Merger · Portfolio-company

Haddad & Partners

Transaction overview

Status: Reported completed

Date not stated

Exact closing date not established.

PureRED and Haddad & Partners reported their merger in February 2023, with the businesses retaining separate brands. The announcement identified PureRED as a portfolio company of Caymus Equity Partners, RFE Investment Partners and Starboard Capital Partners. It described the merger as effective immediately but did not state an exact announcement or closing day.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.

Source evidence

  1. PureRED, Haddad & Partners Merge to Deliver Robust Creative Offering to Clients | Caymus ↗

    Caymus Equity Partners · Publication date not stated

    One operating merger, reported effective immediately with separate brands retained. Original page provides February 2023 only. G2 was an adviser; client and employee figures are not additional acquisitions. The genuine later exit context explicitly places the 2023 merger under Caymus ownership.

Haddad & Partners · RIA Monitor