Tag : financial advisor

McNally Capital Announces Investment in Xcelerate Solutions
Investment Services News

McNally Capital Announces Investment in Xcelerate Solutions

Fintech News Desk
by Fintech News Desk0
McNally Capital and Nio Advisors Complete Platform Investment in Xcelerate Solutions, a Provider of End-to-End National Security Advisory Services McNally Capital, a lower middle-market private equity firm focused on founder and family-owned businesses, is pleased to announce an investment in Xcelerate Solutions. Xcelerate is a leading defense and national security......
TMX Group Announces Strategic Investment in VettaFi
Analytics News

TMX Group Announces Strategic Investment in VettaFi

Fintech News Desk
by Fintech News Desk0
Deal includes a commercial agreement that will accelerate TMX Datalinx’s expansion, adding new comprehensive sets of index and ETF services TMX Group Limited announced that it has made a strategic investment in VettaFi Holdings LLC (VettaFi), a US-based, privately owned data, analytics, indexing, digital distribution, and thought leadership company. VettaFi......
First Bancorp Completes Acquisition of GrandSouth Bancorporation
Banking News

First Bancorp Completes Acquisition of GrandSouth Bancorporation

Fintech News Desk
by Fintech News Desk0
First Bancorp announced the completion of its acquisition of GrandSouth Bancorporation, the parent company of GrandSouth Bank, on January 1, 2023. The merger solidifies First Bank’s position as one of the leading banks headquartered in the Carolinas, with total assets of approximately $12 billion and 118 branches. Mike Mayer, President and CEO......
BankFirst Capital Corporation Completes Acquisition of Mechanics Banc Holding Company and Mechanics Bank
Banking News

BankFirst Capital Corporation Completes Acquisition of Mechanics Banc Holding Company and Mechanics Bank

Fintech News Desk
by Fintech News Desk0
BankFirst Capital Corporation, parent of BankFirst Financial Services, announced the completion of its previously-announced acquisition of Mechanics Banc Holding Company, a Mississippi corporation (“Mechanics”), and its wholly-owned banking subsidiary, Mechanics Bank, Water Valley, Mississippi (“Mechanics Bank”). The acquisition was effective on January 1, 2023 and results in BankFirst having 47 offices serving Mississippi and Alabama, with total assets......
ZRG Raises New Growth Capital
Investment Services News

ZRG Raises New Growth Capital

Fintech News Desk
by Fintech News Desk0
ZRG closes significant investment from new and existing shareholders to accelerate growth of global talent advisory platform ZRG, a global talent advisory firm and portfolio company of RFE Investment Partners, announced that it has secured a new secondary equity investment from a consortium of new and existing institutional investors led......
Idaho-Based Tree City Advisors Joins Apollon Wealth Management
Finance News

Idaho-Based Tree City Advisors Joins Apollon Wealth Management

Fintech News Desk
by Fintech News Desk0
Boise firm is an independent RIA built on great ethics and high-quality service Apollon Wealth Management, LLC, a leading wealth management solutions firm, is excited to announce the addition of Tree City Advisors, LLC, an independent RIA practice in Boise, Idaho. With this partnership, Tree City Advisors clients will benefit......
Vector Capital Completes $100 Million Investment in Malwarebytes
Investment Services News Security

Vector Capital Completes $100 Million Investment in Malwarebytes

Fintech News Desk
by Fintech News Desk0
Vector Capital, a leading private equity firm specializing in transformational investments in established technology businesses, announced that it has successfully closed its previously announced $100 million minority investment in Malwarebytes, a global leader in real-time cyber protection. In connection with the closing, Vector Capital Managing Directors Sandy Gill and Dave......
CrossCountry Consulting Recapitalized by Investcorp
Finance Investment Services News

CrossCountry Consulting Recapitalized by Investcorp

Fintech News Desk
by Fintech News Desk0
RLH Equity Partners is pleased to announce that Investcorp, a global alternative investment firm, and Public Sector Pension Investment Board have acquired a majority ownership position in RLH’s portfolio company, CrossCountry Consulting from RLH and CrossCountry management. RLH reinvested in the recapitalization transaction, reflecting our confidence in the Company’s outstanding management team and......
Record Tax Savings in Model Portfolios Underscore an Ongoing Opportunity for Investors
Fintech Investment Services News

Record Tax Savings in Model Portfolios Underscore an Ongoing Opportunity for Investors

Fintech News Desk
by Fintech News Desk0
Data from 55ip’s tax-smart technology reveals a silver lining among the clouds of a down market as advisors leverage solutions and fuel record growth on the platform 55ip, the financial technology platform designed to deliver personalized, tax-smart investment management at scale, announced that data from its platform this year reveals......
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