Union Square Advisors Forecasts Continued Deal Momentum in 2025
January 31, 20257 min
Investment bank releases eighth annual Outlook Report with predictions for dealmaking within traditional and emerging technology
Piper Sandler Strengthens Financial Services Group Adding Matt Somma
November 22, 20245 min
Piper Sandler Companies (NYSE: PIPR), a leading investment bank, is pleased to announce the addition of Matt Somma as a managing director in the financial services group. His primary responsibilities will be advising asset and wealth management firms on M&A transactions and capital raises, as well as providing advice to family offices and their respective portfolio companies on strategic alternatives. Somma will be based in the New York office and report to Bill Burgess and Scott Clark, co-heads of investment banking...
Summit Partners, a leading alternative investment firm, announced the promotion of three professionals and the addition of one new Principal across the firm’s global offices. Yoon Lee has been promoted to Partner, and Hanyin Cheng and Cody Lee have been promoted to Principal. In addition, Ryan McDonald has joined the firm’s Healthcare & Life Sciences team as a Principal. “We are very pleased to recognize the performance of these three colleagues with well-earned promotions,” said Peter...
Houlihan Lokey expands Healthcare Group with two senior hires
January 5, 20244 min
Dudley Baker and Kerr Robertson Join as Managing Directors to Cover Healthcare Information Technology and Behavioral and Other Healthcare Services, Respectively
Skytale Group hires Morgen Buck as Head of Marketing
September 21, 20233 min
Skytale Group, an investment bank and management consulting firm focused on healthcare businesses, is pleased to announce the hiring of Morgen Buck as Head of Marketing. Buck is a proven marketing leader and will be responsible for establishing and implementing a strategic marketing plan that will continue to elevate the firm’s overall brand, digital experience, and communications. “Morgen brings a track record of developing successful marketing strategies and innovative campaigns across a variety of business...
Cboe Global Markets announced new appointment
August 18, 20234 min
Cboe Global Markets, Inc, the world’s leading derivatives and securities exchange network, announced Mandy Xu had joined the company as Vice President and Head of Derivatives Market Intelligence. In this role, Xu is planning to produce high-level insights and analysis on derivatives market themes and flows, with a focus on furthering client education on Cboe’s markets and its leading suite of derivatives products. “Being a trusted derivatives marketplace and information provider is part of Cboe’s...
Growth Equity Firm Edison Partners hired Ben Laufer as Principal
August 10, 20234 min
Edison Partners, a leading growth equity investment firm, is pleased to announce that Ben Laufer has joined the investment team as a Principal. Laufer is the tenth new hire in the last 18 months, as the tech-focused growth equity firm continues to bolster its ranks. Last week, Edison announced the hiring of three investment and value creation professionals. As Principal, Laufer is focused on investments in FinTech and Healthcare IT. He will also establish the sixth Center...
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...
Fintech prime broker welcomes industry experts from JonesTrading, Bridgeway Capital Partners, EF Hutton to lead new practice area
London-based Emerging Markets Investment Bank Announces the Launch of its Broker-Dealer Affiliate in New York BancTrust & Co. Investment Bank (BancTrust), a leading global emerging markets investment bank, today announced the launch of BancTrust Securities USA (BancTrust USA), its U.S. broker-dealer affiliate. BancTrust USA is a member of Financial Regulatory Authority (FINRA) and is registered with the Securities and Exchange Commission (SEC). BancTrust USA is based in New York City and will represent BancTrust with U.S. institutional investors and major U.S. institutional investors under...