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Advyzon Launches the Industry’s Only Natively Built, AI-Powered Cash Flow Planning Experience Within a Unified Wealth Management Platform
CHICAGO--(BUSINESS WIRE)-- #AI--Advyzon, a global AI-powered, unified wealth management technology and data platform for advisory firms, today announced the launch of Advyzon Financial Planning, a comprehensive cash-flow planning and projection solution built natively into the Advyzon platform.Led by Kevin Hughes, President of Financial Planning at Advyzon, whose nearly two decades of experience have helped shape financial planning technology, the solution combines deep planning expertise with Advyzon
Bill Achtmeyer, Founder of The Parthenon Group, Joins Matters Graph as Chairman of Its Advisory Board
WASHINGTON--(BUSINESS WIRE)--Bill Achtmeyer, founder of The Parthenon Group, has joined Matters Graph® as Chairman of its Advisory Board, working alongside Mark Stein and Jeff Merkle, who founded the firm in 2017. Matters Graph is a strategy consulting firm that serves private equity sponsors, private credit, and corporate development teams. It has deliberately limited its work to two things: commercial due diligence for buyers and commercial value creation for the businesses its clients own. I
Essential Properties Realty Trust, Inc. Announces Proposed Exchangeable Senior Notes Offering
PRINCETON, N.J.--(BUSINESS WIRE)--Essential Properties Realty Trust, Inc. (NYSE: EPRT; the “Company”) announced today that its operating partnership, Essential Properties, L.P. (the “Operating Partnership”), intends to offer, subject to market and other conditions, $450.0 million aggregate principal amount of exchangeable senior notes due 2032 (the “Notes”) in a private offering to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of
Francisco Partners Recognized by Inc. as a Founder-Friendly Investor for Sixth Consecutive Year
SAN FRANCISCO--(BUSINESS WIRE)--Francisco Partners (“FP”), a leading investment firm that specializes in partnering with technology businesses, today announced its sixth consecutive inclusion on Inc.’s Founder-Friendly Investors list, which honors private equity, venture capital firms and lenders with demonstrated track records of supporting founder-led companies. This year’s list recognizes 294 firms for their collaborative approach to partnering with founders and providing the strategic suppo
SoFi Reports Third Quarter 2026 with Record Net Revenue of $1.4 Billion, Net Income of $241 Million and Raises Full-Year Guidance
SAN FRANCISCO--(BUSINESS WIRE)--SoFi Technologies, Inc. (NASDAQ: SOFI), a member-centric, everything app for digital financial services that helps members borrow, save, spend, invest and protect their money, reported financial results today for its third quarter ended September 30, 2026. “We had exceptional Q3 results against the backdrop of any environment, but they are even more remarkable given how 2026 has unfolded,” said Anthony Noto, CEO of SoFi. “Our focus is simple. We are adding more m
Kerrigan Advisors Represents Gossett Motor Cars on the Sale of Four Kia and Hyundai Dealerships in Memphis, Tennessee to Lithia Motors
MEMPHIS, Tenn.--(BUSINESS WIRE)-- #AutoRetail--Kerrigan Advisors is pleased to represent Gossett Motor Cars, the largest privately owned dealership group in Memphis, in the sale of four Kia and Hyundai dealerships to Lithia Motors (NYSE: LAD). The transaction, which included Gossett Kia, Gossett Hyundai, Gossett Kia South and Gossett Hyundai South, marks Kerrigan Advisors’ 474th franchise sold since the firm’s founding in 2014, and its 156th franchise sold in the South, leading the industry in that region. N
FTV Capital Named to Inc.’s Founder-Friendly Investors List for Sixth Consecutive Year; Brad Bernstein Recognized as Founder Champion
NEW YORK & SAN FRANCISCO--(BUSINESS WIRE)--FTV Capital, a leading sector-focused growth equity investment firm, today announced its inclusion for the sixth consecutive year on Inc.’s annual Founder-Friendly Investors list. The list honors the private equity firms, venture capital firms and lenders with established track records of backing founder-led companies. Brad Bernstein, managing partner at FTV Capital, was also named to Inc.’s inaugural Founder Champions list for his longstanding commitm
Community Financial System, Inc. Reports Third Quarter 2026 Results
SYRACUSE, N.Y.--(BUSINESS WIRE)--Community Financial System, Inc. Reports Third Quarter 2026 Results
Compass Pathways to Announce Third Quarter 2026 Financial Results on November 3, 2026
LONDON & JERSEY CITY, N.J.--(BUSINESS WIRE)---- $CMPS #Biotech--Compass Pathways plc (Nasdaq: CMPS), a biotechnology company dedicated to unlocking urgently needed new treatment options in mental health care, announced today that it will release financial results for the third quarter ended September 30, 2026, and provide an update on recent developments, on November 3, 2026. Compass management will host a conference call at 8:00 am ET (1:00 pm UK) on November 3, 2026. A live webcast of the call will be available
Tandems Launches Hamilton, New Assistant Built Directly Into Its AI-Native WealthOS
SAN FRANCISCO--(BUSINESS WIRE)--Tandems, an AI-native wealth operating system for financial advisors, today announced the launch of Hamilton, a new AI assistant that can handle up to 80% of a financial advisor’s daily tasks. Hamilton plugs natively into the majority of core systems that its customers use across banking and wealth, unlocks dozens of tools Tandems has custom-built for advisors, and runs on proprietary verticalized AI built on a multi-model architecture. Its Model Harness Optimizer
Franklin University Centralizes Purchasing With Euna Marketplace, Freeing Staff Time and Resources to Better Serve Students
ATLANTA & TORONTO--(BUSINESS WIRE)--Euna Solutions®, a leading provider of purpose-built, cloud-based solutions for the public sector, today announced that Franklin University, a private nonprofit institution in Ohio, is using Euna Marketplace to centralize approximately 100 separate vendor accounts, while ensuring compliant catalog purchasing across the university. Consolidating vendor accounts into one platform with a pre-approved purchasing catalog has helped Franklin University reduce admini
Hercules Capital Declares a Total Cash Distribution of $0.47 per Share for the Third Quarter 2026
SAN MATEO, Calif.--(BUSINESS WIRE)--Hercules Capital, Inc. (NYSE: HTGC) (“Hercules,” “Hercules Capital,” or the “Company”), the largest and leading specialty financing provider to innovative venture, growth and established stage companies backed by some of the leading and top-tier venture capital and select private equity firms, is pleased to announce that its Board of Directors has declared a third quarter 2026 total cash distribution of $0.47 per share. The following shows the key dates of th
BitGo to Integrate WisdomTree Tokenized Money Market Fund into Institutional Custody and Settlement Platform
NEW YORK--(BUSINESS WIRE)--BitGo Bank & Trust, National Association (“BitGo Bank & Trust”), an OCC-regulated digital asset trust bank and a subsidiary of BitGo Holdings, Inc. (NYSE: BTGO) (“BitGo”), the digital asset infrastructure company, today announced that eligible institutional clients will be able to access the WisdomTree Treasury Money Market Digital Fund (“WTGXX” or the “Fund”) directly through BitGo Mint. The integration brings a tokenized, yield-bearing government money marke
ACI Worldwide and Circle Collaborate to Bring USDC Settlement to Existing Payments Infrastructure in Latin America
OMAHA, Neb. & NEW YORK--(BUSINESS WIRE)--ACI Worldwide (NASDAQ: ACIW), an original innovator in global payments technology, and Circle Internet Group (NYSE: CRCL), one of the world's leading internet financial platform companies and the issuer of USDC1 through its regulated entities, today announced a collaboration to show how stablecoin settlement can be integrated into existing banking and payment infrastructure. The initiative leverages ACI Connetic, ACI’s cloud-native intelligent payments o
Ares Capital Corporation Agrees to Acquire MidCap Financial Investment Corporation
NEW YORK--(BUSINESS WIRE)--Ares Capital Corporation (NASDAQ: ARCC) (“Ares Capital”) and MidCap Financial Investment Corporation (NASDAQ: MFIC) (“MFIC”) announced today that they have entered into a definitive merger agreement under which Ares Capital will acquire MFIC in a stock-and-cash transaction for a total enterprise value of approximately $2.6 billion (the “Transaction”). The Transaction is expected to further strengthen Ares Capital’s position as the largest publicly traded business deve
Advent Raises $30 Billion for Global Fund Complex
BOSTON & LONDON--(BUSINESS WIRE)--Advent, a leading global private equity investor, today announced it has raised $30 billion across its global fund complex, comprising close to $27 billion for its 11th flagship fund, Advent International GPE XI (“GPE XI”), surpassing its target of $26 billion, and over $3 billion for its new mid-market strategy, Advent Mid-Market Private Equity (the "Mid-Market Fund").The milestone reflects robust global investor demand and confidence in Advent’s differentiated
N-able Launches AI-Accelerated Vulnerability and Patch Management
BURLINGTON, Mass.--(BUSINESS WIRE)--N-able, Inc. (NYSE: NABL), a global cybersecurity company delivering business resilience, today announced the launch of AI-accelerated Vulnerability and Patch Management, giving IT teams and service providers a vital defense against increasingly industrialized cybercrime. AI-accelerated Vulnerability and Patch Management will see enhancements across N-able’s Unified Endpoint Management (UEM) platform that will reduce the patching window from days to minutes.
Crescent European Specialty Lending Provides Financing to Support Continued Growth of German Electrical Inspection and Testing Services Provider DPG
LONDON & LOS ANGELES--(BUSINESS WIRE)--Crescent Capital Group LP, one of the leading alternative credit investment firms, announced today that its European Specialty Lending strategy has provided financing to support DPG - Deutsche Elektro Prüfgesellschaft mbH (“DPG”), a German provider of electrical inspection and testing services and a portfolio company of Rantum Capital, a private equity firm focused on the DACH region and a Janus Henderson Group company. Crescent served as sole arranger for
Causeway Capital Management Launches Causeway Global Systematic UCITS Fund
LONDON & LOS ANGELES--(BUSINESS WIRE)--Causeway Capital announces the launch of the Causeway Global Systematic UCITS Fund.
A Decade at the Top: Syngenta Named Agriculture's Leading Employer by Science Magazine for 10th Successive Year
BASEL, Switzerland--(BUSINESS WIRE)--Syngenta Group has been named agriculture's leading employer in Science magazine's annual Top Employers survey for the 10th consecutive year, a milestone that reflects the company's sustained leadership in scientific innovation, as well as its ability to attract, develop and retain world-class scientific talent. Syngenta was ranked 6th among science-driven companies globally. The Group has been recognized as among the top 10 since 2019. The prestigious Scien
