Spark | 2Q2025
In this issue: Learn about our latest offering in the US multifamily market, discover the mechanics of spot and forward rates, and dive deep on the potential advantages of Roth IRAs. We’re also proud to share the news of Mesirow Wealth Advisors earning recognition from Forbes as top wealth advisors.
Mesirow Financial Real Estate Value Fund V raises $1.245B
Mesirow Institutional Real Estate Direct successfully closed the latest Fund in its platform of value-added, risk-balanced multifamily real estate strategies, marking 66% growth over its prior Fund.
Mesirow Investment Banking Deepens Technology & Services coverage
In May, Bob Lockwood joined Mesirow as Managing Director, Technology & Services in Mesirow Investment Banking. With more than 25 years of experience, Bob will expand Mesirow’s coverage in the Technology & Services sector, with particular focus on digital marketing, advertising, and media & information technology sectors.
Spot and forward rates, what they mean and why they matter
Knowing how these rates work, when they’re appropriate and their typical uses can lead to smarter financial decisions for importers, travelers or investors.
To Roth or not to Roth: Mesirow’s Gary Pattengale on WGN Your Money Matters
Listen to Gary Pattengale, Senior Vice President, Advanced Planning Strategist and Wealth Advisor, as he reviews the benefits of Roth accounts, offering guidance on when to contribute, how to convert from IRAs, and why tax-smart timing matters for long-term wealth.
Four Mesirow Wealth Advisors named top advisors by Forbes
Forbes recognized Wealth Advisor Jennifer Rosenblum, CFA in the 2025 Top Women Wealth Advisors Best-in-State ranking, and Wealth Advisors Jordan Scher, AIF®, Steven N. Mesirow, CFP®, and Brian Lorber, CFP® as 2025 Best-in-State Wealth Advisors. These awards acknowledge advisors who excel in their field, demonstrate exceptional expertise, industry experience and best-in-class client service.
Earned media highlights
Investment News | April 2, 2025
Wealth.com is adding Cetera to its enterprise network as 401GO taps Mesirow to enhance its fiduciary service capabilities
Reuters | April 4, 2025
Dollar gains vs euro, pares losses vs yen after US payrolls data
Reuters | April 9, 2025
Investors react as stocks jump on Trump’s tariff pause
Family Wealth Report | April 10, 2025
Who’s moving where in Wealth Management? – Mesirow, Endeavor, Others
CityWire | May 2, 2025 (requires subscription)
Want to impress this Mesirow gatekeeper? Get to the point!
Mergers & Acquisitions | May 14, 2025
Mesirow Investment Banking adds Bob Lockwood
Fin | News | May 15, 2025 (requires subscription)
Mesirow closes 5th RE Value Fund
Crain’s Chicago Business | May 19, 2025 (requires subscription)
Mesirow raises $1.25 billion fund for multifamily real estate investments
Boston Real Estate Times | May 19, 2025
Mesirow closes $1,245 billion real estate fund V, Achieves 66% growth over prior fund
Bloomberg | May 19, 2025 (requires subscription)
Chicago Investment Firm raises $1.2 billion for Real Estate Fund
Multi-Family Dive | May 27, 2025
Mesirow raises $1.2B for value-add apartments
Reuters | May 29, 2025
US dollar drops as investors prepare for court battle on tariffs
Reuters | June 17, 2025
Dollar trades higher after mixed US data, but Mideast conflict keeps mood tense
Global Capital Securitization | June 30, 2025
Walton Street announces Chicago office refi
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