Financial Firms Expand Teams‍ with Key Hires and Strategic Investments

‍ ​ Updated June 13,2025

Several financial‌ firms are making strategic moves‍ to bolster their teams and expand‍ their capabilities.
These include ‌key appointments, acquisitions, and significant investments in technology⁣ and‌ renewable energy
‍ ⁢ projects. Here’s a rundown of the latest developments in the financial sector.

Canyon Partners, a global choice ‍investment manager with $27 billion in assets, has
⁢ appointed Giacomo Greggio as senior vice ⁣president on the EMEA Capital Formation team.Greggio, who will ‌focus
⁤ ⁣ ‍ on client coverage across⁣ Southern Europe ‍and the pan-European wealth channel, reports​ to James Anderson, head
‍ ‍ ‌of EMEA Capital Formation.He previously held a senior director role⁣ at Barings.

Gateway Financial‍ Partners has added⁤ Robb Combs as director of business development. Combs
⁣ ⁤ ‌ will ‌support advisor recruitment and ⁤strengthen partnerships, contributing to the‌ firm’s national expansion. He
‌​ previously served as senior‌ vice president within the Custody and Clearing ​division at Raymond ‍James for ‌18
‍ years.

New Holland Capital, an alternative investment manager overseeing more than $6 billion in
⁣ discretionary absolute return strategies, has appointed Stephan Brohme as chief risk officer.Brohme will lead
⁣ risk management across‌ the firm, including the Tactical ⁣Alpha Strategy. He most recently served as‌ U.S. head of
‍ ​‌ risk​ at Brevan Howard.

Crow ⁤Holdings Capital has welcomed Paul Mouchakkaa as a senior managing director.Mouchakkaa
⁤ ‌ ‌ will oversee Build-to-Core and Core+ investment programs ⁣and establish ⁢new investment strategies. He previously
⁣ served as head ‍of ‍real estate at Alberta Investment Management Corporation (AIMCo).

clearlake Capital Group has named Josh Lederman as head of capital ⁣markets,effective in
​ ⁢ September. Lederman will report to James Pade, partner and managing director, and‌ will ⁢oversee debt origination,
⁢ ​ underwriting, and distribution. He will also manage the firm’s⁣ relationships ‍with ⁤lenders. Lederman joins from
​ ⁣ KKR, where‍ he was a managing director⁢ in the capital markets unit.

parkview Financial, specializing in U.S.commercial real estate credit, has appointed Charlie
​ ‌ ⁤O’Connell as chief financial ⁢officer. O’Connell, who reports to Founder and CEO Paul Rahimian, will oversee
‍ ⁤ financial strategy, ‍capital management,‍ and long-term planning.He joins from DJM Capital Partners,where he
⁣ ​ ‍ also served as ​CFO.

In the realm of mergers and⁣ acquisitions, ‍ IonQ is set to‍ acquire U.K.-based quantum ⁤computing
⁤ ⁣ startup Oxford Ionics in⁣ a ‍deal valued at nearly $1.1 billion. The merger ‌aims⁣ to combine
⁤ ⁣ IonQ’s hardware and software expertise with Oxford Ionics’ semiconductor ⁤chip technologies,⁢ targeting systems
‍ with up to two ​million qubits ⁣by 2030. The​ transaction includes $1.065 billion in IonQ⁢ stock and about $10
⁢ ​ million in ⁣cash.

Hub International Limited has acquired​ the assets ⁤of Veripax Wealth
‍ Management, a fee-based financial planning and investment ⁤advisory firm specializing ⁢in
⁣ ⁣ risk-focused wealth management. Jerry Verseput, Brian Wells, and the VWM team will⁣ join Hub Central⁤ & Northern
⁤ ‌ ​ California.

Mercer, a unit of Marsh McLennan, will purchase ⁣the UK operations of Fundhouse,
‍ ⁢ an investment advisory services provider for financial advisers and institutional wealth investors managing over
$2.8 billion in assets. The deal is expected to close in the third quarter.

Alliant Insurance Services has acquired Johnson Benefit Planning,an
employee benefits consulting firm with offices ​in Oregon,strengthening Alliant’s presence in ​the Pacific
Northwest.

On ⁣the technology front, Integrated Partners ⁣has⁢ launched the Integrated ‌Advisor Dashboard,
‍ powered by Invent, a tech platform designed to streamline workflows and personalize insights. The platform
⁣ ‍ includes ‌RAI, an AI assistant‌ developed ​in partnership​ with ARQA.

RSM US ‍LLP is ⁤making a significant investment in AI,allocating $1 billion over the next
‍ ⁢ ⁤ three years to integrate agentic AI platforms across ‌its operations and⁣ services. this investment coincides
⁢ with RSM’s transatlantic merger, creating a multinational organization spanning multiple countries.

Swimlane, specializing in AI hyperautomation ⁢for security, has announced ​a $45 million
growth funding⁢ round led by Energy ‌Impact Partners and Activate Capital. The investment will support ‍product
‌ innovation and ⁢global channel expansion.

Wealthbox, a CRM software platform for financial advisors, has ⁢received a $200 million
‍ strategic majority investment from Sixth Street Growth.Michael McGinn, Paul⁤ Dodd, and⁢ Alex Goodman from Sixth
‍ Street Growth⁢ will join Wealthbox’s⁢ Board of Directors.

In ‌renewable energy, Origis ⁣Energy has successfully closed financing for ‌the Wheatland solar
⁤ ⁤ ‌ ⁤project in Knox County,⁤ Indiana, and​ the Optimist Solar + storage project in Clay ‌County, Mississippi. MUFG
⁣ ​ served​ as Coordinating Lead Arranger and Administrative ‌Agent.

What’s next

These strategic ⁤moves reflect a broader trend in the ⁢financial industry toward expansion, technological
⁣ advancement, and a focus on enduring investments. As⁤ firms continue to adapt to evolving market conditions,
‍ ‍ further developments in personnel, technology, and investment strategies are expected.