Updated: Jul 4
Present Financial Partners today announced completion of the previously structured recapitalization agreement. The investor group was led by a premier private equity firm investing in growth companies, and a leading private investment firm dedicated to investing globally in the financial services industry, and other limited partners.
Our private holdings group provided excellent stewardship and support for nearly 5 years, including prior board members Matthew Franchina, Executive Financial Advisor, Sara Adelzadeh, Chief Operations Officer, and Moe Kaveh, Managing Directors, from Present Financial,” said Sina Azari. “We are grateful and confident in the next chapter of growth for PFP and our new partners."