Tag : investment banking

Rogo Acquires Offset to Bring AI Agents into Financial Workflows
Finance Investment Services News

Rogo Acquires Offset to Bring AI Agents into Financial Workflows

EIN Presswire
by EIN Presswire0
Rogo Acquires Offset to Bring AI Agents into Financial Workflows Rogo, the AI platform used by leading financial institutions, today announced the acquisition of Offset, an AI agent company founded by Raj Khare and Shiv Shrivastava. Offset develops learning agents designed to operate directly inside financial workflows across investment banking, private......
Christopher Riegg Announces Edward Eisenhauer Joins Promontory Strategy Group
Finance Investment Services News

Christopher Riegg Announces Edward Eisenhauer Joins Promontory Strategy Group

EIN Presswire
by EIN Presswire0
Christopher Riegg expands Promontory Strategy Group advisory team with addition of Edward Eisenhauer, CFA Christopher Riegg, Founder of Promontory Strategy Group (PSG), announced today that Edward Eisenhauer, CFA, joined the firm in late 2025 and is working alongside Riegg to advise privately held and family-owned businesses on strategic initiatives including mergers and acquisitions,......
R.F. Lafferty & Co., Inc. Sponsors The National Investment Banking Association’s 152nd Investment Conference
Banking Investment Services News

R.F. Lafferty & Co., Inc. Sponsors The National Investment Banking Association’s 152nd Investment Conference

EIN Presswire
by EIN Presswire0
Chief Operating Officer Robert Hackel to participate in the event’s welcome panel R. F. Lafferty & Co., Inc., a leading broker-dealer and investment bank, announces that it is a Diamond Sponsor of The National Investment Banking Association’s (NIBA) 152nd Investment Conference. The event will take place on March 11-12, 2026 in......
Cukierman & Co. Investment House and FOCUS Investment Banking Announce Strategic Partnership
Banking Investment Services News

Cukierman & Co. Investment House and FOCUS Investment Banking Announce Strategic Partnership

EIN Presswire
by EIN Presswire0
Cukierman & Co. Investment House and FOCUS Investment Banking announced a strategic partnership to expand global M&A access and strengthen buyer-side pathways for Israeli technology companies. The collaboration brings together Cukierman & Co.’s leading corporate finance platform in Israel with FOCUS’s U.S.-based M&A advisory capabilities and extensive network of strategic acquirers across......
Finance News

Christopher Riegg Launches Updated Promontory Strategy Group Website at PromStrategy.com

EIN Presswire
by EIN Presswire0
Christopher Riegg announces the updated PromStrategy.com website, showcasing PSG’s advisory services for growth, transitions, and strategic decisions. Christopher Riegg and Promontory Strategy Group Launch Updated Website at PromStrategy.com New digital platform highlights PSG’s strategic and financial advisory services for privately held and family-owned businesses navigating growth, transitions, and strategic alternatives......
Neha Mishra Joins Portage Point Partners Technology Investment Banking Practice
Banking Investments News

Neha Mishra Joins Portage Point Partners Technology Investment Banking Practice

PR Newswire
by PR Newswire0
Portage Point Partners, LLC (Portage Point), a blue chip advisory, consulting, interim management, investment banking and financial services firm focused on the middle market, is pleased to announce that Neha Mishra has joined as Managing Director in the firm’s Technology Investment Banking practice. Neha has almost two decades of experience advising technology......
Monument Capital Management Names Joseph Ianoale Chief Investment Officer (CIO)
Banking Investment Services News

Monument Capital Management Names Joseph Ianoale Chief Investment Officer (CIO)

EIN Presswire
by EIN Presswire0
Real estate and investment leader to drive Monument Capital’s national multifamily investment growth strategy Monument Capital Management, an A-Rod Corp company and one of the country’s premier, fully-integrated real estate investment firms, announced the appointment of Joseph (Joe) Ianoale to the role of Chief Investment Officer (CIO). As CIO, Ianoale......
Rick Sherlund, Wall Street Legend, joins in Partnership with Wedbush Tech Investment Banking
Finance Investment Services News

Rick Sherlund, Wall Street Legend, joins in Partnership with Wedbush Tech Investment Banking

GlobeNewswire
by GlobeNewswire0
Wedbush Securities, a full-service financial services firm, today announced that Richard “Rick” Sherlund, one of Wall Street’s most respected technology bankers and research analysts, and his team at Sherlund Partners LLC have joined in partnership with Wedbush’s Disruptive Technology, Media & Sports investment banking group. Rick will advise clients on......
Caribe LNG Signs a Strategic Financing Partnership with ArtCap to Advance Colombia’s First FSU-Based LNG Import Terminal
Finance Investment Services News

Caribe LNG Signs a Strategic Financing Partnership with ArtCap to Advance Colombia’s First FSU-Based LNG Import Terminal

Cision PRWeb
by Cision PRWeb0
Partnership strengthens the project’s capital structure and ensures resources for critical infrastructure. Caribe LNG announced a strategic financing partnership with ArtCap Strategies (“ArtCap”), a Cayman Islands–based private credit platform. This milestone agreement marks a significant step in the development of Colombia’s first fast-track FSU-based LNG import terminal, securing a financing facility......
GBT Technologies Intends to Rebrand as Wertheim & Company; Craig Marshak Appointed CEO; Emil Assentato Joins as Strategic Investor
Banking Fintech News

GBT Technologies Intends to Rebrand as Wertheim & Company; Craig Marshak Appointed CEO; Emil Assentato Joins as Strategic Investor

GlobeNewswire
by GlobeNewswire0
GBT Technologies announced its intention to change its corporate name to Wertheim & Company, subject to customary legal and regulatory approvals. The rebranding reflects the Company’s plan to transition into a global merchant banking platform. Craig Marshak will be appointed Chief Executive Officer, bringing more than three decades of investment......
1