Monroe Capital launches the MLEND Fund, expanding retail investor access to senior secured loans in lower-middle-market sectors including tech, healthcare, and business services.

Hildene Capital Management is set to acquire SILAC Insurance Company in a $550 million deal, expanding its management of investment assets and insurance balance sheet capabilities in the U.S. annuity market.

Jefferies Financial Group acquires 50% stake in Hildene Capital Management as Hildene moves to acquire SILAC Insurance, enhancing their presence in fixed indexed annuity markets and alternative asset management.

Hildene Capital Management announces acquisition of SILAC Insurance, enhancing its presence in the U.S. fixed and fixed indexed annuity market across 48 states.

Trinity Capital invests growth capital in Kinetic, enhancing AI-driven workers' compensation claims management and safety technology to improve risk control and reduce costs.

The 2025 Social Security Trustees Report highlights retirement income risks and promotes diversified strategies including annuities, dividend stocks, and alternative investments to build resilient portfolios.