Search Results for: Advisory Board

Adam Meister Joins Qatalyst Group
Investment Services News

Adam Meister Joins Qatalyst Group

Business Wire
by Business Wire0
Qatalyst Group, a leading technology-focused independent investment bank, announced that Adam Meister has joined the Firm as a Managing Director, bolstering Qatalyst’s industry leading software advisory practice. Mr. Meister, who most recently was CFO of Clari, the revenue software platform, will be based at Qatalyst’s San Francisco headquarters and will......
Artory Expands Leadership and Blockchain Team with Strategic Hires Focused on Tokenized Financial Opportunities
Blockchain News

Artory Expands Leadership and Blockchain Team with Strategic Hires Focused on Tokenized Financial Opportunities

Business Wire
by Business Wire0
Artory is proud to announce key hires, growing the company’s blockchain and financial expertise. Artory, the world leader in tokenizing fine art and collectibles, announced the addition of new members to its team, positioning the company to tokenize art and collectibles at scale. As Artory becomes the largest art and......
Cloverleaf Analytics, Exavalu, and Socotra Announce the Launch of the Ethical AI in Insurance Consortium
InsurTech News

Cloverleaf Analytics, Exavalu, and Socotra Announce the Launch of the Ethical AI in Insurance Consortium

PR Newswire
by PR Newswire0
Cloverleaf Analytics (Cloverleaf), the leader in insurance intelligence solutions, Exavalu, a leading global digital advisory and consulting company, and Socotra, provider of the industry’s leading policy core and end-to-end insurance technology solutions, are excited to announce the launch of the Ethical AI in Insurance Consortium. The Consortium aims to foster responsible......
Chelsea Financial Services Advisor Jim MacRunnels Surpasses $1 Million Raised for Special Olympics
Fintech News

Chelsea Financial Services Advisor Jim MacRunnels Surpasses $1 Million Raised for Special Olympics

PR Newswire
by PR Newswire0
Financial Advisor Jim MacRunnels surpassed one million dollars raised during the past 11 years for the Special Olympics in Illinois. The MacRunells have been the top fundraisers in Illinois multiple times during their 20-year involvement with the Special Olympics. Chelsea Financial Services celebrates Financial Advisor Jim MacRunnels and his wife......
Macquarie Leads $275 Million Syndicated Financing for Precious Metals Merchant Auramet
Banking News

Macquarie Leads $275 Million Syndicated Financing for Precious Metals Merchant Auramet

Business Wire
by Business Wire0
Auramet International, a leading precious metals merchant, is pleased to announce that it has closed a $275 million syndicated revolving credit facility (the “Facility”) led by Macquarie Bank Limited (“Macquarie”). Macquarie acted as Mandated Lead Arranger, Bookrunner and Administrative Agent for the Facility, which was well oversubscribed. The Facility complements......
Westland Insurance acquires Hubbard Insurance and Assurance Belliveau Insurance
InsurTech News

Westland Insurance Acquires Hubbard Insurance and Assurance Belliveau Insurance

GlobeNewswire
by GlobeNewswire0
Westland continues to grow across Canada with acquisitions in ON and NB Westland Insurance, Canada’s leading independently-owned insurance brokerage, announced that it acquired two P&C brokerages: Hubbard Insurance Group and Assurance B. Belliveau Insurance Inc. These acquisitions contribute to Westland’s national expansion and bring Westland into new areas. Latest Fintech......
Growth Equity Firm Edison Partners Adds Three New Hires to Investment and Value Creation Teams, Continues Expansion
Fintech Investment Services News

Growth Equity Firm Edison Partners Adds Three New Hires to Investment and Value Creation Teams, Continues Expansion

Business Wire
by Business Wire0
Edison Partners, a leading growth equity investment firm, announced the addition of three new hires, strengthening its investment and value creation teams. The latest members of the investment team are Shelby McKeown and Felix Rauch, and Nonnie Egbuna joins the Edison Edge team. Latest Fintech Interview Global Fintech Interview with......
ROTH MKM Announces the Addition of Doug Gonsalves as Head of Technology Investment Banking
Banking Investment Services News

ROTH MKM Announces the Addition of Doug Gonsalves as Head of Technology Investment Banking

Business Wire
by Business Wire0
ROTH MKM, a relationship-driven investment bank focused on serving growth companies and their investors, announced that Doug Gonsalves has joined the firm as Managing Director and Head of Technology Investment Banking. Doug has over 25 years of investment banking experience advising companies operating across the enterprise software and digital media......
Salesforce Launches Starter Suite, Simplifying CRM for Small Businesses
Business News

Salesforce Launches Starter Suite, Simplifying CRM for Small Businesses

Fintech News Desk
by Fintech News Desk0
Starter brings sales, service, and marketing capabilities together in a simple, out-of-the-box experience to help SMBs find, win, and keep customers Salesforce announced general availability of Starter, a simple all-in-one CRM app bringing sales, service, and marketing capabilities together to help small and growing businesses manage customer relationships, centralize key data, and grow......
TIAA Completes Sale of TIAA Bank to Private Investors; Bank Now Doing Business as EverBank
Banking Finance News

TIAA Completes Sale of TIAA Bank to Private Investors; Bank Now Doing Business as EverBank

PR Newswire
by PR Newswire0
Company retains a board seat and a non-controlling ownership stake in the bank, which will continue to serve TIAA retirement participants. Achieving an important milestone in its strategic plan to refocus on the company’s core retirement, wealth and asset management businesses, TIAA has completed the sale of TIAA Bank to......
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