MORE►
investment firm
Balefire Managing Partners John Hoffman (left) and Jason Hester [Photos: Balefire]
With $3.7B Under Management, VisionPoint and Navitas Merge to Launch Balefire
by David Seeley | 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.
by Lance Murray |
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►
by Lance Murray |
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►
by Lance Murray |
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►
Robert Covington, founder and managing partner, Braemont Capital [Photo: Braemont]
Dallas’ Braemont Capital Acquires Colorado Tech Services Provider Loenbro
by Lance Murray | 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►
by Lance Murray |
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►
by Lance Murray |
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►
by Michael Wood |
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►
Image: BsWei/iStockPhoto
Good Returns, Inverdale Create Program to Increase Social Impact Guarantee Capacity
by Lance Murray | May 10, 2018
The Guarantee-Investment-Values Strategies program immediately will expand the guarantee capacity for Good Returns’ Cycle program.
MORE►
by David Kirkpatrick |
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►
by Lance Murray |
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►
