Tag : financial advisor

Permira Agrees to Make Strategic Investment in Motus
Finance Fintech Investments News

Permira Agrees to Make Strategic Investment in Motus

Fintech News Desk
by Fintech News Desk0
Permira to leverage strong track record in software investing to drive growth at scale at Motus Existing investor Thoma Bravo expected to reinvest in Motus as part of the transaction Permira, the global private equity firm which backs leading, scaling, tech-enabled businesses, announced that it has signed an agreement with......
FA Marketing Spend Up 24% from 2020 with Mixed ROI: Broadridge Survey
Fintech News

FA Marketing Spend Up 24% From 2020 with Mixed ROI: Broadridge Survey

Fintech News Desk
by Fintech News Desk0
Only 26% of financial advisors report having a defined marketing strategy Broadridge Financial Solutions, Inc., a global Fintech leader, released its third-annual financial advisor marketing survey, which reveals that advisors have a renewed focus on growing their practices through digital marketing but there is a growing disparity in their results.......
Pattern Secures $225 Million Growth Equity Investment Led by Knox Lane
Commerce Investments News

Pattern Secures $225 Million Growth Equity Investment Led by Knox Lane

Fintech News Desk
by Fintech News Desk0
Investment will help Pattern further extend its global presence and develop its tech and services platform for brands Pattern, the premier partner for global ecommerce and marketplace acceleration, announced it received a strategic investment from Knox Lane, a growth-oriented investment firm focused on partnering with businesses in the consumer and......
H.I.G. Capital Completes Sale of Quicken to Aquiline Capital Partners
Finance Fintech News

H.I.G. Capital Completes Sale of Quicken to Aquiline Capital Partners

Fintech News Desk
by Fintech News Desk0
H.I.G. Capital (“H.I.G.”), a leading global alternative investment firm with over $45 billion of equity capital under management, announced that an affiliate has sold Quicken Inc. (“Quicken” or the “Company”) to Aquiline Capital Partners (“Aquiline”). “We would like to thank H.I.G. for their support and guidance over the last five......
United Community Banks, Inc. Announces Completion of Merger With Aquesta Financial Holdings, Inc. and Aquesta Bank
Banking Finance News

United Community Banks, Inc. Announces Completion of Merger With Aquesta Financial Holdings, Inc. and Aquesta Bank

Fintech News Desk
by Fintech News Desk0
United Community Banks, Inc. has completed its merger, effective October 1, 2021, with Aquesta Financial Holdings, Inc., including its wholly-owned subsidiary, Aquesta Bank, which was merged into United’s bank subsidiary, United Community Bank. Aquesta will now operate under the United brand. Aquesta brings a premier franchise focused on providing personal......
Barclays Appoints Naeem Merchant as a Managing Director in Healthcare Investment Banking
Banking Investments News

Barclays Appoints Naeem Merchant as a Managing Director in Healthcare Investment Banking

Fintech News Desk
by Fintech News Desk0
Barclays announces the appointment of Naeem Merchant as a Managing Director in Healthcare Investment Banking. Mr. Merchant will be based in New York, and will focus on the Pharmaceutical Services and IT sectors. He will report to Rick Landgarten, Global Head of Healthcare & Real Estate Groups at Barclays. “Naeem’s......
Lument Securities Advises Philadelphia-Area Continuing Care Retirement Community on Sale
Finance News

Lument Securities Advises Philadelphia-Area Continuing Care Retirement Community on Sale

Fintech News Desk
by Fintech News Desk0
Lument Securities (Lument) recently advised the board of directors of Bryn Mawr Terrace, a continuing care retirement community (CCRC) located in Bryn Mawr, Pennsylvania, on its sale to a private operator. Laca Wong-Hammond and Dominic Porretta led the transaction for Lument Securities. Located roughly 10-miles from downtown Philadelphia in the Main Line and operated by Main Line......
Goldman Sachs to Acquire GreenSky
Banking Fintech News

Goldman Sachs to Acquire GreenSky

Fintech News Desk
by Fintech News Desk0
Accelerates Strategy to Drive Higher, More Durable Returns Offers Simple and Transparent Lending Solutions That Meet Customers Where They Transact and Help Merchants Drive Growth The Goldman Sachs Group, Inc. and GreenSky, Inc. announced that they have entered into a definitive agreement pursuant to which Goldman Sachs will acquire GreenSky,......
Barclays Appoints Amit Tyagi as a Managing Director in Healthcare Investment Banking
Digital Payments Finance News

Barclays Appoints Amit Tyagi as a Managing Director in Healthcare Investment Banking

Fintech News Desk
by Fintech News Desk0
Barclays announces the appointment of Amit Tyagi as a Managing Director in Healthcare Investment Banking. Mr. Tyagi will be based in New York, and will focus on the Tools and Diagnostics sector. He will report to Rick Landgarten, Global Head of Healthcare & Real Estate Groups at Barclays. “Amit is......
Key Sells Indirect Retail Auto Loan Portfolio; Enters Into Accelerated Share Repurchase Program
Finance News

Key Sells Indirect Retail Auto Loan Portfolio; Enters Into Accelerated Share Repurchase Program

Fintech News Desk
by Fintech News Desk0
KeyCorp announced that KeyBank has sold its indirect retail auto loan portfolio and that KeyCorp has entered into an accelerated share repurchase (ASR) program. “We are committed to returning capital to our shareholders and our share repurchase program is an important part of that commitment,” said Don Kimble, Chief Financial Officer......
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