Suntera Global, the Jersey-headquartered independent provider of bespoke fund, corporate, capital market and private wealth solutions, has partnered with Qualix S.A. (“Qualix”), a leading Luxembourg-based, technology-enabled boutique services provider to alternative investment funds, corporate and private wealth clients.
Private Equity Wire US Awards Recognize Suntera Fund Services for Outstanding Client Service
Suntera Fund Services is delighted to announce that it has been named “Fund Administrator of the Year: Client Services” at the 2025 Private Equity Wire US Awards. This recognition reflects Suntera’s ongoing commitment to delivering exceptional service and tailored solutions to private fund clients.
Sequoia Financial Group Strengthens California Foothold, Acquires Sterling Financial Group
Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $29.9 billion in assets under management as of Sept. 30, 2025, today announced the acquisition of Sterling Financial Group, Inc. (Sterling Financial), an independent investment advisory firm based in Pasadena, Calif. Terms of the transaction were not disclosed.
Great Hill Partners Announces Strategic Growth Investment in Philanthropy Tech Platform Ren
Great Hill Partners (“Great Hill”), a private equity firm that invests in high-growth, disruptive companies, today announced a strategic growth investment in Ren, Inc. (“Ren” or the “Company”), the leading provider of donor-advised fund (DAF) technology and philanthropic solutions. The investment will enable Ren to accelerate its product roadmap, scale its operations, and further expand its reach across financial advisors, wealth management firms, and philanthropic institutions. Financial terms of the transaction were not disclosed.
Sequoia Financial Group to Acquire The Martin Worley Group, Utah-based Wealth Manager
Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $27.6 billion in assets under management as of June 30, 2025, today announced it has reached an agreement to acquire The Martin Worley Group (MWG), a wealth manager based in Cottonwood Heights, Utah, part of the Salt Lake City metro area.
TicketManager Aims to Accelerate Category Growth and Innovation with $110M Investment from Valeas Capital Partners
TicketManager, a global leader in event ticket and guest management solutions for the corporate enterprise, today announced Valeas Capital Partners (“Valeas”), a growth-oriented private-equity firm, has acquired a majority stake in the company. Under the terms of the agreement, Valeas is committing $110 million to support TicketManager’s strategic growth plans.
