Bow River Capital’s Post

Blue River celebrated 19 total transactions, nine new hires, three recognitions, and four designations in 2023. Watch a video recap of 2023 deals, hires & awards. #goblueriver #mergersandacquisitions #investmentbanking

Great panel discussion on a critical topic for firms considering raising capital for the first time.

#StarMountainCapital was proud to sponsor ACG Tampa Bay's recent networking gala for entrepreneurs, business owners and other constituents in the deal community. This year's event was held at #RaymondJamesStadium (home of the National Football League's Tampa Bay #Buccaneers). At this event, four Mountaineers met with professionals from #PrivateEquity firms, commercial and investment banks, business owners and others involved with investing in and/or working with lower middle-market companies. #TampaBay #Sponsor #ACG Star Mountain’s $4+ billion AUM (committed capital including debt facilities as of 6/30/24) is from a network of investors including U.S. and international institutional investors and qualified high net worth investors seeking defensive, less volatile, higher alpha and less correlated returns. With team members in 20+ U.S. cities, Star Mountain is a specialized #AssetManagement firm focused on North American small and medium-sized businesses investing #Debt and #Equity directly into established operating companies as well as purchasing secondary fund and direct positions to provide early liquidity to investors. Star Mountain is a value-added lender with a team that has strong private equity and operating backgrounds to potentially help its portfolio companies grow in value. Learn more about Star Mountain here: https://okt.to/07S6Ew. #LMM #FundManagers #WealthManagers #InvestmentManagement #Secondaries #PrivateDebt

Are you having your "Best Year Ever"? Having the right support and resources can be a game-changer for any business. Lion Street has dedicated firm builders like David Herrig that partner with our Owners to help them understand what opportunities they can plug in to to grow their practices, and then works with them to make connections and give them access to expertise to ensure success. WHO IS HELPING YOU GROW? If you want to learn more about how Lion Street can help you grow your firm - DM me. #lifeinsurance #businessbuilding #accesstoexpertise #lionstreet #growyourfirm #getoutthereandgrow

It's great to see Ren being adopted by JLL. Leveraging AI to keep ourselves ahead of the curve is key to the success of our industry. #proptech #ai

Serious government changes are needed first

David Owen, an Associate Portfolio Manager at our Brantford location, shares his thoughts on how becoming part of Bellwether helped innovate his business. "Since joining, our entire team has become more effective and motivated. Our clients noticed timeliness and improvements in the information they receive." #financialadvisor #investmentfirm #investmentmanagement #wealthadvisor #wealthmanager #clientfocused #wealthmanagement

Big shoutout to Fort Myers agent Jorge Yong for this amazing review! It's great to see so much positive feedback from our investors. Keep up the great work team! 👏 👏 👏 #RealEstateAgents #RealEstate #RealEstateInvestors

500 Agent Brokers LLC has officially merged with eXp Realty, under the dynamic leadership of the incredible Claudia Serna! This game-changing move was inspired by the desire for: • The most expansive platform 🌍 • The strongest financial foundation 💰 • A truly international reach 🌐 • A community of the top industry leaders 🏅 • An environment where real estate pros thrive and grow 🚀 We’re thrilled about what this means for our future, fostering a space where excellence and growth intersect. Our vision? To craft the ultimate real estate ecosystem where agents exceed their wildest dreams in sales, powered by a culture of innovation and shared success. This merger is a testament to that dream, attracting like-minded professionals and strengthening our collective prowess. Calling all real estate brokers and broker-owners: Let’s connect and explore how we can redefine the real estate landscape together. 📈 #RealEstateInnovation #eXpRealty #GrowthMindset #Leadership #RealEstateMerge #ProfessionalGrowth #GlobalRealEstate #TopProducers #RealEstateGoals #Success #Networking #MastermindGroup #FutureOfRealEstate #JoinUs #WhereProsGrow #BuildingDreams #Empowerment #SalesSuccess #BePartOfTheFuture

$𝟮 𝗕𝗶𝗹𝗹𝗶𝗼𝗻 𝗠𝗲𝗿𝗿𝗶𝗹𝗹 𝗟𝘆𝗻𝗰𝗵 𝗧𝗲𝗮𝗺 𝗝𝗼𝗶𝗻𝘀 𝗥𝗼𝗰𝗸𝗲𝗳𝗲𝗹𝗹𝗲𝗿 𝗶𝗻 𝗡𝗲𝘄𝘁𝗼𝘄𝗻, 𝗣𝗔! 🔽 Big congrats to Christopher DiMedio, CRPC™ and his 16-person team for making the move to Rockefeller Capital Management Global Family Office from Merrill Lynch! Generating $11 million in annual revenue and managing $2 billion in assets, DiMedio and his team are embracing new opportunities for growth and independence in the wealthy Philadelphia suburb. According to AdvisorHub, Rockefeller continues its aggressive expansion, steadily adding teams since 2018, with plans to bring in two or three more groups in the Newtown area. Some early Rockefeller teams have already “doubled or tripled revenue,” making this an exciting time for DiMedio and his group. Congrats to the entire team! Winthrop & Co. 💡 #WealthManagement #AdvisorTransition #RockefellerGlobal #FinancialAdvisors #MerrillLynch