• Lead investors include 8VC and Townhall Ventures, as well as new investors including AIF, John Doerr, Richard Merkin and the Leon Levine Foundation

CHICAGO, Aug. 18, 2026 — Hopscotch Primary Care (“Hopscotch”), a technology-enabled primary care model that serves patients in rural communities, has raised $53 million in its series D financing. Founded in 2021, the company serves more than 15,000 patients across the Southeastern United States, with its largest concentration in rural Western North Carolina. Hopscotch will use the new funding to deepen access across the region, expand into new rural markets, and continue to scale its technology-powered operations. Lead investors in the round include 8VC and Townhall Ventures, with participation from existing investors including aMoon Fund, Citi Impact Fund, Alumni Ventures and K2 HealthVentures. New investors in the round include the Autism Impact Fund (AIF), John Doerr, Chairman of Kleiner Perkins, and Dr. Richard Merkin, Founder of Heritage Provider Network, and the Leon Levine Foundation.

All across the country, rural health care is in crisis: physicians are retiring, hospitals are closing, and gaps in care are worsening. But we see a rare window for change: historic federal investment, deep engagement among the States, and rapid advances in AI and digital health are now bringing new momentum to the sector. Hopscotch was built to meet that moment, marrying direct provision of access with outcomes-multiplying technology that brings simple, joyful, connected care to small towns and rural communities across America. That includes same-day visits, 24/7 access to a patient’s care team, and proactive outreach – all backed by technology that reduces administrative burden so providers can focus on delivering great care. The company’s results demonstrate the efficacy of its model, with a Net Promoter Score of 89, patient retention consistently above 90%, and management of medical expenses powering MLR improvement of more than 25 percentage points for patients over their first two years. Paired with operating excellence, that performance is already translating to profitable operations in Western North Carolina.

“At Hopscotch, we believe that access to world-class primary care is the building block of healthier patients and communities. We recruit dedicated clinicians to rural communities and empower them with advanced technology to deliver access where other companies do not operate,” said Tim Gronniger, Chief Executive Officer. “This new funding comes at an inflection point for Hopscotch, and for rural health care as a whole. We are accelerating our growth into more small towns while improving outcomes, delighting patients, and building a sustainable future for the communities we serve,” added Mr. Gronniger.

“The best use of AI is to amplify human potential. Hopscotch is giving clinicians the tools to care for more patients with greater insight, while preserving the trusted relationships at the heart of primary care. That’s exactly the kind of technology that can transform healthcare in rural America and fundamentally improve lives,” said John Doerr, Chairman of Kleiner Perkins.

“Healthcare shouldn’t just show up when something’s wrong. At Hopscotch, we build lasting relationships with our patients: knowing them, staying connected, and helping them stay healthy over time, not just responding when they’re sick. It’s a model that works because it’s built around the patient, not around the visit, and that’s what lets us grow without losing the relationship at the center of it,” said Dr. Aditi Mallick, Chief Medical Officer.

About Hopscotch Primary Care

Hopscotch Primary Care is a technology-enabled primary care company that delivers simple, joyful, connected care to patients in rural communities. Founded in 2021, Hopscotch serves more than 15,000 patients through 12 clinical locations in rural communities across the southeastern United States. Dedicated care teams provide same-day access and support that extends beyond clinic walls, powered by an innovative suite of technology that strengthens human connections rather than replacing them. The company’s mission is to transform lives in rural communities through accessible and proactive value-based care.

For more information please visit www.hellohopscotch.com

Media contact:

Dan Tarman

[email protected]

213.705.8454

SOURCE Hopscotch Primary Care

A leading independent provider of savings solutions and technology enters its next phase with expanded scale and capabilities

DRESHER, Pa., Aug. 18, 2026 — Ascensus, the engine at the center of America’s savings ecosystem, announced today a new ownership structure co-led by Stone Point Capital (“Stone Point”) and Genstar Capital (“Genstar”). Stone Point and Genstar are each investing new capital and will hold equal stakes in the company. Ascensus will continue to operate with its current leadership team, client relationships, and service model.

The investment provides additional long-term strategic support from two specialist firms as Ascensus enters its next phase of growth. Stone Point, an investment firm focused on the financial services industry and related sectors, initially invested in Ascensus in 2021. Genstar, a private equity firm focused on investments in targeted segments of the financial services, software, industrials, and healthcare industries, returns as an owner having previously been a lead investor in Ascensus from 2015 to 2021.

Ascensus, a leading independent provider of tax-advantaged savings solutions and technology, supports more than 16 million savers¹ and oversees more than $1.3 trillion in assets under administration² as of August 3, 2026. The company has continued to expand its capabilities, including through its previously announced acquisition of AmericanTCS, which added new trust and custody, pooled employer plan, and fiduciary capabilities to its platform.

“Stone Point’s decision to continue as an owner paired with Genstar’s decision to return as an owner is a powerful endorsement of our long-term strategy, our people, and the strength of our business,” said Nick Good, CEO, Ascensus. “Against the backdrop of savings industry growth, Ascensus enters its next chapter with greater scale, broader capabilities, and significant opportunities to create value for our clients, partners, and savers. Going forward, together with Stone Point and Genstar, we are well-positioned to continue investing in technology and AI, client service and experience, and the broader capabilities that will fuel our long-term growth.”

“Our decision to reinvest in Ascensus reflects our strong conviction in the company and the opportunities ahead,” said Fayez Muhtadie, Co-Head of Private Equity at Stone Point. “As the leading independent player in the savings ecosystem, Ascensus has a differentiated market position, significant scale, and a compelling opportunity to benefit from powerful long-term industry trends. Having partnered closely with the senior management team at Ascensus since 2021, we have tremendous confidence in their ability to build on Ascensus’ leadership position.”

“The market for tax-advantaged savings is underpinned by durable growth, and Ascensus is a scaled, independent player well positioned to capture that opportunity. We know Ascensus well from our first partnership, and the business has continued to outperform, adding scale and capabilities while demonstrating consistent execution,” said Tony Salewski, Managing Partner at Genstar. Sid Ramakrishnan, Managing Director at Genstar, added, “Genstar’s experience across the wealth and asset management ecosystem reinforces our conviction in the Company. We look forward to supporting the management team alongside Stone Point.”

The transaction is expected to close in the coming months, subject to customary regulatory approvals and closing conditions. At that time, Stone Point and Genstar will assume joint governance of Ascensus. GIC, a global institutional investor which originally invested in Ascensus in 2019, will remain invested alongside Stone Point and Genstar as part of the transaction.

J.P. Morgan Securities LLC, BofA Securities, and Wells Fargo served as financial advisors and Simpson Thacher & Bartlett LLP served as legal counsel to Ascensus. Lazard Frères & Co. LLC served as buyside financial advisor to Stone Point. Morgan Stanley & Co. LLC and Goldman Sachs & Co. LLC served as buyside financial advisors and Willkie Farr & Gallagher LLP served as legal counsel to Genstar.

About Ascensus
Ascensus is the engine at the center of America’s savings ecosystem. The company makes saving easier by bringing together intuitive technology, AI, and high-touch service to support better financial outcomes for savers, small- to mid-sized businesses, state governments, and leading corporations and financial institutions. Ascensus offers comprehensive qualified and nonqualified retirement plan solutions, third-party retirement plan administration, 529 education and ABLE savings program administration, corporate- and bank-owned life insurance solutions, as well as fiduciary and total rewards services. The company supports over 16 million savers and oversees more than $1.3 trillion in assets under administration as of August 3, 2026. For more information, visit ascensus.com.

About Stone Point Capital
Stone Point is a leading investment firm with more than $75 billion in assets under management across private equity, credit and insurance solutions. Drawing on more than three decades of experience and sector specialization, the firm focuses on the financial services industry and related sectors. Stone Point invests in and partners with talented management teams primarily based in North America and Western Europe. In addition, our capital markets team supports the firm, portfolio companies and other clients by providing custom financing solutions. Stone Point is headquartered in Greenwich, Connecticut, with offices in New York and Palm Beach. For more information, please visit www.stonepoint.com.

About Genstar Capital
Genstar Capital (www.gencap.com) is a leading private equity firm that has been actively investing in high-quality companies for over 35 years. Based in San Francisco, Genstar works in partnership with its management teams and its network of strategic advisors to transform its portfolio companies into industry-leading businesses. Genstar currently has approximately $51 billion of assets under management and targets investments focused on targeted segments of the financial services, industrials, healthcare, and software industries.

Media Contacts:

For Ascensus
Greg Winter
[email protected]

For Stone Point Capital
[email protected]

For Genstar Capital
[email protected] 

¹ Figure includes American Trust Retirement recordkeeping participants
² Figure includes AmericanTCS AUA

SOURCE Ascensus

• Future Standard acquires minority stake in KDC, expanding access to differentiated direct investment opportunities in capital-intensive sectors requiring specialized expertise.
• Partnership creates a powerful value proposition for investors seeking direct exposure to targeted high-growth infrastructure themes and for project owners seeking the technical expertise and capital pathways needed to scale.

PHILADELPHIA, Aug. 18, 2026 — Future Standard, a $94 billion global alternative asset manager, today announced the close of a strategic investment in KDC, launching a partnership with this specialized infrastructure development and execution firm focused on helping companies scale high-demand capital-intensive infrastructure projects. Future Standard has acquired a minority stake in KDC and has an option to acquire control in the future.

KDC was co-founded by Future Standard CEO Edwin Conway and the Kamine family, whose principals have spent decades developing, financing, constructing and operating infrastructure businesses. Their platform is designed to bring that same execution-oriented expertise to capital-intensive projects tied to rising demand for data, energy security, advanced manufacturing and critical minerals.

The partnership brings together two complementary capabilities: KDC’s ability to help infrastructure project owners solve complex development, operational and commercialization challenges in order to scale, and Future Standard’s experience creating access to differentiated private market investment opportunities for institutional and private wealth clients. Together, the firms believe they can help bridge a persistent gap in the market: projects that benefit from powerful secular demand and proven technical expertise but require specialized operating support and sophisticated capital raising to scale.

“Future Standard was founded to identify durable areas of growth early, shape emerging markets as they develop and create responsible ways for clients to access opportunities that have historically been difficult to reach,” said Michael Forman, Co-Founder and Executive Chairman of Future Standard. “KDC reflects that same pioneering mindset. Its principals have spent decades building infrastructure businesses, and that operating credibility matters, as true value in the middle market is typically driven by hands-on, active engagement by managers. We believe this partnership will give investors access to compelling direct investment opportunities at the leading edge of infrastructure, further expanding the set of differentiated offerings we can bring to clients.”

KDC focuses on what it describes as the “missing middle” of infrastructure investing: projects and companies that may be beyond the scale of venture capital but are often too early-stage, technical or operationally intensive for traditional infrastructure investors. By combining development, engineering, construction, operations and capital structuring and capital raising within one integrated platform, KDC seeks to help promising projects become financeable, executable and scalable.

“The best infrastructure opportunities are rarely created by capital alone,” said Edwin Conway, Chief Executive Officer of Future Standard and Co-Founder of KDC. “They require technical judgment, operating discipline and the ability to bring the right partners together at the right time. Having helped build KDC alongside the Kamines, I have seen how valuable that combination can be for project owners and investors alike. Through this partnership, Future Standard aims to offer clients access to opportunities, and alpha, that are often hard to find and even harder to execute by helping KDC accelerate the development of projects tied to the infrastructure needs of a more digital, electrified and resilient economy.”

The relationship is expected to build on deep expertise embedded in Future Standard’s platform, including the digital infrastructure and asset-backed investment capabilities added through the firm’s acquisition of Post Road Group in 2025. Together, KDC’s development and execution expertise and Future Standard’s established investment, distribution and solutions capabilities are expected to create a differentiated platform for sourcing, evaluating, financing and scaling opportunities across the infrastructure value chain.

“Some of the most compelling investment opportunities are created by long-term structural shifts that require expertise, innovation and private capital,” said Hal Kamine, Co-Founder of KDC. “KDC’s background includes over 40 years of developing, building and owning assets across traditional and renewable power plants, a nationwide data and telecom platform and other manufacturing technologies. KDC was built for the point at which innovation moves into execution where many project owners have strong technologies, strong demand signals and compelling commercial opportunities but need an experienced partner and operational expertise to help them navigate the path from development to deployment. Future Standard’s investment gives KDC a unique strategic financial partner with scale, deep client relationships and a strong commitment to expanding access to private markets for these opportunities. We believe that combination will be valuable for project owners, investors and the broader infrastructure ecosystem.”

For Future Standard, the partnership represents the next step in the firm’s long-standing commitment to innovation and access. That commitment has included pioneering new structures in the wealth channel and expanding its institutional middle-market platform and building global investment capabilities. For more than 30 years Future Standard has focused on helping clients participate in private markets in thoughtful, differentiated ways. KDC is expected to add another avenue for the firm to originate direct investment opportunities in sectors where demand for private capital, operational expertise and disciplined execution is rapidly growing. The transaction also builds on a period of significant momentum for Future Standard. In recent years, the firm has expanded its platform through the acquisitions of Portfolio Advisors and Post Road Group’s digital infrastructure and asset-based teams, broadened its global footprint with new offices in Asia and the Middle East, opened a new headquarters in Philadelphia and significantly increased assets under management. The partnership with KDC continues that trajectory, reinforcing Future Standard’s position as a forward-looking alternative asset manager focused on bringing clients access to areas of durable growth before they become broadly available.

About Future Standard
Future Standard is a global alternative asset manager serving institutional and private wealth clients, investing across private equity, credit and real estate. With a 30+ year track record of value creation and $94 billion in assets under management, we back the business owners and financial sponsors that drive growth and innovation across the middle market, transforming untapped potential into durable value.¹

1. Total AUM estimated as of June 30, 2026.

Contact information
Media
Marc Hazelton
[email protected]

SOURCE Future Standard

Broadwing Capital Fund I LP exceeds target and hard cap, supports emerging manager’s hands-on strategy for building lower middle market manufacturing and services platforms

DALLAS, Aug. 18, 2026 — Broadwing Capital Management LLC (“Broadwing”), the Dallas-based private equity firm specializing in lower middle market manufacturing and services investments, today announced the final close of Broadwing Capital Fund I LP (“Fund I”) with $440 million in total capital commitments. The general partner and affiliates made significant incremental commitments to a parallel fund that invests pro rata with Fund I.

Fund I exceeded its $350 million target and was oversubscribed following strong demand for an operationally active, deeply experienced emerging manager from a diverse group of institutional investors, including pension plans, insurance companies, foundations and funds of funds, as well as family offices and RIAs.

Founded in 2022 by long-time private equity investors Eliot Kerlin and Andrew Boisseau, Broadwing invests in domestic founder-, family- and operator-owned manufacturing and services companies. The firm partners with businesses that demonstrate opportunities for organic and acquisition growth and operational improvement. Broadwing utilizes its proprietary Broadwing Flight Path℠ and Broadwing Capital Playbook™ to identify opportunities, underwrite investments, and accelerate value creation at portfolio companies throughout the partnership period.

“We’re on a mission-driven journey to build the most trusted and transformative private equity firm in the lower middle market, and Fund I reflects the confidence our investors have placed in our team, our strategy and our track record,” said Eliot Kerlin, Managing Partner and Co-Founder of Broadwing. “I’m both humbled and energized by investor response that exceeded our expectations. Our incredible team is excited about how Fund I will enable our expansion as we thoughtfully scale niche platforms into market leaders through hands-on operational support that enhances companies, cultures, and communities.”

“A generational wave of businesses is on the precipice of changing hands, and we started Broadwing to give founders and investors a path to make the most of this opportunity,” said Andrew Boisseau, Co-Founder and Partner of Broadwing. “Many firms talk about operational partnership, but we purpose-built our model around it, with a Resource Group that equips and enables management teams to drive sustainable growth. Fund I gives us the capital to do that across six platform investments today, with more to come.”

Broadwing expects to continue pursuing platform investments and add-on acquisitions across its core areas of focus.

Raymond James Private Capital Advisory served as the exclusive placement agent for Fund I. Greenberg Traurig, LLP served as legal counsel.

About Broadwing
Broadwing is a Dallas-based private equity firm specializing in lower middle market manufacturing and services investments. The firm thoughtfully scales niche platforms into market leaders through hands-on operational support that enhances companies, cultures, and communities. Broadwing is known for its founder-friendly approach, experienced team of resource partners, and a values-driven commitment to long-term growth. Since its founding in 2022 by two long-time private equity investors, Broadwing has raised over $730 million of committed capital and closed 26 acquisitions.

To learn more, visit our website and follow us on LinkedIn.

Media Contact:
[email protected]

SOURCE Broadwing Capital

40-video mini series of free lessons on business cash flow, capital, and growth across six themes. 

NEW YORK and TAMPA, Fla., Aug. 18, 2026 — Byzfunder, the alternative finance partner that has provided more than $1.75 billion in funding to over 30,000 small businesses since 2019, today launched Money Master Class, a video series hosted by CEO Ilya Fridman designed to help small business owners better understand and manage their relationship with capital.

Money Master Class reflects how Byzfunder works with the businesses banks overlook.

When a bank says no — or takes weeks to make a decision — an owner needs answers they can act on now. Byzfunder gives them both the knowledge and the capital to move.

But this isn’t just a show about how money works. It’s about how business owners have been taught to think about money.

Traditional bank underwriting tends to favor businesses with stable, predictable revenue and financial histories that fit conventional models. That approach works well for many companies, but it can leave seasonal, fast-growing or less conventional businesses with fewer options. Over time, that dynamic has contributed to a broader cultural assumption: that borrowing is a last resort, and that needing capital is a sign something’s wrong.

That assumption costs business owners real opportunities — the contract they don’t take, the hire they delay, the inventory they don’t order — not because the capital isn’t out there, but because they’ve absorbed a rule that was never really written for them.

Money Master Class exists to close that gap. Ilya Fridman, CEO of Byzfunder, uses the show to reframe capital as a normal tool for growth — timed and used deliberately, the same way a company plans hiring or inventory. The series spans six themes: Founder’s Mindset, Funding Fact vs Myth, Cash 101, Read the Room, Inside the Trade, and Real Talk — answering some of the questions owners are afraid to ask.

“Most business owners were never handed a playbook for the money side of running a company,” said Ilya Fridman, CEO of Byzfunder. “Money Master Class is designed to be that playbook — clear, practical and free. It’s education first, built to help owners make smarter decisions about cash flow, growth and capital. We want to be a trusted partner in that journey — long before funding is needed and long after it’s received.”

What the series covers

The 40-video series spans six themes — from cash flow fundamentals and Founder’s Mindset to the lending industry landscape and vertical deep dives. New episodes are released weekly and are available on demand through Byzfunder’s YouTube channel and social media channels.

Watch Money Master Class at byzfunder.com/resources/money-master-class.

About Ilya Fridman

Fridman brings more than two decades of experience as both an entrepreneur and a business financing executive. Over the course of his career, he has built and operated businesses across lending, logistics, technology and other industries, growing companies from zero to more than $250 million in annual revenue. Having experienced firsthand the challenges of scaling businesses, navigating economic cycles and securing capital at critical moments, Fridman brings an owner’s perspective to small business finance. Through Money Master Class, he is translating those lessons into practical guidance designed to help business owners make smarter decisions about cash flow, growth and the strategic use of capital.

About Byzfunder

Founded in 2019, Byzfunder is a full-service alternative finance partner for small and medium-sized businesses across the United States. Byzfunder funds the businesses banks overlook — companies with real revenue, real operations, and real growth needs. Business owners can apply in five minutes, with funding available as soon as the same day. The company has funded more than $1.75 billion since inception. Funding now. Future secured.

For more information, visit byzfunder.com.

Media Contact

Xin Hamilton, CMO

[email protected]

byzfunder.com

SOURCE Byzfunder

Dedicated financing platform, backed by 11-bank syndicate and supported by equity sponsors GI Partners and MSIP, will fund more than 130 MW of new capacity under construction and in planning

DENVER, Aug. 18, 2026 — Flexential, a leading provider of secure and flexible data center solutions, has established an $800 million credit facility to accelerate the development of new data center capacity in markets where the company’s customers are growing and demand continues to build.

The financing will support more than 130 megawatts (MW) of new capacity across four key markets in Flexential’s national platform, providing a scalable source of capital to build ahead of enterprise and AI-driven infrastructure needs. Projects currently under construction include a 36 MW facility in Atlanta-Douglasville, Georgia; a 36 MW facility in Portland-Hillsboro, Oregon; and a 22.5 MW facility in Denver-Parker, Colorado. Also planned are another 36 MW facility in Portland-Hillsboro and a 4.5 MW expansion adjacent to Flexential’s existing operations in Atlanta-Norcross, Georgia.

“We are collaborating closely with our customers and partners and making infrastructure investments today based on where we know they are growing,” said Ryan Mallory, CEO of Flexential. “Our customers are planning years in advance, and they need confidence that the capacity, density and connectivity they’ll need will be there when they’re ready. This financing gives us the ability to invest ahead of that demand and deliver the infrastructure to support their growth.”

The new facility creates a dedicated financing vehicle for Flexential’s development portfolio, providing committed capital to support projects as they move from planning through construction and delivery. It also builds on Flexential’s broader investment strategy to expand capacity across its national footprint while maintaining the flexibility to respond to evolving customer requirements.

The $800 million facility was oversubscribed and upsized 60% from the initial target of $500 million due to strong demand. The facility is supported by a syndicate of 11 leading digital infrastructure banks and complements ongoing equity investment from Flexential’s sponsors, GI Partners and MSIP. TD Securities served as administrative agent and joint coordinating lead arranger and joint bookrunner. RBC Capital Markets and J.P. Morgan served as joint coordinating lead arrangers and joint bookrunners. Goldman Sachs, ING, SMBC, Bank of America, and KeyBanc served as joint lead arrangers. Flagstar, Citibank, and Investec served as co-documentation agents. Simpson Thacher was Flexential’s legal advisor for the transaction.

About Flexential

Flexential empowers the IT journey of the most complex businesses by offering customizable IT solutions designed for today’s demanding high-density computing requirements. With colocation, cloud, interconnection, data protection, and professional services, the FlexAnywhere^® platform anchors our services in 40 data centers across 18 highly connected markets on a scalable 100+ Gbps private network backbone. Flexential solutions are strategically engineered to meet the most stringent challenges in security, compliance, and resiliency. Experience the power of IT flexibility and how we enable digital transformation at www.flexential.com.

Media Contact

Christian Rizzo

Gregory for Flexential

[email protected]

SOURCE Flexential

NEW YORK, Aug. 18, 2026 — J.P. Morgan Life Sciences Private Capital, the life sciences venture and growth equity arm within J.P. Morgan Asset Management, today announced the appointment of Bruce N. Rogers, Ph.D., as Venture Partner. Dr. Rogers will leverage his extensive background in medicinal chemistry, translational science, neuroscience, and immunology to develop and scale innovative companies with Life Sciences Private Capital.

Dr. Rogers is a seasoned drug discovery and development expert with a strong track record of building innovative companies that deliver therapies across biotechnology and the pharmaceutical industry. Dr. Rogers currently serves as President and CEO of an emerging precision immunology firm and a portfolio company of J.P. Morgan Life Sciences Private Capital.

Prior to that, Dr. Rogers was President of Morphic Therapeutic, where he originally joined as Chief Scientific Officer in 2016, built the company’s platform, and delivered a portfolio of assets including MORF-057. Following Morphic’s acquisition by Eli Lilly in 2024 for $3.2 billion, he transitioned to Eli Lilly as Senior Vice President and CEO of Morphic, overseeing the integration of Morphic’s portfolio and team. Before his tenure at Morphic, Dr. Rogers served as Head of Neuro-Opportunities at Pfizer and spent 16 years within the medicinal chemistry divisions at Pfizer and Pharmacia, where he led teams that advanced over a dozen small molecule candidates into clinical trials across multiple neuroscience indications.

“Dr. Rogers has built a career that spans a diverse range of therapeutic areas and drug modalities, and that breadth of experience is a real asset to our team,” said Dr. Stephen Squinto, CIO of Life Sciences Private Capital. “We look forward to working alongside him as we continue to grow our platform and support the next generation of life sciences companies.”

Biography

Bruce N. Rogers, PhD, serves as President and CEO of an emerging precision immunology company focused on developing therapies that selectively target disease-driving T-cell populations. Previously, Dr. Rogers was President of Morphic Therapeutic, a biopharmaceutical company developing integrin therapies for serious chronic diseases, having initially joined the company as Chief Scientific Officer in 2016, building its platform and delivering a portfolio of assets including MORF-057. Following Morphic’s acquisition by Lilly in 2024 for $3.2 billion, he transitioned to Lilly, where he held the roles of Senior Vice President and CEO of Morphic, overseeing the integration of Morphic’s portfolio and team. Dr. Rogers brings deep experience in drug discovery and development, encompassing preclinical and clinical programs, medicinal chemistry, structural biology, translational science, DMPK, strategic partnering, and R&D planning. Before his tenure at Morphic, he served as Head of Neuro-Opportunities at Pfizer, leading innovative initiatives for central nervous system (CNS) disorders, including direct brain delivery of protein therapeutics for Parkinson’s disease and oncology-oriented approaches. He also spent 16 years in progressively senior roles within the medicinal chemistry divisions at Pfizer and Pharmacia, leading teams that advanced over a dozen small molecule candidates into clinical trials for various neuroscience indications, such as tavapadon for Parkinson’s disease and emraclidine for schizophrenia. Dr. Rogers has co-authored more than 60 scientific publications, reviews, and abstracts, and is credited as a co-inventor on over 85 patents and patent applications. He holds a BA in Chemistry from the University of Minnesota and a PhD in Organic Chemistry from the University of California, Irvine. Additionally, he was a National Institutes of Health postdoctoral fellow at the University of California prior to entering the pharmaceutical industry.

About J.P. Morgan Life Sciences Private Capital

J.P. Morgan Life Sciences Private Capital (“LSPC”), is the life sciences platform of J.P. Morgan Private Capital, the investment arm for private companies across the capital structure with a focus on venture and growth investing within J.P. Morgan Asset Management. LSPC partners with leading early-stage biotherapeutics and late-stage healthcare companies. The early stage biotechnology practice is focused on company creation, Seed and Series A investments across all therapeutic areas in biotechnology. The late-stage healthcare practice is focused on Series B through pre-IPO investments within biotechnology, medical devices, tools, diagnostics, healthcare technology and pharmaceutical services.

About J.P. Morgan Asset Management

J.P. Morgan Asset Management, with assets under management of $4.6 trillion as of June 30, 2026, is a global leader in investment management. J.P. Morgan Asset Management’s clients include institutions, retail investors and high net worth individuals in every major market throughout the world. J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity. For more information, visit: www.jpmorgan.com/am.

JPMorgan Chase & Co. (NYSE: JPM) is a leading financial services firm based in the United States of America (“U.S.”), with operations worldwide. JPMorganChase had $5.0 trillion in assets and $375 billion in stockholders’ equity as of June 30, 2026. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management. Under the J.P. Morgan and Chase brands, the Firm serves millions of customers in the U.S., and many of the world’s most prominent corporate, institutional and government clients globally. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

SOURCE J.P. Morgan Asset Management

The Neuberger Securitize High Income Tokenized Fund brings a new high-yield strategy onchain across Avalanche, Ethereum, Solana and Sui

MIAMI and NEW YORK, Aug. 18, 2026 — Securitize Corp. (“Securitize”) (NYSE: SECZ), the leader in tokenized assets, today announced the launch of the Neuberger Securitize High Income Tokenized Fund (“HINC”). This marks the first engagement by Neuberger, a global investment manager, as subadvisor to a tokenized fund.

HINC seeks to generate attractive risk-adjusted returns by investing primarily in high yield bonds, in addition to other income-producing fixed income investments, such as collateralized loan obligations and leveraged loans. As subadvisor, Neuberger brings its deep fixed income expertise in portfolio management and research to the strategy, drawing on a platform that oversees more than $230 billion assets under management.¹

“This tokenized fund brings Neuberger’s established fixed income capabilities to public blockchains,” said Carlos Domingo, Co-Founder and CEO of Securitize. “Launching HINC across Avalanche, Ethereum, Solana and  Sui, gives eligible investors access through four  leading blockchain networks, supported by Securitize’s regulated, end-to-end tokenization platform.”

“Neuberger’s fixed income platform has navigated decades of market cycles, growing into a globally integrated business built on diversified, research-intensive solutions” said Anil Abraham, Head of Product Management at Neuberger. “We are pleased to work with Securitize to extend our process-driven, actively managed approach to qualified investors looking to access fixed income strategies on-chain.”

Securitize Capital LLC serves as HINC’s investment adviser, and Securitize Markets, LLC offers interests in the fund to eligible investors. Other Securitize affiliates provide tokenization, fund administration and related operational services. HINC will be available to eligible accredited investors and qualified purchasers through Securitize, subject to onboarding, KYC/AML checks, jurisdictional eligibility and applicable securities-law requirements.

Investors can obtain additional information about HINC by visiting https://securitize.io/hinc.

About Securitize

Securitize, the world’s leader in tokenizing real-world assets with $5B+ AUM (as of July 2026), is bringing the world onchain through tokenized funds in partnership with top-tier asset managers, such as Apollo, BlackRock, BNY, Hamilton Lane, KKR, VanEck and others.

In the U.S., Securitize operates through its affiliates, including Securitize Markets, LLC, an SEC-registered broker-dealer and member FINRA/SIPC that operates an SEC-regulated Alternative Trading System (ATS); Securitize Transfer Agent, LLC, an SEC-registered transfer agent; Securitize Capital LLC, an SEC-registered investment adviser; and Securitize Fund Services, LLC, which provides fund administration services. Registration as an investment adviser does not imply a certain level of skill or training, nor does it constitute an endorsement of the firm by the Commission. In Europe, Securitize operates through its affiliate Securitize Europe Brokerage and Markets, S.A., which is fully authorized as an Investment Firm and operates a Trading & Settlement System (TSS) under the EU DLT Pilot Regime, making Securitize Corp. currently the only company, based on its existing U.S. and EU regulatory authorizations, licensed to operate regulated digital-securities infrastructure across both the U.S. and EU. Securitize has also been recognized as a 2026 Forbes Top 50 Fintech company.

For more information, please visit:
Website | X/Twitter | LinkedIn

About Neuberger
Neuberger is an employee-owned, private, independent investment manager founded in 1939 with approximately 3,000 employees across 26 countries. The firm manages $613 billion of equities, fixed income, private markets, real estate and hedge fund portfolios for global institutions, advisors and individuals. Neuberger’s investment philosophy is founded on active management, fundamental research and engaged ownership. The firm is proud to be recognized for its commitment to its two constituents, clients and employees. Again this past year, we were named Best Asset Manager for Institutional Investors in the US (Crisil Coalition Greenwich) and the #1 Best Place to Work in Money Management (Pensions & Investments, firms with more than 1,000 employees). Neuberger has no corporate parent or unaffiliated external shareholders. Visit www.nb.com for more information, including www.nb.com/disclosure-global-communications for information on awards. Data as of June 30, 2026.

Disclaimer:
An investment in HINC involves a high degree of risk, including the risk of loss of some or all invested capital, and is suitable only for investors who can bear the economic risk of their investment for an indefinite period of time. HINC’s investments in high-yield bonds, collateralized loan obligations, and other leveraged credit instruments are subject to elevated credit, interest rate, liquidity, and market risk relative to investment-grade fixed income. In addition, because interests in HINC are issued and transferred using blockchain-based tokenization technology, an investment in HINC is subject to additional risks not typically associated with investments in traditional, non-tokenized funds, including risks related to digital asset custody, smart contract functionality and security, network and technology failures, cybersecurity, and an evolving and uncertain regulatory environment applicable to digital assets and tokenized securities. Prospective investors should carefully review HINC’s confidential offering documents, which contain a description of these and other risks, before making an investment decision.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements other than statements of historical fact contained in this press release, including statements regarding Securitize Corp.’s (“Securitize”) future results of operations and financial position, business strategy, and plans and objectives of management for future operations, are forward-looking statements.

Forward-looking statements generally are identified by the words “believe,” “project,” “expect,” “anticipate,” “estimate,” “intend,” “strategy,” “future,” “opportunity,” “potential,” “plan,” “may,” “should,” “will,” “would,” “will be,” “will continue,” “will likely result,” and similar expressions. These statements are based on management’s current expectations and assumptions and are subject to risks and uncertainties.

Many factors could cause actual results to differ materially from those described in these forward-looking statements, including, but not limited to: regulatory developments relating to digital assets and tokenization; market volatility; competition; and those risks factors described in the filings of Securitize Corp..

Forward-looking statements speak only as of the date they are made. Securitize Corp. does not undertake any obligation to update or revise any forward-looking statements, except as required by law.

Contacts

Tom Murphy
[email protected]

Sam Ross
[email protected]

Source: Securitize (NYSE: SECZ)
XNYS:SECZ

¹ Source: Neuberger, as of June 30, 2026

SOURCE Securitize

Building on years of strategic technology investing, Aprio Ventures will connect the firm with emerging solutions to evaluate, implement, and scale to enhance client service

AI Summary:

• Aprio launches Aprio Ventures to invest in emerging AI and technology companies.
• The program will help evaluate and scale technologies that enhance client service.
• Since 2019, Aprio has invested in nearly 20 technology companies.

ATLANTA, Aug. 18, 2026 — Aprio, the 20th largest business advisory and accounting firm in the U.S., today announces the launch of Aprio Ventures, a strategic investment program created to identify and accelerate technologies to strengthen Aprio’s services and enhance the client experience. Through Aprio Ventures, Aprio will invest in emerging technology companies, work alongside founders, and evaluate innovative solutions that can strengthen its services, empower its professionals, and create a better experience for clients.

Since 2019, Aprio has invested in nearly 20 companies and worked alongside founders to evaluate, pilot, and scale technology across the professional services landscape. Aprio Ventures brings greater focus to that work, allowing the firm to pursue more opportunities across AI, automation, and enterprise software while gaining a broader view of the technologies shaping accounting and advisory services.

Aprio’s investments through Aprio Ventures will be paired with strategic and technical support, giving Aprio professionals an opportunity to help shape how the solutions work in practice and founders the support to scale their businesses. The goal is to equip teams with tools that will benefit our clients, giving our professionals more time to focus on strategic advice and the issues that matter most to our clients.

“Aprio Ventures is about building the firm our clients will need in the future,” said Richard Kopelman, CEO of Aprio. “By investing in emerging technology and putting promising solutions to work inside Aprio, we can improve how we serve clients and give our professionals more time to focus on meaningful advice. This is another way Aprio is staying ahead and helping lead the profession forward.”

Aprio Ventures, part of Aprio’s Corporate Development Team, will be led by Kyle Kling. Kyle brings more than a decade of experience building corporate venture programs and investing across AI, enterprise software, fintech, and emerging technologies. He will lead the firm’s efforts to identify investment opportunities, build relationships with founders and other investors, and connect promising technologies with leaders across Aprio.

Aprio Ventures expects to invest alongside established venture capital firms and other investors. In addition to capital, Aprio can offer founders access to the perspective of professionals working across accounting, tax, advisory, wealth, legal, and talent solutions, as well as opportunities to evaluate how their technology performs in a growing professional services firm.

Aprio Ventures supports Aprio’s broader growth strategy and the firm’s five-year, $300 million commitment to technology and automation. Together, these investments are designed to strengthen how Aprio delivers its services, expand the capabilities available to clients, and help the firm continue to lead as technology reshapes the accounting and advisory profession.

To learn more about Aprio Ventures, visit ventures.aprio.com.

About Aprio
Aprio is redefining what it means to be a global advisory and accounting firm. We help businesses and individuals Account for Anything™ — delivering clarity and confidence in a world full of unknowns. Aprio is the brand name under which Aprio, LLP, and Aprio Advisory Group, LLC deliver professional services to clients worldwide. Aprio Advisory Group, LLC provides advisory, tax, legal, wealth, and talent solutions to help build value, drive growth, manage risk, and protect wealth, while Aprio, LLP delivers audit and attest services with uncompromising quality and integrity. With more than 3,400 team members serving clients in 50+ countries and $5.8B in assets under advisement as of June 30, 2026, Aprio, the 20th largest business advisory and accounting firm in the U.S., is consistently recognized as a Top Workplace, celebrated for transformative growth on the Inc. 5000 and Inc. Power Partners lists, and led by Richard Kopelman, named to Accounting Today’s Top 100 Most Influential People in Accounting. Learn more at Aprio.com.

Follow Aprio:
Aprio Website: https://www.aprio.com/
Aprio Ventures Website: https://ventures.aprio.com/
Aprio Careers: https://www.careers.aprio.com/
LinkedIn: https://www.linkedin.com/company/aprio/
Facebook: https://www.facebook.com/aprioadvisors/
Instagram: https://www.instagram.com/aprioadvisors/ 

SOURCE Aprio