Home | Log in or Sign Up for full access | Tracked Organizations | Recent Tracked Activities

Recent Activities

Activities between Nov. 15, 2024, 11:53 p.m. and Nov. 22, 2024, 11:53 p.m. from: Hedge Fund And Investment Firm.

Click on a document link to see the original source document. Click on the name of an organization to see more organization linkages and timelines.


Synapticure Raises $25 Million Series A to Expand Virtual Care for Patients and Caregivers Living with Neurodegenerative Diseases in all 50 States

Document Date: Nov. 19, 2024, 4:33 p.m. / Source: PR Newswire
Activity Class: CorporateFinanceActivity / Type: Investment / Region: United States
Investor: Target: Document Extract: Synapticure Raises $ 25 Million Series A to Expand Virtual Care for Patients and Caregivers Living with Neurodegenerative Diseases in all 50 States.
Document Source: https://www.prnewswire.com/news-releases/synapticure-raises-25-million-series-a-to-expand-virtual-care-for-patients-and-caregivers-living-with-neurodegenerative-diseases-in-all-50-states-302310288.html (archive.org page / archive.org listing)


Front Street Capital Management Selects SEI for Custody and Advisor Technology

Document Date: Nov. 21, 2024, 2 p.m. / Source: PR Newswire
Activity Class: PartnershipActivity
Partnership: Document Extract: Michele Blood, Co-Founder and Chief Operating Officer at Front Street, summarized the firm's reasons for choosing SEI as its custodian and technology provider: " SEI's technology and advisor services capabilities are immensely important for us to provide more effective, efficient, and personal interactions and information for our growing client base, and SEI's commitment to supporting our distinctive investing activities, while continually enhancing their platform's capabilities, provided us the comfort to make the switch. SEI embodies our criteria for enduring, successful businesses, and that is also a key differentiator for us ." Highlighting the benefits of the strategic partnership, Gabriel Garcia, Head of RIA Client Strategy and Experience for SEI's Advisor business, said: " In today's landscape, tight integration across technology and operations matters-particularly when it comes to efficiently running a business while providing a connected and collaborative experience for advisors and investors.
Document Source: https://www.prnewswire.com/news-releases/front-street-capital-management-selects-sei-for-custody-and-advisor-technology-302312057.html (archive.org page / archive.org listing)


Front Street Capital Management Selects SEI for Custody and Advisor Technology

Document Date: Nov. 21, 2024, 2 p.m. / Source: PR Newswire
Activity Class: PartnershipActivity / Region: Oaks
Partnership: Awarded: Document Extract: Front Street Capital Management Selects SEI for Custody and Advisor Technology. Integrated Custody and Technology Solution Powers Connected Experience and Business Growth. OAKS, Pa., Nov. 21, 2024 /PRNewswire/ - SEI® (NASDAQ: SEIC) today announced that Front Street Capital Management (Front Street) has selected SEI for custody and technology solutions, embracing a tightly integrated, single infrastructure that provides an end-to-end experience across every aspect of an advisor's business, including a dedicated service and relationship management model. Front Street is moving more than $ 600 million in assets under management to SEI. The Montana - based registered investment advisor invests client capital exclusively in purpose-driven companies that demonstrate ultra-long-term compounding ability and core values of management integrity, employee empowerment, teamwork, passion, long-term focus, and disciplined capital allocation.
Document Source: https://www.prnewswire.com/news-releases/front-street-capital-management-selects-sei-for-custody-and-advisor-technology-302312057.html (archive.org page / archive.org listing)


Front Street Capital Management Selects SEI for Custody and Advisor Technology

Document Date: Nov. 21, 2024, 2 p.m. / Source: PR Newswire
Activity Class: PartnershipActivity
Partnership: Document Extract: Front Street invests on the assumption that great managers can continually create more customer value by cultivating cultures that demonstrate high levels of cooperation, communication, trust, and continual improvement philosophies. Michele Blood, Co-Founder and Chief Operating Officer at Front Street, summarized the firm's reasons for choosing SEI as its custodian and technology provider: " SEI's technology and advisor services capabilities are immensely important for us to provide more effective, efficient, and personal interactions and information for our growing client base, and SEI's commitment to supporting our distinctive investing activities, while continually enhancing their platform's capabilities, provided us the comfort to make the switch. SEI embodies our criteria for enduring, successful businesses, and that is also a key differentiator for us ." Highlighting the benefits of the strategic partnership, Gabriel Garcia, Head of RIA Client Strategy and Experience for SEI's Advisor business, said:
Document Source: https://www.prnewswire.com/news-releases/front-street-capital-management-selects-sei-for-custody-and-advisor-technology-302312057.html (archive.org page / archive.org listing)


Class8 Raises $22M Series A to Empower Carriers and Drivers with OEM-Integrated AI Solutions

Document Date: Nov. 19, 2024, 4:15 p.m. / Source: PR Newswire
Activity Class: CorporateFinanceActivity / Type: Investment / Region: Toronto
Investor: Target: Document Extract: TORONTO, Nov. 19, 2024 /PRNewswire/ - Class8, previously recognized as FleetOps, today announced it has secured $ 22 million in Series A funding, led by Xplorer Capital with new investor Commerce Ventures and returning partners Inspired Capital and Resolute Ventures.
Document Source: https://www.prnewswire.com/news-releases/class8-raises-22m-series-a-to-empower-carriers-and-drivers-with-oem-integrated-ai-solutions-302310263.html (archive.org page / archive.org listing)


Prospero Staff Capital Acquires Majority Ownership in Roadrunner from Elliott Management

Document Date: Nov. 22, 2024, 12:59 p.m. / Source: PR Newswire
Activity Class: CorporateFinanceActivity / Type: Acquisition / Region: Chicago
Vendor: Buyer: Participant: Target: Document Extract: Prospero Staff Capital Acquires Majority Ownership in Roadrunner from Elliott Management.
Document Source: https://www.prnewswire.com/news-releases/prospero-staff-capital-acquires-majority-ownership-in-roadrunner-from-elliott-management-302313814.html (archive.org page / archive.org listing)


Pitney Bowes Announces Significant Progress on Deleveraging Initiative with Paydown of $100M of Oaktree Notes

Document Date: Nov. 19, 2024, 1 p.m. / Source: Business Wire
Activity Class: CorporateFinanceActivity / Type: Investment
Target: Document Extract: Pitney Bowes Inc. (NYSE: PBI) ("Pitney Bowes" or the "Company") , a technology-driven company that provides SaaS shipping solutions, mailing innovation, and financial services to clients around the world, today announced that it has repaid $ 100 million of the $ 275 million in senior secured notes ("2028 Notes") issued by Oaktree Capital Management, L.P. ("Oaktree") , the balance of which was $ 272 million as of September 30, 2024.
Document Source: https://www.businesswire.com/news/home/20241119569103/en/Pitney-Bowes-Announces-Significant-Progress-on-Deleveraging-Initiative-with-Paydown-of-100M-of-Oaktree-Notes (archive.org page / archive.org listing)


The Great American Group Launches as New Independent Business Following Formation of Partnership between Oaktree and B. Riley

Document Date: Nov. 18, 2024, noon / Source: PR Newswire
Activity Class: PartnershipActivity
Partnership: Document Extract: The launch of the GA Group as an independent business follows the completion of the transactions between B. Riley and Oaktree previously announced on October 14, 2024. Prior to the closing, B. Riley undertook a pre-closing internal reorganization resulting in the contribution of all of the interests in B. Riley's Appraisal and Valuation Services, Retail, Wholesale & Industrial Solutions and Real Estate businesses into Great American Holdings, LLC, a newly formed holding company ("Great American NewCo") . At the closing, B. Riley received total consideration consisting of approximately $ 203 million in cash, subject to certain purchase price adjustments, Class B Preferred Units of Great American NewCo with an initial aggregate liquidation preference of approximately $ 183 million, and Class A Common Units of Great American NewCo representing approximately 47 % of the total outstanding common units. B. Riley expects to record a gain on its investment in GA Group of approximately $ 235 million in its fourth quarter 2024 financial results. Bryant Riley, Chairman and Co-Chief Executive Officer of B. Riley, said, "We are excited about this new partnership with Oaktree, which has the scale and expertise in alternative investments to power GA Group's next chapter of growth and success.
Document Source: https://www.prnewswire.com/news-releases/the-great-american-group-launches-as-new-independent-business-following-formation-of-partnership-between-oaktree-and-b-riley-302308406.html (archive.org page / archive.org listing)


The Great American Group Launches as New Independent Business Following Formation of Partnership between Oaktree and B. Riley

Document Date: Nov. 18, 2024, noon / Source: PR Newswire
Activity Class: PartnershipActivity
Partnership: Document Extract: The Great American Group to Leverage 30-Year Track Record to Provide Industry-Leading Valuation, Appraisal, Asset Disposition and Real Estate Services. B. Riley to Recognize Gain of Approximately $ 235 Million on Transaction in Fourth Quarter 2024 Results. LOS ANGELES, Nov. 18, 2024 /PRNewswire/ - B. Riley Financial, Inc. (NASDAQ: RILY) ("B. Riley" or the "Company") , a diversified financial services company, and funds managed by Oaktree Capital Management, L.P. ("Oaktree") , today announced the launch of a partnership between B. Riley and Oaktree in the Great American ("GA") Group, an industry-leading provider of valuation, appraisal, asset disposition and real estate services. The launch of the GA Group as an independent business follows the completion of the transactions between B. Riley and Oaktree previously announced on October 14, 2024. Prior to the closing, B. Riley undertook a pre-closing internal reorganization resulting in the contribution of all of the interests in B. Riley's Appraisal and Valuation Services, Retail, Wholesale & Industrial Solutions and Real Estate businesses into Great American Holdings, LLC, a newly formed holding company ("Great American NewCo").
Document Source: https://www.prnewswire.com/news-releases/the-great-american-group-launches-as-new-independent-business-following-formation-of-partnership-between-oaktree-and-b-riley-302308406.html (archive.org page / archive.org listing)


Jersey Mike's to Partner with Blackstone to Accelerate Leading Franchisor's Continued Growth

Document Date: Nov. 19, 2024, noon / Source: Business Wire
Activity Class: CorporateFinanceActivity / Type: Investment / Region: United States
Investor: Participant: Target: Document Extract: Jersey Mike's Subs, a leading franchisor of fast-casual submarine sandwich stores known for its fresh sliced and fresh grilled subs, announced today it has reached an agreement whereby private equity funds managed by Blackstone ("Blackstone") - led by Blackstone's most recent flagship private equity vehicle - will acquire a majority ownership position in Jersey Mike's.
Document Source: https://www.businesswire.com/news/home/20241118982737/en/Jersey-Mike%25E2%2580%2599s-to-Partner-with-Blackstone-to-Accelerate-Leading-Franchisor%25E2%2580%2599s-Continued-Growth (archive.org page / archive.org listing)


Jersey Mike's sandwich chain is acquired by private equity firm Blackstone for $8 billion

Document Date: Nov. 19, 2024, 3:56 p.m. / Source: Associated Press
Activity Class: CorporateFinanceActivity / Type: Acquisition / Region: United States
Buyer: Target: Document Extract: Jersey Mike's, the quickly expanding sandwich chain, is being acquired by asset management giant Blackstone.
Document Source: https://apnews.com/article/jersey-mikes-acquired-blackstone-transaction-d45eb865f912eb39bbd7ac8ad8a86fcd (archive.org page / archive.org listing)


Jersey Mike's Subs is worth $8 billion after a huge investment from Blackstone

Document Date: Nov. 19, 2024, 12:42 p.m. / Source: CNN
Activity Class: CorporateFinanceActivity / Type: Investment / Region: New York City, United States
Investor: Target: Document Extract: Jersey Mike's Subs is worth $ 8 billion after a huge investment from Blackstone.
Document Source: https://www.cnn.com/2024/11/19/food/jersey-mikes-subs-sale/index.html (archive.org page / archive.org listing)


Jersey Mike's Subs is worth $8 billion after a huge investment from Blackstone

Document Date: Nov. 19, 2024, 12:42 p.m. / Source: CNN
Activity Class: CorporateFinanceActivity / Type: Acquisition / Region: Bailiwick of Jersey
Vendor: Buyer: Document Extract: Jersey Mike's Subs is selling a significant stake to private equity giant Blackstone, ending its nearly seven-decade run as an independently owned business that transformed into a major competitor against well-entrenched brands like Subway.
Document Source: https://www.cnn.com/2024/11/19/food/jersey-mikes-subs-sale/index.html (archive.org page / archive.org listing)


SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates LBRDA, AE, ROIC, VINE on Behalf of Shareholders

Document Date: Nov. 18, 2024, 11:05 p.m. / Source: PR Newswire
Activity Class: CorporateFinanceActivity / Type: Ipo
Buyer: Target: Document Extract: Liberty Broadband Corporation (NASDAQ: LBRDA)'s sale to Charter Communications, Inc. for 0.236 of a share of Charter common stock per share of Liberty Broadband common stock.
Document Source: https://www.prnewswire.com/news-releases/shareholder-investigation-halper-sadeh-llc-investigates-lbrda-ae-roic-vine-on-behalf-of-shareholders-302309132.html (archive.org page / archive.org listing)


SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates LBRDA, AE, ROIC, VINE on Behalf of Shareholders

Document Date: Nov. 18, 2024, 11:05 p.m. / Source: PR Newswire
Activity Class: CorporateFinanceActivity / Type: Merger / Region: United States
Protagonist: Document Extract: Fresh Vine Wine Inc. (NYSE: VINE)'s merger with Notes Live, Inc.
Document Source: https://www.prnewswire.com/news-releases/shareholder-investigation-halper-sadeh-llc-investigates-lbrda-ae-roic-vine-on-behalf-of-shareholders-302309132.html (archive.org page / archive.org listing)


SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates LBRDA, AE, ROIC, VINE on Behalf of Shareholders

Document Date: Nov. 18, 2024, 11:05 p.m. / Source: PR Newswire
Activity Class: CorporateFinanceActivity / Type: Ipo / Region: United States
Buyer: Target: Document Extract: Adams Resources & Energy, Inc. (NYSE: AE)'s sale to an affiliate of Tres Energy LLC for $ 38.00 per share in cash.
Document Source: https://www.prnewswire.com/news-releases/shareholder-investigation-halper-sadeh-llc-investigates-lbrda-ae-roic-vine-on-behalf-of-shareholders-302309132.html (archive.org page / archive.org listing)


SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates LBRDA, AE, ROIC, VINE on Behalf of Shareholders

Document Date: Nov. 18, 2024, 11:05 p.m. / Source: PR Newswire
Activity Class: CorporateFinanceActivity / Type: Ipo / Region: United States
Buyer: Target: Document Extract: Retail Opportunity Investments Corp. (NASDAQ: ROIC)'s sale to Blackstone for $ 17.50 per share.
Document Source: https://www.prnewswire.com/news-releases/shareholder-investigation-halper-sadeh-llc-investigates-lbrda-ae-roic-vine-on-behalf-of-shareholders-302309132.html (archive.org page / archive.org listing)


SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates AE, ROIC, CDMO, EMKR on Behalf of Shareholders

Document Date: Nov. 16, 2024, 4:31 p.m. / Source: GlobeNewswire
Activity Class: CorporateFinanceActivity / Type: Acquisition / Region: United States
Buyer: Target: Document Extract: Retail Opportunity Investments Corp. (NASDAQ: ROIC)'s sale to Blackstone for $ 17.50 per share.
Document Source: https://www.globenewswire.com/news-release/2024/11/16/2982353/0/en/SHAREHOLDER-INVESTIGATION-Halper-Sadeh-LLC-Investigates-AE-ROIC-CDMO-EMKR-on-Behalf-of-Shareholders.html (archive.org page / archive.org listing)


SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates AE, ROIC, CDMO, EMKR on Behalf of Shareholders

Document Date: Nov. 16, 2024, 4:31 p.m. / Source: GlobeNewswire
Activity Class: CorporateFinanceActivity / Type: Acquisition
Buyer: Target: Document Extract: EMCORE Corporation (NASDAQ: EMKR)'s sale to Velocity One for $ 3.10 per share in cash.
Document Source: https://www.globenewswire.com/news-release/2024/11/16/2982353/0/en/SHAREHOLDER-INVESTIGATION-Halper-Sadeh-LLC-Investigates-AE-ROIC-CDMO-EMKR-on-Behalf-of-Shareholders.html (archive.org page / archive.org listing)


SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates AE, ROIC, CDMO, EMKR on Behalf of Shareholders

Document Date: Nov. 16, 2024, 4:31 p.m. / Source: GlobeNewswire
Activity Class: CorporateFinanceActivity / Type: Acquisition / Region: United States
Buyer: Target: Document Extract: Avid Bioservices, Inc. (NASDAQ: CDMO)'s sale to funds managed by GHO Capital Partners LLP and Ampersand Capital Partners for $ 12.50 per share in cash.
Document Source: https://www.globenewswire.com/news-release/2024/11/16/2982353/0/en/SHAREHOLDER-INVESTIGATION-Halper-Sadeh-LLC-Investigates-AE-ROIC-CDMO-EMKR-on-Behalf-of-Shareholders.html (archive.org page / archive.org listing)

Archive.org page links will work if the page has already been archived by archive.org, but we can't guarantee which pages archive.org has archived so far.

Treat sameAsNameOnly relationship as same? No (Turn On)

Site Stats | About (includes privacy and cookie notices)
(c) by 1145, 2023-2024. Data licensed under the Open Database License. Please send an email if you need a non-share-alike license and/or you need API access.