investment firm

With $3.7B Under Management, VisionPoint and Navitas Merge to Launch Balefire

by | May 8, 2025
Dallas-based VisionPoint Advisory Group and Ridgeland, Mississippi-based Navitas Wealth Advisors have combined in "a merger of two equals," with partners and employees in 19 states and clients in 39 states.
MORE
Dallas’ Rising Phoenix Capital Appoints Director of Capital
by | Dec 20, 2024
Ben Fujihara will be responsible for overseeing capital strategy, investor relations, and business development at Rising Phoenix, the investment firm said.
MORE
Germany-Based Viessmann Acquires Fort Worth’s KPS Global
by | Oct 4, 2024
KPS Global, a leader throughout the food retail end market, has expanded significantly into the scientific and cold storage markets. Its new owner, Viessmann Generations Group, is a global, broadly diversified, and "purpose-driven" family company founded in 1917.
MORE
Dallas’ Trive Capital Names Global Head of Investor Relations
by | Apr 26, 2024
Joining private equity firm Trive Capital after a decade at The Carlyle Group, Amy Wesley is responsible for capital formation, product development, and investor communication.
MORE

Dallas’ Braemont Capital Acquires Colorado Tech Services Provider Loenbro

by | Feb 8, 2024
Braemont said the deal strategically positions Loenbro—a provider of highly technical, specialized services to the data center, infrastructure, and diversified industrial markets—for continued growth through both organic and M&A-driven initiatives.
MORE
TPG Names New Fort Worth‐Based Partner and Head of Operations
by | May 3, 2023
Ayanna Clunis, a former managing director at JPMorgan with more than 20 years of experience in financial services, will oversee all operational and technology functions across the firm globally.
MORE
2 Former Match Group CEOs Join Advent International as Operating Partners
by | Oct 20, 2022
Shar Dubey and Mandy Ginsberg will play key roles in further building out Advent’s consumer technology practice and work collaboratively with the firm’s consumer and technology investment teams and the management teams of its portfolio companies.
MORE
CBRE Uses its Return-to-Work Playbook to Help Dallas ISD Safely Reopen
by | Jul 9, 2020
CBRE's roadmap for returning to the workplace has already allowed DISD to reopen its 16-story central administration building—occupied entirely by the district—to 25% capacity last month.
MORE
good returns

Good Returns, Inverdale Create Program to Increase Social Impact Guarantee Capacity

by | May 10, 2018
The Guarantee-Investment-Values Strategies program immediately will expand the guarantee capacity for Good Returns’ Cycle program.
MORE
Josh Smith
$8M Series A Round Leads to Rapid Growth for Solovis
by | Apr 30, 2018
Solovis moved to Dallas in 2015 and serves large-scale investment firms in reporting on and managing investment portfolios through its technology platform.
MORE
gene
Dallas Business Leaders Run VC Firm Backing Israeli Startups
by | Nov 14, 2017
Gefen Capital Investments LLP is a unique U.S.-Israeli investment group led by Dallas business leaders Sheldon Stein and David Wiessman.
MORE