Benzinga

MARCH 26, 2023

The FDIC had attempted to sell SVB Private alongside Silicon Valley Bank over the last two weekends but failed to reach a deal to sell both entities together. Full story available on Benzinga.com

Banking 96

Banking Equity 96

Viking Mergers

MAY 9, 2023

He has navigated various challenges and changes in his career and emerged as a successful leader in the financial services and M&A industry. This connection inspired him to pursue a career in financial services. A few years later, Reed left the financial services industry to start his own business in Nashville. “I

Start-ups 130

Start-ups Business Valuation Corporate Finance Finance 130

Benzinga

MARCH 22, 2023

March 22, 2023 (GLOBE NEWSWIRE) -- Credent Wealth Management announces Tracy Miller of Miller Private Wealth and Mike Pepin of TruNorth Financial as the newest partners to join the firm. Miller, of Miller Private Wealth, joined the Credent team in early February 2023. Auburn, Ind.,

Equity 40

Equity 40

Benzinga

MARCH 30, 2023

Vancouver, BC, March 30, 2023 (GLOBE NEWSWIRE) -- After two successful years of partnership, Nicola Wealth is re-branding Blackwood Partners Inc. Nicola Wealth's acquisition of Blackwood Partners in 2021 reinforced the firm's commitment to building their institutional offering. as Nicola Blackwood Realty Advisors.

40

40

Benzinga

MARCH 30, 2023

Vancouver, BC, March 30, 2023 (GLOBE NEWSWIRE) -- After two successful years of partnership, Nicola Wealth is re-branding Blackwood Partners Inc. Nicola Wealth's acquisition of Blackwood Partners in 2021 reinforced the firm's commitment to building their institutional offering. as Nicola Blackwood Realty Advisors.

40

40

Private Funds CFO

FEBRUARY 8, 2022

Private wealth: How technology platforms are bridging the divide; Gen II Fund Services promotes six to principal.

Technology 52

Technology 52

Benzinga

NOVEMBER 7, 2022

07, 2022 (GLOBE NEWSWIRE) -- Nicola Wealth, one of Canada's fastest-growing private investment counsel firms, has announced the acquisition of Levine Financial Group (LFG) as part of its ongoing strategy to grow and expand into new markets across Canada. Integrating with Nicola Wealth is an organic move for us.

Marketability 40

Marketability 40

Benzinga

AUGUST 15, 2023

Pleasanton, CA August 15, 2023 --( PR.com )-- Aurum Equity Partner, a leader in private equity firm with focus on real estate assets with Data Centers & cloud services, is pleased to introduce Sanjeev Mervana as its newly appointed Managing Partner.

Equity 40

Equity Private Equity Firm Finance 40

Benzinga

DECEMBER 20, 2023

20, 2023 (GLOBE NEWSWIRE) -- Provident Financial Services, Inc. About Provident Provident Financial Services, Inc. The Bank also provides fiduciary and wealth management services through its wholly owned subsidiary, Beacon Trust Company and insurance services through its wholly owned subsidiary, Provident Protection Plus, Inc.

Banking 40

Banking Finance Equity 40

Benzinga

JUNE 6, 2023

New York, USA, June 06, 2023 (GLOBE NEWSWIRE) -- US Capital Global, a leading private financial group, is pleased to announce the opening of its new Northeast regional office in New York City, further expanding the company's global footprint and strengthening its commitment to serving clients in the financial hub of the United States.

Corporate Finance 40

Corporate Finance Finance Marketability 40

IVSC

JUNE 12, 2023

Previously, she was a part of the Valuation Advisory Services practice, where she focused on the valuation needs of consumer and industrial product clients of Kroll and its predecessor firms, PricewaterhourseCoopers and Standard & Poor's.

Risk-free Rate 130

Risk-free Rate Intangible Assets Appraisal Business Valuation 130

Reynolds Holding

MARCH 6, 2024

Asset managers, both private and public, use their voting power to pressure companies to do more for all those they affect but who do not own shares. Six fundamentals should guide whether corporations should seek to maximize shareholder wealth or pursue the aggregate well-being of all constituencies.

Total Shareholder Return 69

Total Shareholder Return Marketability 69

Benzinga

DECEMBER 15, 2022

Privately-held GammaRey plans to bring to GoLogiq (OTC: GOLQ ): Profitable business with strong cash flow. Full-stack ecosystem for the New World Digital Economy: commodity-backed digital currency, digital wallet, and proprietary transaction platform for securities, goods and services. Nearly $800 million in customer financial assets.

Marketability 40

Marketability 40

Benzinga

MARCH 7, 2023

Full-stack fintech ecosystem designed for the New World Digital Economy, including a commodity-backed digital currency, digital wallet, and proprietary transaction platform for securities, goods and services. a privately-held fintech ecosystem for the New World Digital Economy. NEW YORK, March 07, 2023 (GLOBE NEWSWIRE) -- GoLogiq, Inc.

Banking 40

Banking Marketability Technology 40

Benzinga

FEBRUARY 1, 2023

01, 2023 (GLOBE NEWSWIRE) -- Provident Financial Services, Inc. About Provident Financial Services, Inc. Provident Financial Services, Inc. With an extensive branch network and commercial lending centers throughout New Jersey and Highland Mills, New York, Lakeland Bank offers business and retail banking products and services.

Banking 40

Banking Finance Equity 40

Benzinga

JANUARY 10, 2023

-based global provider of fintech and consumer data analytics, has signed a binding letter of intent to acquire privately-held Nest Egg Investments in an all-stock transaction valued at $30 million. Given this trend, Bain & Company has projected the wealth management market to double in size and exceed $500 billion by 2030.

Beta 40

Beta Banking Marketability Technology 40

Accountancy Today

JULY 13, 2023

The European financial services industry announced a nine-year deal high in the first half of 2023, with 382 deals across the region, compared with 337 in the same period in 2022, a 13% year-on-year rise, according to the latest EY financial services M&A analysis.

Private Equity Firm 52

Private Equity Firm Banking Marketability Equity 52

Benzinga

JULY 3, 2023

In addition to traditional banking services, FNBSM offers private banking, trust and wealth management services with approximately $320 million in assets under management. We are thrilled to welcome this group of talented bankers to the United Community team.

Banking 40

Banking Marketability 40

Appraiser Newsroom

OCTOBER 27, 2023

Our presenters, comprised of esteemed valuation and damages experts, seasoned lawyers, and distinguished judges, will bring a wealth of experience and insights to attendees. He has also rendered extensive services relating to court testimony. Our Current Lineup Includes: Jay E. Petersburg, Russia.

Business Valuation 59

Business Valuation Intangible Assets Appraisal Business Enterprise 59

Benzinga

MAY 11, 2022

District Judge Edward Chen of San Francisco ruled that Elon Musk’s 2018 tweets of secured funding to take Tesla, Inc (NASDAQ: TSLA ) private were inaccurate and reckless. The court added that “there was nothing concrete” about Saudi Arabia’s sovereign wealth fund financing during that time.

Finance 98

Finance Marketability 98

Reynolds Holding

NOVEMBER 1, 2023

Initial public offerings (IPOs) play a vital role in facilitating capital formation and wealth distribution within an economy. Meanwhile, private firms often use a trade sale, a merger with an established firm, or a sale to a private equity (PE) or venture capital (VC) fund as an alternative to an IPO. IPO activity.

Marketability 52

Marketability Equity 52

Reynolds Holding

AUGUST 14, 2023

It is de rigueur to label everything as sustainable – including in private equity. In a new working paper, we examine the claims of the top 100 private equity firms in the United States as to their committment to ESG. This is particularly true of private equity firms, whose vast wealth and resources make them enormously influential.

Equity 52

Equity Private Equity Firm Marketability 52

Benzinga

JUNE 30, 2022

TORONTO AND DENVER, June 30, 2022 (GLOBE NEWSWIRE) -- Leading diversified professional services and investment management company, Colliers (TSX: CIGI ), announced today it has entered into a definitive agreement to acquire a significant equity interest in Versus Capital ("Versus"), a leading U.S. billion of assets under management. "Our

EBITDA 40

EBITDA Equity 40

Reynolds Holding

MAY 17, 2022

SCA suits are frivolous despite legal reforms that increased the hurdle of bringing a SCA (for example, the 1995 Private Securities Litigation Reform Act). This is intriguing because the deterrence function of private remedy has traditionally been weak in China. The threat of lawsuits and its impact on shareholder wealth.

Net Present Value 116

Net Present Value Marketability Finance 116

Audit Board

MAY 31, 2023

Private companies, especially startups, are known for attracting entrepreneurial talent. Every company, especially private companies and startups, can benefit from the specialized skills internal auditors bring to the business and the culture of control they can help establish.

Start-ups 52

Start-ups Compliance 52

Brian DeChesare

JANUARY 19, 2022

But if you read other accounts, FSG runs models, Analysts get hands-on technical work, and the hours could be longer and more stressful because your clients are private equity firms. And if you consider infrastructure private equity or real estate private equity separate categories, sure, you could add them to the list as well.

Private Equity Firm 72

Private Equity Firm Banking Equity Finance 72

Benzinga

MAY 4, 2022

Since then, Rockwood's long tenured and experienced investment team has delivered superior returns and excellent client service through numerous market cycles. We are looking forward to capitalizing on the many synergies with our existing investment management platforms and our global real estate services business.

Equity 40

Equity Marketability 40

Brian DeChesare

NOVEMBER 22, 2023

Bulge Bracket Bank Definition: The “bulge brackets” are the largest global banks that operate in all regions and offer all services – M&A, equity, debt, and others – to clients; they work on the biggest deals (usually $1 billion+) and have divisions for sales & trading , equity research , wealth management , corporate banking , and more.

Banking 97

Banking Start-ups Finance Equity 97

Benzinga

FEBRUARY 13, 2023

In addition to traditional banking services, FNBSM offers private banking, trust and wealth management services and has approximately $310 million in assets under management. We are focused on building talented, service-minded teams who are empowered to build communities one customer at a time.

Banking 40

Banking Book Value Dividends Marketability 40

Benzinga

JANUARY 2, 2024

Brandon Robinson, Founder, Chief Executive Officer and Chairman of Horizon Aircraft commented, "We are grateful to have inspired both experienced public and private company executives to help shape the trajectory of Horizon Aircraft. From 1993 to 1995, Dr. Maris served as the Mobile Servicing System Control Equipment Manager.

Technology 45

Technology Finance Marketability 45

Scott Mashuda

DECEMBER 22, 2021

Strategic buyers are often public or private companies looking to acquire other companies within the same industry (or an adjacent one) and grow their corporate footprints. Plus, they bring a wealth of industry knowledge to the table, which they can use to significantly bolster a company’s value. The Strategic Buyer.

Private Equity Firm 52

Private Equity Firm Marketability EBITDA Technology 52

Reynolds Holding

MAY 23, 2023

Throughout, though, investors and issuers alike have benefitted from these Acts and the SEC’s oversight, whether for private funds, registered funds, or separately managed accounts. Private Funds It was nine years after the ’40 Acts were enacted that Alfred Winslow Jones created the first private fund.

Banking 40

Banking Technology Marketability Capital Structure 40

Appraiser Newsroom

JANUARY 31, 2023

Her professional work includes fine art consultation services and collections management. She has served as director of the fine art department, head of appraisal services, and now as Senior Vice President and Director of Trusts & Estates for John Moran Auctioneers & Appraisers. Frances Zeman , M.A.,

Appraisal 52

Appraisal Accounting Firms Fair Market Value Marketability 52

Reynolds Holding

MAY 9, 2022

Venture capital (VC) has become an increasingly important asset class for institutional investors such as endowments, pension funds, insurance companies, and sovereign wealth funds, as well as for wealthy individuals. A large amount of money is involved: U.S. VC-backed companies raised nearly $300 billion in 2021.

Venture Capital Fund 59

Venture Capital Fund Private Equity Firm Finance Corporate Finance 59

Benzinga

MAY 4, 2022

In addition to traditional banking products, Progress offers wealth management and private banking through Progress Financial Services, a division of Progress Bank, with approximately $1.2 As of March 31, 2022, Progress had total assets of $1.9 billion, total loans of $1.3 billion, and total deposits of $1.7

Banking 40

Banking Book Value Marketability 40

Musings on Markets

SEPTEMBER 14, 2021

To meet this demand, services have popped up around the world, claiming to measure ESG with scores and ratings. As I noted in my last post, there seems to be little consensus across services on how to measure goodness, and the low correlation across service measures of ESG has been well chronicled.

Start-ups 99

Start-ups Marketability Firm Value 99

Brian DeChesare

APRIL 10, 2024

Amidst the miserable deal environment of the past few years, there has been one bright spot: sports private equity. Over two-thirds of NBA teams have a private equity connection or investment , and all major U.S. Table Of Contents Sports Private Equity Defined Why Did Private Equity Suddenly “Get Interested” in Sports?

Equity 82

Equity Private Equity Firm Start-ups Accounting Firms 82