People and Company News, Week of June 13, 2025
- Giacomo Greggio has joined Canyon Partners, a $27 billion global alternative investment manager, as SVP on the EMEA Capital Formation team. Greggio will be responsible for client coverage across Southern Europe and the pan-European wealth channel. He will report to James Anderson, who was appointed Head of EMEA Capital Formation in December 2023. He most recently served as a senior director at Barings, where he played a key role in the European wealth distribution team focused on alternative credit. Prior to Barings, he held roles at BlueBay Asset Management and Amagis Capital.
- Robb Combs has been added as director of business development by Gateway Financial Partners. Combs will focus on supporting Gateway’s advisor recruitment efforts, strengthening key partnerships, and contributing to the firm’s ongoing national expansion. For the past 18 years, he served as SVP within the Custody and Clearing division at Raymond James.
- Stephan Brohme has been appointed CRO by New Holland Capital, an alternative investment manager overseeing more than $6B in discretionary absolute return strategies. Brohme will be responsible for leading and overseeing risk management across the firm, including the Tactical Alpha Strategy. Most recently, he served as US head of risk at Brevan Howard. Before that, he served as director, risk manager at Capstone Investment Advisors and CRO of QFR Capital Management.
- Paul Mouchakkaa has joined Crow Holdings’ investment management business Crow Holdings Capital as a senior managing director. Mouchakkaa will be responsible for Build-to-Core and Core+ investment programs and establishing new investment strategies. Most recently, Mouchakkaa served as head of real estate of Alberta Investment Management Corporation (AIMCo). Prior to his tenure at AIMCo, Mouchakkaa served as managing partner, head of Canada with BGO. Prior to BGO, Mouchakkaa served as managing investment director and head of real assets for CalPERS.
- Josh Lederman was named head of capital markets at Clearlake Capital Group. Lederman will join the manager in September and report to James Pade, partner and managing director. Lederman’s hiring represents what Clearlake sees as a first step in building a broader capital markets team, and he will oversee debt origination, underwriting and distribution. He will also oversee the firm’s relationships with lenders in the private and syndicated credit markets. Lederman was previously a managing director in the capital markets unit at KKR.
- Charlie O’Connell has been appointed CFO by Parkview Financial, an alternative investments firm specializing in U.S. commercial real estate credit. O’Connell began the position on June 2, reporting to Founder and CEO Paul Rahimian in Parkview’s Los Angeles office. As CFO, O’Connell oversees financial strategy, capital management, and long-term planning as part of the firm’s leadership team. He joins Parkview from DJM Capital Partners, where he was also CFO. Immediately prior to his time at DJM, he provided interim and fractional CFO services to privately held companies through Kinsale Capital Partners.
- IonQ is acquiring U.K.-based quantum computing startup Oxford Ionics in a deal valued at nearly $1.1B. The merger combines IonQ’s hardware and software expertise with Oxford Ionics’ semiconductor chip technologies, aiming to accelerate quantum breakthroughs and build systems with up to two million qubits by 2030. The transaction includes $1.065B in IonQ stock and about $10M in cash, with the deal expected to close later this year.
- Hub International Limited, a global insurance brokerage and financial services firm, has acquired the assets of Veripax Wealth Management, a fee-based financial planning and investment advisory firm. VWM specializes in risk-focused wealth management, retirement income planning and strategic financial planning. As part of the deal, Founder Jerry Verseput, advisor Brian Wells and the VWM team will join Hub Central & Northern California.
- Mercer, a unit of Marsh McLennan, will purchase the UK operations of Fundhouse.The target offers investment advisory services for financial advisers and institutional wealth investors. The London-based firm manages over $2.8B in assets. The deal is scheduled for completion in the third quarter. The deal excludes Fundhouse’s South African business.
- Alliant Insurance Services has announced the acquisition of Johnson Benefit Planning, an employee benefits consulting firm with offices in Bend and West Linn, OR, strengthening the firm’s presence in the Pacific Northwest. The firm provides benefits strategies to both public and private sector employers.
- Integrated Partners, a national financial planning and RIA serving more than $21B in AUA, announced the launch of the Integrated Advisor Dashboard, powered by Invent, a fully integrated tech platform designed to streamline workflows, personalize insights and unlock long-term growth potential. One of the platform’s innovations is RAI, a proprietary AI assistant built into Invent in partnership with ARQA, an AI-enabled platform to empower high-net-worth individuals, family offices, investment advisors and institutions by delivering swift and insightful access to extensive information within their portfolios.
- RSM US LLP, an assurance, tax and consulting services provider for the middle market, announced a $1B investment over the next three years for its AI strategy. This investment integrates agentic AI platforms, intelligent systems that autonomously perform complex tasks alongside humans, across RSM’s operations and services. The investment comes as RSM prepares to complete a transatlantic merger, creating a partner-owned, multinational organization spanning the U.S., UK, Canada, Ireland, India and El Salvador.
- Swimlane, AI hyperautomation for the entire security organization, announced a $45M growth funding round led by Energy Impact Partners and Activate Capital, along with Trinity Capital. New investment will be applied to product innovation and global channel expansion. Since its last funding round, Swimlane has grown over 110%, now serving more than 50 Global 1000 companies, 26 U.S. federal agencies, and five of the world’s top global systems integrators.
- Wealthbox, a CRM software platform for financial advisors, announced a $200 million strategic majority investment from Sixth Street Growth, the growth investing business of investment firm Sixth Street. As part of the transaction, Michael McGinn, as well as Paul Dodd, Operating Partner, and Alex Goodman, Principal at Sixth Street Growth, will join Wealthbox’s Board of Directors.Frontier Growth—Wealthbox’s existing investor—will retain its position in the company by rolling over a substantial portion of its equity into the recapitalization. Wealthbox will continue to operate under its current leadership team, with management also reinvesting
- Origis Energy, a renewable energy and decarbonization solution platforms, announced the successful financial closing of the Wheatland solar project. The portfolio financing package supports the Wheatland Solar project in Knox County, Indiana, and the Optimist Solar + Storage project in Clay County, Mississippi. MUFG was Coordinating Lead Arranger, Green Loan Coordinator and Administrative Agent, and participating banks included: Associated Bank, CoBank, National Bank of Canada and NatWest, as Joint Lead Arrangers, and Amalgamated Bank and Siemens Financial Services as Lenders.
