Connect with us

Technology

Waterloo Capital Invests in Peachtree Financial Group and Opens Atlanta Office in Buckhead

Published

3 hours ago

on

Stuart Canzeri and David Hughes join Waterloo Capital as investment adviser representatives and will operate under the Waterloo Capital brand as Managing Partners of Waterloo Capital Atlanta, leading an aggressive advisor recruitment push across the Southeast

ATLANTA, Oct. 6, 2026 /PRNewswire/ — Waterloo Capital, L.P. (“Waterloo”), an Austin-based registered investment adviser, today announced an investment in and partnership with Peachtree Financial Group, an Atlanta-based wealth advisory practice led by Stuart Canzeri and David Hughes. The partnership was effective September 1, 2026. Terms were not disclosed.

Stuart Canzeri and David Hughes join Waterloo Capital as investment adviser representatives

Mr. Canzeri and Mr. Hughes have joined Waterloo Capital as investment adviser representatives, and the practice will operate under the Waterloo Capital brand as Waterloo Capital Atlanta. Mr. Canzeri has been named Managing Partner of Waterloo Capital Atlanta. Mr. Canzeri will lead the firm’s advisor recruitment efforts across the Atlanta market and the broader Southeast, while Mr. Hughes will continue to handle client relationships from the Buckhead office.

A central part of Mr. Canzeri’s role will be adding new advisors to the Atlanta office. Waterloo intends to expand aggressively in the market, recruiting independent advisors and established practices that want institutional investment, tax, and operational support without giving up their client relationships. Those advisors gain access to Waterloo’s 360 Critical Infrastructure™, Critical Infrastructure for Financial Advisors®, Waterloo’s integrated platform of investment, tax, technology, compliance, family office services, marketing, and operational support. Advisors interested in learning more can visit waterloocap.com/financial-professionals.

Waterloo has opened an Atlanta office at Buckhead Plaza, 3050 Peachtree Road NW, Suite 400, which will serve as the firm’s Southeast hub. The office opens with five team members. Clients will gain access to Waterloo’s investment platform, private markets capabilities, integrated tax services through Waterloo Capital Tax Partners, and family office services.

The Atlanta partnership follows Waterloo’s September investment in Bay Rivers Group Wealth Partners of Williamsburg, Virginia, and extends a multi-brand platform that now spans more than a dozen advisory brands nationwide, including a growing roster of “Powered by Waterloo” practices. Atlanta is Waterloo’s tenth office and its first in the Southeast, joining Waterloo Capital Tucson in Arizona as a geographically branded office of the firm.

“Stuart and David have built exactly the kind of practice we look for — deep client relationships, a disciplined planning process, and a clear view of where they want to take the business. Atlanta is one of the most dynamic wealth markets in the country, and Buckhead gives us the right footprint to grow from. Stuart leading recruitment there was the natural next step.” said John Chatmas, Chief Executive Officer of Waterloo Capital.

“We spent a long time thinking about what our clients would need over the next twenty years, not just the next two. Coming under the Waterloo brand gives us institutional-caliber investment and tax capabilities without changing how we serve people. It also gives us something real to offer other advisors in this market who want to stay independent but are tired of building the back office themselves.” said Stuart Canzeri, Managing Partner, Waterloo Capital Atlanta.

“This gives our team more capacity to do the work clients actually value — planning, coordination, and being available when it matters. The back-office and platform support behind us now is a meaningful upgrade.” said David Hughes, Managing Partner, Waterloo Capital Atlanta.

“Atlanta is a priority market for us, and Stuart is the right person to build it out. We intend to grow aggressively there, and we expect to make additional announcements about the Atlanta office in the coming months.” added Mr. Chatmas.

ABOUT WATERLOO CAPITAL, L.P.

Founded in 2013 and headquartered in Austin, Texas, Waterloo Capital, L.P. is a registered investment adviser serving high-net-worth and ultra-high-net-worth individuals, families, and institutions. The firm operates a multi-brand platform spanning investment management, private markets, family office services, integrated tax planning, and a turnkey asset management and IAR platform for independent advisors, delivered under its Critical Infrastructure for Financial Advisors® platform. Learn more at waterloocap.com.

Waterloo Capital brands and divisions

Waterloo Capital — the firm’s core wealth management and investment advisory brandWaterloo Capital Atlanta — Southeast office, Buckhead, GeorgiaWaterloo Capital Tucson — Tucson, Arizona office (formerly Allied Portfolio Management)Intelligent Wealth Solutions (IWS) — turnkey asset management and advisor platformWaterloo Capital Family Office Services (WCFOS) – family office services, advanced planning, trust and estate design/review, business planningWaterloo Capital Tax Partners — integrated tax planning and preparationEverstead — ultra-high-net-worth brand

“Powered by Waterloo” brands

Bay Rivers Group Wealth Partners Eberly WealthAvellie WealthHap Nielsen InvestmentsStrategic CapitalLighthouse Financial AdvisorsMarket Street CapitalAMGElement Retirement & Investment ConsultantsEverstead

ABOUT WATERLOO CAPITAL ATLANTA

Waterloo Capital Atlanta is the Southeast office of Waterloo Capital, L.P., established through Waterloo’s investment in and partnership with Peachtree Financial Group. The practice, founded by Stuart Canzeri, provides comprehensive financial planning and investment advice to individuals and families across the Atlanta metropolitan area. The office is located at Buckhead Plaza, 3050 Peachtree Road NW, Suite 400, Atlanta, Georgia 30305, and is led by Managing Partners Stuart Canzeri and David Hughes.

ADVISOR INQUIRIES

Advisors interested in partnership or affiliation with Waterloo Capital can learn more at waterloocap.com/financial-professionals.

Important Disclosures

Waterloo Capital, L.P. is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. This release is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or investment advisory service. Nothing herein should be construed as investment, tax, or legal advice. Investing involves risk, including the possible loss of principal.

Advisory services are provided by Waterloo Capital, L.P. Waterloo Capital Atlanta and the other brand names referenced above are business names used by Waterloo Capital, L.P. and/or practices operating as “Powered by Waterloo” brands; certain of those practices are separately owned and may be separately registered. [Confirm entity-by-entity characterization, IAR registrations in Georgia, and any DBA or notice filings with compliance.]

The statements attributed to Waterloo Capital personnel, including Mr. Canzeri and Mr. Hughes, reflect their own views as of the date of this release and are not intended as testimonials or endorsements of Waterloo Capital’s advisory services. Mr. Canzeri and Mr. Hughes are investment adviser representatives of Waterloo Capital and receive compensation in connection with the arrangement described above, which presents a conflict of interest.

Critical Infrastructure for Financial Advisors® and 360° Critical Infrastructure® are registered trademarks of Waterloo Capital, L.P.

Statements regarding Waterloo’s expansion plans, recruitment intentions, and anticipated future announcements are forward-looking and reflect current expectations. Actual results may differ, and Waterloo undertakes no obligation to update them.

[If any third-party rating or recognition is added to this release — e.g., USA Today Top 100 Advisory Firms or Citywire 50 Growers — SEC Rule 206(4)-1 requires clear and prominent disclosure of the date of the rating, the period it covers, the identity of the third party that created it, and whether compensation was paid, directly or indirectly, in connection with obtaining or using the rating.]

MEDIA CONTACT

Taylor Chatmas

Marketing Manager, Waterloo Capital, L.P.

marketing@waterloocap.com  |  (512) 777-5900

View original content to download multimedia:https://www.prnewswire.com/news-releases/waterloo-capital-invests-in-peachtree-financial-group-and-opens-atlanta-office-in-buckhead-302900138.html

SOURCE Waterloo Capital

Related Topics:
Continue Reading

Technology

Killam Apartment REIT Announces 2026 GRESB Score

Published

58 minutes ago

on

October 6, 2026

By

HALIFAX, NS, Oct. 6, 2026 /CNW/ — Killam Apartment REIT (TSX: KMP.UN) (“Killam”) today announced its 2026 GRESB score, based on the 2025 reporting year. Killam achieved a score of 83.9 out of a maximum possible 100 for its standing investments, representing a 2.2-point year-over-year improvement in its environmental, social, and governance (ESG) performance.

“Sustainability has long been embedded in how we operate, invest capital, and plan for the future,” said Philip Fraser, President and CEO. “We approach ESG the same way we approach all our business decisions, with a focus on long-term performance, accountability, and doing the right thing.”

Killam’s key initiatives contributing to this achievement include:

Energy and Emissions Reductions: Achieved year-over-year reductions in energy consumption and greenhouse gas emissions across the portfolio.Renewable Energy Installations: Installed solar photovoltaic (PV) systems at 13 additional buildings during the year, increasing on-site renewable energy generation capacity.Waste Management Improvements: Improved recycling practices through participation in a voluntary recycling program in New Brunswick.

For more information about Killam’s ESG initiatives, visit https://www.killamreit.com/esg-overview.

About Killam

Killam Apartment REIT, based in Halifax, Nova Scotia, is one of Canada’s largest residential real estate investment trusts, owning, operating, managing and developing a $5.6 billion portfolio of apartments and manufactured home communities. Killam’s long-term strategy to enhance value and profitability focuses on three priorities: 1) increasing earnings from existing operations, 2) expanding the portfolio and diversifying geographically through accretive acquisitions that target newer properties and through the disposition of non-core assets, and 3) developing high-quality properties in its core markets.

About GRESB

GRESB is an industry-driven organization that assesses ESG performance of real assets globally. Its annual benchmark provides standardized and validated data to investors and stakeholders, enabling transparency and accountability in sustainability practices.

Note: The Toronto Stock Exchange has neither approved nor disapproved of the information contained herein. Certain statements in this press release may constitute forward-looking statements, including statements regarding embedding sustainability into Killam’s operations, investment and future planning; Killam’s focus on long-term performance, accountability and doing the right thing; and Killam’s priorities.

Readers should be aware that these statements are subject to known and unknown risks, uncertainties and other factors that could cause actual results to differ materially from those anticipated or implied, or those suggested by any forward-looking statements, including: the effects and duration of local, international and global events, any government responses thereto and the effectiveness of measures intended to mitigate any impacts thereof; competition; government legislation and the interpretation and enforcement thereof; litigation to which Killam may be subject; global, national and regional economic conditions (including interest rates and inflation); the availability of capital to fund further investments in Killam’s business; and other factors identified under the “Risk Factors” section of Killam’s most recently filed annual information form, under the “Risks and Uncertainties” section of Killam’s most recently filed MD&A, and in other documents Killam files from time to time with securities regulatory authorities in Canada, each of which is available on SEDAR+ at www.sedarplus.ca. Killam does not intend to update or revise any forward-looking statement, whether as a result of new information, future events, circumstances, or otherwise, except as required by law. The forward-looking statements contained in this press release are expressly qualified by this cautionary statement.

For information, please contact:
Claire Hawksworth, CPA
Senior Manager, Investor Relations
chawksworth@killamreit.com
(902) 442-5322

SOURCE Killam Apartment Real Estate Investment Trust

Continue Reading

Technology

ChatIQ Leads S&P Global’s Latest Capital IQ Pro Update with Expanded AI-Powered Research Capabilities

Published

58 minutes ago

on

October 6, 2026

By

New platform capabilities bring AI deeper into research and modeling workflows while expanding analytics across valuation, credit and global markets.

NEW YORK, Oct. 6, 2026 /PRNewswire/ — S&P Global (NYSE: SPGI) today announced the latest updates to S&P Capital IQ Pro, led by an expanded ChatIQ experience that brings conversational AI deeper into the platform. The enhanced ChatIQ helps financial professionals ask natural-language questions and quickly access S&P Global data and insights in one place.

ChatIQ brings multi-source analysis, screening and charting into a single conversational experience. Users can ask questions across company, market, credit and economic data, alongside financial documents, news and research, helping them spend less time moving between tools and more time analyzing reliable information.

“S&P Global continues to evolve around the ways clients research, analyze and collaborate,” said Whit McGraw, Head of Platforms at S&P Global Market Intelligence. “With the expanded ChatIQ experience, we are making AI a more natural part of the Capital IQ Pro workflow by combining conversational access with the depth, quality and transparency clients expect from S&P Global.”

Key Capital IQ Pro Updates

The latest Capital IQ Pro release brings AI-powered research, modeling and presentation tools together with expanded data and analytics across valuation, private markets, fixed income, credit and broader market use cases.

AI-powered workflows: ChatIQ Spreadsheets introduces an AI-powered Excel modeling assistant for model building, review and analysis with refreshable Capital IQ Pro formulas, while ChatIQ Presentations, now available in Labs, helps users create data-driven PowerPoint slides using Capital IQ Pro data.Valuation and financial analysis: New Discounted Cash Flow analysis, customizable Total Enterprise Value calculations, point-in-time trading comparables and improved export capabilities support more flexible company valuation workflows.Private markets: A new custom benchmarking tool from With Intelligence helps users create tailored private market benchmarks and compare fund performance using key metrics.Fixed income: Integration of Markit’s Global Sector Curves and a new Rate Profile page provide deeper visibility into global bond markets, pricing trends and tenor-level analysis.Credit analysis: Redesigned RatingsDirect corporate and sector profiles, expanded insurance analytics and Credit Memo Builder enhancements improve access to relevant credit information, source transparency and consistency across the credit review process.Data coverage: Additional enhancements across banking, energy, insurance, macroeconomic data, private companies, sustainability, news and alerts expand the platform’s content coverage and usability.Portfolio insights: AI-powered Portfolio Insights, now in beta, helps users identify drivers of portfolio return and connect performance with relevant market developments, news, events and earnings context.

The updates are part of S&P Global Market Intelligence’s broader strategy for Capital IQ Pro, which brings together reliable data, AI-powered tools and connected experiences to support financial professionals across research, analysis and decision-making and help them uncover value across global markets.

For more information on S&P Capital IQ Pro, please see here.

To learn more about Artificial Intelligence at S&P Global, please visit here.

Media Contacts:

Orla O’Brien
S&P Global
+1 857-407-8559
orla.obrien@spglobal.com   

Florence Bogitsh
S&P Global Market Intelligence
+1 646 460-7204
florence.bogitsh@spglobal.com 
press.mi@spglobal.com  

About S&P Global
S&P Global (NYSE: SPGI) enables businesses, governments, and individuals with trusted data, expertise and technology to make decisions with conviction. We are Advancing Essential Intelligence through world-leading benchmarks, data, and insights that customers need in order to plan confidently, act decisively and thrive in a rapidly changing global landscape.

From helping our customers assess new investments across the capital and commodities markets to navigating the energy expansion, acceleration of artificial intelligence, and evolution of public and private markets, we enable the world’s leading organizations to unlock opportunities, solve challenges and plan for tomorrow – today. Learn more at www.spglobal.com.

View original content to download multimedia:https://www.prnewswire.com/news-releases/chatiq-leads-sp-globals-latest-capital-iq-pro-update-with-expanded-ai-powered-research-capabilities-302899976.html

SOURCE S&P Global

Continue Reading

Technology

Strategic Buyer Acquires Florida MSP as Demand Rises for Managed IT Services

Published

58 minutes ago

on

October 6, 2026

By

Deal Facilitated by Viking Mergers & Acquisitions

TAMPA, Fla., Oct. 6, 2026 /PRNewswire/ — A managed IT and cybersecurity services provider serving small and mid-sized businesses in Florida has been acquired by a strategic buyer, bringing together complementary IT industry expertise and further building upon a platform for continued growth.

“Delivering outcomes like this for business owners is what drives our Florida team,” said Larry Lawson II, President, Viking Florida Division. “Tripp, Jacob, and Dylan guided every step of this process and brought together a seller and buyer well-positioned for long-term success.”

For over 15 years, the company has grown from a traditional Managed Services Provider (MSP) into a full Managed Security Services Provider (MSSP). Built as a business known for responsiveness, personalized service, and security solutions tailored to each client, much of the company’s growth came through referrals and long-term client relationships, supported by an experienced team that manages day-to-day service delivery. The company’s clients include non-profit organizations, law firms, and family-owned medical practices that rely on responsive, security-focused IT support.

The buyer is an established managed IT services provider with a multi-state footprint, already serving nonprofit, financial, and healthcare clients. Together, the shared focus on IT services and preserving the legacy of the companies they acquire created a strong strategic fit, positioning the business for continued growth in Florida and nationwide.

The transaction was facilitated by the Viking Mergers & Acquisitions team: Larry “Tripp” Lawson III, Partner, Jacob Middleton, Associate Partner, and Dylan Bradley, Associate Advisor, who represented the seller throughout the sale process. From engagement to close, the transaction took approximately six months, reflecting growing buyer demand for IT solutions companies in the lower-middle market.

“We ran a disciplined process, kept the right buyers at the table, and gave our client real choices. That’s what made the difference here,” said Tripp Lawson. “We’re proud to have delivered a smooth transition for the seller, their team, and the company’s clients.”

About Viking Mergers and Acquisitions Florida Division
Viking Mergers & Acquisitions, with offices strategically located throughout Florida, supports business owners with annual revenues ranging from $2M to $250M. Viking offers complimentary business valuation services, ongoing valuation updates, and comprehensive exit planning and strategy for small and middle-market business owners.

As one of the largest and most successful mergers and acquisitions firms in the United States, Viking is headquartered in Tampa, FL, and Charlotte, NC. The firm has offices strategically positioned across the U.S., providing exceptional brokerage services as well as mergers & acquisitions advisory work. Over the past three decades, Viking has successfully sold over 950 businesses, achieving a closing ratio of nearly four times the industry average. Viking consistently maintains an impressive 85% closing rate, securing sellers an average of 96% of their asking price.

Visit https://www.vikingmerger.com to request a confidential, complimentary business valuation or to access more information regarding selling or buying a business. 

View original content to download multimedia:https://www.prnewswire.com/news-releases/strategic-buyer-acquires-florida-msp-as-demand-rises-for-managed-it-services-302900302.html

SOURCE Viking Mergers & Acquisitions

Continue Reading

Trending