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.
News
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.
Suntera Global enhances fund service proposition with acquisition of Khepri
Suntera Global, the Jersey headquartered, independent provider of bespoke fund, corporate and private wealth services, has entered into an agreement to acquire fund administration and corporate services provider Khepri Limited (Khepri), as it continues to pursue an ambitious growth strategy, designed to empower institutional clients with exceptional support across a broad and expanding range of alternative asset classes and jurisdictions. The deal is subject to regulatory approval and is expected to complete in the second half of the year.
Suntera Global Secures Investment from Valeas Capital Partners to Support its Global Growth Strategy
Suntera Global (“Suntera”), the Jersey headquartered, independent provider of bespoke fund, corporate and private wealth services, today announced it has entered into an agreement with Valeas Capital Partners (“Valeas”), a growth-oriented equity investment firm, to acquire a majority stake in Suntera.
Baker Tilly and Moss Adams to Combine to Create an Industry-Defining Advisory and Accounting Firm
In a transformative move that redefines advisory and accounting services for the middle market, Baker Tilly and Moss Adams today announced their planned combination to create the sixth largest advisory CPA firm in the US. Expected to close in early June of this year, the combination strengthens the firms’ industry specialization, expands its geographic reach and enhances its capabilities across advisory, tax and assurance services.
