Estancia Capital Partners Announces Sale of North Square Investments, LLC to Azimut
January 12, 2026 -- Estancia Capital Partners closes successful sale of North Square Investments, LLC to Azimut. Please see Azimut's shareholder release on January 11, 2026, specifically the section Global expansion and growth through M&A on page 1 of Azimut's press release, linked here, and the original July 22, 2025 transaction announcement linked [...]
Flagstone appoints fintech operations specialist Arman Tahmassebi as new CEO
12 January 2026 Arman Tahmassebi, a seasoned operations leader with more than 25 years’ fintech experience, has been appointed Chief Executive Officer (CEO) of Flagstone, the UK’s largest savings platform* with almost £19 billion assets under administration. Arman succeeds Simon Merchant, Co-Founder of Flagstone, who has decided to step [...]
Azimut Forms a Leading $20 Billion Integrated Asset Management and Distribution Platform in the U.S. with the Acquisition of North Square Investments
Milan/Chicago, 22 July 2025 Azimut Group (“Azimut” or the “Group”), one of Europe’s largest independent asset managers, signed a binding agreement to acquire 100% of North Square Investments, LLC (“NSI” or “North Square”), a multi-boutique asset management and distribution platform with $16.0 billion in Assets Under Management1. As part [...]
StrategyCorps Announces Appointment of New President and Chief Financial Officer
Nashville, TN – May 1, 2025 – StrategyCorps, LLC (“StrategyCorps”), the industry-leading provider of deposit analytics and retail and small business checking-related solutions, announces the appointment of Vincent Bezemer as President and Philip Green as Chief Financial Officer (CFO). These key executives join the existing StrategyCorps leadership team as [...]
North Square Investments Completes Acquisition of Foundry Partners Through Its CS McKee Affiliate
Chicago, IL (April 28, 2025) – North Square Investments announced it has completed the acquisition of Foundry Partners through its majority-owned affiliate CS McKee. The announcement was made by Mark Goodwin, the Co-Founder and Chief Executive Officer of North Square Investments, who said Foundry Partners will be merged into [...]
Barings and Kline Hill Partners Co-Lead the Closing of Estancia Capital Partners’ Continuation Vehicle for R&T Deposit Solutions
CHARLOTTE, N.C. -- Barings and Kline Hill Partners (“Kline Hill”) today announced that they had served as co-lead investors in Estancia Capital Partners’ single asset continuation vehicle to support the continued growth of R&T Deposit Solutions (“R&T”). Headquartered in New York, R&T is the second largest deposit sweep administrator [...]