Search Results for: Investment Advisory

U.S. Firms Make Workplace Investments That Deliver Results
Investment Services News

U.S. Firms Make Workplace Investments That Deliver Results

Business Wire
by Business Wire0
Amid economic uncertainty, companies turn to service providers for help improving employee experience, ISG Provider Lens report says As enterprises in the U.S. tighten spending due to worries about a possible economic downturn, they are sharpening their focus on employee experience and investing in workplace technology services that deliver tangible......
Sikich Investment Banking Serves as Exclusive Sell-Side Adviser to Screenflex Portable Partitions in Sale to Versare Holdings
Investment Services News

Sikich Investment Banking Serves as Exclusive Sell-Side Adviser to Screenflex Portable Partitions in Sale to Versare Holdings

Business Wire
by Business Wire0
Versare Holdings, LLC recently acquired Screenflex Portable Partitions, a manufacturer of room dividing solutions based in Lake Zurich, Illinois. Sikich Investment Banking served as the exclusive sell-side adviser to Screenflex. “The Sikich Investment Banking team has been instrumental throughout the entire transaction process,” said John Maas, President of Screenflex Portable Partitions. “The Sikich team’s organization, patience,......
Capgemini To Acquire Fcc Division Of Exiger, To Expand Its Financial Crime Compliance Advisory
News Risk Management

Capgemini To Acquire Fcc Division Of Exiger, To Expand Its Financial Crime Compliance Advisory

GlobeNewswire
by GlobeNewswire0
Acquisition will help Capgemini to further support banks, capital markets and fintech firms to align critical compliance and ‘Know Your Customer’ operations to regulatory standards Capgemini announces that it has signed an agreement for the acquisition of the Financial Crime Compliance (FCC) division of Exiger, a global market leading financial crime practice. This acquisition will strengthen the Group’s offerings in financial crime, risk management and regulatory compliance services. The transaction is due to close in the coming months. Latest Fintech Interview : Global Fintech Interview with Ivan Matviak, Executive......
Opto Investments Expands Offerings to Include Custom Funds Capabilities, Pioneering Personalized Private Markets Solutions for Advisors
Investment Services News

Opto Investments Expands Offerings to Include Custom Funds Capabilities, Pioneering Personalized Private Markets Solutions for Advisors

Business Wire
by Business Wire0
Leading private markets platform introduces a collaborative model for custom multi-manager private market funds, elevating advisor offerings Opto Investments (“Opto”), the technology-driven solution that empowers forward-looking investment advisors to confidently access private markets, announced the launch of new custom funds capabilities, further enriching its offering to RIAs. This enhancement enables......
Evercore Adds Giuseppe Monarchi and Laurence Hainault as Senior Managing Directors in its Communications and Digital Infrastructure Investment Banking Business
Banking News

Evercore Adds Giuseppe Monarchi and Laurence Hainault as Senior Managing Directors in its Communications and Digital Infrastructure Investment Banking Business

Business Wire
by Business Wire0
Evercore announced that Giuseppe Monarchi and Laurence Hainault have joined the firm as senior managing directors to lead its Communications and Digital Infrastructure investment banking business in Europe, the Middle East and Africa. They are being joined at Evercore by Managing Director Francesco Gurrieri and a team of highly experienced......
Encino Environmental Makes Strategic Investment in SENSIA Solutions to Drive the Next Generation of Infrared Imaging Technology
Investment Services News

Encino Environmental Makes Strategic Investment in SENSIA Solutions to Drive the Next Generation of Infrared Imaging Technology

Business Wire
by Business Wire0
Encino Environmental Holdings LLC (“Encino Holdings”) announced it has made a strategic majority investment in SENSIA Solutions, a market leader in cutting-edge solutions based on advanced infrared (IR) imaging technology and Artificial Intelligence (AI). Browse more about Interview Insights: Global Fintech Interview with Scott Macfee, CEO of SpendHQ “Energy producers......
Mariner Wealth Advisors Expands Structured Note Investment Capabilities with CAIS
Investment Services News

Mariner Wealth Advisors Expands Structured Note Investment Capabilities with CAIS

Business Wire
by Business Wire0
Introduction of structured note SMAs helps Mariner Wealth Advisors scale its alternative investment offerings through CAIS’ best-in-class technology CAIS, the leading alternative investment platform for independent financial advisors, announced that it will introduce the independent wealth channel to Mariner Wealth Advisors’ separately managed accounts (SMAs) capabilities for structured notes. Mariner......
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Barclays Adds Two Senior Technology Investment Banking Leaders

Fintech Staff Writer
by Fintech Staff Writer0
Ms. Taylor as Global Head of Internet Coverage and Ms. Chan as a new Managing Director are the latest strategic hires for Barclays and demonstrate a continued commitment to investing in industry-leading talent in the Corporate and Investment Bank. Ms. Taylor joins Barclays after over 20 years in technology banking,......
Pickering Energy Partners Picks Up Top Energy Investment Banking Team From Bulge Bracket Firm
Banking News

Pickering Energy Partners Picks Up Top Energy Investment Banking Team From Bulge Bracket Firm

Business Wire
by Business Wire0
Pickering Energy Partners (“PEP”) announces that a team led by Managing Directors Robyn Underwood and Jason Kivett have joined the PEP Investment Banking practice. The former Barclays investment bankers have worked together for over a decade with extensive experience across the energy sector. The team, which includes several financial and......
Barclays Appoints Lee Counselman as a Managing Director in Technology Investment Banking
Banking News

Barclays Appoints Lee Counselman as a Managing Director in Technology Investment Banking

Business Wire
by Business Wire0
Mr. Counselman will further develop strategic dialogue and provide differentiated solutions for clients in the Technology Software sector Barclays announces the appointment of Lee Counselman as a Managing Director within the Technology Investment Banking business. In this role, he will work closely with Ben Freeland, Global Head of Software Banking,......
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