Silver Rock Financial
Private Equity Round in 2024
Silver Rock Financial, established in 2015, is an employee-owned investment management company based in Los Angeles, California, with additional offices in Miami, Florida, Santa Monica, California, and New York. The firm primarily serves pooled investment vehicles, along with charitable organizations, corporations, and family investment vehicles. It also launches mutual funds. Silver Rock Financial specializes in global credit investing, focusing on stressed, distressed, and performing credit opportunities across leveraged loans, high yield bonds, and related structured products. The firm employs fundamental analysis and in-house research to create its investment portfolio.
9fin Limited is a London-based company founded in 2016 that specializes in developing artificial intelligence software designed to provide comprehensive financial data for the bond market, particularly focusing on high-yield bonds. The company offers a data analytics platform that utilizes computer vision and machine learning to facilitate the search, filtering, and analysis of financial information. By delivering real-time market news, deal monitoring, and price data presented in chart formats, 9fin supports professionals in finance, investment banking, and asset management in making informed investment decisions. Its tools foster collaboration among teams and assist users in assessing risks effectively, ultimately streamlining the decision-making process in the credit markets.
CI Financial
Acquisition in 2024
CI Financial is an independent firm specializing in wealth and asset management services for both individuals and institutions. The company has a significant presence in the Canadian market, ranking as the second-largest non-bank affiliated asset manager, with substantial assets under management and advisement. CI Financial is known for its adaptive approach to meet the evolving needs of investors, offering a diverse range of investment strategies and services aimed at enhancing client experiences. By combining personalized service with the resources and expertise of a larger organization, CI Financial strives to provide a distinctive wealth management experience that sets it apart in the industry.
JD Digits
Series B in 2023
JD Digits, a subsidiary of JD.com, is a technology company that bridges the financial and physical industries. It offers digital solutions such as supply chain finance, consumer finance, insurance, and securities. The company's platform leverages data technology, AI, IoT, and blockchain to provide secure, high-yield, customized financial services and investment management for both individual and business users. Additionally, JD Digits operates JD Digital Insurance, which offers online loan and insurance solutions.
Apex Group
Private Equity Round in 2022
Apex Group is a global financial services provider headquartered in Hamilton, Bermuda, founded in 2003. It offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. By continually evolving its capabilities, Apex has established itself as a single-source solution in the industry, providing services that include fund administration, digital onboarding, depositary and custody services, and business services such as human resources and payroll. The company also offers innovative ESG Ratings and Advisory services tailored for private companies. With a strong global presence, Apex Group is committed to meeting the diverse needs of its clients through a broad spectrum of products and services.
Apex Group
Private Equity Round in 2021
Apex Group is a global financial services provider headquartered in Hamilton, Bermuda, founded in 2003. It offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. By continually evolving its capabilities, Apex has established itself as a single-source solution in the industry, providing services that include fund administration, digital onboarding, depositary and custody services, and business services such as human resources and payroll. The company also offers innovative ESG Ratings and Advisory services tailored for private companies. With a strong global presence, Apex Group is committed to meeting the diverse needs of its clients through a broad spectrum of products and services.
Waha Capital is an asset management firm established in 1997 and headquartered in Abu Dhabi, United Arab Emirates. The company focuses on a diverse range of investment sectors, including aircraft leasing, offshore oil and gas services, healthcare, financial services, industrial real estate, and infrastructure. Waha Capital has developed a robust capital markets presence, managing its own credit portfolio and providing advisory services. Additionally, the firm is a co-sponsor of the MENA Infrastructure Fund and is actively investing in high-quality light industrial real estate through the ALMARKAZ project in Abu Dhabi.
Phoenician Capital
Venture Round in 2018
Phoenician Capital is a global value investing firm based in New York City, founded by John Khabbaz in November 2006, with its fund inception in January 2009. The firm focuses on investing in both public and private companies, primarily targeting small-cap growth opportunities worldwide. With a concentrated portfolio of 20 to 25 stocks, Phoenician Capital employs a private equity approach to public equities, conducting thorough primary research to identify businesses that can be acquired at prices significantly below their intrinsic value. The firm's investment strategy aims to achieve substantial capital gains over a multi-year horizon while preserving capital, catering to family offices, global institutions, and high-net-worth individuals. The team comprises experienced professionals dedicated to generating superior long-term returns for their investors.
First Abu Dhabi Bank
Funding Round in 2018
First Abu Dhabi Bank P.J.S.C. is the largest banking institution in the United Arab Emirates and one of the world's prominent financial organizations. Established in 1968 and headquartered in Abu Dhabi, the bank offers a comprehensive range of banking products and services across various regions, including Europe, the Americas, the Middle East, Africa, and the Asia Pacific. Its operations are divided into two main segments: Corporate and Investment Banking, which serves corporate and institutional clients with credit facilities, global transaction services, and corporate finance, and Personal Banking, which caters to retail and affluent customers with products such as current accounts, deposits, loans, and investment solutions. In addition to traditional banking services, the bank also provides property management, real estate investment, brokerage, and foreign exchange services. First Abu Dhabi Bank utilizes multiple channels, including mobile and Internet banking, branches, and direct sales agents, to meet the diverse needs of its customers.
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