Tag : investment bank

Quantive Advises Legal Decoder on Strategic Investment by Trajectory Capital Management
Artificial Intelligence Investment Services News

Quantive Advises Legal Decoder on Strategic Investment by Trajectory Capital Management

Cision PRWeb
by Cision PRWeb0
Quantive Advisors, LLC served as exclusive sell-side advisor to Legal Decoder, Inc., an AI-powered legal spend management platform and 2025 ACC Value Champion winner, in its strategic investment by Trajectory Capital Management. Legal Decoder, which provides data-driven intelligence to Fortune 500 legal teams and AmLaw 100 firms, has delivered tens......
WestPark Capital Announces the Hiring of Priyanka Mahajan as Managing Director of Investment Banking
Banking Investments News

WestPark Capital Announces the Hiring of Priyanka Mahajan as Managing Director of Investment Banking

Business Wire
by Business Wire0
WestPark Capital, a full-service investment bank and broker-dealer, announced that Priyanka Mahajan has joined the firm as a Managing Director of Investment Banking. Priyanka has over 17 years of investment banking and financial services experience. Read More on Fintech : Global Fintech Interview With Justin Meretab, Co‑Founder and CEO of Layer Most......
Xelix secures $160 million Series B to advance agentic AI innovation in Accounts Payable
Artificial Intelligence Finance Fintech News

Xelix secures $160 million Series B to advance agentic AI innovation in Accounts Payable

PR Newswire
by PR Newswire0
Xelix, a leading agentic AI software company in the Accounts Payable (AP) space, today announced a $160 million Series B funding round led by global software investor Insight Partners, with follow-on investments from Passion Capital and LocalGlobe. This funding will enable Xelix to accelerate platform development and support more organizations in adopting......
Mosaic Expands Platform to Serve Investment Banks, Announces Strategic Partnership with Evercore
Banking Fintech Investment Services News

Mosaic Expands Platform to Serve Investment Banks, Announces Strategic Partnership with Evercore

PR Newswire
by PR Newswire0
Mosaic, the leader in deal model automation for private equity, announced its official expansion into the investment banking market. In collaboration with Evercore, a premier global independent investment bank, Mosaic will extend its platform to support investment banking modeling workflows across M&A and capital markets advisory. “Partnering with Evercore, one......
BGL Announces the Recapitalization of American Pain Consortium by Cresset Partners, Cedar Pine, and American Discovery Capital
Investment Services News

BGL Announces the Recapitalization of American Pain Consortium by Cresset Partners, Cedar Pine, and American Discovery Capital

PR Newswire
by PR Newswire0
Brown Gibbons Lang & Company (BGL) is pleased to announce the recapitalization of American Pain Consortium (APC) by Cresset Partners, Cedar Pine, and American Discovery Capital. BGL’s Healthcare & Life Sciences investment banking team served as the exclusive financial advisor to APC in the transaction. The specific terms of the transaction were not disclosed. The transaction......
Piper Sandler Strengthens Equity Sales and Trading with Additions of Brent Robbins and Alan Brodsky
Investment Services News Trading

Piper Sandler Strengthens Equity Sales and Trading with Additions of Brent Robbins and Alan Brodsky

Business Wire
by Business Wire0
Piper Sandler Companies, a leading investment bank, is excited to announce the hiring of Brent Robbins and Alan Brodsky as managing directors in equity sales and trading. Robbins will lead the firm’s London equity office and focus on expanding research sales internationally. Brodsky will be based in New York and......
Deutsche Bank And Scalable Capital Reportedly Engaged
B2B Banking Investment Services News

Deutsche Bank And Scalable Capital Reportedly Engaged

Fintech Staff Writer
by Fintech Staff Writer0
A prospective investment Over the course of the past year, Deutsche Bank has steadily expanded its investing and advice offerings. A German business publication, Deutsche Bank, the largest bank in Germany, is in preliminary talks with Scalable Capital, a digital investing and broking platform, about a prospective investment or partnership......
Adam Meister Joins Qatalyst Group
Investment Services News

Adam Meister Joins Qatalyst Group

Business Wire
by Business Wire0
Qatalyst Group, a leading technology-focused independent investment bank, announced that Adam Meister has joined the Firm as a Managing Director, bolstering Qatalyst’s industry leading software advisory practice. Mr. Meister, who most recently was CFO of Clari, the revenue software platform, will be based at Qatalyst’s San Francisco headquarters and will......
Barclays Appoints Lee Counselman as a Managing Director in Technology Investment Banking
Banking News

Barclays Appoints Lee Counselman as a Managing Director in Technology Investment Banking

Business Wire
by Business Wire0
Mr. Counselman will further develop strategic dialogue and provide differentiated solutions for clients in the Technology Software sector Barclays announces the appointment of Lee Counselman as a Managing Director within the Technology Investment Banking business. In this role, he will work closely with Ben Freeland, Global Head of Software Banking,......
SKYVIEW 1 Launches Digital Banking Platform for Financial Advisors to Provide Clients With End-to-end Service and Competitive Rates, Building More Momentum for Their Money
Banking News

SKYVIEW 1 Launches Digital Banking Platform for Financial Advisors to Provide Clients With End-to-end Service

Business Wire
by Business Wire0
White-label app and dashboard empowers advisors to provide bespoke private banking services to high-net-worth clients, including checking and savings accounts with high-yield 3.51% APY and up to $125M FDIC insurance SkyView, a leading investment bank and specialty lender dedicated to supporting the M&A goals of independent registered investment advisors (RIAs),......
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