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January 15, 2026

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News

HighPost Capital Promotes David Weston

January 13, 2026 by John McNulty

West Palm Beach-headquartered HighPost Capital has promoted David Weston to senior managing director, expanding his leadership responsibilities while he continues to oversee investment sourcing and evaluation across the firm’s core consumer-focused sectors. The promotion follows Mr. Weston’s role in building the buyout and late-stage growth portfolio since joining the firm in 2023.

Since arriving as a managing director, Mr. Weston has led investments in Front Row Group and Equip Foods and serves on the boards of these two companies as well as Centr.

CEO David Moross said the promotion reflects the firm’s continued strengthening of its senior investment team. Mr. Weston said he plans to build on recent momentum and deepen collaboration across the portfolio as market conditions create new opportunities.

Filed Under: Briefly, People

Periscope Elevates Luke Elder to Principal, Harry Waddoups to Vice President

January 13, 2026 by John McNulty

Periscope Equity has promoted Luke Elder to Principal and Harry Waddoups to Vice President. The promotions reflect internal advancement within the investment team and follow several years of portfolio work across technology-enabled business services companies.

Founded in 2012, Periscope invests in software and technology-enabled services, providing growth capital, operational support, and strategic guidance to founder-owned businesses serving enterprise and institutional customers. The firm was founded by Steve Jarmel and is headquartered in Chicago.

Mr. Elder joined the firm in 2022 and has worked with Cybermaxx, eHouse, and Sentrics. Mr. Waddoups, also hired in 2022, has supported Periscope’s investments  in Praecipio Consulting, MAS Medical, eHouse, and Uprise Health.

Filed Under: Briefly, People

Piper Sandler Adds Dan Wolf to Healthcare Investment Banking Team

January 13, 2026 by John McNulty

Piper Sandler has added Dan Wolf as a managing director in its healthcare investment banking group. Mr. Wolf will advise healthcare technology companies on mergers and acquisitions, strategic partnerships, and capital raising, strengthening the firm’s sector coverage.

Mr. Wolf brings more than 20 years of healthcare experience across investment banking, operating leadership, and strategic advisory roles. He previously served as chief financial officer of Theradaptive and founded Convergence Bio Advisors, advising healthcare companies and investors on M&A transactions. Earlier in his career, he held senior strategy and corporate development roles at Baxter International and spent more than a decade at Medtronic.

Piper Sandler is headquartered in Minneapolis.

Filed Under: Briefly, People

O2 Promotes Thomas Girdler to VP

January 13, 2026 by John McNulty

O2 Investment Partners has promoted Thomas Girdler to Vice President, reflecting his performance and expanded responsibilities within the firm. The promotion follows another active year for O2 and supports its continued growth entering 2026.

Mr. Girdler has worked with portfolio company management teams, contributing to investment execution and ongoing portfolio support. He has been involved in evaluating new opportunities and advancing O2’s investment philosophy through hands-on collaboration with operating leadership.

In 2025, O2 completed 36 acquisitions and added four new team members.

O2 is headquartered in the Detroit suburb of Bloomfield Hills.

Filed Under: Briefly, People

Ares Raises More Than $7 Billion for Inaugural Credit Secondaries Fund

January 13, 2026 by John McNulty

Ares Management has raised approximately $7.1 billion for its Credit Secondaries strategy, including the final closing of its inaugural Ares Credit Secondaries Fund and affiliated vehicles. The fund attracted about $4 billion in limited partner equity commitments, doubling its original target and marking Ares’ largest inaugural institutional fundraise.

Launched to acquire senior secured, private equity-backed private credit portfolios, the fund allocates capital across LP-led transactions and continuation vehicles. Dave Schwartz leads the strategy with Blair Jacobson serving as co-president of the firm. Ares is headquartered in New York.

The Credit Secondaries strategy operates within Ares’ broader secondaries platform, which manages $38 billion of assets as of September 2025.

Filed Under: Briefly, New Funds

Lovell Minnick Promotes Three

January 13, 2026 by John McNulty

Lovell Minnick Partners, a financial services and fintech investor, has promoted Scott Shebelsky to Partner and appointed Alex Lovell and Roumi Zlateva to Principal. Ms. Zlateva was also named Head of Capital Markets as part of the firm’s senior leadership changes.

Mr. Shebelsky joined the firm in 2016 and has served as chief financial officer, overseeing finance, accounting, operations, and internal systems as the organization scaled. Mr. Lovell, who joined in 2021, focuses on sourcing, evaluating, and executing investments alongside portfolio company management teams. Ms. Zlateva joined in 2017 and has worked across investments, board roles, and strategic M&A initiatives.

Lovell Minnick Partners is headquartered in Philadelphia with offices in New York and Los Angeles.

Filed Under: Briefly, People

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