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Hyperion Realty Capital has formed a strategic partnership with GCM Grosvenor that includes a commitment of up to $100 million for a new closed-end fund targeting value-add grocery-anchored shopping centers across the Western United States.  The vehicle, Hyperion Grocery Retail Partners III, is seeking $200 million of equity and could assemble a portfolio representing as …

LLR Partners has made a strategic investment in EnergyCAP, a utility and energy management software provider, joining existing investor Resurgens Technology Partners. The companies did not disclose the investment amount, ownership stakes or EnergyCAP’s valuation. Resurgens, which first invested in EnergyCAP in 2021, will remain an active investor. EnergyCAP brings utility bills, energy usage and …

Tether and London-based Fasanara Capital have launched StableFund, an evergreen private credit vehicle backed by $400 million in sponsor co-investment and designed to raise as much as $3 billion from outside institutional investors. The fund will invest in short-duration, asset-backed credit opportunities sourced through Fasanara’s global fintech lending network. Its strategy will focus on financing …

Asset-tokenized platform Securitize has launched the Neuberger Securitize High Income Tokenized Fund, marking it as the first high-yield bond fund with investment manager Neuberger Berman.  The fund aims to attract risk-adjusted returns by investing primarily in high-yield and fixed-income investments across public blockchain networks such as Avalanche, Ethereum, Solana, and Sui.  The move comes as …

Simplify Asset Management has submitted an unsolicited proposal to acquire The Marygold Companies for $2.25 a share in cash, topping Madison Dearborn Partners’ agreement to buy the holding company for $2 a share and putting control of commodity ETF manager USCF in play. Simplify said it delivered the proposal to Marygold’s board Sept. 27, two …

Brixmor Property Group and Everview Partners have agreed to acquire Slate Grocery REIT in an all-cash transaction valued at approximately $2.3 billion, bringing Slate’s strategic review to a close and expanding Brixmor’s grocery-anchored shopping center business. Slate unitholders would receive $13 per unit. The offer is about 13% above Slate’s May 21 closing price, before …

U.S. finance chiefs remain broadly optimistic about the economy, but the outlook is diverging by company size as smaller firms face greater difficulty covering costs and financing growth, according to a survey released Wednesday. The third-quarter CFO Survey, conducted by Duke University and the Federal Reserve Banks of Richmond and Atlanta, collected responses from 517 …

Executive Summary The Federal Reserve’s quarter-point increase to a 3.75% to 4% target range began its first tightening campaign since July 2023, with policymakers signaling that at least one more increase may be needed before year-end. Past hiking cycles have ranged from modest adjustments to the aggressive inflation-fighting campaigns of the 1970s and early 1980s. …

Wealth management firms searching for greater scale may need to focus less on expanding advisor reach and more on redesigning the work surrounding client meetings. New research argues that fragmented scheduling, preparation, documentation and follow-up are reducing productivity, increasing key-person risk and weakening firm profitability. A white paper from The Oasis Group, sponsored by GReminders, …

Private-market investments could improve retirement outcomes, but their benefits depend as much on savings behavior, plan design and implementation as on asset selection, according to new CFA Institute research. The report cautions that higher fees, illiquidity and opaque valuations could prevent modeled gains from reaching defined-contribution plan participants. Private Equity Produces the Highest Wealth The …

LLR Partners has made a strategic investment in EnergyCAP, a utility and energy management software provider, joining existing investor Resurgens Technology Partners. The companies did not disclose the investment amount, ownership stakes or EnergyCAP’s valuation. Resurgens, which first invested in EnergyCAP in 2021, will remain an active investor. EnergyCAP brings utility bills, energy usage and …

Man Group has launched the Man Active Global Infrastructure ETF, extending its U.S. wealth offering to five exchange-traded funds. The actively managed fund trades on NYSE Arca under the ticker MGIN and seeks long-term capital growth through shares of listed infrastructure companies. The strategy can invest across energy, utilities, digital and communications infrastructure, and transportation …

Wealth management firms searching for greater scale may need to focus less on expanding advisor reach and more on redesigning the work surrounding client meetings. New research argues that fragmented scheduling, preparation, documentation and follow-up are reducing productivity, increasing key-person risk and weakening firm profitability. A white paper from The Oasis Group, sponsored by GReminders, …

Private equity firms expect intense competition for a limited supply of quality companies to push valuations higher, forcing managers to differentiate themselves through sector expertise, operational plans and faster execution, according to BDO USA’s 2026 Private Equity Survey. Eighty-two percent of respondents expect deal prices to increase over the next 12 months as accumulated dry …

Tether and London-based Fasanara Capital have launched StableFund, an evergreen private credit vehicle backed by $400 million in sponsor co-investment and designed to raise as much as $3 billion from outside institutional investors. The fund will invest in short-duration, asset-backed credit opportunities sourced through Fasanara’s global fintech lending network. Its strategy will focus on financing …

Vestmark has been tapped by Vanguard to provide an expanded source of model portfolios to registered investment advisors, as asset classes and service preferences continue to be growing factors for clients.  Vanguard has launched the Vanguard Custom Model Portfolios, which aims to provide advisors with customized portfolios through the firm. Through its partnership, Vestmark will …

Meritage Hospitality Group, one of the largest U.S. Wendy’s franchisees, filed for Chapter 11 bankruptcy protection Sept. 17 as it seeks to reduce financial pressure on a restaurant business that has reported declining sales and earnings. The Grand Rapids, Michigan-based company operates 314 Wendy’s restaurants, one Bojangles and five independently branded concepts across 15 states. …

Simplify Asset Management has submitted an unsolicited proposal to acquire The Marygold Companies for $2.25 a share in cash, topping Madison Dearborn Partners’ agreement to buy the holding company for $2 a share and putting control of commodity ETF manager USCF in play. Simplify said it delivered the proposal to Marygold’s board Sept. 27, two …