GTCR LLC

Financial Management, Investment Management

Miracle Mile Advisors, Karp Capital Management and Corsair | September 17, 2022

Miracle Mile Advisors and Karp Capital Management announced today that they intend to combine, creating an award-winning, national wealth advisory firm with over $4 billion in assets under management serving clients from five main offices. In conjunction with the transaction, the combined company will receive a significant investment from Corsair Capital, a leading private equity firm in the financial and business services industries. The combination and subsequent Corsair investment is expected...

Mobile Banking, Payments

Mastercard | October 10, 2022

Businesses often struggle with visibility into how and where they spend money and with which suppliers. In a recent poll of treasury professionals, 91% of respondents noted they still used spreadsheets for forecasting1. To address this need, Mastercard today announced the launch of Global Treasury Intelligence, a cloud-based analytics platform that enables organizations to execute more effective and sustainable financial strategies, and support corporate priorities such as cash management, risk ...

Delta Capital | March 26, 2020

Financial services consulting firm Delta capital has secured a $50 million investment from Singapore VC Prytek Holdings. The investment will see Delta Capital become the financial services arm of Prytek, gaining access to a further $100 million of capital for future acquisitions and funding for client transactions. Prytek currently has 35 companies in its portfolio operating across a range of tech-related business areas, including fintech, artificial intelligence, cyber security, and human resou...

PR Newswire | July 31, 2020

OCM Capital Partners LLC ("OCP"), a subsidiary of CI Financial Corp. (TSX: CIX) ("CI") of Toronto, announced today that it has reached an agreement to acquire Thousand Oaks Financial Corporation, a registered investment advisor firm based in Thousand Oaks, California operating under the name Professional Planning. Professional Planning offers financial planning and wealth management services and has approximately US$440 million in assets under management (as at June 30, 2020)...