Search Results for: Principal

Excalibur Investment Banking Advises Long Point Capital on its Partnership with Allnorth
Banking News

Excalibur Investment Banking Advises Long Point Capital on its Partnership with Allnorth

Fintech News Desk
On November 1, 2022 Excalibur Investment Banking is pleased to announce that Long Point Capital has partnered with management and made a significant equity investment in Allnorth Consultants Limited. With over 750 employees and 21 locations across Canada, Mexico and the U.S., Allnorth provides multi-disciplinary engineering, project delivery and construction......
Rockhill Capital & Investments Joins Forces With Horizon Capital Partners
Finance Investment Services News

Rockhill Capital & Investments Joins Forces With Horizon Capital Partners

Fintech News Desk
Now under one roof as Rockhill Capital & Investments, the merger is advancing the North Texas firm’s leadership team and real estate investing capabilities Veteran North Texas real estate development firm, Rockhill Capital & Investments, announced its merger with North Texas-based real estate investment firm, Horizon Capital Partners. Now under one roof......
Modera Wealth Management Expands to Virginia
Finance News Technology

Modera Wealth Management Expands to Virginia

Fintech News Desk
Modera Wealth Management, LLC (Modera), a fee-only comprehensive financial planning firm, is pleased to announce it has expanded to Virginia in November 2022 through a transaction with Bernhardt Wealth Management. The entire Bernhardt team has joined Modera. Gordon Bernhardt, CFP®, Tim Koehl, AAMS®, CFP®, and Solon Vlasto, CFP® have joined Modera as Principals and Wealth Managers......
Quinlan Development Group and GTIS Partners Announce Opportunity Zone Joint Venture for Brooklyn
Investment Services News

Quinlan Development Group and GTIS Partners Announce Opportunity Zone Joint Venture for Brooklyn

Fintech News Desk
Quinlan Development Group (“QDG”), a multi-generational real estate investment company with a track record of developing over 3.5 million square feet of real estate and over one billion dollars of assets currently under management, and GTIS Partners (“GTIS”), a global real estate investment firm that manages approximately $4.3 billion in real estate with a......
Finxact and KPMG Announce Alliance for Innovative Delivery of Banking & Advisory Services to Drive Banking Core Modernization
Banking News

Finxact and KPMG Announce Alliance for Innovative Delivery of Banking & Advisory Services to Drive Banking Core Modernization

Fintech News Desk
Finxact, a Fiserv company and a leading provider of the next generation core banking platform for the U.S. regional and super-regional banking sector, announced its alliance with KPMG.  As part of the strategic relationship, KPMG will advise and help digitally transform clients on the Finxact platform. “Universal Banks, transaction-focused banks,......
RelPro Partners with Zennify to Streamline Deployment of Business Development & CRM Solutions for Financial Institutions
Business Finance News

RelPro Partners with Zennify to Streamline Deployment of Business Development & CRM Solutions for Financial Institutions

Fintech News Desk
RelPro’s SaaS & Data platforms combine with Zennify’s experienced CRM consultants to deliver client growth, retention & operating efficiencies for financial institutions RelPro, the fast-growing business development and relationship management solution for Financial Services professionals, announced a new partnership with Zennify, a leading technology consulting firm supporting financial institutions to......
Newrez and Shelter Mortgage Announce New Joint Venture Lender Carnegie Mortgage Partners
Lending Mortgage News

Newrez and Shelter Mortgage Announce New Joint Venture Lender Carnegie Mortgage Partners

Fintech News Desk
Newrez LLC, a national mortgage lending and servicing organization, announced the formation of its newest joint venture mortgage company, Carnegie Mortgage Partners, LLC, in partnership with Keller Williams Bergen County Partners. “The alliance with Newrez, one of the country’s top mortgage lenders and loan servicers, will empower Carnegie Mortgage Partners......
Smith + Howard and Broad Sky Partners Announce Strategic Platform Investment
Investment Services News

Smith + Howard and Broad Sky Partners Announce Strategic Platform Investment

Fintech News Desk
 Nationally recognized tax, accounting, and advisory firm to expand on growing field of outsourced advisory services Smith + Howard, a premier tax, accounting, and advisory firm headquartered in Atlanta with clients across the United States, announced it has secured a strategic investment through Smith + Howard Advisory LLC from Broad......
Deloitte and Persefoni Announce Analytics Solutions to Accelerate the Decarbonization Journey for Banking and Insurance Organizations
Analytics Banking News

Deloitte and Persefoni Announce Analytics Solutions to Accelerate the Decarbonization Journey for Banking and Insurance Organizations

Fintech News Desk
With increasing demand for addressing impact of climate, banks and insurers now have an integrated solution to measure climate exposure, comply with new regulations, and make better data-based decisions Deloitte and Persefoni have formed a strategic alliance to develop analytics solutions in order to help provide organizations in the banking......
BORANETWORK Launches US$30 Million 'BORA Ecosystem Fund'
Blockchain Investment Services News

BORANETWORK Launches US$30 Million ‘BORA Ecosystem Fund’

Fintech News Desk
First target investments include gamefi wallet solution Me3, metaverse and game developer Skyark Chronicles and NFT inter-chain platform HAVAH BORANETWORK (President: Gyehan Song) announced on November 10, 2022 that they have launched a US$30 million strategic investment fund known as the “BORA Ecosystem Fund” with Widus Partners, a global investment firm. The fund will......
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