Savvy Advisors Adds Perspective 6 Wealth Managers
With a further 12 additions, Savvy expands advisor base and strengthens position as the platform of choice for entrepreneurial advisors Savvy Advisors Inc. (“Savvy Advisors”),...
Category : Financial Advisory & Services
Tikehau Capital Cuts Share Capital via Treasury Shares
Tikehau Capital (Paris:TKO) cancelled today 1,145,144 treasury shares, representing 0.65% of the share capital, in accordance with the authorization granted by the General Meeting of...
Bluemount Holdings Sees Partial Exercise of IPO Over-Allotment
Bluemount Holdings Limited (Nasdaq: BMHL) (“Bluemount” or the “Company”), a Hong Kong-based consulting and advisory and financial services provider, as well as trader of commodities such as...
WSFS Bank Signs Long-Term Lease Renewal in Wilmington
WSFS Bank, the primary subsidiary of WSFS Financial Corporation (Nasdaq: WSFS), announced today it has entered into a long-term lease renewal with Buccini Pollin Group...
Amex GBT: DOJ Drops Lawsuit Against CWT Acquisition
Transaction Now Expected to Close in Third Quarter American Express Global Business Travel which is operated by Global Business Travel Group, Inc. (NYSE: GBTG) (“Amex...
Vanilla Secures US Patent for Estate Planning Tech
Vanilla, the modern estate planning platform that simplifies and elevates the advisor-client experience, announced today that it has been granted a U.S. patent for its...
Generational Group Advises Unico Supply on BizGro Partnership
Generational Group, a leading mergers and acquisitions advisory firm for privately held businesses, is pleased to announce the strategic partnership of Unico Supply, Inc. and...
Former Ameriprise Advisors Launch Laurel Oak Wealth Mgmt
A team of five New Jersey-based financial advisors who previously managed more than $2.3 billion in client assets has launched Laurel Oak Wealth Management, a new...
EQT to Acquire Adalvo, a Leading B2B Dossier Developer
EQT X (“EQT”) has agreed to acquire a majority stake in Adalvo (the “Company”), a leading asset-light B2B dossier developer. Existing shareholders, including Aztiq, the...
Lloyd’s Grants ‘In Principle’ OK for Atradius Syndicate 1864
Atradius Syndicate 1864 will focus on trade credit risks, initially targeting new and existing European clients in the financial industry sector. Global credit insurer Atradius announces...
SolomonEdwards Promotes Carissa Robb to Managing Partner
Robb to accelerate go-to-market transformation in Banking and Financial Services, lead expansion of strategic advisory, technical advocacy and operational execution solutions for financial institutions SolomonEdwards,...
Generational Group Posts Historic H1 2025 Performance
Generational Group, a leading investment banking firm for privately held businesses, is proud to announce a record-setting start to 2025, having successfully closed 92 transactions...
Cliffwater Corporate Lending Fund Tops $30 Billion in Net Assets
Cliffwater announced today that its flagship interval fund, the Cliffwater Corporate Lending Fund (“CCLFX”), surpassed $30 billion in net assets, securing its leadership in “democratizing” private debt...
D2 Capital Secures $7.5M Financing for NJ Industrial Site Deal
D2 Harding Highway LLC, an affiliate of the D2 Organization, has acquired 965 Harding Highway, a 76-acre, fully entitled industrial development site in Carneys Point, NJ. ...
Dechert Boosts Private Funds Team with Arina Lekhel, Megha Kalbag
Dechert LLP has expanded its leading financial services practice in New York with the arrival of two partners, Arina Lekhel and Megha Kalbag. This strategic move significantly enhances the firm’s...