XMS Capital Partners

Elephas Announces $55 Million in Series C Funding

Retrieved on: 
Tuesday, January 23, 2024
Tao, Patient, SITC, Society, XMS Capital Partners, Cancer, Immunotherapy, Drug development, Biomarker

MADISON, Wis., Jan. 23, 2024 /PRNewswire/ -- Elephas Biosciences Corporation (Elephas), a private company, announced today that it has raised $55 million in Series C funding. Venture Investors Health Fund and State of Wisconsin Investment Board (SWIB) led the round. Continuing investments were made by Northpond Ventures, ARCH Ventures, Sands Capital, Moore Strategic Ventures, Tao Invest, and WARF Ventures. With this $55 million Series C funding, this brings the total raised by Elephas to $116.5 million.

Key Points: 
  • MADISON, Wis., Jan. 23, 2024 /PRNewswire/ -- Elephas Biosciences Corporation (Elephas), a private company, announced today that it has raised $55 million in Series C funding.
  • With this $55 million Series C funding, this brings the total raised by Elephas to $116.5 million.
  • Elephas is developing an oncology imaging diagnostics platform to predict response to immunotherapy using the latest advances in metabolic imaging.
  • "We remain intensely focused on our mission to improve care for cancer patients," stated Maneesh Arora, founder and CEO of Elephas.

XMS Capital Partners Serves as Exclusive Financial Advisor to Bush Brothers Provision Company on its Partnership with Heartwood Partners

Retrieved on: 
Friday, December 15, 2023
Consulting, Supply Chain Management, Accounting, Professional Services, Small Business, Transport, Retail, Logistics, Insurance, Human Resources, Finance, USDA, XMS, XMS Capital Partners, Bush, Foodservice, Food, Bush Brotherhood, Wood

XMS Capital Partners, LLC (“XMS”), a global, independent financial services firm focused on providing M&A, corporate advisory and asset management services, announced that it served as financial advisor to Bush Brothers Provision Co. (“Bush Brothers” or the “Company”) on its majority investment by Heartwood Partners IV, LP (“Heartwood”), a middle market private equity firm.

Key Points: 
  • XMS Capital Partners, LLC (“XMS”), a global, independent financial services firm focused on providing M&A, corporate advisory and asset management services, announced that it served as financial advisor to Bush Brothers Provision Co. (“Bush Brothers” or the “Company”) on its majority investment by Heartwood Partners IV, LP (“Heartwood”), a middle market private equity firm.
  • Bush Brothers is a fifth generation, family-owned meat packing and distribution company, located in West Palm Beach, FL since 1925.
  • The Company provides premium protein products to a customer base of fine-dining restaurants, hotels, country clubs, mega yachts and private chefs in Florida and the Caribbean.
  • The Heartwood team differentiated themselves from day one as the preferred strategic partner based on their understanding of the opportunity, cultural fit and ability to add significant value beyond capital.

Ryan Fernandes Joins Broadhaven as Managing Director

Retrieved on: 
Monday, June 5, 2023
Consulting, Data Management, Banking, Technology, Professional Services, Other Technology, Software, Other Professional Services, Networks, Internet, Finance, Morgan Stanley, Thunder Bridge, XMS Capital Partners, Broad Haven, Financial services

Broadhaven Capital Partners (“Broadhaven”), a leading independent investment bank serving the financial services sector, announced today that Ryan Fernandes has joined the firm as a Managing Director.

Key Points: 
  • Broadhaven Capital Partners (“Broadhaven”), a leading independent investment bank serving the financial services sector, announced today that Ryan Fernandes has joined the firm as a Managing Director.
  • Mr. Fernandes was previously a Managing Director with Thunder Bridge Capital, a growth-orientated investment platform focused on global financial services and emerging technology businesses.
  • “His strategic thinking and long-term perspective with clients are a perfect addition to our platform.”
    “It is a privilege to join such a talented group of colleagues,” said Mr. Fernandes.
  • “Working with the Broadhaven team, I am confident we will provide high-quality, independent and differentiated advice to our clients and help them achieve their financial and strategic objectives.”

Montana Technologies to Combine with Power & Digital Infrastructure Acquisition II Corp. to Commercialize its Transformational AirJoule™ Technology to Revolutionize and Accelerate Decarbonization of HVAC Systems and Water Supply

Retrieved on: 
Monday, June 5, 2023
Main Street, LLP, Pat Eilers, Drinking water, CATL, Kirkland & Ellis, Atmosphere, Vinson & Elkins, Electricity, Water, Tax, Trust, Interest on Lawyer Trust Accounts, Montana Technological University, Extension, Latham & Watkins, Central Time, Water supply, Ventilation, Accounting, HVAC, Suite, Pacific Northwest National Laboratory, Acquisition, Atmosphere of Earth, Transaction, Air conditioning, XMS Capital Partners, BASF, Special, Heat, Proxy, Heating, ventilation, and air conditioning, Renewable energy, Barclays

These and other pipeline partnerships will enable Montana Technologies to scale rapidly to mass production, using a capital-efficient business model.

Key Points: 
  • These and other pipeline partnerships will enable Montana Technologies to scale rapidly to mass production, using a capital-efficient business model.
  • Pat Eilers, CEO of XPDB, said: "We are extremely excited that Montana Technologies is entering the public markets as a leading developer of breakthrough dehumidification and cooling technology.
  • Matt Jore, CEO of Montana Technologies, said: "Today's announcement is a huge milestone in bringing our transformative technology, AirJoule™, to market with this transaction.
  • - Montana Technologies' breakthrough technology, AirJoule™, helps solve two of the world's most problematic issues: demand for air conditioning, and water scarcity.

Rotunda Capital Partners Acquires Bron Tapes

Retrieved on: 
Tuesday, March 21, 2023
Other Manufacturing, Technology, Finance, Packaging, Engineering, Chemicals, Plastics, Professional Services, Manufacturing, Electronic Design Automation, Pressure, Adhesive, Growth, Transport, XMS Capital Partners, Multimedia, Rotunda, Video game, Bron

Rotunda Capital Partners (“Rotunda”) has acquired Bron Tapes (“Bron”), a premier distributor and converter of pressure sensitive tapes and adhesives.

Key Points: 
  • Rotunda Capital Partners (“Rotunda”) has acquired Bron Tapes (“Bron”), a premier distributor and converter of pressure sensitive tapes and adhesives.
  • Bron is the second investment made from Rotunda’s latest fund, Rotunda Capital Partners Fund III, L.P.
  • “Bron is a natural extension of Rotunda’s focus on partnering with family-founder owned distribution businesses,” said Corey Whisner, Partner at Rotunda.
  • “We knew early on that Rotunda would be an excellent partner for Bron that exemplifies the core values we have lived by for the last 40+ years.”

VSS Capital Partners Completes Successful Exit from GreenSlate

Retrieved on: 
Friday, February 10, 2023
Technology, Human Resources, Finance, Entertainment, Consulting, Accounting, Professional Services, Software, General Entertainment, Data Management, Ropes & Gray, Acceleration, Francisco Partners, VSS, Movement, XMS Capital Partners, Partnership, Education, Cryptocurrency

VSS Capital Partners (“VSS”), a private investment firm that targets the healthcare, education, and tech-enabled business services industries, today announced that it has realized its investment in GreenSlate Holdings, LLC (GreenSlate or “the Company”), a leading cloud-based provider of payroll, production accounting, tax incentives and health benefits for the entertainment industry.

Key Points: 
  • VSS Capital Partners (“VSS”), a private investment firm that targets the healthcare, education, and tech-enabled business services industries, today announced that it has realized its investment in GreenSlate Holdings, LLC (GreenSlate or “the Company”), a leading cloud-based provider of payroll, production accounting, tax incentives and health benefits for the entertainment industry.
  • While financial details of the transaction were not disclosed, VSS also re-invested in the Company alongside new investor Francisco Partners and GreenSlate’s management team.
  • “We would like to thank VSS for the transformative impact they have made in supporting GreenSlate’s growth as content production has soared over the past few years,” said John Finn, CEO and Founder of GreenSlate.
  • American Discovery Capital served as financial advisor to GreenSlate and Ropes & Gray LLP served as legal advisor to GreenSlate.

Reverence Capital Partners Selects CAIS for Efficient Access to the Independent Wealth Channel

Retrieved on: 
Wednesday, January 18, 2023
Technology, Finance, Fintech, Consulting, Professional Services, Software, Digital Cash Management, Digital Assets, Data Analytics, Data Management, Asset Management, RIAS, The Beverly Hilton, Education, Apollo, IBD Deisenroth Engineering, XMS Capital Partners, Mercer, Financial adviser, Reverence

The addition of Reverence’s products aligns with CAIS’ commitment to make alternative investment opportunities available to the independent wealth channel to ensure these financial advisors have the same access as large institutional counterparts.

Key Points: 
  • The addition of Reverence’s products aligns with CAIS’ commitment to make alternative investment opportunities available to the independent wealth channel to ensure these financial advisors have the same access as large institutional counterparts.
  • The onboarded Reverence funds will be made available to the thousands of RIAs and IBDs that utilize the CAIS platform for access to alternative investment funds.
  • “Reverence Capital Partners understands the unique needs of the independent financial advisor community and we are thrilled to partner with the Reverence team to help expand access to their strategies through our platform,” said Matt Brown, Founder and CEO of CAIS.
  • Reverence participated in CAIS' $340 million equity raise in 2022, alongside Apollo, Motive Partners, Franklin Templeton, Hamilton Lane, and Stone Point Ventures.

XAI Octagon Floating Rate & Alternative Income Term Trust Declares its Monthly Common Shares Distribution of $0.073 per Share

Retrieved on: 
Thursday, December 1, 2022
Consulting, Professional Services, Finance, XMS Capital Partners, Sale, History, Trust, Philosophy, Communication, Investment, Marketing, Calendar, Form 1099, CLO, Capital loss, XAI, Security (finance), Life insurance, Clos, Trustee

Shareholders should not assume that the source of a distribution from the Trust is net income or profit.

Key Points: 
  • Shareholders should not assume that the source of a distribution from the Trust is net income or profit.
  • The Trusts net investment income and capital gain can vary significantly over time; however, the Trust seeks to maintain more stable common share monthly distributions over time.
  • The Trusts final taxable income for the current fiscal year will not be known until the Trusts tax returns are filed.
  • The common share distributions paid by the Trust for any particular period may be more than the amount of net investment income from that period.

Estancia Capital Partners Announces Strategic Investment in InvestorCOM

Retrieved on: 
Tuesday, November 29, 2022
Personal Finance, Legal, Technology, Finance, Consulting, Banking, Professional Services, Software, Asset Management, Other Professional Services, Software, Growth, WLG, LLP, History, Kirkland & Ellis, Wealth management, Corporate services, PTE, Health, XMS Capital Partners, Entrepreneurship, Risk management

Estancia Capital Partners announced today they completed a significant investment in InvestorCOM , a leading provider of software and tech-enabled compliance solutions to the asset and wealth management industry.

Key Points: 
  • Estancia Capital Partners announced today they completed a significant investment in InvestorCOM , a leading provider of software and tech-enabled compliance solutions to the asset and wealth management industry.
  • We look forward to partnering with InvestorCOM and providing strategic, operational and distribution value-added advice.
  • The companys customers include North Americas largest financial institutions and strategic wealthtech partners that distribute InvestorCOM technology to smaller customers.
  • InvestorCOM will represent Estancias sixth portfolio platform investment in Estancia Capital Partners Fund II, L.P. For more information, visit www.estanciapartners.com .

XAI Octagon Floating Rate & Alternative Income Term Trust Will Host Q3 2022 Quarterly Webinar on December 1, 2022

Retrieved on: 
Monday, November 28, 2022
Consulting, Other Professional Services, Professional Services, Finance, Knowledge, Marketing, Communication, History, XAI, USE, VIA, Egyptian Knowledge Bank, Eastern Time Zone, Investment, Philosophy, Q&A, Trust, NYSE, Sale, XMS Capital Partners, CLO, Security (finance)

XAI Octagon Floating Rate & Alternative Income Term Trust (NYSE: XFLT) (the Trust) today announced that it plans to host the Trusts Quarterly Webinar on December 1, 2022 at 11:00 am (Eastern Time).

Key Points: 
  • XAI Octagon Floating Rate & Alternative Income Term Trust (NYSE: XFLT) (the Trust) today announced that it plans to host the Trusts Quarterly Webinar on December 1, 2022 at 11:00 am (Eastern Time).
  • The investment objective of the Trust is to seek attractive total return with an emphasis on income generation across multiple stages of the credit cycle.
  • The Trust seeks to achieve its investment objective by investing in a dynamically managed portfolio of opportunities primarily within the private credit markets.
  • Under normal market conditions, the Trust will invest at least 80% of its Managed Assets in floating rate credit instruments and other structured credit investments.