Search Results for: Capital Management

Community Bank System, Inc. and Jacobi Capital Management, LLC Announce Strategic Relationship and Collaboration
Banking News

Community Bank System, Inc. and Jacobi Capital Management, LLC Announce Strategic Relationship and Collaboration

Fintech News Desk
Community Bank System, Inc. the parent company of Community Bank, N.A. (“Community Bank”), and Jacobi Capital Management, LCC (“Jacobi”) announced today that they have entered into a strategic relationship agreement for Jacobi to provide investment advisory services to Community Bank commercial and high net worth clients in Pennsylvania. Jacobi and......
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......
Stellus Capital Management Announces Key Hires
Banking News

Stellus Capital Management Announces Key Hires

Fintech News Desk
Stellus Capital Management, LLC (“Stellus”), a leader in middle market direct lending, announced the hiring of Bill Haverland as Principal and Casey Carroll as Vice President, Investor Relations. Latest Fintech News: VCTI Introduces Broadband Infrastructure Investment Analytics for Private Equity Firms “With their many years of credit, private equity and investment......
TradeFlow Capital Management and CTD Indices launch new indices to Support Better Decision-Making in China Energy and Grain Markets
Banking News

TradeFlow Capital Management and CTD Indices launch new indices to Support Better Decision-Making in China Energy and Grain Markets

Fintech News Desk
With investors requiring more accurate and timely information for better decision-making in increasingly volatile and complex market conditions, CTDIndices (CTDI) and TradeFlow Capital Management (TradeFlow) are pleased to announce the launch of the “TradeFlow CTDI China Energy Index ” and “TradeFlow CTDI China Grain Index”. Latest Fintech News: Matrixport Appoints Anthony......
Atalaya Capital Management Expands Platform
Finance Investment Services News

Atalaya Capital Management Expands Platform

Fintech News Desk
Addition of team from Elm Park in Dallas Accelerates Investment Opportunities, Talent Acquisition, and Establishes a Foothold in Texas’ Financial Epicenter Atalaya Capital Management (“Atalaya”), an $8.5bn alternative asset manager focused on private credit and special opportunities investing, announced today that Elm Park Capital’s experienced team of credit investment professionals will join Atalaya in......
LPL Financial and the Financial Services Network Welcome Encore Capital Management
Finance News

LPL Financial and the Financial Services Network Welcome Encore Capital Management

Fintech News Desk
LPL Financial LLC announced that Encore Capital Management has joined LPL Financial’s broker-dealer and corporate registered investment advisor (RIA) model, aligning with The Financial Services Network, an existing firm supporting LPL-affiliated advisors. The advisors of Encore Capital reported having served approximately $205 million in advisory, brokerage and retirement plan assets*. They join......
Keybank and Beach Point Capital Management Launch $1.5 Billion Middle Market Direct Lending Program
Lending News

KeyBank and Beach Point Capital Management Launch $1.5 Billion Middle Market Direct Lending Program

Fintech News Desk
KeyBank Beach Point Direct Lending Program will combine complimentary sourcing, underwriting and structuring capabilities for middle market borrowers KeyBank and Beach Point Capital Management, a credit focused investment manager, announced that they have established a new joint venture middle market direct lending program with $1.5 billion in lending capacity for......
QuadFi Secures US $100 Million (CAD $127M) Financing Facility with Crayhill Capital Management
Finance Fintech News

QuadFi Secures US $100 Million (CAD $127M) Financing Facility with Crayhill Capital Management

Fintech News Desk
QuadFi, a mission driven global fintech firm headquartered in Canada, announced that it has entered into an agreement for a new financing facility of up to US $100M (CAD $127M) with Crayhill Capital Management, a New York-based minority-owned private credit manager. The facility will be used by QuadFi to provide personal loans to people......
Rockefeller Capital Management Adds Private Wealth Team in Denver Region
Finance News

Rockefeller Capital Management Adds Private Wealth Team in Denver Region

Fintech News Desk
Hablutzel Group Continues Firm’s Expansion across Colorado Rockefeller Capital Management, the integrated financial advisory firm, announced that the Greenwood Village-based Hablutzel Group has joined the company, furthering its presence in Colorado. “We’re very excited to welcome Brent and all the members of the Hablutzel Group to Rockefeller where they will......
Pinchin Ltd. Partners With Keystone Capital Management, L.P. With A Focus On Growth
Capital Markets Fintech News

Pinchin Ltd. Partners With Keystone Capital Management, L.P. With A Focus On Growth

Fintech News Desk
Pinchin celebrated 40 years of providing premier environmental and engineering solutions in Canada. With a desire to build on that legacy and a clear focus on growth in a rapidly transforming industry, Pinchin is excited to announce it is embarking on a new strategic chapter as it enters into a partnership......
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