Financial Services Bain Capital-backed Envestnet Buys VestmarkThe acquisition will expand Envestnet’s capabilities across the wealth management lifecycle. September 10, 2026
Financial Services Walter Capital Management Backs EvovestEvovest is a Canadian quantitative investment manager that combines machine learning and portfolio management techniques in its investment process. June 3, 2026
Business Services FTV Capital Invests in ValitanaValitana provides analytics, workflow and portfolio management services for structured credit professionals. April 23, 2026
Business Services Morningstar Expands in Private Credit and Structured Finance With Two DealsThese acquisitions will strengthen Morningstar’s private credit and structured finance offerings. March 5, 2025
Financial Services TPG and TA-Backed Planview Acquires SciformaThis acquisition of the portfolio management company strengthens Planview’s presence in Europe. February 21, 2025