TRILOGY CAPITAL ACQUIRES $1 BILLION AVIATION-FOCUSED RIA
Trilogy Capital, the wealth management firm headquartered in Irvine, California, announced the acquisition of Westminster, Colorado-based Mountain Capital. Mountain Capital has over $1 billion in total client assets. The acquisition represents Trilogy’s largest deal of the year and its second Colorado location.
GLASS LEWIS AND CLARITY AI JOIN FORCES TO INTEGRATE SUSTAINABILITY, GOVERNANCE AND STEWARDSHIP
Glass Lewis and Clarity AI today announced their combination, merging Clarity AI’s advanced technology, deep sustainability data, AI analytics, and strong European market presence with Glass Lewis’ global expertise across corporate governance, proxy voting and investment stewardship.
GLASS LEWIS COMPLETES ITS ACQUISITION OF ESGAIA
Glass Lewis completes its acquisition of Esgaia, a leading technology platform specializing in investment stewardship workflows and data management.
PELOTON CAPITAL MANAGEMENT AND STEPHEN SMITH ACQUIRE GLASS LEWIS
Peloton Capital Management and Stephen Smith have acquired Glass Lewis from Ontario Teachers’ Pension Plan Board (Ontario Teachers’) and Alberta Investment Management Corporation (AIMCo).