Search Results for: advisory firm

ICR-Capital,-Leading-Equity-Capital-Markets-Advisory-Firm,-Publishes-its-Q1-Equity-Capital-Markets-Update-&-Outlook
Fintech News

ICR Capital, Leading Equity Capital Markets Advisory Firm, Publishes its Q1 Equity Capital Markets Update & Outlook

Business Wire
Aided by a more constructive investor sentiment towards new issuance activity, March ended as the most active month since November 2021, accounting for 43% of the total Q1 volume. ICR Capital, a leading capital markets advisory firm, today released its First Quarter Equity Capital Markets Update & Outlook report. The equity......
Blue Chip Partners Named a Top Registered Investment Advisory Firm in Michigan by Forbes
Investment Services News

Blue Chip Partners Named a Top Registered Investment Advisory Firm in Michigan by Forbes

PR Newswire
Plus, leading wealth management firm launches new educational podcast and investment review series Blue Chip Partners (“Blue Chip”), an award-winning, independent Registered Investment Advisor (RIA) and comprehensive wealth management firm located just outside of Detroit, was recently named one of the top RIA firms in Michigan by Forbes and SHOOK Research. In the 2023 list of America’s......
CMLS Financial Partnership With New York-Based Advisory Firm, Skyhawk Capital Advisors
Finance News

CMLS Financial Partnership With New York-Based Advisory Firm, Skyhawk Capital Advisors

Fintech News Desk
CMLS Financial, one of Canada’s largest commercial real estate finance companies, is pleased to announce a strategic partnership with, and investment in, Skyhawk Capital Advisors. Skyhawk Capital Advisors is based out of New York and is an independent advisory and capital markets firm focused exclusively on the real estate sector......
Investcorp Acquires a Majority Stake in CrossCountry Consulting, a Leading Business Advisory Firm
Investment Services News

Investcorp Acquires a Majority Stake in CrossCountry Consulting, a Leading Business Advisory Firm

Fintech News Desk
The transaction is expected to accelerate CrossCountry’s growth as it expands geographically and adds new service line offerings Investcorp, a leading global alternative investment firm, announced its acquisition of a majority stake in CrossCountry Consulting, a leading business advisory firm. In addition, Public Sector Pension Investment Board (PSP Investments) invested,......
Trilogy Financial Services Announces the Acquisition of Two Financial Advisory Firms
Finance News

Trilogy Financial Services Announces the Acquisition of Two Financial Advisory Firms

Fintech News Desk
Firms’ Clients to Benefit from Trilogy’s Additional Resources and Multi-Generational Teams Who Will Provide a Trusted Advisor for Life Trilogy Financial Services (Trilogy), a national financial advisory firm with more than $3 billion in brokerage and advisory assets, today announces it has acquired two independent financial advisory practices. Trilogy is partnering with these......
NorthRock Partners Launches NorthRock X, Financial and Lifestyle Advisory Firm Dedicated to Supporting Athletes and Entertainers
Finance News

NorthRock Partners Launches NorthRock X, Financial and Lifestyle Advisory Firm Dedicated to Supporting Athletes and Entertainers

Fintech News Desk
NBA Legend Tony Parker to Continue as Founding Partner, Veteran Sports Business Executive Aaron Ryan Named President NorthRock Partners is announcing NorthRock X, a new division of NorthRock dedicated to supporting athletes and entertainers through a first of its kind Personal Office® and suite of financial and lifestyle services. NorthRock X......
Conquis Financial LLC Launches $200 Million New Advisory Firm with tru Independence
Finance News

Conquis Financial LLC Launches $200 Million New Advisory Firm with tru Independence

Fintech News Desk
Katherine Simmonds selected tru for increased autonomy and an independent support model tru Independence, a national financial advisory partnership platform that provides breakaway and existing independent advisors with the support and resources needed to operate and grow, today announced that San Francisco-based advisor Katherine Simmonds, CFP®, has launched her new independent advisory......
Business Advisory Firm Embark Celebrates Another Triple Digit Year of Growth
Fintech News

Business Advisory Firm Embark Celebrates Another Triple Digit Year of Growth

Fintech News Desk
Embark achieved 114% growth, surpassing triple digits for the fourth time in the last five years while expanding into new markets and practice lines across America Embark is thrilled to announce another triple-digit year of revenue, 114%, for the fourth time in the last five years. With over $47 million in revenue......
Gemxx Corporation Today Announces Retention of International Monetary as Its Investment Banking & Strategic Advisory Firm
Banking Investments News

Gemxx Corporation Today Announces Retention of International Monetary as Its Investment Banking & Strategic Advisory Firm

Fintech News Desk
Leading cutting-edge Company supported by experienced Consultants to support GEMXX Corporation’s continued growth and long-term strategy GEMXX Corporation, a leader in the Ammolite Gems mine-to-market segment announced that it has engaged International Monetary (“IM”) as its investment banking & strategic advisory firm to provide capital resources, structure financing, provide proprietary......
Inland Bank and Trust Partners with Leading Global Advisory Firm Chatham Financial
Finance Fintech News Risk Management

Inland Bank and Trust Partners with Leading Global Advisory Firm Chatham Financial

Fintech News Desk
Inland Bank and Trust recently partnered with leading global advisory and technology firm Chatham Financial. Chatham is the largest independent financial risk management firm in the United States with extensive expertise in the debt and derivatives markets. “Interest rate swaps have become an effective option for banks and borrowers, allowing......
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