Wolters Kluwer Launches Capego Practice Management Cloud Solution
This cloud-based software system brings together everything tax and accounting firms need into one powerful, connected platform that’s fully integrated with the Capego suite of...
Category : Financial Advisory & Services
BGL to Acquire Indigo NewCo Limited in Definitive Agreement
GENDA will acquire over 100 amusement arcades and over 125 mini-locations in the UK Brown Gibbons Lang & Company, a leading independent investment bank and financial...
Generational Group Advises Flesch Engineering Sale
Generational Group, a leading mergers and acquisitions advisory firm for privately held businesses, is pleased to announce the sale of Flesch Engineering, LLC to C2C...
Michael Shelby Named Pinnacle Member by The Inner Circle
Prominently featured in The Inner Circle, Michael Shelby is acknowledged as a Pinnacle Professional Member Inner Circle of Excellence for his contributions to Tax Strategy and Accounting...
Carlyle to Acquire intelliflo from Invesco
Global investment firm Carlyle (NASDAQ: CG) and Invesco (NYSE: IVZ), a leading global asset management firm, announced today an agreement for Carlyle to acquire intelliflo from Invesco....
NewEdge Wealth Expands Nationwide, Adds Chicago Team
Veteran Wealth Manager David Chase Bolsters Firm’s Midwest Presence NewEdge Wealth, LLC, a registered investment advisor specializing in servicing the needs of ultra high net...
True North Advisors Adds New Shareholders to Leadership
True North Advisors (“True North”), a founder-led, Texas-based Registered Investment Adviser (RIA) with over $5.18 billion in assets under management (as of June 30, 2025)...
Merit Partners with Global Wealth Advisors, Adds $860M Assets
Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life...
Trout Capital Advises on Sale of HPS Specialties to Ferguson
Trout Capital Advisors is pleased to announce it served as the exclusive financial advisor to HPS Specialties, LLC (the “Company” or “HPS”), a leading distributor...
Ex-UBS Team Launches Dial Square Private Wealth
Dial Square Private Wealth is proud to announce the launch of its new independent advisory firm. Based in Irvine, California, Dial Square Private Wealth is...
GIP to Acquire 49.99% Stake in Eni CCUS Holding
Global Infrastructure Partners (“GIP”), a part of BlackRock and one of the world’s leading infrastructure investors, announced today that it has entered into a definitive...
Andersen Adds New Transfer Pricing Leaders
Andersen is pleased to welcome Andrea Adler and David Talakoub as managing directors in transfer pricing. They join us from a boutique transfer pricing and...
Lincoln Financial Adds Cap Lock to Annuities
Latest product innovations meet customer needs by offering more options for growth and diversification while continuing to provide protection Lincoln Financial (NYSE: LNC) announced today the latest...
Enterprise Asset Management Market Set for 11.4% CAGR Growth
The enterprise asset management market is anticipated to increase due to organizations increasingly seek to extend asset life and enhance return on investment. EAM systems...
Empery Digital Gets $25M Credit Facility for Share Buybacks
Company Anticipates Additional $75 million Facility for Total Funding availability $100 Million Low Fees on Share Repurchase Program Empery Digital Acquires 25 Additional BTC and...