Search Results for: TA Associates

TPG and TA Associates to Acquire Planview from Thoma Bravo for $1.6 Billion
Fintech News

TPG and TA Associates to Acquire Planview from Thoma Bravo for $1.6 Billion

Fintech News Desk
Investment from leading technology investors will accelerate company’s vision as a global leader in Agile and PPM for enterprises TPG Capital, the private equity platform of global alternative asset firm TPG, and TA Associates, a leading global growth private equity firm, today announced that they have signed a definitive agreement......
Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse
Capital Markets Fintech Investment Services News

Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse

Fintech News Desk
Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience; and Brinker Capital, a premier investment management company serving advisors at insurance broker-dealers and independent broker-dealers; today announced they will join forces to create a......
Strategic Risk Associates Raises $12 Million in Series B Funding Led by EJF Capital, JAM FINTOP and FINTOP Capital
Finance Fintech Funding News

Strategic Risk Associates Raises $12 Million in Series B Funding Led by EJF Capital, JAM FINTOP and FINTOP Capital

Fintech News Desk
Injection of capital to accelerate growth and enhance SRA Watchtower’s integrated risk platform for financial institutions Strategic Risk Associates (SRA), a leading provider of integrated risk and performance management SaaS technology (Watchtower) for the Financial Services and Insurance Industry, announced the closing of a $12 Million Series B capital raise. This......
H.I.G. Capital Completes Acquisition of Barton & Associates
Investment Services News

H.I.G. Capital Completes Acquisition of Barton & Associates

Fintech News Desk
H.I.G. Capital a leading global alternative investment firm with $50 billion of equity capital under management, is pleased to announce that one of its affiliates has completed the acquisition of Barton & Associates Inc. (“Barton” or the “Company”), a leading healthcare staffing company focused on locum tenens with additional capabilities......
MAI Capital Management Acquires Winfield Associates
Finance News

MAI Capital Management Acquires Winfield Associates

Fintech News Desk
The Cleveland-based acquisition adds to MAI’s financial planning and investment teams MAI Capital Management, LLC (“MAI”), a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals, families, professional athletes and entertainers, has acquired Winfield Associates (“Winfield”). The acquisition adds talent to MAI’s financial planning and investment teams......
iCapital Network Announces Relationship with Bridgewater Associates
Fintech News

iCapital Network Announces Relationship with Bridgewater Associates

Fintech News Desk
Advisors and Family Offices Will Now Be Able to Access Bridgewater’s Strategies via an iCapital Technology Solution iCapital Network, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced the expansion of its relationship with Bridgewater Associates (“Bridgewater”), a......
Aimbridge Hospitality Selects Payactiv to Deliver Financial Empowerment to 35,000 Associates
Fintech News

Aimbridge Hospitality Selects Payactiv to Deliver Financial Empowerment to 35,000 Associates

Fintech News Desk
Aimbridge Hospitality expands its deep commitment to associate financial wellness through Earned Wage Access (EWA) from Payactiv Payactiv, Inc., a leading provider of financial-empowerment services for wage earners, today welcomes Aimbridge Hospitality and its 35,000 associates to its portfolio of leading corporations providing Earned Wage Access (EWA). Payactiv’s EWA allows hourly employees......
Madison Street Capital Acts as Exclusive Advisor in Merger Between Gausman & Moore and Ayres Associates
Banking Investments News

Madison Street Capital Acts as Exclusive Advisor in Merger Between Gausman & Moore and Ayres Associates

Fintech News Desk
Madison Street Capital, an international investment banking firm, announced the merger between the mechanical and electrical consulting engineering firm, Gausman & Moore, and Ayres Associates, a civil engineering and architecture firm. Terms of the deal were not disclosed. Madison Street Capital acted as the exclusive financial advisor to Gausman &......
World Insurance Associates Acquires McCue Captains Agency
Business InsurTech News

World Insurance Associates Acquires McCue Captains Agency

Fintech News Desk
World Insurance Associates LLC (“WIA”), a Top 100 Insurance Brokerage, announced that it acquired McCue Captains Agency (“McCue”) of Little Silver, NJ on July 1, 2021. Terms of the transaction were not disclosed. McCue Captains Agency was founded in 1927 as a local independent insurance agent. They specialize in Property,......
Patterson & Associates Digitally Transforms With Applied
B2B Banking Business Digital Fintech News

Patterson & Associates Digitally Transforms With Applied

Fintech News Desk
Independent insurance agency to seamlessly connect staff and customers through an open management system and mobile customer service technology Applied Systems® today announced that Patterson & Associates has selected the Applied Digital Agency™ solution to digitally transform its business. To provide a simpler, more digital customer experience, the agency will......
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