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Periscope Equity exited Welfare & Pension Administration Service
Financial Services · Announced
Source: periscopeequity.com/news/
Related
Deerpath Capital exited Deerpath Capital
Financial Services · Announced 2026-07-28
PGIM acquired the remaining interest in Deerpath Capital.
Source: deerpathcapital.com/news/
CIVC Partners added Seneca House Advisors
Financial Services · Core · <$50M EV · Announced 2026-07-21
Cary Street Partners acquired Seneca House Advisors.
Stephens Group, LLC exited IMA Financial Group, Inc.
Financial Services · Extended · $50–300M EV · Announced 2026-05-19
Exited investment in IMA Financial Group via equity recapitalization.
Source: stephensgroup.com/news/
Stonehaven acquired FINRA Annual Conference
Financial Services · Announced 2026-05-14
Steven Jafarzadeh spoke at the FINRA Annual Conference.
Source: stonehaven-llc.com/news
Crestline Investors financed European Family Office
Financial Services · Announced 2026-05-13
Completed a $200 million NAV loan.
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