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Nexa Equity Further Strengthens Founder-First Focused Team Through Additions to Investment and Operating Bench
SAN FRANCISCO--(BUSINESS WIRE)--Nexa Equity, a San Francisco-based private equity firm that partners with high-growth vertical SaaS companies to help scale them into market leaders, today announced three senior additions that significantly expand its investment and operating capabilities: Peter Stefanski joins as a Partner from Thoma Bravo; Blake Shott joins as a Principal from Sumeru Equity Partners; and Conor Barber joins as Nexa’s fourth dedicated Operating Partner focused on technology and
Dynasty Financial Partners Welcomes Brian McDonald, a Highly Regarded Leader in the Equity Compensation Space, as a Senior Advisor
ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Dynasty Financial Partners today announced that it has named prominent equity compensation plan expert Brian McDonald as a Senior Advisor to the firm. McDonald brings decades of leadership experience from Morgan Stanley, where he served as Managing Director overseeing workplace financial solutions, equity compensation, and retirement benefits, as well as Charles Schwab, where he held key leadership roles spanning wealth management, stock plan services, and
Houlihan Lokey Bolsters Healthcare Capital Solutions Capabilities With Senior Hire
NEW YORK--(BUSINESS WIRE)--Houlihan Lokey, Inc. (NYSE:HLI), the global investment bank, announced today that Jason Cohen has joined as a Managing Director in its Capital Solutions Group. Based in New York, Mr. Cohen will work alongside Brent Shepherd and Neha Shah to further strengthen the firm’s healthcare capital solutions efforts, bringing more than 20 years of experience in coverage and execution in the life sciences and pharmaceutical space. Mr. Cohen joins following 18 years at Capital On
ADVM Stock Alert: Halper Sadeh LLC Is Investigating Whether the Sale of Adverum Biotechnologies, Inc. Is Fair to Shareholders
NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating whether the sale of Adverum Biotechnologies, Inc. (NASDAQ: ADVM) to Eli Lilly and Company is fair to Adverum shareholders. Under the terms of the proposed transaction, Adverum shareholders will receive $3.56 per share in cash plus one non-transferrable contingent value right (CVR) entitling the holder to receive up to an additional $8.91 per CVR in cash upon the achievement of two certain milestones. Halp
Confluence Named Category Leader in Chartis RiskTech Quadrant for Regulatory Reporting Solutions
PITTSBURGH--(BUSINESS WIRE)--Confluence Technologies, a global leader in regulatory, analytics, and investor communications solutions, has been recognized by Chartis Research as a Category Leader in its Regulatory Reporting Solutions 2025 report. Chartis recognized Confluence for the breadth and scalability of its Alternative Funds Reporting Platform featuring Omnia, which enables asset managers and fund administrators to meet global regulatory requirements efficiently across private and public
The Confidence Paradox: 2025 Global Retirement Pulse Survey
NEWARK, N.J.--(BUSINESS WIRE)--A new study by Prudential Financial, Inc. (NYSE: PRU) shows that mass affluent people around the world are confident about their retirement preparedness, but there is work to be done to help them protect their nest eggs and secure dependable income that lasts a lifetime. Through its Pulse Survey series, Prudential has studied broader economic trends impacting Americans for more than 20 years. The 2025 Global Retirement Pulse Survey, the series’ first-ever global e
Liberis Launches Its First Buy Now, Pay Later Product, Pay With Liberis, Alongside Vagaro
ATLANTA & LONDON--(BUSINESS WIRE)--Liberis, a leading global embedded finance provider, has today announced the U.S. launch of its new Buy Now, Pay Later product, Pay with Liberis. Vagaro, a leading business management platform for the beauty, wellness, and fitness industries, is the first of Liberis’ strategic partners to adopt the new product – which will be offered to their customers as Capital for Hardware. Vagaro’s users can now purchase products or services at checkout and pay through a f
Winged Keel Group Appoints Tricia Michaels, CFO, Expanding Leadership Team to Drive Accelerated Growth Strategy
NEW YORK--(BUSINESS WIRE)--Winged Keel Group (“Winged Keel”) today announced the appointment of Tricia Michaels to the role of Chief Financial Officer (CFO). Michaels, who is based in Winged Keel’s Boston office, brings extensive CFO experience across high-growth businesses and will be instrumental as the firm continues to scale its business and enhance operational excellence. “We are excited to welcome Tricia to Winged Keel and to continue building out an experienced leadership team focused on
DLA, LLC Appoints Andrew Shinn as Partner of Private Equity Advisory
FAIRFIELD, N.J.--(BUSINESS WIRE)--DLA, LLC, a leading provider of accounting, risk advisory, and financial consulting services, announced today the appointment of Andrew (Andy) Shinn as Partner within its Private Equity vertical. Reporting to Jim Hines, Head of the Private Equity vertical, Shinn will play a key leadership role in expanding DLA’s offerings for private equity clients and their portfolio companies—integrating the firm’s Accounting Outsourcing and Internal Audit expertise to delive
NIC Stock Alert: Halper Sadeh LLC Is Investigating Whether the Merger of Nicolet Bankshares, Inc. Is Fair to Shareholders
NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating whether the merger of Nicolet Bankshares, Inc. (NYSE: NIC) and MidWestOne Financial Group, Inc. is fair to Nicolet shareholders. Halper Sadeh encourages Nicolet shareholders to click here to learn more about their legal rights and options or contact Daniel Sadeh or Zachary Halper at (212) 763-0060 or sadeh@halpersadeh.com or zhalper@halpersadeh.com. The investigation concerns whether Nicolet and its board
American Express Declares Dividend on Series D Preferred Stock
NEW YORK--(BUSINESS WIRE)--The Board of Directors of American Express Company (NYSE: AXP) declared a quarterly dividend on the Company’s 3.550% Fixed Rate Reset Noncumulative Preferred Shares, Series D, of $8,973.61 per share (which is equivalent to $8.97361 per related Depositary Share). The dividend is payable on December 15, 2025, to shareholders of record on December 1, 2025. ABOUT AMERICAN EXPRESS American Express (NYSE: AXP) is a global payments and premium lifestyle brand powered by tech
IGI Appoints Malcolm Barnes as Head of Specialty Treaty
HAMILTON, Bermuda--(BUSINESS WIRE)--International General Insurance Holdings Ltd. (“IGI” or the “Company”) (NASDAQ: IGIC) today announced that London market professional Malcolm Barnes has joined the Company as Head of Specialty Treaty, based in its London office at 20 Fenchurch. Malcolm is responsible for building and managing the IGI’s specialty treaty reinsurance business, adding further depth and breadth as well as a dedicated London presence to IGI’s reinsurance team. Malcolm, who has more
MAI Capital Management Expands Presence in Florida With Addition of Liberty Private Client
CLEVELAND--(BUSINESS WIRE)--Acquisition adds $245 million in AUM as the firm continues its strategic growth trajectory
Netevia Commits Billions in Acquiring Volume to Highnote in Expanded 6-Year Agreement
SAN FRANCISCO--(BUSINESS WIRE)--Highnote, the unified platform for issuing, acquiring, credit, money movement, and real-time ledgering, today announced that Netevia has expanded its partnership through a six-year agreement that brings billions in annual acquiring and issuing volume to Highnote. The expanded relationship introduces new issuing capabilities for Netevia and strengthens its end-to-end payments orchestration offering, creating one of the most complete and modern payment stacks avail
F/m Investments Wins 2025 MMI/Barron’s Asset Manager of the Year Award
WASHINGTON--(BUSINESS WIRE)--F/m Investments (“F/m”), an $18 billion investment firm and innovative provider of exchange-traded funds (ETFs), has been named Asset Manager of the Year (Retail Advisory AUM < $25B) at the 2025 MMI/Barron’s Industry Awards. The award recognizes asset managers that offer breakthrough solutions, empowering advisors and investors through innovation and execution. “This award is a great honor for the F/m team and supports our conviction that fixed income doesn’t hav
i2c Marks 25 Years of Firsts—Accelerating Next-Generation Banking and Payments Innovation
REDWOOD CITY, Calif.--(BUSINESS WIRE)--i2c Inc., a global financial technology innovator, proudly marks its 25th anniversary, celebrating a quarter-century of innovation, trust, and transformation. Over the past year, i2c has continued its upward trajectory, forging strategic partnerships, launching groundbreaking products, and earning prestigious industry accolades—all powered by its unified platform, configurable solutions, and trusted industry ingenuity. “At i2c, we’ve always believed in dri
ThetaRay and Kaufman Rossin Announce AI AML Model Validation at Money20/20 USA
LAS VEGAS--(BUSINESS WIRE)-- #AI--ThetaRay announced at Money20/20 that Kaufman Rossin has independently validated its AI models for AML Transaction Monitoring and OFAC Screening.
MOFG Stock Alert: Halper Sadeh LLC Is Investigating Whether the Sale of MidWestOne Financial Group, Inc. Is Fair to Shareholders
NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating whether the sale of MidWestOne Financial Group, Inc. (NASDAQ: MOFG) to Nicolet Bankshares, Inc. for 0.3175 of a share of Nicolet common stock for each share of MidWestOne common stock is fair to MidWestOne shareholders. Halper Sadeh encourages MidWestOne shareholders to click here to learn more about their legal rights and options or contact Daniel Sadeh or Zachary Halper at (212) 763-0060 or sadeh@halper
Ryan Blaine Bennett Appointed Chair of Willkie Farr & Gallagher Restructuring Group
NEW YORK--(BUSINESS WIRE)--Willkie Farr & Gallagher LLP (“Willkie”) today announced that Ryan Blaine Bennett, one of the nation’s most respected restructuring lawyers, will join Willkie as Chair of the Restructuring Group. As Chair, Bennett will lead Willkie’s growing restructuring platform, which advises debtors, creditors, investors, and sponsors on complex restructurings, hybrid capital solutions, and distressed acquisitions. “Ryan has long been recognized as one of the foremost restruct
Survey From CORA Loyalty Finds That Rewards Remain Key Driver for Card Selection, Outweighing Fees and Security
WARMINSTER, Pa.--(BUSINESS WIRE)--CORA Loyalty, the loyalty portfolio arm of CORA Group (“CORA”), has released the findings from its online survey conducted by The Harris Poll. More than 2,000 U.S. adults were surveyed about how loyalty and reward programs influence their engagement with card providers and other brands. Key findings from this year’s survey include: Loyalty and rewards programs remain the top factor (50% in 2025, 55% in 2024) influencing which credit card Americans choose for pa
