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.