Investment firms announce⁢ key executive moves, deals

‌ Updated June 21, 2025

‌ ⁤ Several ⁣investment firms have recently announced key executive appointments and
strategic acquisitions.
⁢

Houlihan capital, a valuation and investment banking‍ firm, has appointed Paul‌ C.
⁤ Stefunek ‍as director of business development. Stefunek will focus on client
⁢ ⁤ relationships⁢ in high-growth sectors. He previously held a similar‍ role at
‌ EdgePoint.

Evercore has welcomed Bennett Blau as a senior managing director in its healthcare
investment banking group. Blau, based in San Francisco, brings over 15 years of
experience, most recently from Goldman ⁣Sachs.

⁤ Martin & Company, an investment advisory firm,​ has promoted ⁢Darren Williams to
‍ president and​ CEO. Williams, a 25-year veteran of the firm, previously led the
development of its ⁤small-cap equity strategy. Michael Holt, the previous CEO, will
⁤ ‍ remain​ involved in client relationships.

⁢ Turning Rock Partners, a private investment‌ firm,‍ has named Shahid Khoja as⁣ head of
credit. Khoja has ⁣nearly 20‌ years of experience in public and ⁢private credit
‍ investing. He previously served as managing director and head ‌of credit at Z
⁤ Capital⁣ Group.
⁢

‌ ‌ Barings has appointed John Lippmann as ‍head ⁤of U.S. real estate capital ⁢markets.
‍⁢ Lippmann will lead strategy and execution for U.S. debt and equity real estate
​ portfolios. He⁤ joins ⁣Barings from NYL Investors.
⁤‌

⁤ ‌ In deal news, Supernus ‌Pharmaceuticals has agreed to acquire Sage Therapeutics for
up⁤ to $795 million. The acquisition includes Zurzuvae, an oral treatment ⁣for
⁤ postpartum depression.

TTAM⁣ Research Institute, ‍founded by Anne ⁢Wojcicki, has won the bid ⁣to acquire
23andMe for $305 ⁣million. The deal includes 23andMe’s genome services and
​ telehealth unit.

‍ Mitsubishi Corp. is reportedly in talks to acquire Aethon ‍Energy Management’s U.S.
⁢⁣ ‍ shale assets for around $8 ​billion, according to Reuters.
⁣

Commerce bancshares has agreed‌ to ‍acquire⁢ FineMark Holdings in an ​all-stock deal
⁤ valued at approximately $585 million. FineMark will retain its brand under
Commerce, with Joseph Catti joining as CEO of the new division.

Wedbush ⁣Financial Services has acquired a minority stake in Trigon,an investment
bank in Central and Eastern⁣ Europe.
‍

Brookfield Infrastructure Partners has agreed ⁤to acquire Hotwire Communications from
Blackstone for approximately $7 billion.

‌Cohen & Steers, on behalf of its clients’ accounts, has invested $300 million⁣ in
Hudson Pacific Properties, a West Coast office‌ REIT.

Lincoln Financial has launched LVIP American Funds Vanguard Active Passive Growth
⁤ Fund,⁣ available within American Legacy® and Lincoln Investor Advantage®⁣ variable
‍ ⁢ annuities.

Juniper⁣ square,​ a⁣ fund software and services provider, closed its Series D round at
⁢ a $1.1 billion valuation, securing $130 million in new funding.

Post Oak Energy Capital held the final close of its fifth ⁢primary fund, raising
‍ ‍ $600 million and an‍ additional $164 million ‌through a ​co-investment vehicle.

What’s next

‍ These executive moves and acquisitions⁢ reflect ongoing activity and strategic
positioning within the investment and financial services sectors, as firms adapt to
‌ evolving market conditions and ‌seek growth opportunities.
⁣