Identifying high-net-worth individuals in need of financial guidance is central to growth in the wealth management industry.
While advisors and sales teams use many signals to guide outreach, one of the strongest and most time-sensitive is often overlooked: the sale of a private business. A liquidity event instantly transforms business owners into high-net-worth individuals, creating a narrow window where the need for financial planning is at its peak.
We track more than 2,000 private company transactions each month in Dakota Marketplace and map those deals directly to key executives. This allows firms to gain a clear, actionable view into who has recently gone through a buyout and is likely navigating newfound liquidity, all in one place where you can view and act on every transaction.
Top CEOs in St. Louis
1. Robert Le Blanc – Onex Partners
Recent Transaction: Strategic Acquisition | 2/6/2026 | $642M
AIG acquired a 9.9% ownership stake in Onex Corporation for approximately $642 million, alongside a commitment to invest $2 billion over three years in Onex investment funds. The deal gives AIG a board seat and preferred access to Onex's fund lineup as it shifts its portfolio toward higher-yielding alternative assets.
Robert Le Blanc is CEO of Onex Partners, where he oversees the firm's growth strategy and capital allocation across its $55.9 billion AUM platform. His background includes seven years at Berkshire Hathaway and an early career at General Electric, and he currently holds board seats at Ryan Specialty, Convex, and Imagine Learning, among others.
2. Pascal St-Jean – 3iQ Digital Asset Management
Recent Transaction: Buyout / Private Equity | 2/28/2026 | $111.84M
Coincheck Group acquired approximately 97% beneficial ownership of 3iQ Corp. for an agreed value of roughly $112 million, paid in newly issued Coincheck Group shares. The deal brings together 3iQ's institutional digital asset platform with Coincheck's leading Japanese crypto exchange to accelerate global expansion for both firms.
Pascal St-Jean is President and CEO of 3iQ Digital Asset Management, one of Canada's pioneering institutional digital asset managers. Under his leadership, 3iQ has built a track record of firsts, including North America's first exchange-listed Bitcoin and Ether funds on the TSX and the world's first Ethereum staking ETF.
3. John Carson – Cordelio Power
Recent Transaction: Growth Equity | 12/15/2025 | Undisclosed
Pattern Energy entered into a definitive agreement to acquire Cordelio Power, an independent power producer managing a 1,860-megawatt portfolio of wind, solar, and storage projects across the United States and Canada. The share-based transaction expands Pattern's North American clean energy platform and increases CPP Investments' ownership stake in Pattern Energy upon closing.
John Carson is CEO of Cordelio Power, an independent power producer wholly owned by CPP Investments. He joined the firm in February 2026, bringing executive-level leadership to one of Canada's leading clean energy platforms.
4. Ahmad Ghahreman Ph.D. – Cyclic Materials - Series C
Recent Transaction: Series C Venture | 1/23/2026 | $75M
Cyclic Materials closed an oversubscribed $75 million Series C round led by T. Rowe Price, with additional participation from the Canada Growth Fund, bringing total equity raised to over $162 million. The capital will accelerate rare earths recycling infrastructure across the U.S. and Europe and expand the company's R&D footprint in Kingston, Ontario.
Ahmad Ghahreman is Co-Founder, President, and CEO of Cyclic Materials, a Toronto-based cleantech company building a circular supply chain for rare earth elements critical to AI, defense, and advanced manufacturing. He founded the company in 2021 and has scaled it into a recognized leader in rare earths recycling, earning recognition from MIT Tech Review, Fast Company, and Fortune.
5. Nicholas Reichenbach – Flow Water Inc.
Recent Transaction: Strategic Acquisition | 12/24/2025 | $83.75M
Cizzle Brands Corporation acquired Flow Water Inc.'s beverage co-manufacturing business for approximately $83.75 million CAD, funded through a senior secured credit facility from Orion Infrastructure Capital, a vendor take-back loan, and two private placements. The acquired facility in Aurora, Ontario will operate as the CWENCH Hydration Factory under Cizzle's ownership.
Nicholas Reichenbach is CEO of Flow Water Inc., the Toronto-area beverage company whose co-manufacturing platform anchored the transaction. He joined the firm in February 2026, leading the business through this pivotal divestiture of its manufacturing operations.
Book a demo of Dakota Marketplace to source key executives and CEOs!
6. Graham Rosenberg – Dentalcorp
Recent Transaction: Buyout / Private Equity | 1/14/2026 | $1.58B
GTCR acquired all issued and outstanding shares of Dentalcorp at C$11.00 per share, valuing the company at approximately C$2.2 billion in equity and C$3.3 billion in enterprise value. Founder Graham Rosenberg rolled a portion of his shares into the new private structure, retaining approximately 3% equity in the resulting private company.
Graham Rosenberg is the Founder, Chairman, and CEO of Dentalcorp, Canada's largest dental practice network. He founded the company in 2011 and led it through the largest healthcare IPO in Canadian history in 2021, raising over $950 million. A CPA and Schulich School of Business MBA, Rosenberg is a two-time EY Entrepreneur of the Year honoree.
7. Raj Kamal – TransFi
Recent Transaction: Series A Venture | 3/17/2026 | $14.2M
TransFi closed a $19.2 million financing round comprising $14.2 million in Series A equity and a $5 million committed liquidity facility, led by Turing Financial Group. The capital will fund expansion across emerging market payment corridors in Southeast Asia, South Asia, the Middle East, Latin America, and Africa, alongside continued investment in stablecoin infrastructure and AI-driven operations.
Raj Kamal is Co-Founder and CEO of TransFi, a global payments infrastructure company operating across 70+ countries on stablecoin rails. He brings over 25 years of financial services and technology experience spanning McKinsey, PayU, and OYO, and has grown TransFi 16x in revenue since its 2024 seed round.
8. David Patchell-Evans – Good Life Fitness
Recent Transaction: Minority Growth Equity | 2/2/2026 | Undisclosed
Apollo-managed funds secured a strategic minority investment in the GoodLife Group to accelerate the company's long-term growth strategy across its portfolio of fitness brands. The deal positions GoodLife to expand its 400-club, 1.5 million-member platform while maintaining its founder-led leadership structure.
David "Patch" Patchell-Evans is the Founder and CEO of GoodLife Fitness, Canada's largest fitness club chain and the fourth largest globally. He built the company from a single London, Ontario location in 1979 into a platform spanning GoodLife Fitness, Fit4Less, and Éconofitness, and was inducted into the Canadian Business Hall of Fame in 2021.
9. Brad Selleck – Husky Technologies
Recent Transaction: Acquisition / Merger | 1/12/2026 | $5B
CompoSecure completed its business combination with Husky Technologies, valuing the combined business at approximately $7.4 billion. The deal was funded through a $2 billion private placement, a $1 billion equity rollover from Platinum Equity, and $2 billion in debt, creating a diversified platform with roughly 70% recurring revenues across both businesses.
Bradley Selleck is CEO of Husky Technologies, a Bolton, Ontario-based global leader in injection molding equipment and aftermarket services with customers in over 140 countries. Appointed to the role in October 2024, he brings over 25 years of operations and supply chain leadership, including prior experience as COO at Husky and VP of Operations at L3Harris Technologies.
10. Andrew Stewart – CSI Global Education
Recent Transaction: Acquisition / Merger | 12/5/2025 | Undisclosed
Fitch Learning completed its acquisition of Moody's Analytics Learning Solutions and the Canadian Securities Institute, creating a combined platform serving over 92,000 finance professionals across 148 countries. The CSI brand will be retained, while Fitch Learning integrates both organizations' credit, digital, and certification offerings into a single global financial education business.
Andrew Stewart is Managing Director of CSI Global Education, where he leads the global Learning Solutions business across curriculum, technology, and operations. He brings 18 years of experience at Moody's overseeing the delivery of learning materials and examinations to more than 50,000 learners annually across global markets.
Where Liquidity Events Become Prospecting Signals
Finding prospects may not be the challenge; it’s knowing when to reach them.
Private company transactions are one of the clearest signals of imminent need. They turn operating executives into newly liquid decision-makers almost overnight. Firms that align outreach to these moments gain a real advantage in timing, relevance, and conversion.
Dakota Marketplace delivers that edge.
Our combination of real-time private company transaction data and “likely to transact” signals allows RIAs and advisors to engage in timely, highly relevant outreach to individuals with newly acquired or soon-to-be-acquired wealth.
You’ll see all private company transactions in one place, updated continuously, so your team can prioritize outreach, engage with confidence, and convert at the right moment.
Book a demo of Dakota Marketplace to source key executives and CEOs!
