Financial Advisor Moves & Other People News: June 2025

Raymond James once again led the recruiting charts in June, adding nine advisor teams with more...

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Peter Harris, Investment Research Associate | July 2, 2025

Top Private Equity Firms in Dallas | 2025 Rankings & Insights

Dallas, Texas has rapidly established itself as a leading destination for capital growth in the...

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Morgan Holycross, Marketing Manager | July 1, 2025

New RIAs and Investment Firms from May 2025 | RIA Launches

We are pleased to present the Monthly Report of Newly Formed RIAs - May 2025. We are continuously...

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Morgan Holycross, Marketing Manager | June 26, 2025

The Real Challenge in Private Equity: Deal Sourcing in 2025

If you’ve ever tried to keep tabs on sponsor-backed portfolio companies, you know the drill. You’re...

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Peter Harris, Investment Research Associate | June 25, 2025

Top Ten Private Equity Firms in San Francisco

San Francisco is a prime destination for private equity investment, offering a dynamic blend of...

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Morgan Holycross, Marketing Manager | June 24, 2025

Top 5 Private Company Deal Sourcing Databases used by Private Equity Firms

In today’s private equity landscape, finding the right deal is harder (and more important) than...

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Peter Harris, Investment Research Associate | June 18, 2025

Top Ten Private Equity Firms in Minneapolis

Minneapolis boasts an eclectic and remarkably resilient economy, underpinned by strong Midwestern...

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