Search Results for: client acquisition

Paya Announces Strategic Acquisition of The Payment Group
Banking Business Fintech News

Paya Announces Strategic Acquisition of The Payment Group

Fintech News Desk
Paya, a leading provider of integrated payment and commerce solutions, has announced that it has signed a definitive agreement to acquire The Payment Group (“TPG”). TPG provides integrated payment solutions to more than 600 utility and municipal government clients, linking all payments with their existing accounting and business management software. This marks Paya’s......
DealCloud Appoints Mark Coronato as Client Development Director for EMEA
Business Fintech News

DealCloud Appoints Mark Coronato as Client Development Director for EMEA

Fintech News Desk
Former Chiltern Capital Investment Manager Tapped to Address Rapid Growth in Region DealCloud, the premier provider of deal-, relationship-, and firm-management software to capital markets firms, today announced the appointment of Mark Coronato as Client Development Director for the EMEA region, based in London. With more than a decade of experience in investment......
Black Knight Completes Acquisition of Optimal Blue; Significantly Expands Origination Offerings With Leading Secondary Market Solutions and Actionable Data Services
Capital Markets Fintech News

Black Knight Completes Acquisition of Optimal Blue; Significantly Expands Origination Offerings With Leading Secondary Market Solutions and Actionable Data Services

Fintech News Desk
Cannae Holdings, Inc. and Thomas H. Lee Partners, L.P. are minority co-investors in newly formed entity Black Knight, a leading provider of software, data and analytics solutions to the mortgage and consumer loan, real estate and capital markets verticals, announced the completion of its acquisition of Optimal Blue, a leading......
Insurance Technologies Announces Acquisition by Thomas H. Lee Partners
Business Fintech InsurTech Investment Services News

Insurance Technologies Announces Acquisition by Thomas H. Lee Partners

Fintech News Desk
Insurance Technologies, LLC (“InsTech” or the “Company”), a provider of sales and regulatory automation solutions for the insurance and financial services industries, and Thomas H. Lee Partners, L.P. (“THL”), a premier private equity firm investing in growth companies, today announced that they have entered into a definitive agreement under which......
Manatt Advises Fintech Pioneer Jiko in Its Historic Acquisition of National Bank
Banking Fintech News

Manatt Advises Fintech Pioneer Jiko in Its Historic Acquisition of National Bank

Fintech News Desk
Manatt, Phelps & Phillips, LLP is pleased to announce it served as regulatory counsel to Jiko Group, Inc., headquartered in Berkeley, California, which has become the first fintech to complete the acquisition of a national bank—Mid-Central National Bank (formerly known as Mid-Central Federal Savings Bank), headquartered in Wadena, Minnesota. The......
Wells Fargo Finances Columbia Threadneedle’s Project Victoria Acquisition
Fintech Investment Services News

Wells Fargo Finances Columbia Threadneedle’s Project Victoria Acquisition

Fintech News Desk
Wells Fargo & Company announced that its subsidiary, Wells Fargo Bank N.A. (London Branch), has provided debt financing to Columbia Threadneedle Investments (Columbia Threadneedle), part of Ameriprise Financial. The senior term loan of £163.5 million funded Columbia Threadneedle’s acquisition of the Project Victoria portfolio, a group of property assets purchased from......
Orion Enhances Its TAMP to Excite Prospects and Ignite Long-Term Advisor-Client Success
Business Fintech News

Orion Enhances Its TAMP to Excite Prospects and Ignite Long-Term Advisor-Client Success

Fintech News Desk
Integrated marketing tools, expanded relationships with Schwab and Fidelity Institutional, and all-new risk rubric elevate Orion’s platform experience Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today is announcing a flurry of......
emids Announces Acquisition of FlexTech
Business Fintech News

emids Announces Acquisition of FlexTech

Fintech News Desk
Partnership Strengthens Health Plan Expertise; Continues Company’s Purposeful Growth emids, a leader in digital engineering and transformation solutions to the healthcare and life sciences industry, announced it has acquired FlexTech, an information technology consulting company with deep expertise in leading payer core administration and population health platforms, in a deal......
Ameriprise Financial Welcomes Advisors from Morgan Stanley and Wells Fargo with $259 Million in Assets
Fintech News

Compelling Digital Client Experience Draws Advisor Team to Ameriprise Financial

Fintech News Desk
Former NYLIFE team excited to leverage ‘smartly designed’ client-facing technology to keep focus on clients and building practice A team of financial advisors recently joined the franchise channel of Ameriprise Financial Inc. (NYSE: AMP) from NYLIFE Securities with $114 million in client assets. The team, called Oak Bridge Financial, includes......
Fintech Mobile Banking News

CITCON Continues to Expand QR Payments Across North America with OPAY Acquisition

Fintech News Desk
Expanded Payment Solutions and Customer Support to Help Merchants Drive Business CITCON, the leading mobile payment platform, is acquiring OPAY, Inc., a payment company based in Toronto, Ontario. OPAY offers a full range of mobile payment services including an in-store and online payment gateway to help Canadian merchants serve Asian......
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