IDA is a specialized financier and investment manager focusing on funding real estate development projects.
BondBloxx
Private Equity Round in 2024
BondBloxx is an exchange-traded fund (ETF) issuer that specializes in the fixed-income market, creating innovative investment tools for bond investors. The company simplifies bond investing by enabling users to electronically track and trade bonds in a manner similar to stocks. This approach allows investors to access precise market exposures tailored to current market dynamics, enhancing their opportunities and flexibility in navigating the complexities of the bond market. BondBloxx is committed to addressing the specific needs of fixed-income investors by providing accessible and efficient investment solutions.
Central Park Group
Acquisition in 2021
Founded in 2006, Central Park Group operates as an independent investment advisory company specializing in alternative investment strategies. It offers private equity, hedge fund, real estate, and fund-of-funds investments tailored for high net worth individuals and smaller institutional investors.
Waddell & Reed
Acquisition in 2020
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners.
Waddell & Reed Financial
Acquisition in 2020
Waddell & Reed Financial is a financial services company that provides investment management and advisory services, underwriting and distribution of investment products, and shareholder services for mutual funds and institutional and separately managed accounts. Through its operations, it serves as an investment adviser to institutional and private clients, may perform sub-advisory roles for other investment companies, and offers retirement, life insurance and disability products to advisors, institutions and individuals. The firm markets its products and services through wholesale channels, retirement platforms, and independent financial advisors, and serves a diverse client base including individuals, families, and institutions. Founded in 1937, it is based in Overland Park, Kansas.
Aiera is a New York‑based platform that uses adaptive deep learning and natural language processing to deliver real‑time event intelligence for institutional investors. The system automatically monitors earnings calls, broker research, media coverage, SEC filings and meeting notes, extracting key insights and generating predictive indicators. It supplies alerts, buy/sell/hold recommendations and target prices, and offers workflow automation to integrate analyst and data resources. By combining machine‑learning models with human expertise, Aiera supports advanced fundamental investment strategies on a secure, scalable infrastructure.
Aiera is a New York‑based platform that uses adaptive deep learning and natural language processing to deliver real‑time event intelligence for institutional investors. The system automatically monitors earnings calls, broker research, media coverage, SEC filings and meeting notes, extracting key insights and generating predictive indicators. It supplies alerts, buy/sell/hold recommendations and target prices, and offers workflow automation to integrate analyst and data resources. By combining machine‑learning models with human expertise, Aiera supports advanced fundamental investment strategies on a secure, scalable infrastructure.
Towry
Debt Financing in 2012
Towry Holdings Limited is a wealth management company based in Bracknell, United Kingdom, with a strong presence across various cities including London, Birmingham, and Edinburgh. Founded in 1968, Towry specializes in providing wealth advice and investment management services to private individuals, families, and trustees. The firm offers comprehensive financial planning that covers key areas such as pensions, retirement, inheritance tax planning, and investment strategies. Towry aims to empower its clients to make informed decisions about their financial futures. In 2007, the company changed its name from Towry Law Holdings Limited and, as of August 2016, operates as a subsidiary of Tilney Bestinvest Group Limited.
Tristone Capital
Acquisition in 2009
Tristone Capital is a global energy advisory firm founded in 2000, specializing in Investment Banking, Acquisitions and Divestitures, and Global Equity Capital Markets services. The firm has established a broad international presence with offices in the UK, Argentina, Canada, and the US. Tristone Capital focuses exclusively on the energy sector, providing expert advisory services to a range of clients, including exploration and production companies, oilfield service and midstream companies, government entities, royalty trusts, master limited partnerships, and institutional investors. Its dedicated approach ensures that clients receive tailored financial solutions that cater to the unique challenges and opportunities within the energy industry.
KSK Power Venture
Private Equity Round in 2008
KSK Power Venture is a power project development company based in Hyderabad, India, specializing in the development, ownership, operation, and maintenance of power generation assets. Founded in 2001, the company operates primarily in two segments: project development and power generation. Its portfolio includes several operational power plants, such as the KSK Mahanadi Power plant in Chhattisgarh, which has a capacity of 3,600 megawatts, as well as various other coal, lignite, and natural gas-based plants across India. KSK Power Venture supplies electricity to industrial consumers and state-owned enterprises, focusing on capitalizing on growth opportunities within the Indian power sector. In addition to its core power generation activities, the company also explores natural and mineral resources and engages in investment and financing activities.
Giuliani Capital Advisors
Acquisition in 2007
Giuliani Capital Advisors LLC is a boutique investment banking firm that provides corporate finance services. The firm offers capital markets, mergers and acquisitions, and restructuring advisory services. It caters to automotive; airline and transportation; health sciences; industrial products and manufacturing; retail and consumer products; and technology and communication industries. Giuliani Partners acquired Ernst & Young Corporate Finance LLC in 2004 and renamed it as Giuliani Capital Advisors LLC. The firm is based in New York City with additional offices in Atlanta, Georgia; Chicago, Illinois, Los Angeles and San Francisco, California; and Troy, Michigan. As of April 13, 2007, Giuliani Capital Advisors, LLC is a subsidiary of Macquarie Securities (USA), Inc.