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Private Wealth Daily
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Genstar Capital

SAN FRANCISCO, CA
CRD: 156932
In network coverage since August 14, 2026 · 9 stories
$51.3BRegulatory AUMSEC Form ADV · Oct 24
49EmployeesForm ADV
2Deals on our tracker
Regulatory AUM · Aug 16 – Oct 24
Deal recordFull tracker →
Aug 19, 26Deal announcedAscensus · Stone Point Capital — coverage
Aug 17, 26Deal announcedAscensus · Stone Point Capital — coverage
Network coverage
Deals & PE

Mercer Advisors refinances $1.9 billion debt in first syndicated loan

The Goldman Sachs-led raise was oversubscribed and added a $340 million revolving credit facility, with the firm projecting $35 million to $40 million in interest savings next year.
Recruiting & transitions · Aug 31Cetera lands Sierra Ridge's $2.1 billion with an OSJ runway
Deals & PE · Aug 26Victory Capital's $7 billion First Eagle buy is a distribution play
Direct Lending · Aug 26Victory's real prize in First Eagle deal is a CLO engine
M&A · Aug 25Mercer buys a Columbus RIA to fill out its Ohio Valley grid
Deals & PE · Aug 20Stone Point, Genstar to jointly own Ascensus
Deals & PE · Aug 18MAI's double RIA deal is a bet on geography
Plans & Sponsors · Aug 18Stone Point and Genstar take equal stakes in Ascensus
Deals & PE · Aug 14Cetera, Hightower, IFP, LPL, UBS Add Advisor Teams
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