EP Wealth Advisors acquires Caves & Associates’ $190 million assets under management.
Katzenberg-led outfit invests $295M into digital security outfit AnchorFree
WndrCo leads $295 million investment into AnchorFree Inc.
$200 Million purchase comes on heels of major Southland brokerage rollup
An out-of-town real estate brokerage acquisition comes with a side of L.A. intrigue.
Fintech Acquisition part of long-term strategy, expansion in L.A. market
City National Bank continues growth with Exactuals acquisition.
$250 million Blackstone investment puts outsourcing firm in growth mode
TaskUs gets $250 million from Blackstone.
Portfolio of microphones, sound engineering tools fetch $117 million
Logitech picks up West Lake’s Blue Microphones in $117 million deal.
Newport Beach firm acquires shuttered meal kit co.’s assets from lender
Chef’d assets picked up.
Korean-American Bank files SEC docs; indicates market cap of $147.2M
Pacific City Bank files for IPO.
Koreatown-based bank Pacific City Financial Corp. filed documents with the Securities and Exchange Commission July 17 announcing plans for an initial public offering on Nasdaq. The bank plans to raise up to $50 million.
Financial services firm creates co-CEO position for Riley, Kelleher
SEC fines Oaktree Capital Management.