Category : Financial Advisory & Services

Financial Advisory & Services

Verdant Closes $400.6M Fourth Asset-Backed Securitization Deal

Business Wire
by Business Wire0199
Record performance reflects strong performance, credit quality Verdant Commercial Capital, LLC, the sixth largest independent equipment finance company in the United States, has announced the...
Financial Advisory & Services

Meet Your Financial “BFF” in Experian’s New Brand Campaign

Business Wire
by Business Wire0196
Actor Sam Richardson stars in ads as consumers’ Big Financial Friend, showing how Experian has their back throughout their financial journeys In a new full-scale...
Financial Advisory & Services

Is Waiting Until 70 Too Simple? Income Lab’s Social Security Tool

Business Wire
by Business Wire0208
Income Lab, the #1-rated retirement income planning software two years in a row, today announced the launch of a revolutionary Social Security Optimization tool, giving...
Financial Advisory & Services

Hibiki Path Advisors Files Proposals for Tomoe AGM June 2025

Business Wire
by Business Wire0304
Hibiki Path Aoba Fund (hereinafter referred to as “HPAF”), which has a discretionary investment contract with Hibiki Path Advisors (hereinafter referred to as “we”, “our”...
Financial Advisory & Services

Texas Drivers Face Double Taxation on Lease Buyouts—Banks Under Fire

PR Newswire
by PR Newswire0286
Tens of thousands of Texas drivers may be eligible for significant tax refunds after unknowingly overpaying sales tax on leased vehicles they chose to purchase. A growing...
Financial Advisory & Services

Summit Financial Acquires Stake in Parsons Broach Financial

Business Wire
by Business Wire0230
Latest Investment Underscores Summit’s Commitment to Accelerated National Growth Summit Financial (“Summit”), ​​a preeminent investment advisory firm empowering financial advisors to optimize business growth and deliver...
Financial Advisory & Services

Arcadia Capital Advises Conquer on Full Circle Acquisition

Business Wire
by Business Wire0264
Arcadia Capital, the premier strategic advisor and investment bank to leaders in the technology and software ecosystem, served as the exclusive financial advisor to Conquer,...
Financial Advisory & Services

Angeles Wealth Management Appoints Cameron Rogers as Partner

Business Wire
by Business Wire0330
Rogers brings more than 15 years of private wealth experience, bolstering the firm’s capabilities in serving generationally wealthy clients amid the horizontal wealth transfer Angeles...
Financial Advisory & Services

Temenos Debuts Gen AI Copilot to Boost Banking Innovation

GlobeNewswire
by GlobeNewswire0293
New Temenos Product Manager Copilot unlocks the full innovation potential of Temenos’ core banking solutions At the Temenos Community Forum ’25 in Madrid, Temenos (SIX:...
Financial Advisory & Services

Armanino Expands into Utah Market With Addition of Cooper Savas LLC

Business Wire
by Business Wire0227
Strategic Move Adds Robust Tax and Audit Team to Armanino, Expanding its Foothold in the Mountain West Armanino, one of the 20 largest independent accounting...
Financial Advisory & Services

Core Scientific Appoints Elizabeth Crain to Board of Directors

Business Wire
by Business Wire0328
Jordan Levy Elected Chairman of the Board Core Scientific, Inc. (NASDAQ: CORZ), a leader in digital infrastructure for high-density colocation services and digital asset mining,...
Financial Advisory & Services

Boast Named 2025 R&D Tax Credit Software Firm of the Year

PR Newswire
by PR Newswire0226
Boast, North America’s leading provider of R&D tax credit software and innovation funding intelligence, has been awarded the title of 2025 R&D Tax Credit Software Advisory Firm of...
Financial Advisory & Services

D.A. Davidson Advises Trimlight on Acquisition by Corinthian & Valesco

Business Wire
by Business Wire0189
D.A. Davidson & Co. announced today that its Consumer Investment Banking team served as the exclusive financial advisor to Trimlight, Inc. (“Trimlight” or the “Company”),...
Financial Advisory & Services

TXO Partners Enters Agreement for Additional Elm Coulee Properties

Business Wire
by Business Wire0199
TXO Partners, L.P. (NYSE: TXO) (“TXO”) announced today that it has entered into a purchase agreement with White Rock Energy, LLC (“White Rock”), a portfolio...