Kennedy Zak

2 months ago | labusinessjournal.com | Kennedy Zak

Coming off a busy 2024 with seven acquisitions, EP Wealth Advisors made its first purchase of the new year, adding Nashville-based Criterion Capital Advisors to its platform along with an additional $500 million in assets under management. This move is part of a larger expansion effort for EP Wealth, a Torrance-based wealth advisory firm, to grow its presence in the Southeast.

2 months ago | labusinessjournal.com | Kennedy Zak

Levine Leichtman Capital Partners, a private equity firm in Beverly Hills, acquired ALL4, a consulting services provider specializing in environmental, health and safety issues. Terms of the deal were not disclosed.

2 months ago | labusinessjournal.com | Kennedy Zak

Liberty SBF, a Culver City-based alternative real estate lender, launched its first credit fund at the end of last month with a target raise of $100 million. The “Liberty Credit Opportunities Fund I” will seek investments across various commercial real estate sectors focusing on owner user and SBA loans as well as multifamilybridge and preferred equity.