https://dfxintel.com/data-factory/intelligence/story/nexgen-buyout-partners-fund-ii-reports-110-27-million-sold-dd22a22026-11-06T20:07:10.540ZDFX Intelligenceen2026-11-06T19:49:00.261ZNexGen Buyout Partners Fund II reports $110.27 million sold in an indefinite offering https://dfxintel.com/data-factory/intelligence/story/wealth-enhancement-advisory-services-draws-four-advisor-groups-90-days-3df61d2026-11-06T20:08:37.588ZDFX Intelligenceen2026-11-06T14:50:47.993ZWealth Enhancement draws four advisor groups after assets reached $122.2 billion https://dfxintel.com/data-factory/intelligence/story/four-advisors-leave-kestra-lpl-financial-152e9e2026-11-06T19:32:40.071ZDFX Intelligenceen2026-11-06T14:50:30.316ZKestra advisors join LPL, which has drawn 380 through group moves in six months https://dfxintel.com/data-factory/intelligence/story/four-advisors-leave-huntington-financial-advisors-ameriprise-99278f2026-11-06T19:28:19.095ZDFX Intelligenceen2026-11-06T14:50:25.060ZAmeriprise adds 4 advisors from Huntington Financial Advisors, one of 31 group moves https://dfxintel.com/data-factory/intelligence/story/v3-holding-cuts-cipher-digital-stake-11-2-from-13-0e27242026-11-06T21:10:45.041ZDFX Intelligenceen2026-11-06T08:05:47.107ZV3 Holding's Cipher Digital stake falls to 11.2% as forwards settle and share count grows https://dfxintel.com/data-factory/intelligence/story/main-street-capital-discloses-5-stake-msc-income-fund-8d99de2026-11-06T11:10:36.850ZDFX Intelligenceen2026-11-06T08:05:22.510ZMain Street Capital reports a 5% stake in the fund its own subsidiary advises https://dfxintel.com/data-factory/intelligence/story/dte-energy-co-agrees-sell-business-velocity-bidco-priced-off-d3bee02026-11-06T12:09:18.719ZDFX Intelligenceen2026-11-06T08:05:16.996ZDTE Energy to sell Vantage unit to J.P. Morgan-advised buyer for $2.971 billion https://dfxintel.com/data-factory/intelligence/story/ges-acquires-csg-creative-4eee552026-11-06T08:05:00.984ZDFX Intelligenceen2026-11-06T08:05:00.984ZGES acquires CSG Creative https://dfxintel.com/data-factory/intelligence/story/ae-industrial-partners-br-fund-reports-851-million-raised-new-3dfe7b2026-11-06T11:08:10.826ZDFX Intelligenceen2026-11-06T08:04:58.869ZAE Industrial Partners BR Fund reports $851 million sold with no fixed offering size https://dfxintel.com/data-factory/intelligence/story/rvf-argus-fund-reports-444-million-raised-new-form-d-5eeba52026-11-06T12:06:53.438ZDFX Intelligenceen2026-11-06T08:04:57.481ZRVF Argus Fund reports $444 million sold, matching its whole offering https://dfxintel.com/data-factory/intelligence/story/teads-holding-names-michael-coyle-chief-financial-officer-5d24b92026-11-06T05:30:06.081ZDFX Intelligenceen2026-11-06T05:30:06.081ZTeads Holding names Michael Coyle chief financial officer https://dfxintel.com/data-factory/intelligence/story/shutterstock-names-scott-grossman-interim-chief-financial-officer-2c56ff2026-11-06T05:30:05.446ZDFX Intelligenceen2026-11-06T05:30:05.446ZShutterstock names Scott Grossman interim chief financial officer https://dfxintel.com/data-factory/intelligence/story/commerce-com-names-tyler-duncan-interim-chief-financial-officer-daniel-dfe1392026-11-06T05:30:03.517ZDFX Intelligenceen2026-11-06T05:30:03.517ZCommerce.com names Tyler Duncan interim chief financial officer; Daniel Lentz to step down https://dfxintel.com/data-factory/intelligence/story/dfx-briefing-2026-11-062026-11-06T14:51:39.628ZDFX Intelligenceen2026-11-06T00:18:46.212ZThe DFX Briefing for November 6, 2026: Corient absorbs Capwealth Advisors and its ten advisors https://dfxintel.com/data-factory/intelligence/story/weatherford-capital-invests-arnold-palmer-junior-golf-tour-8a292b2026-11-05T17:12:52.640ZDFX Intelligenceen2026-11-05T16:46:56.961ZWeatherford backs Arnold Palmer junior tour aiming for nearly 400 tournaments in 2027 https://dfxintel.com/data-factory/intelligence/story/savvy-draws-three-advisor-groups-90-days-latest-from-sowell-0afc9f2026-11-06T12:10:26.150ZDFX Intelligenceen2026-11-05T16:46:39.865ZSavvy, with $5 billion in regulatory assets, draws three advisor groups in 90 days https://dfxintel.com/data-factory/intelligence/story/safety21-acquires-smartprise-italia-abaf422026-11-05T16:46:32.477ZDFX Intelligenceen2026-11-05T16:46:32.477ZSafety21 acquires Smartprise Italia https://dfxintel.com/data-factory/intelligence/story/four-advisors-leave-commonwealth-kestra-a77ff22026-11-05T19:07:24.962ZDFX Intelligenceen2026-11-05T16:46:18.604ZFour advisors leave Commonwealth for Kestra, which drew 23 group moves in six months https://dfxintel.com/data-factory/intelligence/story/four-advisors-leave-raymond-james-financial-services-advisors-four-pillars-996d5e2026-11-05T18:11:22.530ZDFX Intelligenceen2026-11-05T16:46:12.689ZFour-advisor group leaves Raymond James Financial Services Advisors after 25 others https://dfxintel.com/data-factory/intelligence/story/five-advisors-leave-ubs-rbc-capital-markets-3ac8072026-11-06T19:29:27.425ZDFX Intelligenceen2026-11-05T16:46:08.736ZFive advisors leave UBS for RBC Capital Markets, where 12 groups arrived in six months https://dfxintel.com/data-factory/intelligence/story/five-advisors-leave-commonwealth-mercer-global-advisors-473a612026-11-06T19:30:56.655ZDFX Intelligenceen2026-11-05T16:46:08.075ZFive advisors leave Commonwealth for Mercer, adding to 55 group exits this half-year https://dfxintel.com/data-factory/intelligence/story/four-advisors-leave-advisory-services-network-farther-c9058f2026-11-05T17:14:14.504ZDFX Intelligenceen2026-11-05T16:46:05.860ZFour Advisory Services Network advisors join Farther's run of seven group moves https://dfxintel.com/data-factory/intelligence/story/carrier-global-issues-750-million-5-notes-due-2029-0b97cb2026-11-05T11:08:24.166ZDFX Intelligenceen2026-11-05T05:06:05.153ZCarrier Global sells $750 million of 5% notes due 2029 to refinance 2027 debt https://dfxintel.com/data-factory/intelligence/story/westinghouse-air-brake-technologies-issues-500-million-5-9-notes-1ed89b2026-11-05T11:07:40.393ZDFX Intelligenceen2026-11-05T05:05:49.559ZWestinghouse Air Brake Technologies pays 5.9% on new notes to retire 3.45% debt https://dfxintel.com/data-factory/intelligence/story/steris-signs-1-6-billion-revolving-credit-facility-with-jpmorgan-884ee92026-11-05T06:07:09.267ZDFX Intelligenceen2026-11-05T05:05:42.828ZSTERIS takes a $1.6 billion revolver and a term loan tied to buying Xodus Medical https://dfxintel.com/data-factory/intelligence/story/middleby-adds-3-billion-credit-facility-with-bank-america-as-80df2c2026-11-05T06:10:08.615ZDFX Intelligenceen2026-11-05T05:05:42.273ZMiddleby refinances with a $3 billion secured bank package maturing in 2031 https://dfxintel.com/data-factory/intelligence/story/dfx-briefing-2026-11-052026-11-05T16:47:45.661ZDFX Intelligenceen2026-11-05T02:54:06.971ZThe DFX Briefing for November 5, 2026: Ten advisors leave Good Life Advisors for Great Valley Advisor Group https://dfxintel.com/data-factory/intelligence/story/lnc-partners-completes-strategic-minority-investment-e-buck-financial-services-6c35462026-11-04T23:10:28.413ZDFX Intelligenceen2026-11-04T21:51:49.214ZLNC Partners takes minority stake in E.A. Buck, a Honolulu wealth firm founded in 1980 https://dfxintel.com/data-factory/intelligence/story/interlock-equity-completes-sale-lovelytics-cdw-f93ccc2026-11-04T23:08:10.555ZDFX Intelligenceen2026-11-04T21:51:15.732ZInterlock Equity sells Lovelytics to CDW in a deal valued at about $525 million https://dfxintel.com/data-factory/intelligence/story/levine-leichtman-capital-partners-invests-concentric-energy-advisors-97ef362026-11-04T22:12:02.393ZDFX Intelligenceen2026-11-04T21:51:11.341ZLevine Leichtman backs utility rate-case adviser Concentric Energy Advisors https://dfxintel.com/data-factory/intelligence/story/tenica-global-backed-by-mcnally-capital-acquires-trinity-enterprise-services-7b83e42026-11-06T20:11:06.910ZDFX Intelligenceen2026-11-04T21:51:09.954ZTENICA buys Trinity Enterprise Services months after McNally's majority investment https://dfxintel.com/data-factory/intelligence/story/advent-global-opportunities-management-agrees-acquire-vermeg-cb25ee2026-11-04T21:50:59.105ZDFX Intelligenceen2026-11-04T21:50:59.105ZAdvent Global Opportunities Management agrees to acquire Vermeg https://dfxintel.com/data-factory/intelligence/story/creative-planning-acquires-rockbridge-investment-management-99bd2f2026-11-04T22:08:10.767ZDFX Intelligenceen2026-11-04T21:50:56.197ZCreative Planning buys Syracuse wealth manager Rockbridge, adding $2.2 billion in assets https://dfxintel.com/data-factory/intelligence/story/signia-aerospace-backed-by-arcline-investment-management-agrees-acquire-heads-7f7b6e2026-11-04T21:50:52.691ZDFX Intelligenceen2026-11-04T21:50:52.691ZSignia Aerospace, backed by Arcline Investment Management, agrees to acquire Heads Up Technologies https://dfxintel.com/data-factory/intelligence/story/schroders-capital-private-equity-europe-direct-iv-s-c-s-26b81a2026-11-04T22:06:29.035ZDFX Intelligenceen2026-11-04T21:50:48.424ZSchroders Capital Private Equity Europe Direct IV reports $320 million sold