates as a subsidiary of Tilney Bestinvest Group Limited.
Tristone Capital
Acquisition in 2009
Tristone Capital is a global energy advisory firm founded in 2000, specializing in Investment Banking, Acquisitions and Divestitures, and Global Equity Capital Markets services. The firm has established a broad international presence with offices in the UK, Argentina, Canada, and the US. Tristone Capital focuses exclusively on the energy sector, providing expert advisory services to a range of clients, including exploration and production companies, oilfield service and midstream companies, government entities, royalty trusts, master limited partnerships, and institutional investors. Its dedicated approach ensures that clients receive tailored financial solutions that cater to the unique challenges and opportunities within the energy industry.
KSK Power Venture
Private Equity Round in 2008
KSK Power Venture is a power project development company based in Hyderabad, India, specializing in the development, ownership, operation, and maintenance of power generation assets. Founded in 2001, the company operates primarily in two segments: project development and power generation. Its portfolio includes several operational power plants, such as the KSK Mahanadi Power plant in Chhattisgarh, which has a capacity of 3,600 megawatts, as well as various other coal, lignite, and natural gas-based plants across India. KSK Power Venture supplies electricity to industrial consumers and state-owned enterprises, focusing on capitalizing on growth opportunities within the Indian power sector. In addition to its core power generation activities, the company also explores natural and mineral resources and engages in investment and financing activities.
Giuliani Capital Advisors
Acquisition in 2007
Giuliani Capital Advisors LLC is a boutique investment banking firm that provides corporate finance services. The firm offers capital markets, mergers and acquisitions, and restructuring advisory services. It caters to automotive; airline and transportation; health sciences; industrial products and manufacturing; retail and consumer products; and technology and communication industries. Giuliani Partners acquired Ernst & Young Corporate Finance LLC in 2004 and renamed it as Giuliani Capital Advisors LLC. The firm is based in New York City with additional offices in Atlanta, Georgia; Chicago, Illinois, Los Angeles and San Francisco, California; and Troy, Michigan. As of April 13, 2007, Giuliani Capital Advisors, LLC is a subsidiary of Macquarie Securities (USA), Inc.