CIBC Leads Syndication for Teamworks’ Growth Financing
CIBC Innovation Banking announced today that it recently acted as the lead arranger and administrative agent on a syndicated credit facility for Teamworks, a Durham,...
Category : Mergers, Acquisitions & Market Dynamics
HUB Announces New U.S. Benefits and Wealth Leadership Roles
Hub International Limited (Hub), a leading global insurance brokerage and financial services firm, announced today new appointments to its U.S. Employee Benefits and Retirement & Private Wealth leadership team. Mustafa...
Sierra Financial Acquires Preferred Security Life Insurance
Sierra Financial Holdings, LLC (Sierra) today announced that it closed on the acquisition of Preferred Security Life Insurance Company, a Texas-Domiciled Life Insurance Carrier (PSLIC)....
Solomon Partners Appoints Tannon Krumpelman as FIG Partner
Solomon Partners, a leading financial advisory firm and independent affiliate of Natixis, today announced the appointment of Tannon Krumpelman as a new Partner in its Financial Institutions Group (FIG)....
Waverly Advisors Acquires Fiduciary Wealth Advisors
Waverly expands to six locations across Florida Waverly Advisors, LLC (“Waverly”), a federally registered investment adviser (“RIA”) that specializes in investment management, financial planning and...
Salama Names AIG Veteran Bouabane as Group CEO
Move aligns with insurer’s next phase of growth and digital transformation Regional insurer Salama (DFM: SALAMA) has announced the appointment of Mohamed Ali Bouabane as Group Chief Executive Officer. Previously...
NNN Pro Adds Christopher Marks to Launch Capital Markets Platform
NNN Pro, the market leading net lease investment sales and advisory firm announced the hiring of leading mortgage broker Christopher Marks as Senior Managing Director...
Prospera, Coast Capital & Sunshine Coast Credit Unions to Merge
Prospera Credit Union (“Prospera”), Coast Capital Savings Federal Credit Union (“Coast Capital”) and Sunshine Coast Credit Union (“Sunshine Coast”) are excited to share their plans...
Barclays Expands Financial Sponsors Group with New Appointment
Jason Short rejoins the bank to lead financial sponsor client coverage on the West Coast Barclays today announces the appointment of Jason Short as a...
Seaside Equity Partners Partners with Capstone Accounting
Seaside Equity Partners, a San Diego-based private equity firm, has partnered with Capstone Accounting and Tax (“Capstone”), a leading provider of tax, accounting, and advisory...