Search Results for: client acquisition

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......
National Bank Holdings Corporation Announces Regulatory Approvals for the Acquisition of Rock Canyon Bank
Banking News

National Bank Holdings Corporation Announces Regulatory Approvals for the Acquisition of Rock Canyon Bank

Fintech News Desk
by Fintech News Desk0
National Bank Holdings Corporation announced it has now received all regulatory approvals from the Federal Reserve Board, the Utah Department of Financial Institutions, and the Colorado Division of Banking for the previously announced acquisition of Community Bancorporation, the holding company for Rock Canyon Bank. The acquisition is subject to customary......
Citizens Financial Group to Expand Wealth Management Business with Acquisition of Paladin Advisors
Finance News

Citizens Financial Group to Expand Wealth Management Business with Acquisition of Paladin Advisors

Fintech News Desk
by Fintech News Desk0
Citizens Financial Group, Inc. announced a definitive agreement to purchase select assets and liabilities of Paladin Advisors, an independent, registered investment advisor headquartered in Kensington, New Hampshire. This acquisition strengthens Citizens’ presence in an important geography, while bringing additional investment capabilities to the Clarfeld | Citizens Private Wealth team. Latest......
Aduro Advisors Announces Acquisition of VMS Fund Administration, Solidifying Its Position as a Leading Venture Capital Fund Administrator
Fintech Funding News

Aduro Advisors Announces Acquisition of VMS Fund Administration, Solidifying Its Position as a Leading Venture Capital Fund Administrator

Fintech News Desk
by Fintech News Desk0
Aduro Advisors, LLC (Aduro), a leading fund administration firm that uses best-in-class proprietary technology to provide services to venture capital and private equity firms, announced today that it has acquired VMS Fund Administration (VMS), a venture capital and private equity fund administrator based in Princeton, NJ. Since its founding in......
Kerv Announces Acquisition of TDS Global Communications Compliance Practice to Accelerate Cloud Adoption in Financial Services and Tier 1 Banking Organisations
Banking News

Kerv Announces Acquisition of TDS Global Communications Compliance Practice to Accelerate Cloud Adoption in Financial Services and Tier 1 Banking Organisations

Fintech News Desk
by Fintech News Desk0
Creating the Leading Compliance Technology Practice in the UK’s Financial Services Sector Kerv, the next-generation, customer-first cloud & digital transformation services provider, has announced the acquisition of the Communications Compliance Practice business of TDS Global Holdings, to significantly enhance its capabilities in FCA regulated compliance services. The acquisition will take......
Envestnet Announces Acquisition of Redi2 Technologies, Creating the Industry Leading Revenue & Billing Management Platform
Digital Payments Finance News

Envestnet Announces Acquisition of Redi2 Technologies, Creating the Industry Leading Revenue & Billing Management Platform

Fintech News Desk
by Fintech News Desk0
Redi2’s Technology Platform Will Further Modernize Billing, Accounting, and Back Office Capabilities within the Envestnet Ecosystem—Driving Greater Client Engagement and Enhanced Revenue by Leveraging the Envestnet Client Base Envestnet announced that it has acquired Redi2 Technologies, Inc. (Redi2), a leading provider of revenue management and hosted fee-billing solutions in the......
Hub International Expands Commercial and Personal Insurance Capabilities With Acquisition of the Assets of Shaver-Robichaux Agency, Inc. In Louisiana
Digital Payments News

Hub International Expands Commercial and Personal Insurance Capabilities With Acquisition of the Assets of Shaver-Robichaux Agency, Inc. In Louisiana

Fintech News Desk
by Fintech News Desk0
Hub International Limited (Hub), a leading global insurance brokerage and financial services firm, announced that it has acquired the assets of Shaver-Robichaux Agency, Inc. (Shaver-Robichaux). Terms of the transaction were not disclosed. Latest Fintech News: Freedom Financial Network Announces Close of $324Million Securitization of FreedomPlus Personal Loans Located in Thibodaux and Raceland, Louisiana, Shaver-Robichaux......
Horizon Media Launches New B2B Growth Practice Green Thread to Help Clients Establish Advanced Systems for Revenue Expansion
B2B News

Horizon Media Launches New B2B Growth Practice Green Thread to Help Clients Establish Advanced Systems for Revenue Expansion

Fintech News Desk
by Fintech News Desk0
Horizon Also Announces Acquisition of the Revenue Enablement Institute to Accelerate Green Thread’s Ability to Drive Client Results with Specialized Offerings Horizon Media, the largest U.S. media agency according to AdAge Data Center 2022, announced the launch of Green Thread, an independent business-to-business practice under the Horizon Media umbrella, designed to help......
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