Category : Financial Advisory & Services

North Canton, Ohio-based team adds $481 million in assets to Steward Partners Steward Partners, a full-service, employee-owned, independent financial services firm, announced today the acquisition of Longbridge...

Global predictive procurement platform Arkestro aligns with BDO USA to support its management consulting business and supply chain and procurement practice. Arkestro, the leading predictive procurement platform...

Etoiles Capital Group Co., Ltd (Nasdaq: EFTY), a Hong Kong-based financial services provider, today announced the closing of its initial public offering (the “Offering”) of...

Maridea Wealth Management (“Maridea”) today announced the acquisition of Hoot Wealth (“Hoot”), a Colorado-based advisory firm founded by industry veterans Nick Crow and Bryan Hinmon. The partnership represents a significant step...

While diversification and return potential drive interest, 2/3 say greater ERISA/regulatory clarity is needed A new survey today from Empower uncovers significant advisor interest in...

BDO’s new survey reveals how tax executives have evolved into business strategists on policy changes, technological innovation, and rising business complexity Survey Highlights: As tax...

Walker & Dunlop, Inc. announced today that it has arranged a $160 million loan for a master planned community located in California’s acclaimed Coachella Valley in...

Northborne Partners is pleased to announce that it served as the exclusive financial advisor to Weather Shield in connection with its sale to Pella Corporation. Financial terms...

Apex Invest is pleased to announce Coinbase Asset Management as Headline Sponsor for the inaugural Apex Invest Digital, a new initiative connecting investors with the institutional digital...

Partnership expands Modern Wealth’s advanced service offerings and enhances holistic advice for business owners RISR, a leading business owner engagement platform for financial advisors, today...

Fossil Rock Private Wealth is proud to announce the launch of its new firm in partnership with mFORCE Capital to become an independent Registered Investment...

Fortis M&A Partners, a buy-side advisory firm, announced its official launch today. Founded by Blake Collins, Fortis helps private equity firms, independent sponsors, and family...

MulticoreWare, Inc., a leading innovator in software IP solutions and engineering services, has announced the appointment of Indroneel Dutt as Chief Financial Officer (CFO). This strategic hire...

Generational Group, a leading mergers and acquisitions advisory firm for privately held businesses, is pleased to announce the sale of Cattlemen’s Steakhouse, Inc. to an...

UK-based Acquisition Extends Firm’s Relief and Exemption Capabilities with Specialised Analysts Ryan,a leading global tax services and software provider, has announced the acquisition of LHL...