Generational Group Advises Victory CNC Plasma Systems Sale to Machitech
Generational Group, a leading mergers and acquisitions advisory firm for privately held businesses, is pleased to announce the sale of Plant Technical Services, Inc. dba...
Category : Financial Advisory & Services
Clymer & Grant Families Form New Multi-Family Office, CGF Holdings
The Clymer and Grant families are proud to announce the formation of Clymer Grant Family Holdings (CGF Holdings), a Kansas City based multi-family office focused on equity...
Steerpoint Capital & SteelWave Acquire The Shoppes at Carlsbad
The $71.5 million acquisition of the regional mall is the latest transaction completed through the firms’ joint venture platform. Steerpoint Capital, in a joint venture with SteelWave,...
Lazard Fund Declares Monthly Distribution, Details Sources
Lazard Global Total Return and Income Fund, Inc. (the “Fund”) (NYSE:LGI) is confirming today, pursuant to its Managed Distribution Policy, as previously authorized by its Board of...
Mesirow Advises Superior on Sale to Momentium
Mesirow announced it acted as the exclusive financial advisor to Superior Lithographics (“Superior” or the “Company”) on its sale to Momentium, a portfolio company of...
IP Excellera Opens New Office in Abu Dhabi, UAE
IP Excellera’s move into Abu Dhabi places it at the heart of ADX, a nearly AED 3 trillion market fueled by strong liquidity and significant foreign inflows...
Reynolds Advisory Partners Advises Documotion on Majority Sale
Reynolds Advisory Partners, LLC (“Reynolds” or “RAP”) acted as the exclusive financial advisor to Documotion Research, Inc. (“Documotion” or “DRI”) of Columbia, Tennessee on DRI’s...
Ryan Named to 2025 Best Places to Work in Western Pennsylvania
Ryan, a leading global tax services and software provider, is pleased to announce the Firm has been named to the Pittsburgh Business Times 2025 Best Places to...
Levine Leichtman Capital Invests in ENTRO Service with Management
Levine Leichtman Capital Partners (“LLCP”), a global middle-market private equity firm, announced today that it has partnered with its founders, Claudio Tubach and Philipp Westphal, and the management...
Trade Republic Expands Brokerage to Wealth Management & Private Markets
Trade Republic, Europe’s largest savings platform, continues to grow, surpassing 10 million customers, across 18 European markets and more than 150 billion euro in assets...
Helius, Pantera & Summer Capital Raise Over $500M for SOL Treasury
Preeminent SOL-backed treasury vehicle – with potential to deliver over $1.25 billion – unlocks capital markets to accelerate Solana’s growth Helius Medical Technologies, Inc. (Nasdaq: HSDT) (“Helius” or the...
Capital Group Launches Community Wealth Council to Boost Philanthropy
New, multi-year fellowship program includes financial advisor mentoring and funding for nonprofits to champion financial education Capital Group, one of the world’s largest and most...
Advisor with $130M Assets Joins Ameriprise for Client-Focused Planning
Alex Gunn joins Third Coast Advisors, a financial advisory practice of Ameriprise Financial Services, LLC within the Ameriprise Financial Institutions Group (AFIG) Ameriprise Financial, Inc....
Cranberry Wealth Launches New Retirement Podcast
“A Slice of Advice” to bring an informational, yet personable, approach to retirement planning For many people, managing personal finances and planning for retirement can...
Former Pro Golfer BJ Dekreek Moves Advisory to Avantax
Aiming to add high-net-worth clients and partner with CPAs, Dekreek aligns with Legacy Capital Advisors, LLC, part of the Avantax Community since 2021 Avantax, a...