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F2, the agentic operating system for global credit, announced a strategic partnership with private credit manager Golub Capital. As part of the partnership, Golub Capital will invest $5 million in F2 and deploy F2 technology and AI capabilities to augment the firm’s investment processes. “F2’s model-agnostic architecture gives us that flexibility while helping translate those …

Conversant Capital has closed its inaugural private investment fund and related co-investment vehicles with $845 million in equity commitments, expanding its capital base for investments across real estate and real estate-related businesses. The Conversant Private Investment Fund, or CPIF, raised approximately $705 million for its commingled vehicle, exceeding its original $500 million target by more …

Wellesley Hills Financial, a digital investment bank, which serves the lower- to upper-middle market, has launched an advisory practice.  The unit, named WHF Fintech & Payments Institute, provides services to fintech, payments, and B2B software companies.  The Institute team includes senior advisor O.B. Rawls, founding team lead Mark Bishopp, founder and managing member Adam Hark, …

Bitwise Asset Management has brought its crypto model portfolios to Vise Technologies, Inc., making them available to wealth firms using a platform that serves more than 135,000 accounts and has over $140 billion in platform assets. The rollout gives advisors a way to include crypto exposure within a client’s broader portfolio of stocks, bonds and …

C.H. Robinson Worldwide has agreed to acquire RXO in a cash-and-stock transaction valued at approximately $5.8 billion, combining two transportation-services providers as the buyer seeks greater scale and productivity gains through artificial intelligence. The deal would create a company with an enterprise value exceeding $25 billion. RXO shareholders would receive $17.25 in cash and 0.0856 …

Procyon has acquired Elite Retirement Consultants, a Sparta, New Jersey-based wealth management firm, and its affiliated tax and accounting practice, Dispenziere & Associates, establishing the independent registered investment advisor’s first New Jersey office. The transaction adds approximately $415 million in assets under management to Procyon, which now manages nearly $10 billion in client assets. Financial …

Executive Summary The repricing of the U.S. yield curve has changed the near-term rate outlook without materially altering long-run inflation expectations. In the United States, the markets are pricing roughly another 50-75 basis points of tightening over the next 12 months, while the implied long-horizon inflation rate remains close to 2.06%. That distinction matters as …

The Securities and Exchange Commission has proposed a package of rule changes aimed at widening individual investors’ access to private-market strategies through regulated investment vehicles.  The proposals are part of the SEC’s effort to promote what Chairman Paul Atkins called the “responsible retailization” of private markets. The agency said demand for private market investments is …

Procyon has acquired Elite Retirement Consultants, a Sparta, New Jersey-based wealth management firm, and its affiliated tax and accounting practice, Dispenziere & Associates, establishing the independent registered investment advisor’s first New Jersey office. The transaction adds approximately $415 million in assets under management to Procyon, which now manages nearly $10 billion in client assets. Financial …

Cerity Partners has completed three mergers that add approximately $2.1 billion in assets under management and extend the national wealth manager’s presence in Silicon Valley, Atlanta and Minneapolis. The New York-based registered investment advisor merged with Palo Alto, California-based Cornerstone Capital, Atlanta-based Compass Wealth Management and Minneapolis-area Echo Wealth Management. Each firm will operate under …

Orion Infrastructure Capital and Liberty Mutual Investments, the investment arm of Liberty Mutual Group, have expanded their long-term partnership and launched a credit income strategy focused on middle-market infrastructure debt originated across OIC’s platform. Under a long-term investment management agreement, LMI has the option to deploy up to $750 million. The firms have jointly committed …

Apogem Capital has closed Apogem Real Assets Fund IV with $372 million in commitments, beating its $300 million target. The total includes $12 million from Apogem employees. The firm also raised another $100 million for a separate real assets co-investment account. Fund IV is about 40% larger than its predecessor. That fund, PA Real Assets …

Single-tenant net lease capitalization rates reached their highest level in more than a decade during the third quarter, as rising borrowing costs pressured pricing while buyers continued to favor properties with strong tenants and long leases. Overall cap rates increased 10 basis points to 6.92%, according to The Boulder Group’s third-quarter 2026 research report. It …

AT&T affiliates have agreed to form a U.S. fiber joint venture with affiliates of Global Infrastructure Partners and CPP Investments, bringing together two network platforms to accelerate broadband construction beyond AT&T’s traditional service areas. AT&T will own 50% of the venture, while GIP, part of BlackRock, and CPP Investments will collectively own the remaining half.   …

Bitwise Asset Management has brought its crypto model portfolios to Vise Technologies, Inc., making them available to wealth firms using a platform that serves more than 135,000 accounts and has over $140 billion in platform assets. The rollout gives advisors a way to include crypto exposure within a client’s broader portfolio of stocks, bonds 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 …

Bruce Markets plans to extend U.S. equity trading through weekends, a move that would give investors access to selected stocks and exchange-traded funds 24 hours a day, seven days a week if regulators approve the initiative. The Chicago-based operator of Bruce ATS said it has secured strategic investments led by majority owner PEAK6 Investments and …