National

Apella Wealth has bolstered its East Coast footprint by bringing Wyomissing, PA-based registered investment advisor Marrella Private Wealth into the fold, boosting its assets under management by $518 million.  Marrella Private Wealth is led by managing directors and wealth advisors Samuel Marrella, Sr. and Paul Marrella.  “Marrella shares our dedication to outstanding client service, and we’re ...

Pamlico Capital announced the closing of its sixth growth equity and buyout fund, Pamlico Capital VI (PC VI) at its hard cap of $1.75 billion. PC VI was significantly oversubscribed, exceeding its initial $1.5 billion target. The Charlotte, NC middle-market private equity firm typically targets equity investments ranging from $50 million to $200 million in ...

Americana Partners has acquired Boulevard Family Wealth, a California-based wealth management firm catering to ultra-high-net-worth clients. The acquisition represents Americana’s initial expansion beyond Texas and its first deal of 2025, resulting in a $12 billion registered investment advisor (RIA) platform.  The Boulevard team, experts in crafting investment strategies, institutional lending services, tax-advantaged wealth planning, and ...

Brookfield Asset Management has closed its debut Brookfield Infrastructure Structured Solutions Fund (BISS), hitting its goal with about $1 billion in committed capital.  The Brookfield middle-market infrastructure fund seeks to leverage the firm’s global infrastructure expertise, collaborating with sponsors, developers, and corporations. It will allocate capital to both structured and common equity, targeting sectors where ...