Onshore Raises $31M Series B for Tax Automation
Onshore (formerly SPRX), the AI-powered tax platform now operating under a new corporate name, today announced a $31 million Series B led by FPV Ventures,...
Category : Financial Advisory & Services
BigTime Names Jerry Cosmas CFO, Signals New Growth Phase
BigTime Software, the leading provider of AI-powered professional services automation (PSA) software, has announced the addition of Jerry Cosmas as the new Chief Financial Officer....
AEA Elevate Adds Operating Professionals to Boost Portfolio
Preston Hayes Joins as Head of Portfolio M&A and Capital Markets; Kirk Goodman Joins as Head of Portfolio Go-To-Market AEA Elevate, AEA Investors’ professional services-focused...
MGAA Relaunches Enhanced Learning & Insights Programme for MGAs
The Managing General Agents’ Association (MGAA) has announced the relaunch of its Programme of Learning & Insights, redesigned to deliver greater value for members and...
ACFE & Grant Thornton Guide on Strengthening Anti-Fraud
The Association of Certified Fraud Examiners (ACFE) and Grant Thornton Advisors LLC (Grant Thornton) have collaborated to help organizations build and strengthen their fraud risk...
Cybersecurity Poses $2.1M Risk to Private Equity Deals, Kroll Finds
Key Takeaways Kroll, the leading independent provider of global financial and risk advisory solutions, today released findings from its global report on safeguarding portfolio value...
Commercial Services M&A Accelerates Amid Industry Consolidation
The commercial services sector continues to draw strong investor interest, driven by attractive fundamentals, according to a new industry report released by the Commercial Services...
APOLLO Becomes RentCafe’s Preferred Tenant Insurance Partner
Embedded coverage lets residents upload proof or buy a policy in-flow APOLLO Insurance, a Canadian provider of digital-first insurance products and an innovator in embedded...
PGA TOUR University Names Huntington Bank Official Sponsor
PGA TOUR University announced The Huntington National Bank as an official sponsor, extending the bank’s sports marketing efforts and reinforcing its commitment to collegiate athletics....
Merit Financial Advisors Partners with TL Financial Group, Opens in Michigan
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...
Integrity Announces Chris Cassidy as SVP, Integrity Wealth
Cassidy’s background further enhances Integrity’s mission to transform the industry through holistic life, health and wealth protection and planning Integrity, LLC (“Integrity”), a leading distributor...
Ryan Expands UK Tax Services with WYM Rating Acquisition
Ryan, a leading global tax services and software provider, is pleased to announce the acquisition of Williams Young McKaig Ltd, a specialized commercial property consultancy,...
Avestar Capital Launches Singapore Office
US-Based Multi-Family Office Strengthens Global Footprint to Serve Asia’s Ultra-Wealthy Families Avestar Capital, a leading U.S.-based multi-family office, today announced the official launch of its...
Generational Group Advises WRS Corp in Sale to Individual Buyer
Generational Group, a leading mergers and acquisitions advisory firm for privately held businesses, is pleased to announce the sale of World Resource Solutions, Corp. to...
Better Mortgage Renews $175M Warehouse Facility
Better Home & Finance Holding Company (NASDAQ: BETR) (“Better.com”) today announced the successful amendment and renewal of a $175 million warehouse credit facility with a...