Lastest from Businesswire

BOSTON--(BUSINESS WIRE)--Edelman Financial Engines (EFE), America’s top independent wealth planning1 and workplace2 investment advisory firm, today announced the acquisition of Soundmark Wealth Management (“Soundmark”). Headquartered in Kirkland, Washington, Soundmark is an investment advisory firm managing more than $453 million in assets for over 250 households.3 The firm, founded by Bill Schultheis, provides premier investment management and financial planning services, with a specialty in a

CLEVELAND--(BUSINESS WIRE)--Keyfactor today announced that CRN® has named Christina Northcott to the Women of the Channel list for 2024.

HOUSTON--(BUSINESS WIRE)-- #10x--Liongard, the global leader in ASM, announced today that CRN has named Michelle Accardi, CEO, Liongard, to the Women of the Channel list for 2024.

NEW YORK--(BUSINESS WIRE)--Assured Guaranty Municipal Corp. (AGM)* insured $1.134 billion of senior revenue bonds, Brightline Trains Florida LLC Issue, Series 2024 (Tax-Exempt), issued by the Florida Development Finance Corporation on May 9. The bonds insured by AGM are part of a $2.219 billion issue of fixed-rate revenue bonds that priced on April 25. By insuring a majority of the senior bonds, Assured Guaranty’s participation helped drive a highly successful execution by Morgan Stanley in pla

NEW YORK--(BUSINESS WIRE)--Sica | Fletcher releases the Q1 2024 Agency & Broker Buyer Index. Investors continue to be more selective when evaluating acquisition opportunities, with many well-funded buyers in the market still mindful of the high cost of capital. The Sica | Fletcher Index is the leading report on mergers and acquisitions within the insurance brokerage sector. Leveraging self-reported data from 22 prominent agent and broker acquirers, the Index accounts for 71% of all deal act

WALTHAM, Mass.--(BUSINESS WIRE)-- #edc--EDC launches new strategic vision, emphasizing cross-cutting actions across education, health, and workforce development.

ROCK ISLAND, Ill.--(BUSINESS WIRE)--ICC Holdings, Inc. (NASDAQ: ICCH) (the “Company”), parent company of Illinois Casualty Company, a regional, multi-line property and casualty insurance company focusing exclusively on the food and beverage industry, today announced that the Stilwell Group (“Stilwell”) rejected an offer by the Company to add its principal and director nominee, Joseph Stilwell, to the ICC Holdings Board of Directors (the “Board”) and expand the Board to 10 members. ICC Holdings

NEW YORK--(BUSINESS WIRE)-- #investing--Antoine Dréan, the founder of such innovative companies as Triago, one of the first private placement agents, today announced the next steps in the evolution and development of Mantra Investment Partners, an investor in non-conventional private equity, via primaries, secondaries, directs and GP stakes, and Palico, a digital secondary marketplace that facilitates the buying and selling of smaller private capital fund stakes. Following last week’s sale of Triago to Houl

RESTON, Va.--(BUSINESS WIRE)--John Marshall Bank (the “Bank”), subsidiary of John Marshall Bancorp, Inc. (Nasdaq: JMSB), is proud to announce the recent hire of Ross A. Berman as Senior Vice President, Commercial Team Lead in the Rockville Market. Mr. Berman will use his over 21 years of experience as a community banker to lead the commercial sales and business development efforts in the Bank’s DC Metro market. The epitome of a community banker, Mr. Berman has spent his career, education, and l

BIRMINGHAM, Mich.--(BUSINESS WIRE)--OneStream Software, the leading enterprise Finance management platform that modernizes the Office of the CFO by unifying core finance and operational functions -- including financial close, consolidation, reporting, planning and forecasting, today announces OneStream Splash, the company’s flagship user conference, will take place May 20-23 at Caesars Forum Convention Center in Las Vegas. OneStream Splash brings together finance leaders and experts within the

MINNEAPOLIS--(BUSINESS WIRE)---- $PIPR--Piper Sandler Companies (NYSE: PIPR), a leading investment bank, is pleased to announce the addition of Ryan Tull as a managing director on the energy & power investment banking team. Tull will focus on oilfield services & equipment, energy & power infrastructure and energy technology. “Ryan is an experienced banker that will bring significant market knowledge and a strong personal network to further enable successful transactions for our clients in the

NEW YORK--(BUSINESS WIRE)--MSCI Inc. (“MSCI” or the “Company”) (NYSE: MSCI), a leading provider of critical decision support tools and services for the global investment community, announced today that Moody’s Ratings (“Moody’s”) upgraded MSCI’s senior unsecured notes and senior unsecured bank credit facility ratings to an investment grade rating of ‘Baa3’, previously from ‘Ba1’. The outlook was changed from positive to stable following the ratings upgrade. “We are proud of the investment grade

VANCOUVER, Wash.--(BUSINESS WIRE)--ZoomInfo (NASDAQ: ZI), the go-to-market platform to find, acquire, and grow customers, today announced that ZoomInfo executives expect to participate in the following investor events. For more information on specific events, presentation times, and webcast details (if available), visit the “News & Events” section on the company’s investor relations website at https://ir.zoominfo.com. J.P. Morgan Global Technology, Media, and Communications Conference, May

LOS ANGELES--(BUSINESS WIRE)-- #creative--Creative Circle, a leading marketing and creative services firm, announced today that they have won ClearlyRated’s 2024 Client and Talent Awards for service excellence. This marks the Company’s sixth consecutive year winning the award on the talent side and the fourth consecutive year for clients. ClearlyRated, a satisfaction research firm, presented these awards in partnership with Gold sponsor ClearEdge Marketing based on the 2023 results of weekly surveys that C

NEW YORK--(BUSINESS WIRE)--Sally Hansen® is delighted to announce a new partnership with fashion house LoveShackFancy for a fairytale collection of hand-picked Color Therapy™ polish shades! This new Sally Hansen® Color Therapy™ x LoveShackFancy collection is designed to perfectly complement the dreamy runway pieces from LoveShackFancy’s newest Spring ’24 collection. Inspired by the vintage and feminine aesthetic of LoveShackFancy’s iconic style, this range of curated Sally Hansen® Color Therapy

ROSEVILLE, Calif.--(BUSINESS WIRE)--Mother Lode Holding Company, a California-based provider of title insurance, underwriting and escrow services for residential and commercial real estate transactions and a subsidiary of First American Financial Corporation (NYSE: FAF), today announced the acquisition of Wisconsin Title Service Company, Inc., a Wisconsin-based title insurance agency with a deep history in the state. The acquisition included Wisconsin Title Service Company’s sister company, Wis

NEW YORK--(BUSINESS WIRE)--Today, Citi announced the Citi Strata Premier℠ Card – an enhancement of the existing Citi Premier® Card – now offering increased benefits and more opportunities to earn ThankYou® Points with the same $95 annual fee1, and Mastercard as the payments network. The newly redesigned card provides cardmembers with the opportunity of making travel more rewarding and adds travel protections for peace of mind. The new name, Citi Strata Premier, evokes a sense of ambition and ad

JACKSON, Mich.--(BUSINESS WIRE)--Coronis Health, a leading provider of healthcare revenue cycle management (RCM) solutions, is thrilled to announce the release of the Spring 2024 issue of its highly anticipated quarterly newsletter, Communiqué. This edition tackles critical issues facing anesthesia practices today, including navigating the ongoing provider shortage, optimizing revenue in a complex healthcare environment and complying with new regulations. Anesthesia practices will gain actionab

CHICAGO--(BUSINESS WIRE)-- #CoreSolutions--Origami Risk, the industry-leading risk, safety, and insurance SaaS technology firm, published its 3rd annual State of Risk report.

PORTLAND, Ore.--(BUSINESS WIRE)--Expensify, Inc. (Nasdaq: EXFY), the financial management super app for expenses and corporate cards, today announced unlimited virtual cards with the Expensify Visa® Commercial Card. With this addition to the platform, Expensify empowers businesses to take control of their spending with unparalleled flexibility and precision. Expensify members can now issue an unlimited number of virtual cards, providing unmatched flexibility in managing expenses across employee