Search Results for: Client Acquisition

Equitable Announces Acquisition of Penn Investment Advisors
Investments News

Equitable Announces Acquisition of Penn Investment Advisors

Fintech News Desk
by Fintech News Desk0
Acquisition advances Equitable’s wealth management growth strategy Equitable, a leading financial services company and principal franchise of Equitable Holdings, Inc. announced the acquisitioni of Penn Investment Advisors, Inc. (PIA), a registered investment adviser and subsidiary of Penn Community Bank. The acquisition is expected to close in the fourth quarter of 2022. Latest......
Abrigo Expands lending Automation with Acquisition of BankLabs Construct and +Pay Technologies
Digital Payments News

Abrigo Expands lending Automation with Acquisition of BankLabs’ Construct and +Pay Technologies

Fintech News Desk
by Fintech News Desk0
Abrigo, the leader of compliance, credit risk, and lending solutions for financial institutions, purchased BankLabs’ Construct and +Pay loan administration and funding solutions, expanding Abrigo’s award-winning loan origination solution and creating an end-to-end construction origination, management, and administration platform. Latest Fintech News: Interactive Brokers Expands Cryptocurrency Trading The acquisition allows construction......
MUFG launches Direct Lending Group to Support Private Equity Clients
Finance News

MUFG launches Direct Lending Group to Support Private Equity Clients

Fintech News Desk
by Fintech News Desk0
Dedicated team brings together origination, underwriting, portfolio management, borrower relationship management, and syndication to provide financing for middle-market sponsor transactions Mitsubishi UFJ Financial Group (MUFG) announced the formation of a Direct Lending group that will focus on providing loans to the bank’s private equity sponsor clients to support their portfolio......
Sesami Becomes the Global Leader in Cash Optimization Software Solutions With Acquisition of Fintech Planfocus
Fintech News

Sesami Becomes the Global Leader in Cash Optimization Software Solutions With Acquisition of Fintech Planfocus

Fintech News Desk
by Fintech News Desk0
Planfocus’ AI based cash optimization software significantly deepens Sesami software solutions offering and expands existing global client portfolio Sesami Cash Management Technologies, a global cash ecosystem integrator and technology company, is pleased to announce its acquisition of Planfocus software GmbH (“planfocus”), a leading global fintech offering a highly advanced cash optimization technology.......
Mesirow Institutional Real Estate Direct Investments Enhances Acquisition Team
Investments News

Mesirow Institutional Real Estate Direct Investments Enhances Acquisition Team

Fintech News Desk
by Fintech News Desk0
Firm hires Will Beam as Managing Director, Acquisitions in Institutional Real Estate Direct Investments, responsible for overseeing all aspects of the acquisition process Mesirow, an independent, employee-owned financial services firm, announced Will Beam has joined as a Managing Director, Acquisitions in Mesirow Institutional Real Estate Direct Investments. Leveraging nearly 20 years of real......
Nevada State Bank Completes Acquisition of Three Northern Nevada Branches from City National Bank
Banking News

Nevada State Bank Completes Acquisition of Three Northern Nevada Branches from City National Bank

Fintech News Desk
by Fintech News Desk0
Nevada State Bank, a division of Zions Bancorporation, N.A., has finalized the acquisition of three Northern Nevada City National Bank branches and their associated deposit, credit card, and loan accounts. The three branch locations are: Latest Fintech News: EPM Global Pte. Ltd. Becomes Latest OneStream Software Implementation Partner Kietzke South: 5470......
iCapital Completes Acquisition of SIMON Markets
Fintech News

iCapital Completes Acquisition of SIMON Markets

Fintech News Desk
by Fintech News Desk0
Marks a major milestone in the creation of the most comprehensive alternative investment marketplace for advisors by adding access to structured investments, annuities, and risk-managed solutions iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, today announced it has......
Vontobel Completes Acquisition of UBS Swiss Financial Advisers
Finance News

Vontobel Completes Acquisition of UBS Swiss Financial Advisers

Fintech News Desk
by Fintech News Desk0
Vontobel will become the largest Swiss-domiciled wealth manager for US clients seeking an account in Switzerland for diversification purposes The transaction is part of Vontobel’s long-term growth strategy in the US UBS USA will continue to refer clients with a US connection seeking regionally diversified strategies in a Swiss based......
H.I.G. Capital Completes Acquisition of Barton & Associates
Investment Services News

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

Fintech News Desk
by Fintech News Desk0
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......
Natixis Corporate & Investment Banking Provides $70 Million Financing for Acquisition of Maryland Multifamily Property
Banking News

Natixis Corporate & Investment Banking Provides $70 Million Financing for Acquisition of Maryland Multifamily Property

Fintech News Desk
by Fintech News Desk0
Natixis Corporate & Investment Banking originated a $70.01 million, five-year, floating-rate financing to subsidiaries of Rose Valley Capital, an affiliate of Hampshire Properties, to finance the acquisition of The Fields at Rock Creek, a 314-unit, Class A multifamily property located in Frederick, Maryland. Latest Fintech News: Anova Financial Networks Activates Wireless Services on......
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