Advisory firms

Kelso Invests in Pathstone

Pathstone is an advisory firm offering wealth management advice and family office services.

March 6, 2023

E/G of Florida is a personal and commercial insurance agency based in Fort Lauderdale.

March 3, 2023

Leapgen is an advisory firm focused on digital strategy and transformation, workforce solutions and employee experience.

March 1, 2023

Rex offers investment advisory and family office services to a group of ultra-high net worth families and their related entities.

February 28, 2023

Regulatory burdens, customer expectations among the drivers of consolidation among advisory firms.

February 2, 2023

OceanPoint Insurance is a provider of property and casualty products and services, as well as employee benefit offerings.

December 27, 2022

The investment looks to support Smith + Howard's expansion of its advisory services and geographic footprint.

November 15, 2022

The Claro Group is a privately owned financial, economic and management consulting firm.

October 19, 2022