Opportunity Zones

The Baldwin Group has agreed to merge with CAC Group, a nationally recognized specialty and middle‑market insurance brokerage. The combination is expected to create one of the largest independent insurance advisory and distribution platforms in the country, with closing anticipated in the first quarter of 2026.  Total upfront consideration is approximately $1.026 billion, including $438 ...

Virtus Investment Partners, Inc. has signed an agreement to acquire a majority interest in Keystone National Group, a private-credit investment manager focused on delivering alternative income solutions to the wealth distribution channel. The acquisition marks Virtus’ entry into private markets and adds a scalable asset-backed lending platform to its portfolio of investment capabilities.  Under the ...

Willis Towers Watson (WTW) has agreed to acquire FlowStone Partners, a Connecticut-based private equity secondaries manager, in a move that will add specialized secondaries expertise to WTW’s global investment and retirement solutions franchise. The transaction marks a significant expansion of WTW’s alternatives platform, particularly in providing access to private markets through more liquid, investor-friendly structures.  ...

Brookfield and Qai, Qatar’s artificial intelligence company and a subsidiary of Qatar Investment Authority (QIA), have formed a strategic partnership to establish a $20 billion joint venture dedicated to developing advanced AI infrastructure in Qatar and select global markets.  Under the agreement, both organizations will contribute capital and operational expertise to build fully integrated AI facilities that support high-performance computing, data ...