fintech in investment - FinTecBuzz

Nate Klebacha joins The Presidio Group as Managing Director

July 18, 20234 min

The longtime mergers and acquisitions professional will focus on dealership buy-sell work at Presidio. The Presidio Group LLC (“Presidio”), an independent merchant banking firm focused on mergers and acquisitions, capital raising and investments in the automotive retail and consumer mobility sectors, announced the addition of dealership buy-sell veteran Nate Klebacha as Managing Director. Klebacha, who has been involved in transactions involving nearly 200 dealerships and with an approximate deal value of $4 billion, will focus...

by BusinessWire

Investments

Blue Room Investing Expands Exec Team With Key Hire John Fenley

July 13, 20234 min

Seasoned Executive joins Blue Room Investing

by BusinessWire

Investments

Passthrough and STP Investment Services strategically partner

July 10, 20235 min

Passthrough, a leader in fund workflow automation for investors, fund managers, and other fintech, and STP Investment Services (STP), a leading technology-enabled services company, are excited to announce a strategic partnership to transform the investor onboarding experience and drive operational efficiencies for STP’s clients and their investors. STP serves as a trusted partner providing front, middle, and back-office solutions to investment managers, funds, family offices, wealth managers, and plan sponsors. With Passthrough’s digital platform, STP’s...

by BusinessWire

Investments

Francisco Partners Acquires Macrobond from Nordic Capital

July 10, 20235 min

Francisco Partners, a leading global investment firm that specializes in partnering with technology businesses, announced its acquisition of Macrobond, a top innovator in the financial data and technology industry, from Nordic Capital, a leading European private equity investor. Macrobond’s Founder Tomas Liljeborg will continue as Chief Executive Officer and will remain a significant equity holder in the company. Since 2008, Macrobond has been transforming the work flows of economists, analysts and strategists across the globe,...

by PRNewswire

Investments

Global Millennial Capital Launches Web3 Investment Program

July 5, 20236 min

The program aims to invest in companies operating in verticals such as data ownership, Web3 privacy tools, NFTs, cryptocurrency platforms, blockchain technology, and DeFi.

by PRNewswire

Investments

ADGM Implements its Sustainable Finance Regulatory Framework

July 4, 202311 min

ADGM has implemented its sustainable finance regulatory framework, comprising the region’s most comprehensive ESG disclosure requirements and a regulatory framework for funds, discretionary managed portfolios, bonds and sukuks designed to accelerate the transition of the UAE to net zero greenhouse gas emissions. The framework complements ADGM’s existing regulation of carbon offsets, facilitating the establishment of the world’s first regulated carbon offsets exchange and clearing house in ADGM. These measures reflect ADGM’s position as a leading sustainable...

by PRNewswire

Investments

REYL Intesa Sanpaolo acquires Carnegie Fund Services

July 4, 20237 min

REYL Intesa Sanpaolo is proud to announce the acquisition of Carnegie Fund Services SA (“Carnegie”), one of Switzerland’s leading Swiss Fund Representatives. Founded in 2003, Carnegie services clients encompassing fund management companies, boutique firms and large global asset management groups based in Europe, North America, Asia, and Australia. Today, it acts as a Swiss representative for over 100 global investment managers and over 700 funds. These funds are domiciled anywhere from Ireland, Luxembourg, France, all the way to Singapore and Cayman. The acquisition of Carnegie...

by BusinessWire

Investments

Clear Street to Launch Investment Banking Business, Advisory Services

June 30, 20236 min

Fintech prime broker welcomes industry experts from JonesTrading, Bridgeway Capital Partners, EF Hutton to lead new practice area

by GlobeNewswire

Investments

Halo Investing Names Matt Radgowski as the New CEO

June 28, 20233 min

Chicago-Based Halo Investing, Inc., an award-winning platform for Protective Investment Solutions such as Structured Notes, Buffered ETFs, and Annuities, has appointed Matt Radgowski, currently Halo’s Chief Operating Officer, to become its new Chief Executive Officer. Over the coming weeks, Biju Kulathakal, Halo’s current CEO, will transition responsibilities to Mr. Radgowski. Halo’s Leadership team and the Board of Directors are confident that Halo will make this change seamlessly and continue to innovate how the world accesses...

by PRNewswire

Investments

Jessi Chadd Named Among InvestmentNews “40 Under 40”

June 26, 20234 min

Chadd recognized for her leadership accomplishments; commitment to clients and the financial services profession.

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