Tag : financial advisor

CAIS Welcomes Axonic Capital to SALT NY Alternative Investments Track
Finance Fintech Investments News

CAIS Welcomes Axonic Capital to SALT NY Alternative Investments Track

Fintech News Desk
CAIS Platform manager Axonic Capital to provide insights during CAIS’ exclusive alts track at SALT NY CAIS, the leading alternative investment platform, announced that Axonic Capital (“Axonic”) will be participating in the CAIS Alternative Investments Track at SALT NY. Axonic Capital is a global alternative investment manager with $4.5 billion in AUM. Read More:......
Synchrony Recommends Shareholders Reject "Mini-Tender" Offer by TRC Capital Corporation
Banking Finance News

Synchrony Recommends Shareholders Reject “Mini-Tender” Offer by TRC Capital Corporation

Fintech News Desk
Synchrony Financial announced that it received notice of an unsolicited “mini-tender” offer by TRC Capital Corporation (TRC) to purchase up to 2.5 million shares of Synchrony’s common stock at a price of $47.00 per share in cash. The offering price is 4.47 percent below the closing price per share of Synchrony’s......
SROA Capital Fund VIII Acquires 100% Ownership Stake in StayLock Storage
Finance Investments News

SROA Capital Fund VIII Acquires 100% Ownership Stake in StayLock Storage

Fintech News Desk
SROA Capital Fund VIII announced that they have closed the purchase of 100% ownership stake in the company from St. Louis-based management and investment firm Cequel III and St. Louis-based private equity firm Thompson Street Capital Partners.  The sale price was not disclosed. “Acquiring large, regional operators like StayLock Storage......
Madison Street Capital Acts as Exclusive Advisor in Merger Between Gausman & Moore and Ayres Associates
Banking Investments News

Madison Street Capital Acts as Exclusive Advisor in Merger Between Gausman & Moore and Ayres Associates

Fintech News Desk
Madison Street Capital, an international investment banking firm, announced the merger between the mechanical and electrical consulting engineering firm, Gausman & Moore, and Ayres Associates, a civil engineering and architecture firm. Terms of the deal were not disclosed. Madison Street Capital acted as the exclusive financial advisor to Gausman &......
Six-Person Advisor Team Joins UBS Private Wealth Management in Tampa, Florida
Fintech Investments News

Six-Person Advisor Team Joins UBS Private Wealth Management in Tampa, Florida

Fintech News Desk
UBS Private Wealth Management announced today that a six-person Financial Advisor team has joined the firm in Tampa, Florida. The team offers a broad range of multigenerational wealth management services, including portfolio and investment strategies, corporate and individual retirement and 401(k) planning, liquidity events, succession planning, estate planning, wealth transfer planning and philanthropy.......
CPS Capital Announces Growth Investment into PharmaSmart International
Investments News

CPS Capital Announces Growth Investment into PharmaSmart International

Fintech News Desk
CPS Capital (“CPS”), a leading Toronto-based private equity firm, is pleased to announce that it has made a strategic growth investment in PharmaSmart International (“PharmaSmart”) alongside the existing management team. PharmaSmart is a North American leader in the manufacture of technology enabled health kiosks and related patient engagement and connected health......
RSE Ventures Announces Sale of SKOUT Cybersecurity to Barracuda
Digital Fintech Investments News

RSE Ventures Announces Sale of SKOUT Cybersecurity to Barracuda

Fintech News Desk
RSE Ventures (“RSE”), a New York-based private investment firm founded by Stephen M. Ross and Matt Higgins, announced that it has entered into a definitive agreement to sell SKOUT Cybersecurity (“SKOUT”), a leader in cyber-as-a-service software for Managed Service Providers (MSPs) and provider of an extended detection and response (XDR) platform and......
Centuri Group to Acquire Riggs Distler, Strengthening the Company's Position as a Leader in North American Utility Infrastructure Services
Finance Fintech News

Centuri Group to Acquire Riggs Distler, Strengthening the Company’s Position as a Leader in North American Utility Infrastructure Services

Fintech News Desk
Transformational Acquisition Will Expand Centuri’s Offerings with Unionized Electric Services Platform and Geographic Reach in the Northeast and Mid-Atlantic Centuri Group, Inc., a wholly-owned subsidiary of Southwest Gas Holdings, Inc., announced it has entered into a definitive agreement to acquire Riggs Distler & Company, Inc. and its affiliates (“Riggs Distler“). Founded......
Xcelerate, Inc. Announces Investment Banking Agreements for Consulting Services and Acquisition Financing
Banking Investments News

Xcelerate, Inc. Announces Investment Banking Agreements for Consulting Services and Acquisition Financing

Fintech News Desk
Xcelerate, Inc. announced it has signed two investment banking agreements with a leading New York-based investment banking firm to assist in sourcing capital. (The investment banking firm was founded in the late 1980’s, is one of the oldest in the United States, a full-service broker-dealer employing over 300 people. The firm......
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