Search Results for: deal management
Top Morgan Stanley PWM Advisor Antoine Souma Joins Insigneo
Insigneo, the Miami-based Independent Broker-Dealer and RIA, has added a top Morgan Stanley Private Wealth Management Financial Advisor, Antoine Souma, to its ranks. Antoine is an industry veteran who, along with his team, formed Galliott Capital Advisors and joined Insigneo’s network of independent advisors. Read More: bitFlyer: Confidence in Cryptocurrency......
Apex Tool Group Successfully Adopts ASC 842 Compliance Following Implementation of Visual Lease Accounting Software
Visual Lease, the leading provider of lease accounting and management software, announced that Apex Tool Group, LLC (ATG), successfully implemented Visual Lease’s software to streamline its ASC 842 lease accounting compliance efforts. With leased assets located across the globe, ATG needed a robust lease accounting solution to simplify the consolidation......
Taulia Secures Strategic Investments from Ping An, J.P. Morgan and Prosperity7 Ventures
San Francisco-based fintech raises $60 million in new strategic funding round Taulia, the leader in working capital technology solutions, announced a new strategic funding round of $60 million led by the Ping An Global Voyager Fund with additional participation from J.P. Morgan, Prosperity7 Ventures and existing investors including Zouk Capital.......
Callsign Amplifies U.S. Presence with New Executive Advisor Ben Wallach
Digital identity leader Callsign announces the continued expansion of its U.S. leadership team with the addition of Ben Wallach as senior advisor. A leader in the cybersecurity and fraud space for more than two decades, Wallach will be joining Callsign to further push market growth, build out more strategic partnerships and to......
Legaltech Startup Clara Furthers Its Capabilities by Securing Rights to Incorporate Companies in the Cayman Islands and Abu Dhabi Global Market
Clara, the London-based legaltech company, announced that it has secured the rights to incorporate companies in two of the world’s most popular jurisdictions for raising venture capital: the Cayman Islands and Abu Dhabi Global Market (ADGM). Clara’s capacity to form Cayman and ADGM companies is a result of its acquisition of Foundra......
CBIZ Acquires Property And Casualty Insurance Agency Prince-Wood Insurance
CBIZ, a leading provider of financial, insurance and advisory services, announced the acquisition of substantially all of the assets of Prince-Wood Insurance, L.L.C., (“PWI”) of Woodbridge, VA, effective July 1, 2020. Read More: Healthfully and Paya Deliver Expanded Patient Care and Payments Through New Partnership Established in 1967, PWI provides property and......
A Quick Review on Some of The Biggest Global Fintech Mergers & Acquisitions
Mergers and acquisitions are a good way to leave behind the competition and make your way up the success ladder. A merger happens when two companies are combined to form a single new entity, while acquisition is an event when one business acquires another business under its umbrella, to strengthen......
LiquidityBook Hires Chris Junge to Lead Client Support Team
LiquidityBook, a leading Software-as-a-Service (SaaS)-based provider of buy- and sell-side trading solutions, announced the hire of Chris Junge as Vice President of Customer Success. Read More: GlobalFintechSeries Interview with Robin Gregg, CEO at RoadSync Mr. Junge will oversee all aspects of the customer support process, working closely with the product......
Eurofins Digital Testing Expands Cyber Security Portfolio With Acquisition of Commissum
Acquisition of Commissum further expands Eurofins Digital Testing’s capabilities in Cyber Security Eurofins Digital Testing, a global leader in end-to-end quality assurance and testing services, announced that it has acquired Commissum Associates Ltd (“Commissum”) to add to its portfolio of information and cyber security services for companies around the world.......