Investment and Budget Allocation
Investment and Budget Allocation
Strategic Scale: How Carlyle’s $600 Million Partnership With Prime Capital Financial Redefines Investment Revenue in Wealth Management
Leading independent wealth management firm Prime Capital Financial announced a strategic partnership with global investment firm Carlyle (NASDAQ: CG). Under the agreement, Carlyle’s Global...
Investment and Budget Allocation
Clearlake Teams With OpenAI to Drive AI Innovation Across Portfolio Businesses
International alternative asset management company Clearlake Capital Group declared a collaboration strategy with OpenAI in a bid to speed up business artificial intelligence implementation...
Investment and Budget Allocation
Tercera Unveils Advisory Practice Focused on AI, Go-to-Market and Service Transformation
Technology investment and advisory firm Tercera has announced the official launch of a new dedicated Advisory practice. Engineered to complement the firm’s investment division,...
Investment and Budget Allocation
First Plus Asset Management Chooses SS&C for Cross-Border Investment Operations Support
Multi-asset investment management firm First Plus Asset Management (FPAM) has selected financial technology leader SS&C Technologies Holdings, Inc. to provide comprehensive cross-border operational support...
Investment and Budget Allocation
Kingswood Capital Closes $4 Billion Across New Funds, Doubling Assets Under Management
Kingswood Capital Management has completed the final closing of Kingswood Capital Opportunities Fund IV with $3.1 billion in commitments and its inaugural Small Cap...
Customer Success
CROFirst Weekly Roundup: ZoomInfo, Zapier, BOND.AI, New Enterprise Associates, Centralize, CAIS,Canoe Intelligence, Bloomberg & More!
Welcome to CROFirst’s Weekly Roundup – your essential briefing on the latest developments shaping agentic revenue operations, capital allocation, sales enablement, subscription monetization, AI-powered...
Investment and Budget Allocation
Bloomberg to Acquire Canoe Intelligence to Advance AI-Powered Private Markets Data Management
Financial technology leader Bloomberg has entered into a definitive agreement to acquire Canoe Intelligence, a prominent AI-powered data management platform specializing in automating private...
Investment and Budget Allocation
Wayflyer Secures $1.5 Billion Fortress Agreement to Expand Small Business Funding
Wayflyer has entered into a three-year forward flow agreement with funds managed by affiliates of Fortress Investment Group, strengthening its ability to provide working...
