ADISA has tapped Jade Miller to be the firm’s first CEO. In the newly created position, Miller will play a key role in driving innovation, expanding market influence, strengthening client engagement, and modernizing the organization’s infrastructure and communications. Prior to joining ADISA, Miller served as the president of capital markets at Bourne Financial Group. 

Chicago-based Choreo Advisors has appointed Jason Van de Loo as the firm’s CEO, replacing Larry Miles, who will transition into the newly created position of executive vice president of strategic partnerships at the firm. Prior to joining Choreo, Van de Loo was the former head of wealth management at Edelman Financial Engines. 

Industry executive Richard Vogel has been appointed as the community leader of Cetera Advisors. In his position, Vogel will contribute to leading initiatives to assist Cetera financial advisors in uncovering and pursuing various growth opportunities. Vogel brings more than 20 years of experience to Cetera and previously held roles at Ameriprise Financial Services, Lincoln Financial Group, Bank of America, and Merrill Lynch. 

Wealth management executive Anna Rathbun has launched Grenadilla Advisory, an independent wealth firm that specializes in personalized portfolios for clients in public and private markets. Grenadilla Advisory offers actively managed ETF-based strategies and alternative investment strategies to individuals and families. Rathbun, who brings over a decade of industry experience, was formerly the CIO and director of research for CBIZ Investment Advisory Services and managing director of Clearstead, an independent financial advisory firm.

Digital Wealth Partners, a digital asset investment management firm, has appointed Max Kahn as its CEO. Previously, Khan served as the firm’s chief compliance officer, where he contributed to strengthening Digital Wealth’s compliance framework and strategic direction. Before joining Digital Wealth Partners, he served as director of strategy at Digital Asset Research and YieldX, an AI biosecurity data platform where he played a key role in institutional partnerships, product launches, and compliance processes.  

Fintech firm Pontera and wealth advisory firm Snowden Lane Partners have partnered to enable Snowden Lane financial advisors to gain access to their clients’ 401ks, 403bs, and other held-away accounts through Pontera’s toolkit. Through the collaboration, advisors will be able to manage various accounts for “rebalancing, compliance, and billing.” Snowden Lane is led by chairman of the board of managers Lyle LaMothe, managing partner & CEO Rob Mooney, and managing partner, president & COO Greg Franks. 

ArcLight Capital Partners, an investment firm, will acquire Butler County, Ohio-based Middletown Energy Center. The acquisition is set to close later this year, and no financial terms on the deal were disclosed. Middletown Energy launched in 2018, and the transaction marks ArcLight’s recent investment in power infrastructure. ArcLight, which launched in 2001, has owned, controlled, or operated over 65 GW of assets and 47,000 miles of electric and gas transmission infrastructure, with over $80 billion in enterprise value. 

RIA Rossby Financial has partnered with Milemarker, a wealth management technology platform, to provide “executive and advisor-level” services, including enhancing client engagements and centralizing their client data. Rossby Financial has increased its financial advisor base by 70% since 2024, the firm said. As of June, Rossby Financial has about $358 million in assets. 

Odyssey Investment Partners will sell its portfolio company Applied Technical Services to global testing and certification company SGS, marking the end of a four-year ownership span, in a transaction valued at $1.3 billion. ATS, which was acquired by Odyssey in 2020, provides services across chemicals, manufacturing, aerospace, power generation, food and beverage, life sciences, and defense sectors. Marietta, GA-based ATS has about 2,100 employees across 85 locations in the U.S. 

Kroll, a financial and risk advisory solutions provider, is set to acquire Madison Pacific, an independent financial services provider, from Vistra Group, to “significantly strengthen existing client services” across the Asia Pacific region. The acquisition will allow both companies to offer “cross-border solutions” to clients internationally. 

Boston-based private equity firm Abry Partners has made a strategic investment in Oracle Insurance Risk Management Services. Abry Partners’ investment will be used to bolster resources available to producers and branches, enhance partnerships with capacity markets, and pursue strategic M&A opportunities. The strategic investment would “reinforce” Abry’s “commitment to insurance services,” and the investment marks the firm’s entry into the Canadian insurance distribution market. KPMG Corporate Finance served as the exclusive financial advisor to Oracle RMS. 

Morgan Stanley Private Equity Solutions, Morgan Stanley Investment Management’s multi-manager private markets platform, has raised $280 million in total capital for its first standalone venture capital investment vehicle, the North Haven Venture Capital Opportunities Fund I (VCO I), surpassing its target goal of $250 million. Since its inception in 1999, the team has committed over $27 billion to over 1,200 private markets investments. 

Shore Capital Partners, a private equity firm, has raised $450 million in its latest round for its Shore Capital Food & Beverage Partners Fund III. The funding brings the firm’s total assets under management to approximately $13 billion. The F&B Fund III will enhance Shore Capital’s investment approaches in lower-middle-market companies across food and beverage manufacturing, packaging, and distribution services. The fund is led by founder and managing partner Justin Ishbia and partners Richard Boos, Tom Smithburg, Jeff Smart and Jeff Smith. Kirkland & Ellis LLP serves as legal advisor to Shore Capital. 

Manulife Investment Management has raised $1.1 billion in its final round of funding for Manulife Co-Investment Partners III, beating its estimated target of $750 million and marking a $300 million increase from its predecessor fund, which closed in 2021. Manulife’s General Account also made a capital donation to the fund. As of March 31, Manulife IM’s private equity and credit platform now manages over $28 billion in assets across primary funds, co-investments, secondaries, and senior and junior credit as part of its broader private markets platform. 

Los Angeles-based private equity firm Levine Leichtman Capital Partners has raised $3.6 billion in its closing round for its seventh flagship fund, dubbed the LLCP Fund VII. The fund will continue to foster Levine Leichtman Capital’s strategy of investing in middle market businesses, with an emphasis on sectors including education, training, franchising, financial services, and engineered products. Over the last two years, LLCP has raised over $4 billion in capital across its platform, including its substantial co-investment capital.