Financial Services Stake Purchase Transactions

DayMark Wealth Partners is an investment advisor serving high-net-worth individuals, families, and business owners. DayMark Wealth Partners was founded in 2022 and is based in Cincinnati, Ohio.

CWC
Company
Financial Services
Chicago, Illinois
www.constellationwealthcapital.com

Home Equity Partners is a financial solutions company that helps homeowners gain greater access to their home equity. Home Equity Partners is based in Toronto, Ontario.

Myriad Group
Company
Real Estate
Toronto, Ontario
www.myriadrentals.com

AlphaBeta is a fintech firm specialising in quantitative investment strategies and asset-management technologies. AlphaBeta is based in Tel Aviv, Israel.

WisdomTree Investments, Inc.
Company
Financial Services
New York, New York
www.wisdomtree.com

Cherokee Federal delivers contract services to U.S. federal agencies through a portfolio of tribally owned, small disadvantaged business entities. Cherokee Federal is based in Tulsa, Oklahoma.

Sovereign Capital Partners
Investor
Private Equity Firm
London, United Kingdom
www.sovereigncapital.co.uk

Gilmore Advisors is a non-attest business providing tax and business consulting services. Gilmore Advisors is based in San Mateo, California.

Elevate
Company
Business Services
King of Prussia, Pennsylvania
www.elevatekop.com

Gilmore & Associates
Company
Business Services
San Mateo, California
www.gilmorecpa.com

Bit2Me is a digital asset company to help individuals, companies and institutions access, trade and manage cryptocurrencies and digital assets easily and securely. Bit2Me was founded in 2014 and is based in Alicante, Spain.

Tether
Company
Financial Services

www.tether.io

Hilco Global is an international financial services company. Hilco Global offers a unique platform of more than twenty integrated business units located around the world and focused on three core corporate solution areas: Valuation, Monetization, and Advisory Services. Hilco Global was founded in 1987 and is based in Northbrook, Illinois.

Orix
Company
Financial Services
Tokyo, Japan
www.orix.co.jp
Advisor: Davis Polk & Wardwell

IFDS is a specialist provider of fund depositary services. IFDS was founded in 2022 and is based in Warsaw, Poland.

Innova Capital
Investor
Private Equity Firm
Warsaw, Poland
www.innovacap.com

Van Lanschot Kempen is a financial institution focused on providing private banking, asset management, and merchant banking services. Van Lanschot Kempen was formed in 1737 and is based in 's-Hertogenbosch, Netherlands.

ING Groep
Company
Financial Services
Amsterdam, Netherlands
www.ing.com

PWL Capital is an independent boutique retirement and wealth firm that offers holistic, full-service wealth management expertise. PWL Capital was founded in 1996 and is based in Ottawa, Ontario.

OneDigital
Company
Insurance
Atlanta, Georgia
www.onedigital.com

MGG Investment Group provides flexible capital solutions to middle-market companies across all industries. MGG Investment Group was founded in 2014 and is based in New York, New York.

Assicurazioni Generali
Company
Insurance
Trieste, Italy
www.generali.com
Advisors: Morgan Lewis , Ardea Partners

Fisher Investments is an independent, fee-only investment adviser. Fisher Investments was founded in 1979 and is based in Plano, Texas.

Advent International
Investor
Private Equity Firm
Boston, Massachusetts
www.adventinternational.com

Aadhar Housing Finance is a low-income housing finance companies in India servicing the home financing needs of the low income sections of the society. Aadhar Housing Finance was incorporated in 1990 and is based in Mumbai, Maharashtra.

CPP Investments
Investor
Pension
Toronto, Ontario
www.cppinvestments.com/the-fund/our-investments/investment-private-equity/

Tyme is a multi-country digital banking group, focused on serving consumers and SMEs in emerging markets. Tyme was founded in 2019 and is based in Singapore.

Nubank
Company
Financial Services
São Paulo, Brazil
www.nubank.com.br

Pace Equity is a provider of funding for commercial property-assessed clean energy (C-PACE) projects offering private capital to fund components of a commercial building’s construction budget that have measurable water, energy, or renewable resource savings. Pace Equity is based in Milwaukee, Wisconsin.

Aquarian Holdings
Company
Diversified
New York, New York
www.aquarianlp.com
Advisor: DLA Piper

Key Bank is a provider of investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. Key Bank was founded in 1849 and is based in Cleveland, Ohio.

Scotia Bank
Company
Financial Services
Toronto, Ontario
www.scotiabank.com
Advisors: Cravath, Swaine & Moore , BofA Securities , Scotiabank - Global Banking and Markets