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Is the party over for the RPA M&A market?

How the convergence of wealth & retirement at the workplace could affect the market.

Morgan stanleyRpas darianMark brunoDick darianJames gormanCharlie ruffelWise rhino groupCreative planningNorthwest capitalWells fargoKudu advisorsEmigrant partners

Healthcare-Focused Private Equity Manager Martis Capital Secures Investment From Kudu Investment Management

/PRNewswire/ Martis Capital Management, LLC (Martis Capital), a healthcare-focused private equity firm, and Kudu Investment Management, LLC (Kudu), a.

United statesSan franciscoNewton parkMario morenoBarry uphoffCharlie ruffelBowen davisHoulihan lokey incMassachusetts mutual life insurance company massmutualKudu investment managementPrnewswire martis capital managementWhite mountains insurance group ltdKirkland ellisSeward kisselCapital managementMartis capital

Healthcare-Focused Private Equity Manager Martis Capital Secures Investment From Kudu Investment Management

NEW YORK and SAN FRANCISCO and WASHINGTON, June 21, 2023 /PRNewswire/ Martis Capital Management, LLC (Martis Capital), a healthcare-focused private equity firm, and Kudu Investment Management, LLC (Kudu), a

Newton parkUnited statesSan franciscoMario morenoBowen davisBarry uphoffCharlie ruffelWhite mountains insurance group ltdKudu investment managementPrnewswire martis capital managementKirkland ellisMassachusetts mutual life insurance company massmutualHoulihan lokey incSeward kisselCapital managementMartis capital

The 10 Most Impactful People in the 401(k) Industry

Fred Barstein lists the 10 people (and a few more) who are having the most impact on the 401(k) industry in 2023.

Aaron schummVince morrisBob reynoldsJerry bramlettJohn bogleJerome schlichterNevin adamsTed murphyShlomo benartziRichard thalerMark phillipsVince giovinazzoFred reishCharlie nelsonPhyllis borziTed benna

Sequoia Financial Group Sells $200M Stake to Valeas Capital Partners

The minority investment will bring Valeas alongside Kudu Investment Management as the $10 billion AUM firm pursues inorganic growth strategy.

United statesSouth carolinaHellman friedmanEd woiteshekTom haughtCharlie ruffelRob littleDevoe companySequoia financial groupSan francisco basedValeas capital partnersKudu investment managementChairman charlie ruffel

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