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Arctos, now a business of KKR, has closed its inaugural Arctos Keystone Partners Fund I at $6.2 billion, surpassing its original $4 billion target by 55% and establishing itself as the largest first-time fund in the GP Solutions space. The fund provides growth capital and bespoke financing to alternative asset managers, targeting leading private fund …

As we draw near to the September and October extended tax filing extension deadlines, many investors and operating companies assume the window for meaningful tax optimization has closed. In reality, the post-filing period can be one of the most productive times to reassess credit and deduction opportunities that were missed in the rush. From accelerated …

Galaxy Digital has made a strategic investment in Digital Prime Technologies, the institutional digital asset technology firm behind Tokenet, a lending platform developed in partnership with EquiLend. The investment extends an existing relationship: Galaxy participated as a launch client when Tokenet went live in May 2026. Tokenet applies securities lending workflows, risk controls, and lifecycle …

Peachtree Group, an investment management firm, has partnered with Goldman Sachs Custody Solutions to expand its reach of alternative investment offerings to investors.  Through Goldman Sachs’ custody solutions platform, RIAs will gain access to Peachtree’s investment products, to provide high-net-worth and affluent clients with“streamlined” access to Peachtree’s real estate and credit products.  Additionally, Peachtree’s investment vehicles are accessible through alternative investment platforms, including iCapital, SEI …

Global M&A activity surged 41% year-over-year to $2.4 trillion in the first five months of 2026, putting the market on track for its second-highest annual total on record after a 2025 that saw deal value rise 40% to $4.9 trillion, according to Bain & Company. The resurgence is broad-based across sectors and geographies, driven by …

Clearstead Advisors has purchased a Pennsylvania-based wealth management firm, which oversees $5.3 billion in combined regulatory assets under management and advisement.   The Philadelphia-based team was formerly part of myCIO Wealth Partners and manages roughly $2.6 billion of regulatory assets and $2.7 billion in assets under advisement, as of March 31.  The nine-person team is led by advisor Paul Bracaglia and includes senior advisors Phil Bonelli, Michael Finelli, Bruce Fenster, and Jackson Davey.  As part …

Executive Summary SpaceX’s record-breaking $25 billion investment-grade bond offering was initially hailed as another milestone in the AI infrastructure investment boom. With nearly $89 billion in investor orders, the transaction demonstrated that institutional appetite for marquee AI-related issuers remains exceptionally strong. Yet the celebration was short-lived. Record Demand Meets a Harsh Market Reality SpaceX made …

U.S. consumers raised their short- and medium-term inflation outlooks in June, pushing expectations to their highest levels in years even as anticipated gasoline prices fell to a four-year low. The Federal Reserve Bank of New York’s June Survey of Consumer Expectations, released Tuesday, showed that median inflation expectations at the one-year horizon rose 0.2 percentage …

Clearstead Advisors has purchased a Pennsylvania-based wealth management firm, which oversees $5.3 billion in combined regulatory assets under management and advisement.   The Philadelphia-based team was formerly part of myCIO Wealth Partners and manages roughly $2.6 billion of regulatory assets and $2.7 billion in assets under advisement, as of March 31.  The nine-person team is led by advisor Paul Bracaglia and includes senior advisors Phil Bonelli, Michael Finelli, Bruce Fenster, and Jackson Davey.  As part …

GCG Advisory Partners has added its first hybrid registered investment advisory firm in Rhode Island, making it the first practice to join GCG with the multi-platform option for clients.  East Providence-based BlueChip Financial Advisors, founded in 1998, provides wealth management services, including financial planning and investment management, to high-net-worth clients, including trusts, estates, and charitable organizations, according to the firm’s Form ADV Part 2 Brochure, updated …

Brookfield has expanded its financing framework with Bloom Energy to $25 billion from $5 billion, a fivefold increase since the partnership was announced in October 2025, to fund fuel cell power projects for AI infrastructure globally. The expanded commitment draws from Brookfield’s dedicated AI Infrastructure Fund, which launched in November 2025 with a target to …

Nuveen has closed a $546 million preferred equity investment in SunZia, the largest renewable energy infrastructure project in U.S. history, marking the largest preferred tax equity allocation to date by its Energy Infrastructure Credit (EIC) platform. Including co-investor commitments, Nuveen EIC has invested nearly $1.5 billion across four financings supporting SunZia. Developed by Pattern Energy, …

Global M&A activity surged 41% year-over-year to $2.4 trillion in the first five months of 2026, putting the market on track for its second-highest annual total on record after a 2025 that saw deal value rise 40% to $4.9 trillion, according to Bain & Company. The resurgence is broad-based across sectors and geographies, driven by …

Executive Summary SpaceX’s record-breaking $25 billion investment-grade bond offering was initially hailed as another milestone in the AI infrastructure investment boom. With nearly $89 billion in investor orders, the transaction demonstrated that institutional appetite for marquee AI-related issuers remains exceptionally strong. Yet the celebration was short-lived. Record Demand Meets a Harsh Market Reality SpaceX made …

Figure Technology Solutions is making a bold move to expand its blockchain-based capital markets platform, announcing a $717 million agreement to acquire Kiavi, an AI-powered lending platform serving residential real estate investors. The deal includes a joint venture with Sixth Street to purchase loans off Kiavi’s balance sheet. Kiavi has spent 13 years building a …

Moomoo is expanding its cryptocurrency trading business into Texas while introducing a new feature that allows U.S. users to transfer digital assets directly between external wallets and their platform accounts. The global investment and trading platform said Texas-based investors can now trade 52 cryptocurrencies through Moomoo Crypto with zero commissions and transaction fees as low …

Executive Summary SpaceX’s record-breaking $25 billion investment-grade bond offering was initially hailed as another milestone in the AI infrastructure investment boom. With nearly $89 billion in investor orders, the transaction demonstrated that institutional appetite for marquee AI-related issuers remains exceptionally strong. Yet the celebration was short-lived. Record Demand Meets a Harsh Market Reality SpaceX made …

U.S. employers added 57,000 jobs in June, while the unemployment rate edged down to 4.2% from 4.3% in May, according to the U.S. Bureau of Labor Statistics. The report also included sizable downward revisions to prior months. April payroll growth was revised lower to 148,000 from 179,000, while May payrolls were cut to 129,000 from …