Harvard Corporate Governance

OCTOBER 31, 2022

I could have supported Commission guidance highlighting the importance of an adviser’s ongoing obligations to its clients when it has engaged a service provider. Proposed rule 206(4)-11, among other things, would establish due diligence and monitoring obligations for advisers that outsource “covered functions” to a service provider.

189

189

Benzinga

APRIL 16, 2024

HELIER, Jersey, April 16, 2024 (GLOBE NEWSWIRE) -- Gen II Fund Services ("Gen II"), a leading independent private capital fund administrator, today announced the successful close of the acquisition of Crestbridge, a preeminent European provider of private capital fund administration services.

Marketability 45

Marketability 45

Mckinsey and Company

DECEMBER 19, 2023

The healthcare services sector has seen rapid growth over recent years. Despite the challenges organizations may face in 2024, opportunities for the sector still abound.

77

77

Avanade

APRIL 4, 2024

Learn how Microsoft Copilot for Service can turn your agents into super agents and take customer satisfaction to the next level.

72

72

Benzinga

APRIL 15, 2024

APi Group Corporation (NYSE: APG ) has entered into a definitive agreement to acquire Elevated Facility Services Group , a service provider for elevator and escalator equipment. The transaction will expand APi’s position as a premier provider of safety services focused on non-discretionary, regulatory driven applications.

Marketability 52

Marketability Equity 52

Mckinsey and Company

MARCH 27, 2023

AI-enabled customer service is now the quickest and most effective route for institutions to deliver personalized, proactive experiences that drive customer engagement.

131

131

N Contracts

MARCH 11, 2024

Investment Advisors: Don’t Make These Expensive Outsourcing Mistakes with Service Providers Your firm outsources to service providers to help you run a more efficient practice. But what happens when a service provider harms your business?

52

52

Law 360 M&A

JANUARY 22, 2024

Swedish credit management services company Intrum has said it will sell a chunk of its investment portfolio to Cerberus Capital Management and raise 8.2 billion Swedish kronor ($785 million) to reduce its debt.

97

97

LaPorte

SEPTEMBER 8, 2023

Arceneaux, CPA, as this year’s honoree of the Distinguished Public Service Award. Jodie is a tax… The post Jodie Arceneaux Receives LCPA’s Distinguished Public Service Award first appeared on LaPorte. The Society of Louisiana CPAs has named Jodie B.

98

98

ThomsonReuters

JULY 20, 2023

As technology continues evolving, the demand for advisory services has grown exponentially. Here you will learn the importance of advisory services, where your firm stands in its advisor journey, and the key benefits this quiz can bring to your firm.

Accounting Firms 98

Accounting Firms Technology Marketability 98

Benchmark Report

APRIL 15, 2024

Since its inception, the Deluxe team’s core mission has been providing “worry-free” plumbing, electrical, and HVAC services to the family of customers, day or night. Deluxe Plumbing and Heating has served the Bethlehem and Allentown area of PA since 1984.

Marketability 59

Marketability 59

Appraisers Blog

JANUARY 11, 2023

It’s theft of services to constantly think it’s okay to drain appraisers time and resources as if we’re advocates of the AMC; all our time and energy constantly available to AMCs so they can shop us to infinity on a per diem assignment pattern forever to increase their own profits. The post It’s Theft of Services!

Appraisal 98

Appraisal Finance 98

ThomsonReuters

NOVEMBER 30, 2023

How can embracing authenticity guide your firm’s client service initiatives? Making authenticity a priority in your client service strategy Earlier this week, Merriam-Webster announced its word of the year for 2023. How can embracing authenticity guide your firm’s client service initiatives? The winner?

Accounting Firms 98

Accounting Firms 98

Law 360 M&A

JANUARY 22, 2024

Recent reports that country singer Luke Combs won a judgment against a Florida woman who didn’t receive notice of the suit should serve as a reminder for attorneys on best practices for effectuating service by electronic means, say attorneys at Jenner & Block.

74

74

ThomsonReuters

JULY 11, 2023

Facing a rise in client expectations and an increasingly complex regulatory environment , a growing number of firms are looking to transform their practice and take their advisory services to the next level. What are the paths to advisory services? Is your firm among them? So how can firms elevate their advisory journey?

Compliance 75

Compliance Marketability 75

N Contracts

JANUARY 30, 2024

January 30, 2024 - The Independent Community Bankers of America (ICBA) today announced that Ncontracts has been selected as its newest Preferred Service Provider (PSP). BRENTWOOD, Tenn.,

Compliance 103

Compliance Banking 103

Benchmark Report

MARCH 18, 2024

The global business services market is forecast to reach a compound annual growth rate (CAGR) of 21% from 2023 to 2032. Last year, the market was estimated to be valued at $203.7 Billion, and it is projected to reach $13.8 trillion by 2032.

Marketability 45

Marketability Technology 45

Benzinga

OCTOBER 2, 2023

Rithm Capital Corp (NYSE: RITM ) penned a deal with Computershare Ltd (OTC: CMSQF ) for the acquisition of Computershare Mortgage Services Inc. and certain affiliated companies, including Specialized Loan Servicing LLC (SLS), for about $720 million. RITM plans to finance the acquisition through a combination of.

Finance 59

Finance Equity Marketability 59

Mckinsey and Company

FEBRUARY 29, 2024

After the 2023 spike in large deals and bank failures, the outlook for financial services M&A appears bright and active—particularly for acquirers with the skills to execute complex deals.

Banking 70

Banking Mergers & Acquisitions 70

Benzinga

APRIL 10, 2024

(OTC: GPLS )("Geopulse" or the "Company") has entered into a Reorganization Agreement with Advanced Technology Construction, LLC, d/b/a ATC Services for the acquisition of all of the outstanding membership interests of ATC, to take place in two closings.

Technology 40

Technology 40

Mckinsey and Company

OCTOBER 24, 2023

But integrating those efforts with service-related outreach into a comprehensive next-best-experience engine is critical for growth. Telcos increasingly rely on customized commercial marketing.

Marketability 104

Marketability 104

ThomsonReuters

OCTOBER 27, 2023

But, many accounting firms offering pro bono services fail to take a strategic and organized approach, opening themselves up to a host of potential challenges. Another challenge is that some clients don’t appreciate the value you’re giving them when you do offer pro bono services. This can create a host of other problems.

Start-ups 59

Start-ups Accounting Firms 59

ThomsonReuters

FEBRUARY 23, 2023

Sure, you are charging clients for your services; however, the real value is not within your services but within the advisory relationship you are ideally building with your clients. The advisory relationship is the bedrock that enables you to form trust and provide higher-value services to your clients.

Compliance 105

Compliance 105

N Contracts

JULY 12, 2023

Service-level agreements (SLAs) between banks and third-party providers specify performance standards and establish benchmarks for service.

Banking 92

Banking Technology 92

Avanade

JANUARY 15, 2024

Learn how companies can navigate their AI journeys in financial services as regulatory frameworks begin to emerge.

Banking 97

Banking 97

Sun Acquisitions

MARCH 1, 2024

A leading provider of commercial food-service furniture solutions initiates sell-side engagement managed by Sun Acquisitions. With over three decades of industry expertise, they have established themselves as a trusted source for a comprehensive range of furniture offerings tailored to the needs of businesses across various sectors.

B2B 59

B2B Marketability 59

ThomsonReuters

JUNE 15, 2023

At issue is the constitutionality of the Affordable Care Act’s preventive health services mandate—specifically, coverage requirements triggered by recommendations of the United States Preventive Services Task Force (USPSTF). It is important to remember that not all preventive services are affected by this litigation.

98

98

Mckinsey and Company

AUGUST 14, 2023

While they can generate significant returns, tech services companies have a different business model than software and software-as-a-service assets.

Equity 75

Equity 75

ThomsonReuters

APRIL 28, 2022

We are concerned, however, that employees may not have sufficient information and professional advice to make good retirement planning decisions, so we would like to start making retirement planning services available. If we do, will those services be taxable, adding to our cost and administrative burden?

Fair Market Value 105

Fair Market Value Marketability 105

Mckinsey and Company

OCTOBER 4, 2023

The IT services industry presents attractive opportunities for value creation through M&A. Here’s the playbook.

Equity 98

Equity 98

Benzinga

FEBRUARY 2, 2023

Aramark (NYSE: ARMK ) has agreed to sell its 50% equity stake in AIM Services to Mitsui & Co., AIM Services was established as a joint. OTC: MITSY ) for $535 million. The company will use the proceeds from the transaction toward debt repayment. Full story available on Benzinga.com

Equity 97

Equity 97

Business Wire M&A

MAY 9, 2023

BUSINESS WIRE)--American Clinical Research Services Acquires Clinical Site Services and Patient Advertising Guru MONTCLAIR, Calif.--(BUSINESS

98

98

ThomsonReuters

APRIL 20, 2023

Becerra on the requirement to cover certain preventive health services without cost-sharing. In Braidwood , a federal trial court held that the members of USPSTF—but not HRSA or ACIP—lacked the authority to determine the preventive services that must be covered by private health plans (see our Checkpoint article ). HDHP Safe Harbor.

98

98

Benzinga

MARCH 7, 2024

Kodiak Gas Services, Inc. NYSE: KGS ) shares are trading lower after the company reported worse-than-expected fourth-quarter EPS results and issued FY24 guidance. Revenue of $225.98 million beat the consensus of $224.5 Compression Operations segment adjusted gross margin expanded 140 basis points Q/Q. Adjusted EBITDA rose to $113.9

EBITDA 52

EBITDA Equity 52

ThomsonReuters

AUGUST 15, 2023

Jump to: 1: Unlock the benefits of value-based pricing 2: Gaining an advisory service advantage with client-centric services 3: Getting ahead with Practice Forward As the accounting industry continues to evolve, it is important for accounting firms to understand the benefits that advisory services can offer.

Accounting Firms 52

Accounting Firms Start-ups 52

Benzinga

MARCH 28, 2024

Reference Point is a strategy, management, and technology consulting firm serving the financial services sector. Consulting firm Resources Connection Inc (NASDAQ: RGP ) has entered into a definitive agreement to acquire Reference Point LLC for an unknown sum. Reference Point was established in 2002 by former banking executives.

Compliance 59

Compliance Banking Technology Equity 59

Mckinsey and Company

MAY 3, 2022

Four irreversible trends are redefining excellence in service operations. For today’s leaders, they could be a transformational opportunity—or an existential threat.

103

103