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Arax Investment Partners Acquires Summit Wealth Strategies, Broadening Reach in Midwest

Global Newswire by Notified: M&A

About Arax Investment Partners Arax Investment Partners is a rapidly growing boutique wealth management platform making strategic control investments in leading RIAs and advisor teams. Financial terms of the transaction were not disclosed. The firm is headquartered in Denver, CO with offices across the country.

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People Moves Monday: Weekly round up

The TRADE

Prior to that, Arduini held the position of EMEA head of markets, serving in the role from 2014. Van Suchtelen joined LedgerEdge from boutique trading firm SFI Markets – formerly STX Fixed Income – where he was responsible for the Northern European market.

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Do You Need An Insurance Agency Investment Bank?

Sica Fletcher

In that time, we’ve represented thousands of clients and quickly became one of the most active boutique M&A advisory firms in the market today. Because we operate as a boutique firm, our teams provide clients with access to the firm’s principal members on every deal we touch. Learn more at SicaFletcher.com.

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People Moves Monday: BlackRock Aladdin, Polar Capital, Rothschild & Co and more…

The TRADE

Greg Finke joined the boutique asset manager after just over a year at Rothschild & Co as a senior investment dealer covering equities. Bellman joined the business in 2014 as a dealer before being promoted to dealing manager, his most recent role. Earlier in his career, Viverito spent three years as a trader at Great Point Capital.

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The Top Insurance Agency Investment Banks of 2024

Sica Fletcher

The Top Insurance Agency Investment Banks of 2024 Sica | Fletcher Sica | Fletcher is a boutique investment bank specializing in M&A advisory services. Founded in 2014, they have consistently ranked at the top of the S&P Global Data's rankings for investment banks, totaling an average of 100 deals per year.

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Insurance Broker Valuation Multiples: Q3 2024 Projections

Sica Fletcher

Sica | Fletcher is the first and only boutique M&A firm that has advised on deals over $1B, making us uniquely qualified to speak on insurance broker valuation multiples at varying degrees of scale. The Best Data From The Best Advisors So how do we know all this? Because we are the best at what we do. Learn more at SicaFletcher.com.

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Where to find fintech investment

Growth Business

Female Founders Fund Since 2014, the VC has been backing female founders across B2B, consumer, healthcare and fintech. Hoxton Ventures Early-stage technology venture capital fund Hummingbird Ventures A boutique venture firm supporting unique, innovative companies. Early stage investor based out of Antwerp, London, and Turkey.