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Graystone Consulting Named a Best Investment Consultant by Coalition Greenwich

Mon, 03/03/2025 - 12:53
NEW YORK--(BUSINESS WIRE)--Graystone Consulting, a business of Morgan Stanley (NYSE: MS), announced today that it was named by Crisil Coalition Greenwich, a leading global provider of strategic benchmarking, analytics, and insights to the financial services industry, as one of three firms designated as Best Investment Consultant, Service & Investment Counseling – Large Investment Consultants for Institutional Investors in the U.S. In addition, in each of the past three years, Graystone rece

PLYA Stock Alert: Halper Sadeh LLC Is Investigating Whether the Sale of Playa Hotels & Resorts N.V. Is Fair to Shareholders

Mon, 03/03/2025 - 12:53
NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating whether the sale of Playa Hotels & Resorts N.V. (NASDAQ: PLYA) to Hyatt Hotels Corporation for $13.50 per share is fair to Playa shareholders. Halper Sadeh encourages Playa 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 Playa

AMPS Stock Alert: Halper Sadeh LLC Is Investigating Whether the Sale of Altus Power, Inc. Is Fair to Shareholders

Mon, 03/03/2025 - 12:53
NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating whether the sale of Altus Power, Inc. (NYSE: AMPS) to TPG for $5.00 per share is fair to Altus shareholders. Halper Sadeh encourages Altus 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 Altus and its board of directors violated t

Best’s Commentary: Premium Decline in US Directors and Officers Liability Insurance Don’t Necessarily Fit with Risk Environment

Mon, 03/03/2025 - 12:53
OLDWICK, N.J.--(BUSINESS WIRE)-- #insurance--Two years of premium decline in the U.S. directors and officers (D&O) liability insurance line may well run counter to the persistent headwinds present in this segment, according to a new AM Best commentary. The corporate D&O segment continues to face multiple risks including those arising from economic uncertainty including artificial intelligence, an evolving legal landscape, changing climate patterns and potentially adverse shifts in public opinion. Ac

FNA Stock Alert: Halper Sadeh LLC Is Investigating Whether the Sale of Paragon 28, Inc. Is Fair to Shareholders

Mon, 03/03/2025 - 12:53
NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating whether the sale of Paragon 28, Inc. (NYSE: FNA) to Zimmer Biomet Holdings, Inc. for $13.00 per share in cash is fair to Paragon 28 shareholders. Paragon 28 shareholders will also receive a non-tradeable contingent value right entitling the holder to receive up to $1.00 per share in cash if certain revenue milestones are achieved. Halper Sadeh encourages Paragon 28 shareholders to click here to learn more

Pritzker Private Capital Agrees to Acquire Buckman

Mon, 03/03/2025 - 12:53
CHICAGO--(BUSINESS WIRE)--Pritzker Private Capital (“PPC” or “the firm”), a leader in family direct investing, today announced the signing of a definitive agreement to acquire Buckman (“the company”), a family-owned innovator in specialty solutions for water treatment and industrial processes. PPC will invest alongside members of the Buckman family and management to provide additional resources to support the company’s growth, product innovation and market expansion. Buckman’s current leadershi

KBRA Assigns Preliminary Ratings to Fannie Mae’s CAS 2025-R02

Mon, 03/03/2025 - 12:53
NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns preliminary ratings to 63 classes from Connecticut Avenue Securities Trust 2025-R02 (CAS 2025-R02), a credit risk sharing transaction with a total note offering of $710,598,000. The pool is characterized by loans with original loan-to-value (LTV) ratios that are greater than 60% and less than or equal to 80%. The Reference Pool consists of 49,051 residential mortgage loans with an outstanding principal balance of approximately $17.0 billion as of the cut-

Davis Polk Welcomes Antitrust Partner Nate Asker in New York

Mon, 03/03/2025 - 12:53
NEW YORK--(BUSINESS WIRE)--Davis Polk today announced that Nathaniel L. Asker has joined the firm as a partner in its Antitrust & Competition practice in New York.

Newly Combined Firm, Bartko Pavia LLP, Redefines Client Success with a Business-Centric Approach

Mon, 03/03/2025 - 12:53
NEW YORK--(BUSINESS WIRE)--Bartko LLP and Pavia & Harcourt LLP combine to create a national firm with an international reach and business-centric approach, focused on their clients’ goals and long-term success. Bartko, a leader in complex litigation, and Pavia & Harcourt, an international corporate boutique, have merged to create the national firm of Bartko Pavia LLP. With offices strategically located in San Francisco, Los Angeles, and New York, the new firm combines the firepower of a

Wolters Kluwer’s ftwilliam.com Launches New Form 5330 e-filing Functionality

Mon, 03/03/2025 - 12:53
NEW YORK--(BUSINESS WIRE)-- #form5330--Wolters Kluwer has introduced powerful new functionality that allows businesses to electronically file Form 5330 with the Internal Revenue Service (IRS) directly from employee benefit and pension software ftwilliam.com. Users are now able to efficiently prepare, submit, and track their Form 5330 filings through a familiar and easy-to-use interface. Rocco Impreveduto, VP of Regulatory & Compliance Solutions at Wolters Kluwer Legal & Regulatory U.S., said: "With

Q2 Releases New Report on Retail Banking Trends and Priorities

Mon, 03/03/2025 - 12:53
AUSTIN, Texas--(BUSINESS WIRE)--Q2 Holdings, Inc. (NYSE:QTWO), a leading provider of digital transformation solutions for financial services, today announced the release of the 2025 Retail Banking Trends and Priorities report, authored by Jim Marous and published by Digital Banking Report. This report details the most important retail banking trends and priorities, providing a roadmap for financial institutions as they navigate the evolving landscape. The Digital Banking Report commissioned a s

UBS Advisors Peter Dorfman and Mike Carr Receive Managing Director – Wealth Management Title

Mon, 03/03/2025 - 12:53
NEW YORK--(BUSINESS WIRE)--UBS Wealth Management US today announced that Private Wealth Advisor Peter Dorfman and Financial Advisor Mike Carr have received the title of Managing Director – Wealth Management. This achievement is a testament to their longstanding commitment to delivering exceptional wealth management and unparalleled client service. Peter and Mike have over 60 years of combined experience working in financial services. Together, alongside Private Wealth Advisor Scott Zelniker, th

DAT Names Jana Galbraith as Chief People Officer

Mon, 03/03/2025 - 12:53
BEAVERTON, Ore.--(BUSINESS WIRE)--DAT Freight & Analytics today announced the appointment of Jana Galbraith as Chief People Officer (CPO). Galbraith will lead DAT’s people strategy, talent development, and organizational culture initiatives, ensuring the company attracts, retains, and empowers top talent to further drive innovation and growth. “Jana is a dynamic and strategic leader with a proven track record of building strong, high-performing teams and fostering cultures that enable peopl

Trifecta Collective Expands Globally with Acquisition of Canadian Concrete Expo, Marking a Bold Step in Its Rapid Growth

Mon, 03/03/2025 - 12:53
ARLINGTON, Va.--(BUSINESS WIRE)--Trifecta Collective LLC, owned and backed by GreyLion, a leading private equity firm focused on high-growth businesses today announced that it has acquired the Canadian Concrete Expo (CCE). CCE is the leading event in Canada serving the concrete, construction and aggregates industries. The 7th annual event was recently held February 12-13, 2025, at the International Centre in Toronto and featured over 350 exhibiting companies, over 7,000 attendees and more than

SRM Announces the Hire of M&A Expert Pete Duffy to Strengthen Advisory Services

Mon, 03/03/2025 - 12:53
MEMPHIS, Tenn.--(BUSINESS WIRE)--SRM (Strategic Resource Management), an independent advisory firm serving clients across North America and Europe, announced that it has hired Pete Duffy to lead its merger advisory engagements with financial institutions. Duffy joins SRM from Piper Sandler, a leading investment bank, where he spent 20 years working with financial institutions on the development and execution of their merger and acquisition strategies. Prior to Piper Sandler, Duffy spent 11 year

Identifee Now a Nacha Preferred Partner for ACH Experience

Mon, 03/03/2025 - 12:53
RESTON, Va.--(BUSINESS WIRE)--Nacha announced today that Identifee has become a Nacha Preferred Partner for ACH Experience. The Identifee Digital Assistant (IDA) Artificial Intelligence (AI) tool references the latest version of the Nacha Operating Rules and Guidelines. IDA enhances the usability of the Nacha Operating Rules and Guidelines within an AI environment. Supplying an improved experience by providing answers to the Nacha Rules questions in seconds, users can garner a greater understan

Palladius Capital Management Named “Small-Ticket Lender of the Year” in the 2024 PERE Credit Awards

Mon, 03/03/2025 - 09:53
AUSTIN, Texas--(BUSINESS WIRE)--Palladius Capital Management (“Palladius”), a vertically-integrated real estate investment manager with both debt and equity investment strategies, is pleased to announce that it has been named “Small-Ticket Lender of the Year” in the 2024 PERE Credit Awards. “It is an honor to be recognized by PERE Credit for the innovative financing solutions we provide to meet the specific needs of borrowers,” said Nitin Chexal, CEO of Palladius Capital Management. “Since laun

Retail and Restaurant Sales Accelerate in February, Fiserv Small Business Index Reports

Mon, 03/03/2025 - 09:53
MILWAUKEE--(BUSINESS WIRE)--Fiserv, Inc. (NYSE: FI), a leading global provider of payments and financial services technology, has published the Fiserv Small Business Index for February 2025, with the seasonally adjusted Index holding steady at 147, unchanged from January. While total spending growth was nearly flat compared to January, sector-level trends showed consumers shifting more spend to retailers and restaurants in February and spending less at service-based businesses. “Consumer spendi

Comstock Welcomes TAPS to The Hartford

Mon, 03/03/2025 - 09:53
RESTON, Va.--(BUSINESS WIRE)--Comstock Holding Companies, Inc. (Nasdaq: CHCI) (“Comstock”), a leading asset manager, developer, and operator of mixed-use and transit-oriented properties in the Washington, D.C. region, announced today that the Tragedy Assistance Program for Survivors (“TAPS”) has signed a lease for 10,800 square feet of office space at The Hartford, located at 3101 Wilson Boulevard in Arlington, Virginia. TAPS is a national non-profit organization dedicated to providing compassi

Joe Hand Promotions and All Elite Wrestling Announce Multi-Year Agreement for Exclusive Commercial Pay-Per-View Distribution

Mon, 03/03/2025 - 09:53
FEASTERVILLE, Pa.--(BUSINESS WIRE)--Joe Hand Promotions, the global leader in live sports viewing for the commercial market, which includes bars, restaurants, and casinos, and All Elite Wrestling (AEW), today announced a multi-year agreement for Joe Hand Promotions to exclusively distribute AEW’s Pay-Per-View (PPV) events in the United States, Canada, and Puerto Rico. This extension builds upon the long-term commercial distribution rights partnership that began in 2019. The partnership offers c

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