Category : Financial Advisory & Services

Financial Advisory & Services

Independent Financial Forms First President’s Advisory Council

PR Newswire
by PR Newswire013
Newly established Council to help shape strategy, enhance advisor engagement and advance shared goals Independent Financial Group, LLC (IFG) – a privately held independent wealth...
Financial Advisory & Services

Levine Leichtman Capital Acquires Signature Resolution Firm

PR Newswire
by PR Newswire026
Levine Leichtman Capital Partners (“LLCP”), a Los Angeles-based private equity firm, announced today that it has acquired Signature Resolution, LLC (“Signature” or the “Company”), a...
Financial Advisory & Services

Leon Capital Group Launches Transaction Advisory Services Practice

Business Wire
by Business Wire022
Industry Veteran Kevin Muskat to Lead New Practice Leon Capital Group (“Leon” or “The Company”), a diversified holding company for a privately-owned group of entities,...
Financial Advisory & Services

Wealth Enhancement to Join Forces With Ascent Private Wealth

PR Newswire
by PR Newswire028
This partnership will bring the firm’s total client assets to more than $132.7 billion. Wealth Enhancement, a national independent wealth management firm dedicated to enriching...
Financial Advisory & Services

Brown Plus Promotes Ryan Harshman and Matt Harvey to Principal in 2026

PR Newswire
by PR Newswire020
Leading accounting and advisory firm, Brown Plus, is pleased to announce that both Ryan Harshman, CPA, and Matt Harvey, CPA, MSPA, have been promoted to Principal,...
Financial Advisory & Services

Newmark Expands Middle East Team with Senior Valuation Hires

PR Newswire
by PR Newswire022
Newmark announces two senior additions to its expanding Middle East Valuation & Advisory business, appointing Benjamin Cullum as Senior Director and Head of Valuations Middle East and Jonathan...
Financial Advisory & Services

Wiss Enters 2026 With Record Momentum Across Growth, Innovation, and Talent

Business Wire
by Business Wire043
Wiss Enhances Client Profitability Through Innovative Excellence Wiss, a full-service accounting and business advisory firm leveraging AI and data analytics to deliver advanced accounting and...
Financial Advisory & Services

Seekr & Stephano Slack Cut 401(k) Audit Time 90%

PR Newswire
by PR Newswire027
AI Agents developed through this partnership reduce manual extraction work from 50 hours to 2 hours in most environments, delivering faster, accurate audits for enterprises. Stephano...
Financial Advisory & Services

Chaconas Advises Sale of McGrath Quad Cities Harley

PR Newswire
by PR Newswire033
Performance Brokerage Services, the leader in dealership buy-sell activity, announces the sale of McGrath Quad Cities Harley-Davidson in Davenport, Iowa from Mike and Pat McGrath...
Financial Advisory & Services

Cherry Bekaert Wins Top Honors at M&A Atlas Awards

PR Newswire
by PR Newswire028
Cherry Bekaert (the Firm) is pleased to announce it has been recognized by the Global M&A Network as the Outstanding Accounting & Due Diligence Advisor of the Year, the practice’s...
Financial Advisory & Services

Align Partners Urges Coway to Announce Revised Value-Up Plan

Business Wire
by Business Wire036
Align Partners Capital Management Inc. (“Align Partners”), a shareholder of Coway Co., Ltd. (“Coway”) since 2023 holding more than 4% of the Company’s outstanding shares...
Financial Advisory & Services

Heidrick & Struggles Completes Take-Private Deal

PR Newswire
by PR Newswire041
Participating strategic investors and investment firms include Salem Capital Management, Mousse Partners, TF Cornerstone, HighSage Ventures, and Barcliff Partners Heidrick & Struggles International, Inc. (“Heidrick...
Financial Advisory & Services

Wealth Write.Up Earns SOC 2 Type 1 Certification

PR Newswire
by PR Newswire040
Wealth Write.Up, a Canadian leader in AI-powered investment accounting software, announced today it has successfully completed its SOC 2 Type 1 certification. This achievement validates...
Financial Advisory & Services

Sverica Sells Coastal to Tata Consultancy for $700M

Business Wire
by Business Wire026
Sverica Capital Management LP (“Sverica”) announced today the sale of its Fund V portfolio companyCoastal Cloud Holdings, LLC (“Coastal” or the “Company”) to Tata Consultancy Services Limited...