Tom Hackett named chief executive officer of Truist Securities
March 14, 20235 min
Hackett succeeds John Gregg, who will retire
BGL Announces New Partnership Between Utitec and Cadence
February 22, 20233 min
Brown Gibbons Lang & Company (BGL), a leading investment banking and financial advisory firm, is pleased to announce a new partnership between Utitec, Inc. (Utitec), a manufacturer specializing in miniature, deep drawn medical device and commercial components, and Cadence, Inc. (Cadence), a leading contract manufacturer of medical and drug delivery devices and specialty commercial products. BGL’s Healthcare investment banking team initiated the transaction and acted as the exclusive financial advisor to Utitec. The specific terms of the transaction...
Freedom Holding Corp. Inks Agreement to Acquire Maxim Group
February 17, 20235 min
Acquisition will expand capital markets, research, and investment banking capabilities
Wassim Al-Khatib Joins Lazard as CEO, MENA Investment Banking
January 23, 20234 min
Lazard Ltd (NYSE: LAZ) today announced the appointment of Wassim Al-Khatib as Chief Executive Officer (CEO) of the firm’s Financial Advisory business in the Middle East and North Africa (MENA), and CEO of Lazard Saudi Arabia, subject to regulatory approval. Wassim Al-Khatib will be based in the Riyadh office, which will serve as Lazard’s regional MENA Investment Banking hub. “We are pleased to have Wassim join us as CEO of our MENA Investment Banking business,”...
Crypto Shark Announces Record Profits for the Last Quarter of 2022
January 18, 20234 min
The software based investment company have experienced unprecedented growth over the past 12 months and it shows no sign of slowing down in 2023. Crypto Shark have slowly been gaining market share in the alternative investment market due to their patented trading algorithms that have allowed clients to benefit from the crypto ecosystem around the world since 2017. Crypto Shark are only going to become bigger due to the huge news that the app will be available for free...
Investment firm KKR Appoints Tim Lawler as Executive Advisor
January 17, 20235 min
KKR, a leading global investment firm, announced today the appointment of Tim Lawler as an Executive Advisor. Mr. Lawler will work alongside the KKR Americas Health Care team to help develop a differentiated approach to executive talent management for existing portfolio companies and prospective investment opportunities. Mr. Lawler will focus on cultivating long-term relationships with accomplished CEOs and other executives and will help build various capabilities within KKR to help the firm be an exceptional...
Wealthcare Acquires Sommers Financial Management
January 13, 20234 min
Wealthcare Advisory Partners LLC (“Wealthcare” or the “Company”), a technology-enabled full-service RIA that supports independent financial advisors and a NewSpring Holdings platform company, today announced the acquisition of Sommers Financial Management (“Sommers Financial”). This deal marks Wealthcare’s third RIA acquisition in the past six months and expands the Company’s presence in the direct advisory market. With advisors in Scappoose, OR, and Tucson, AZ, Sommers Financial was founded in 2002 and advises on more than $100 million in assets under management...
CAPTRUST Grows Nashville Presence Adding Trustcore Financial
January 13, 20233 min
CAPTRUST Financial Advisors (CAPTRUST) announced today the addition of TrustCore Financial Services (TrustCore). The registered investment advisor (RIA) is based in Nashville, Tennessee, and is led by Partner and CEO Gary Dean. TrustCore is the second CAPTRUST office in Nashville, following the addition of New Market Wealth Management in 2021. TrustCore oversees nearly $2.3 billion in assets and supports individuals, families, endowments, and foundations. More than 75 percent of TrustCore’s clients are located in the Middle Tennessee region. The deal brings 48 new colleagues to...
The Patriot Financial Group Affiliates with Cetera
January 11, 20235 min
$2.5 billion firm joins Cetera Financial Specialists community from Securities America
Lido Advisors to Partner with Colorado Financial Management
January 11, 20235 min
Culturally Aligned Team Expands Mountain West Region and Family Office Offering