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Seven Years Running: Serent Capital Named a Founder-Friendly Investor by Inc. Magazine
AUSTIN, Texas & SAN FRANCISCO--(BUSINESS WIRE)--Serent Capital, a growth-focused private equity firm that partners with founder-led B2B SaaS and technology companies, announced today that it has been named to Inc. Magazine’s prestigious Founder-Friendly Investors list for the seventh consecutive year. The list honors private equity and venture capital firms with a track record of backing entrepreneurs and supporting founder-led businesses through scale and transformation. "This recognition rema
EVOK Stock Alert: Halper Sadeh LLC is Investigating Whether the Sale of Evoke Pharma, Inc. is Fair to Shareholders
NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating whether the sale of Evoke Pharma, Inc. (NASDAQ: EVOK) to QOL Medical, LLC for $11.00 per share in cash is fair to Evoke shareholders. Halper Sadeh encourages Evoke 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 Evoke and its boar
Jopari Solutions Unveils Next-Generation Payment Platform for Electronic Claims Automation
CONCORD, Calif.--(BUSINESS WIRE)--Jopari Solutions, a healthcare technology leader in electronic billing, attachments, and payments, today announced the release of Jopari ProPay® 2.0, the next evolution of its long-standing electronic payment platform. Building on more than two decades of innovation in claims related payments, Jopari ProPay® delivers enhanced automation, flexibility, and financial connectivity across the Property & Casualty, Commercial, and Government Health markets. Design
Esker and Numen Announce Strategic Partnership to Accelerate SAP Customer Transformation Across the Americas
LYON, France & MIDDLETON, Wis.--(BUSINESS WIRE)--Esker, the leading AI Automation Suite for the Office of the CFO, today announced a new strategic partnership with Numen, a leading technology solutions company specializing in SAP digital transformation. The partnership will help enterprises across North and South America transform their finance and operations ecosystems as they prepare for the next wave of SAP modernization. The partnership comes at a pivotal moment as SAP phases out maintenanc
ID5 Acquires TrueData, Combining Strengths to Create the Most Comprehensive Identity Solution for Digital Advertising
LONDON & NEW YORK--(BUSINESS WIRE)--ID5, the market-leading ID provider for digital advertising, has today announced the acquisition of TrueData, a top-tier US-based identity graph company. The deal represents a major step forward in ID5’s growth strategy, significantly strengthening its presence in the US and broadening the value it can deliver to partners worldwide. ID5, recognized as a global leader in the alternative ID space, has built a strong foothold in the US, where the majority of its
Seward & Kissel Adds Seasoned SEC Regulator to Distinguished Investment Management Group
NEW YORK--(BUSINESS WIRE)--Seward & Kissel LLP announced today that Erin Galipeau has joined the Firm as special counsel in its Investment Management Group in Washington, D.C. Galipeau comes to Seward & Kissel with nearly two decades of experience at the U.S. Securities and Exchange Commission. While at the SEC, Galipeau served in the roles of examination manager and senior counsel where she conducted investment adviser and investment company examinations. “We are thrilled to welcome Er
Ascent Developer Solutions Provides $400 Million Debt Facility to Thomas James Homes, the Nation’s Largest Single-Lot Homebuilder
LOS ANGELES--(BUSINESS WIRE)--Ascent Developer Solutions Provides $400 Million Debt Facility to Thomas James Homes, the Nation’s Largest Single-Lot Homebuilder
Interactive Brokers: Financial Advisors Are Increasingly Optimistic Heading into Year-End
GREENWICH, Conn.--(BUSINESS WIRE)-- #IBKR--Interactive Brokers: Financial advisors are increasingly optimistic heading into year-end.
Fasano Longevity Conference Explores Politics, Investments and Medical Research
WASHINGTON--(BUSINESS WIRE)--On Nov 3, the Fasano Longevity Conference united experts in policy, finance, & medicine to share data-driven insights on aging & investment trends.
Orion Introduces Enhanced Integration with Schwab Advisor Center® at IMPACT® 2025 with Automated Beneficiary Updates
OMAHA, Neb.--(BUSINESS WIRE)--With IMPACT® kicking off today in Denver, Orion announced a significant enhancement to its integration with Schwab Advisor Services. Beneficiary information will now flow automatically from the account profile on Schwab Advisor Center into Orion, providing advisors with accurate, once-daily updates and eliminating the need for manual data entry. “This enhancement with Schwab isn’t just about data – it’s about removing friction,” said Reed Colley, President of Orion
Potomac Surpasses $3 Billion in Assets, Names Dan Russo, CMT, Co-Chief Investment Officer
BETHESDA, Md.--(BUSINESS WIRE)--Potomac, a tactical asset manager, is proud to announce a major milestone: crossing $3 billion in combined assets under management and assets under advisory. This achievement reflects the firm’s commitment to putting the right people in the right seats, highlighted by the promotion of Dan Russo, CMT, to Co-Chief Investment Officer. Potomac’s growth has been exponential. In 2019, the firm closed the year with approximately $140 million in assets. Since then, its t
Huron Acquires the Payor Consulting Services Division of AXIOM Systems to Strengthen Digital-focused Payor Capabilities
CHICAGO--(BUSINESS WIRE)--Global professional services firm Huron (NASDAQ: HURN) today announced it has acquired the payor consulting services division of AXIOM Systems (AXIOM), a healthcare information technology firm specializing in core administration systems and digital transformation for payors and payor-provider organizations. The acquisition expands Huron’s capabilities in the payor ecosystem. “We are excited to welcome AXIOM’s consulting services team to Huron,” said Mark Hussey, chief
Houlihan Lokey Announces the Houlihan Lokey Private Credit DataBank
NEW YORK--(BUSINESS WIRE)--Houlihan Lokey launches the Private Credit DataBank, a proprietary platform delivering structured, loan-level insights into private credit.
HoloMD Closes $1.6M Seed Round First Tranche; Announces Investor Briefing on November 11
ROCKVILLE, Md.--(BUSINESS WIRE)--HoloMD, the AI-powered Remote Therapeutic Monitoring (RTM) platform for psychiatry, has completed a $1.6 million first close of its $3 million seed round. The company will host a virtual investor presentation on Tuesday, November 11, at 12:00 p.m. ET, to share progress and next-stage growth plans. Interested investors may RSVP to Dominic Fabrizio at Dominic@HoloMD.ai. Expanding Access and Scaling Dr. Holo The new capital will accelerate the development and expan
Integrated Partners Reaches 250 CPA Partner Firms, Expands CPA Alliance Program
BOSTON--(BUSINESS WIRE)-- #CPAAlliance--Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) serving more than $23 billion in assets under advisement (AUA), has established its 250th certified public accountant (CPA) partnership through The Integrated CPA Alliance Program (“CPA Alliance”). Founded more than 25 years ago, the CPA Alliance connects CPAs and financial advisors in a collaborative model that helps advisors gain high-quality client referrals whi
NACD New England elects Kevin McGovern as new president, adds Agnes Bundy Scanlan and Gloria C. Larson to board
BOSTON--(BUSINESS WIRE)-- #boards--NACD New England has elected Kevin McGovern as its new president and added Agnes Bundy Scanlan and Gloria C. Larson to NACDNE's board of directors.
Alaris Acquisitions Launches First-of-Its-Kind Buyer Portal, Redefining RIA M&A Connectivity
CHARLOTTE, N.C.--(BUSINESS WIRE)-- #AI--Alaris Acquisitions, a leading sell-side M&A consultancy for the wealth management industry, today announced the launch of its Buyer Portal, a first-of-its-kind digital hub where acquirers can present their firm to potential sellers through data-rich profiles, videos and interactive insights. The new Portal, powered by Alaris’ proprietary AI-driven platform, marks a major step forward in creating a more transparent, efficient and humanized M&A experienc
Mastercard to Participate in Upcoming Investor Conferences
PURCHASE, N.Y.--(BUSINESS WIRE)--Mastercard (NYSE: MA) announced its participation in three upcoming investor conferences
Thryv Introduces AI-Enabled Marketing Software for Home Services Businesses
DALLAS--(BUSINESS WIRE)--Thryv® Holdings, Inc. (NASDAQ:THRY), provider of the leading small business marketing and sales software platform, has launched a tailored growth marketing solution for home services businesses looking to scale. Using Thryv’s AI-driven automated software, these businesses can market their services to high-intent prospects and accelerate revenue growth. “We work with over 15,000 home services businesses and the majority believe that achieving scale is the best way to com
Zest AI Secures Strategic Investment from Customers in Oversubscribed Round
BURBANK, Calif.--(BUSINESS WIRE)--Zest AI, a leading provider of AI-powered lending solutions, today announced the successful completion of an oversubscribed, customer-led financing round. The investment was led by five of the company's key customers – SchoolsFirst Federal Credit Union, Members 1st Federal Credit Union, ORNL Federal Credit Union, Truliant Federal Credit Union, and Citi, through its investing group Citi Ventures. The financing represents a significant valuation increase from Zes
