Investment advisory

EQS-News: Triton to acquire Visser & Smit Hanab, VW Telecom and Homij

Retrieved on:

Wednesday, April 10, 2024

VolkerWessels, ABN, Growth, Investment advisory, Technical, Area studies, Sale, Acquisition, EQOS, Investment, Housing, Unica, Telecom

Triton to acquire Visser & Smit Hanab, VW Telecom and Homij

Key Points:

Triton to acquire Visser & Smit Hanab, VW Telecom and Homij
The issuer is solely responsible for the content of this announcement.
Triton to acquire Visser & Smit Hanab, VW Telecom and Homij
Frankfurt (Germany), Rijssen (the Netherlands), 5 April 2024 - Funds advised by Triton ("Triton") have signed an agreement to acquire 100% of VolkerWessels Verbindingen en Netwerken B.V. (“V&N Group”), a company indirectly fully owned by Koninklijke VolkerWessels B.V. (“VolkerWessels”) and controlling the entities Visser & Smit Hanab B.V., VW Telecom B.V. and Homij Technische Installaties B.V. (the VolkerWessels Energy, Telecom and Technical Installation companies cluster).
The transaction is still subject to the advice of the central works council of VolkerWessels and customary regulatory approvals.
Triton is acquiring V&N Group with a strong belief in the growth potential of the company and its long-established customer relationships, which Triton plans to further invest in.

Chase Buchanan Wealth Management Partners With Your Overseas Home at Free Virtual Event

Retrieved on:

Tuesday, March 12, 2024

Pension, Reservation against Cancellation, Financial management, Chase Buchanan, Knowledge, Acquisition, Wealth, Tax, Investment advisory, Insurance

Global expat wealth management and financial advisory team, Chase Buchanan, has joined forces with Your Overseas Home to deliver complementary guidance and information to attendees of a virtual event considering an overseas property purchase.

Key Points:

Global expat wealth management and financial advisory team, Chase Buchanan, has joined forces with Your Overseas Home to deliver complementary guidance and information to attendees of a virtual event considering an overseas property purchase.
During the March 2024 event, Chase Buchanan will be exhibiting alongside experts in international property markets, global removals and shipping, visa application processes, and residency requirements.
The schedule includes the following slots:
Each presentation will be delivered by a qualified, experienced Private Wealth Manager based in the local Chase Buchanan office.
Chase Buchanan Wealth Management and Your Overseas Home share a common goal of educating, supporting and guiding clients throughout, making the wealth management specialist an excellent addition to the roster of exhibitors at this latest event.

Pantheon announces leadership succession plan, Kathryn Leaf to become CEO in 2025

Retrieved on:

Thursday, March 21, 2024

The transition will be effective from January 1, 2025, and is subject to standard regulatory approval.

Key Points:

The transition will be effective from January 1, 2025, and is subject to standard regulatory approval.
I am very pleased that Kathryn will lead Pantheon through this next exciting phase of growth as we look to continue to deliver market-leading strategies to our investors.”
Ms.
Leaf is a 25-year private markets investor and a 15-year veteran at Pantheon.
Pantheon Ventures (Guernsey) Ltd and a number of other Pantheon entities incorporated in Guernsey are regulated by the Guernsey Financial Services Commission.

Aspiriant Advisors Recognized by Forbes for Excellence in Wealth Management and Client Service

Retrieved on:

Thursday, April 4, 2024

Investment advisory, Woman, Wealth management, MBA, JD, CPA

LOS ANGELES, April 4, 2024 /PRNewswire/ -- Aspiriant, a leading independent wealth management firm, is proud to announce that 12 of the firm's financial advisors have been named to the Forbes' 2024 Best-in-State Wealth Advisors list, five of whom are also included on the Forbes' 2024 Best-in-State Top Women Wealth Advisors list.

Key Points:

LOS ANGELES, April 4, 2024 /PRNewswire/ -- Aspiriant, a leading independent wealth management firm, is proud to announce that 12 of the firm's financial advisors have been named to the Forbes' 2024 Best-in-State Wealth Advisors list, five of whom are also included on the Forbes' 2024 Best-in-State Top Women Wealth Advisors list.
The distinguished group was recognized for their commitment to helping clients' reach their long-term financial goals through excellence in financial planning, investment management and wealth management services.
"This honor underscores the client-centric approach that is a cornerstone of Aspiriant, and we are deeply honored by Forbes' consistent recognition of our financial advisors nationwide," said Rob Francais, Chief Executive Officer and partner at Aspiriant.
Sandi Bragar CFP® - Chief Client Officer, Partner (San Francisco, California)
Lisa Colletti CFP®, JD - Managing Director in Exclusive Family Office, Partner (New York, New York)
Helen Dietz CFP® - Managing Director in Total Wealth Management, Partner (Silicon Valley, California)
Linda Kitchens CFP® - Director in Wealth Management, Partner (San Diego, California)
Mary Ellen Krueger CIMA® - Director in Wealth Management, Partner (Milwaukee, Wisconsin)
Rob Francais CPA – Chief Executive Officer, Member of Board of Directors and Partner (Los Angeles, California)
Sandi Bragar CFP® - Chief Client Officer, Partner (San Francisco, California)
Helen Dietz CFP® - Managing Director in Total Wealth Management, Partner (Silicon Valley, California)
Nayan Lapsiwala CFP®, CFA®, CAIA- Director in Wealth Management, Partner (Silicon Valley, California)
Ryan Benson CFP®, CPA - Director in Wealth Management, Member of Board of Directors and Partner (Orange County, California)
Linda Kitchens CFP® - Director in Wealth Management, Partner (San Diego, California)
Myles Rush CFP®, MS - Director in Wealth Management, Partner (San Diego, California)
Lisa Colletti CFP®, JD - Managing Director in Exclusive Family Officer, Partner (New York, New York)
Ryan T. Nelson CFA® - Director in Investment Advisory, Partner (Austin, Texas)
Mary Ellen Krueger CIMA® - Director in Wealth Management, Partner (Milwaukee, Wisconsin)
David Muchow CFP®, MBA - Director in Wealth Management, Partner (Milwaukee, Wisconsin)
John Petrie CFP®, CIMA®, CPA - Managing Director in Total Wealth Management, Partner (Milwaukee, Wisconsin)

Successful Amend and Extend Refinancing by IFCO

Retrieved on:

Thursday, March 21, 2024

Municipal solid waste, EUR, Container, Meat, Growth, Investment advisory, Reusability, OID, Vegetable, ESG, ADIA, Acquisition, Transport, Digital, Carbon, Credit, CO2, Term loan, RPC, Bank

MUNICH, March 21, 2024 /PRNewswire/ -- IFCO, the world's leading provider of Reusable Packaging Containers (RPCs) for fresh food, has successfully refinanced the Term Loan B in an Amend and Extend transaction ahead of schedule. The volume has been increased to EUR 1,640 million and the Revolving Credit Facility to EUR 310 million. The transaction met with very high demand from institutional investors from both domestic and foreign markets. The previous loan was taken out in May 2019 after the joint acquisition of IFCO by Triton and ADIA.

Key Points:

MUNICH, March 21, 2024 /PRNewswire/ -- IFCO, the world's leading provider of Reusable Packaging Containers (RPCs) for fresh food, has successfully refinanced the Term Loan B in an Amend and Extend transaction ahead of schedule.
The previous loan was taken out in May 2019 after the joint acquisition of IFCO by Triton and ADIA.
With the new loan, IFCO succeeds in expanding the financing framework for its planned further growth and takes advantage of the favorable market environment to extend the credit lines.
This very successful financial transaction is further evidence of the right portfolio strategy," says Martin Fikus, Investment Advisory Professional at Triton Partners.

Successful Amend and Extend Refinancing by IFCO

Retrieved on:

Thursday, March 21, 2024

Municipal solid waste, EUR, Container, Meat, Growth, Investment advisory, Reusability, OID, Vegetable, ESG, ADIA, Acquisition, Transport, Digital, Carbon, Credit, CO2, Term loan, RPC, Bank

MUNICH, March 21, 2024 /PRNewswire/ -- IFCO, the world's leading provider of Reusable Packaging Containers (RPCs) for fresh food, has successfully refinanced the Term Loan B in an Amend and Extend transaction ahead of schedule. The volume has been increased to EUR 1,640 million and the Revolving Credit Facility to EUR 310 million. The transaction met with very high demand from institutional investors from both domestic and foreign markets. The previous loan was taken out in May 2019 after the joint acquisition of IFCO by Triton and ADIA.

Key Points:

MUNICH, March 21, 2024 /PRNewswire/ -- IFCO, the world's leading provider of Reusable Packaging Containers (RPCs) for fresh food, has successfully refinanced the Term Loan B in an Amend and Extend transaction ahead of schedule.
The previous loan was taken out in May 2019 after the joint acquisition of IFCO by Triton and ADIA.
With the new loan, IFCO succeeds in expanding the financing framework for its planned further growth and takes advantage of the favorable market environment to extend the credit lines.
This very successful financial transaction is further evidence of the right portfolio strategy," says Martin Fikus, Investment Advisory Professional at Triton Partners.

Inside information: Caverion Corporation and Assemblin Group to combine and create a leading Northern European technical service and installation group - Changes in Caverion's Group Management Board

Retrieved on:

Tuesday, March 5, 2024

CFO, International, Development, Investment, Ageing, Senior advisor, Built environment, Automation, Investment advisory, Workforce, Management

HELSINKI, March 5, 2024 /PRNewswire/ -- Triton Investment Advisers LLP, the company managing the entities comprising Triton Fund V (together "Triton"), which indirectly control Crayfish BidCo Oy, today announces its intention to combine its portfolio companies Assemblin Group AB ("Assemblin") and Caverion Corporation ("Caverion"), under a new brand, the Assemblin Caverion Group. Crayfish BidCo Oy holds approximately 94.39% of all outstanding shares and votes in Caverion (excluding treasury shares).

Key Points:

Upon combination, Assemblin Caverion Group will become a market leading forerunner providing the most comprehensive and cutting-edge solutions across the full lifecycle of the built environment.
The leadership team for the new group will be comprised of executives from both Assemblin and Caverion.
Assemblin CEO, Mats Johansson, will become the Group CEO of Assemblin Caverion Group.
In addition, certain changes will be made to Caverion's Group Management Board in connection with the combination as described further in section "Changes in Caverion's Group Management Board".

Pantheon completes largest-ever fundraise with $5.3bn close of secondaries-focused infrastructure program

Retrieved on:

Wednesday, January 17, 2024

Professional Services, Finance, Central bank, Investment advisory, LP, LLP, GP, Guernsey Financial Services Commission, Sale, DAC, Pantheon Ventures, Money, Type, Lead, KLFB, Growth, Security (finance)

Pantheon, a leading global private markets investor, is pleased to announce the final close of Pantheon Global Infrastructure Fund IV and associated vehicles (PGIF IV), marking the firm’s largest-ever fundraise with commitments totaling $5.3bn1.

Key Points:

Pantheon, a leading global private markets investor, is pleased to announce the final close of Pantheon Global Infrastructure Fund IV and associated vehicles (PGIF IV), marking the firm’s largest-ever fundraise with commitments totaling $5.3bn1.
Pantheon is a recognized first-mover and pioneer in infrastructure secondaries, having invested approximately $7.6bn in the space since 20103.
Inclusive of all deals closed and in legal closing from Pantheon Global Infrastructure Fund IV USD, which is the program’s core commingled fund.
Pantheon Ventures (Guernsey) Ltd and a number of other Pantheon entities incorporated in Guernsey are regulated by the Guernsey Financial Services Commission.

NewEdge Wealth Adds Veteran Municipal Bond Manager Kevin McIntyre to Investment Team

Retrieved on:

Wednesday, January 10, 2024

Asset Management, Professional Services, Finance, Knowledge, Investment advisory, Growth, Financial services

NewEdge Wealth, LLC , a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices and institutional clients, has appointed Kevin McIntyre as Principal, Municipal Bond Portfolio Manager.

Key Points:

NewEdge Wealth, LLC , a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices and institutional clients, has appointed Kevin McIntyre as Principal, Municipal Bond Portfolio Manager.
He served as a Senior Municipal Portfolio Manager and Executive Director at UBS Asset Management before joining NewEdge Wealth.
“Kevin is a remarkable addition to our team,” said Cameron Dawson, Chief Investment Officer of NewEdge Wealth.
We are eager to see all of the great contributions he will bring to the firm.”
As Principal, Municipal Bond Portfolio Manager, McIntyre is responsible for the design, construction and implementation of fixed-income and municipal bond strategies across NewEdge Wealth.

Retirement Visions, LLC Joins Redhawk Wealth Advisors to Offer a Broader Range of Solutions for both Clients and Advisors

Retrieved on:

Friday, January 5, 2024

Partnership, Small business, Life, Personal finance, Hartford, Connecticut, RLP, Investment advisory, Retirement, AUM, Freedom, RIA, Financial adviser, Advisory Council, Retirement planning, Finance, Financial Times

Redhawk Wealth Advisors is registered in 39 states and manages over $2 billion in assets under management (AUM).

Key Points:

Redhawk Wealth Advisors is registered in 39 states and manages over $2 billion in assets under management (AUM).
Redhawk Wealth Advisors is known for its proprietary process called Risk-Guardä, a tactical asset allocation solution designed to increase retirement income, lower risk, and reduce investment costs.
Redhawk Wealth Advisors is a true fiduciary partner that has my best interest in mind."
Dan Hunt, CEO of Redhawk Wealth Advisors responded "Anyone who knows Jay knows of his passionate and creative approach to helping clients.