Articles from Ethos Capital

Ethos Capital today announced that Marc Puglia, former Chief Financial Officer and Managing Director of PSG Equity and Providence Equity Partners, has joined the firm as a Partner, Chief Financial Officer, and member of the Senior Executive Committee.

Ethos Capital, a global alternative asset manager with approximately $5 billion in assets under management, today announced the continued expansion of its Office of Value Creation with the appointment of Lauri Palmieri as Principal. The appointment reflects the Firm’s long-standing belief, shaped by years of experience and learning, that sustained investment outperformance is achieved through disciplined execution, operational excellence, and deep partnership with portfolio company leadership teams.

Ethos Capital, an alternative asset manager with approximately $5 billion in AUM, announced the formal establishment of its Office of Value Creation. This marks the culmination of years of learning, refinement, and execution of a differentiated approach to investing, one that integrates deep operating experience with disciplined investment acumen and reinforces the Firm's commitment to partnering with portfolio companies to drive long-term growth.

BroadStreet Partners (“BroadStreet” or the “Company”) today announced the successful closing of a strategic investment by an investor group led by Ethos Capital (“Ethos”), British Columbia Investment Management Corporation (“BCI”), and White Mountains Insurance Group, Ltd. (“White Mountains”), marking a significant milestone in the Company’s growth trajectory. Accounts advised by T. Rowe Price Investment Management, Inc. also participated. Ontario Teachers’ Pension Plan (“Ontario Teachers’”) will retain a significant co-control stake and continue its partnership with the Ethos-led investor group.

BroadStreet Partners (“BroadStreet” or the “Company”), a leading North American insurance brokerage company, announced today that an investor group led by Ethos Capital (“Ethos”), British Columbia Investment Management Corporation (“BCI”), and White Mountains Insurance Group, Ltd. (“White Mountains”), will acquire an ownership position in BroadStreet. Under the terms of the agreement, Ontario Teachers’ Pension Plan (“Ontario Teachers’”) will maintain a significant co-control stake and operate in partnership with the Ethos-led investor group.