investment banking - FinTecBuzz

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...

by PRNewswire

Investments

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...

by PRNewswire

Investments

The Patriot Financial Group Affiliates with Cetera

January 11, 20235 min

$2.5 billion firm joins Cetera Financial Specialists community from Securities America

by BusinessWire

Investments

Lido Advisors to Partner with Colorado Financial Management

January 11, 20235 min

Culturally Aligned Team Expands Mountain West Region and Family Office Offering

by FTB News Desk

Interview

FinTech Interview with Oi-Yee Choo, CEO, ADDX

January 11, 202326 min

by BusinessWire

Investments

Olga Lewis Joins Centerview Partners

January 10, 20234 min

Centerview Partners, a leading independent investment banking advisory firm, announced today that Olga Lewis has joined the firm as a Partner in its New York office. Lewis joins Centerview from Goldman Sachs, where she most recently served as Managing Director in the Consumer Retail investment banking group, focused on covering retail, restaurants, branded apparel, and personal care. “I am thrilled to join Centerview as the next step in my career. I have had the privilege...

by BusinessWire

Investments

TA Announces Global Investment Staff Promotions

January 9, 20238 min

TA Associates (“TA”), a leading global growth private equity firm, today announced nine promotions earned by investment staff, effective January 1, 2023. These include the promotion of Mike Libert to Managing Director and Stefan Dandl to Director. Additionally, Ben Bold and Rafael Telahun have been promoted to Senior Vice President, and Ali Abdel-Halim, Yash Baheti, Laurent Indekeu, Enzo Loreti and Kaelan Ong have been promoted to Vice President. “The strength and versatility of our team...

by BusinessWire

Investments

Generational Group once again recognized by The M&A Advisor

June 8, 20226 min

Generational also takes top honors for Private Equity Deal of the Year in the $10 – $100 million range, as well as M&A Deal of the Year in the $25 – $50 million range Generational Group, a leading investment banking firm for privately held businesses, is pleased to announce that it has once again been recognized by The M&A Advisor at the 13th Annual International M&A Advisor Awards, winning the awards for Investment Banking Firm of the Year (North...

by PRNewswire

Investments

Piper Sandler Hires Shiva Kumar as MD & Head of Mobility Tech

May 17, 20224 min

Piper Sandler Companies (NYSE: PIPR), a leading investment bank, is pleased to announce the addition of Shiva Kumar as managing director and head of mobility technology based in the San Francisco office. Shiva joins the team with over 20 years of investment banking, finance and corporate development & strategy experience in mobility and technology. “Significant advancement in software and hardware is disrupting the mobility sector at a rapid pace, driving fundamental shift in the way we...

by PRNewswire

Banking

SVB Securities adds Georgi Balinov to Tech Investment Banking Team

March 24, 20224 min

SVB Securities, a leading investment bank serving the innovation economy, announced today that Georgi Balinov has joined the firm’s tech investment banking team as a senior managing director. He will be responsible for SVB Securities’ efforts to deliver advisory and capital solutions across the rapidly growing fintech vertical. Balinov will partner alongside Henry Pinnell in leading the coverage of the vertical and will report directly to Jason Auerbach, Co-Head of Investment Banking and Global Head of Tech Investment...

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