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14 UBS Advisors in the Mid-Atlantic Market Named to the Barron’s Top 1200 Financial Advisors List
PHILADELPHIA--(BUSINESS WIRE)--UBS today announced that 14 advisors in the firm’s Mid-Atlantic Wealth Management Market have been named to the Barron’s Top 1200 Financial Advisors list for 2025. The Mid-Atlantic Wealth Management Market is led by Market Executive Brendan Graham and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox. “It is very gratifying to see so many of our advisors in our region named to this list. On behalf of myself and the UBS leadership
11 UBS advisors in the South Wealth Management Market named to the Barron’s Top 1200 Financial Advisors list
ATLANTA--(BUSINESS WIRE)--UBS today announced that 11 advisors in the firm’s South Wealth Management Market have been named to the Barron’s Top 1200 Financial Advisors list for 2025. The South Wealth Management Market is led by Market Executive Greg Achten and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox. “On behalf of myself and the UBS leadership team, we congratulate each of these advisors and are very proud to see them recognized nationally for their a
Andrew Vogt Joins Ducera Partners as a Managing Director in the Firm’s Mergers and Acquisitions Group
NEW YORK--(BUSINESS WIRE)--Ducera Partners LLC (“Ducera”), a leading investment bank, today announced that Andrew Vogt has joined the firm as a Managing Director. He will be based in the firm’s San Francisco office and will focus on advising clients on an array of technology-related mergers and acquisitions ("M&A") mandates. Mr. Vogt brings more than 15 years of experience to Ducera and has advised on M&A transactions totaling over $20 billion. Before joining Ducera, Mr. Vogt was a Mana
Great Wolf Resorts Selects Shift4 as Their Global Payments Provider
CENTER VALLEY, Pa.--(BUSINESS WIRE)---- $FOUR--Shift4 (NYSE:FOUR), the global leader in integrated payments & commerce technology, today announced the expansion of their partnership with Great Wolf Resorts, North America’s largest family of indoor water park resorts, to power payment systems across all 22 U.S. Great Wolf Lodge resort locations. Great Wolf Resorts utilizes Shift4’s end-to-end payment ecosystem, delivering its large-scale resorts with a comprehensive suite of commerce technologies. Thi
Voyager Midstream Closes on Acquisition of Interest in Panola Pipeline and Inaugural Credit Facility
HOUSTON--(BUSINESS WIRE)--Voyager Midstream Holdings (“Voyager”), a portfolio company of Pearl Energy Investments, announced today that it closed on the acquisition of a non-operated interest in the Panola Pipeline from Phillips 66. Operated by Enterprise Products Partners, the 254-mile Panola Pipeline originates in Panola County, Texas and transports Y-Grade natural gas liquids to fractionation facilities in Mont Belvieu, Texas. Voyager’s interest in the Panola Pipeline is a strategic fit with
PPM America Closes 14th CLO
CHICAGO--(BUSINESS WIRE)--PPM America’s CLO Team today announced the close of CLO 8.
Lincoln Financial Announces Plans to Launch Two New Private Market Funds to Expand Its Solutions Platform
RADNOR, Pa.--(BUSINESS WIRE)--Lincoln Financial (NYSE: LNC), a leading provider of insurance, annuities, group benefits and retirement solutions, announces its expansion into the rapidly growing private markets industry, partnering with Bain Capital, a leading global private investment firm, and Partners Group, one of the largest firms in the global private markets industry, to launch two new private markets-focused funds. Lincoln expects the new offerings to be available in late 2025. “Powered
Enlace Health Expands Its Specialty Value-Based Care Platform Equipping Hospitals with the Analytics and Administration Needed to Thrive in the CMS TEAM Program
ATLANTA--(BUSINESS WIRE)--Enlace Health expands to support CMS TEAM, helping health systems adopt episode-based care for better quality and cost efficiency.
MetLife Xcelerator Hits 4.5 Million Active Consumers and Surpasses $200M in Premiums
NEW YORK--(BUSINESS WIRE)--MetLife, a global leader in insurance solutions, announces the creation of a new regional business unit in Latin America by the name of MetLife Xcelerator, marking a significant milestone in the evolution of the MetLife Xcelerator platform and execution of the company’s New Frontier strategy. Designed to lead the transformation of embedded insurance and democratize access to financial protection, the MetLife Xcelerator platform, launched in November 2023, is redefinin
Emerald Bay Risk Solutions Appoints Tracey Sharis as Chief Executive Officer
MORRISTOWN, N.J.--(BUSINESS WIRE)--Emerald Bay, a collaborative underwriting carrier, today announced that it has appointed Tracey Sharis as Chief Executive Officer, effective March 20
Headspace 2025 Workforce State of Mind Report Highlights Rising Employee Mental Health Needs and the Power of Workplace Connection
SANTA MONICA, Calif.--(BUSINESS WIRE)--Headspace, the provider of the world’s most accessible, comprehensive mental health solution, today announced the launch of its seventh annual Workforce State of Mind report, revealing new findings on the perceptions of HR leaders and workers on mental health. Based on a global survey fielded between November 2024 and January 2025, the report compiles insights from more than 2,000 workers in the U.S. and the UK on trends impacting their mental and physical
Kwanti Earns High Customer Satisfaction Ratings in 2025 Advisor Software Survey from T3 Technology Tools for Today and Inside Information
SAN FRANCISCO--(BUSINESS WIRE)-- #T32025--Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more, recently achieved high client satisfaction ratings across multiple categories in the 2025 T3 / Inside Information Software Survey – including earning the highest rating in the Investment Data/Analytics Tools category for firms with more than 5% market share, as well as the highest rating in the Economic A
Forward Acquires Bar Keepers Friend
INDIANAPOLIS & GREENWICH, Conn.--(BUSINESS WIRE)--Forward Consumer Partners (“Forward” or the “Firm”), a private investment firm focused on branded consumer products, today announced that it has acquired SerVaas Laboratories, Inc., makers of Bar Keepers Friend (“BKF” or the “Company”), a trusted brand of highly effective household cleaning products. Paul SerVaas, who has stewarded BKF as President since 2007, and other existing BKF shareholders will retain a significant minority ownership stake
QXO Extends Tender Offer to Acquire Beacon Roofing Supply
GREENWICH, Conn.--(BUSINESS WIRE)--QXO, Inc. (NYSE: QXO) announced today that it is extending its all-cash tender offer to acquire all outstanding shares of Beacon Roofing Supply, Inc. (Nasdaq: BECN) for $124.25 per share. The tender offer, which was scheduled to expire at 5:00 p.m. (New York City time) on March 18, 2025, will remain open until 5:00 p.m. (New York City time) on March 19, 2025. Computershare Trust Company, N.A., the depositary and paying agent for the tender offer, has reported
Zilliant CPQ Now Available on SAP® Store
AUSTIN, Texas--(BUSINESS WIRE)-- #B2B--Zilliant, the leader in pricing lifecycle management, today announced the availability of its quoting solution, Zilliant CPQ, on SAP® Store, the online marketplace for SAP and partner offerings. Zilliant CPQ integrates with SAP S/4HANA, SAP Variant Configuration, SAP ERP, SAP Solutions Sales Configuration, SAP Sales Cloud, and delivers intelligent pricing through any channel to close faster, more profitable deals. “At Zilliant we’re on a mission to help businesse
Vestis Announces CEO Transition
ATLANTA--(BUSINESS WIRE)--Vestis Corporation (NYSE: VSTS) (“Vestis” or the “Company”), a leading provider of uniforms and workplace supplies, today announced that its Board of Directors (the “Board”) has appointed Phillip Holloman as Interim Executive Chairman, President and Chief Executive Officer, effective immediately. Holloman succeeds Kim Scott, who has departed from the Company and the Vestis Board of Directors. The Board has retained a leading executive search firm to assist with identif
Meketa Investment Group Expands Employee Ownership Team
BOSTON--(BUSINESS WIRE)--Meketa Investment Group (“Meketa”), a global investment consulting and fiduciary management (OCIO) firm, today announced it has expanded its employee ownership to include three new shareholders. Erika Olson, Jared Pratt, and Laura Morgan have joined the firm’s ownership group, bringing the employee ownership of the firm to more than 70 shareholders. “At Meketa, our strength lies in the dedication and expertise of our people,” said Stephen McCourt, Managing Principal and
BlackRock, Global Infrastructure Partners, Microsoft, and MGX Welcome NVIDIA and xAI to the AI Infrastructure Partnership to Drive Investment in Data Centers and Enabling Infrastructure
NEW YORK & REDMOND, Wash. & ABU DHABI, United Arab Emirates & SANTA CLARA, Calif. & SAN FRANCISCO--(BUSINESS WIRE)--BlackRock, Global Infrastructure Partners (GIP), a part of BlackRock, Microsoft, and MGX today announced that NVIDIA and xAI will join the Global AI Infrastructure Investment Partnership, now named the AI Infrastructure Partnership (AIP), further strengthening the partnership's technology leadership as the platform seeks to invest in new and expanded AI infrastructure. NVIDIA will
Zip Your Flyer Solidifies Industry Lead with 20 Years of Excellence: Celebrating Two Decades of Real Estate Marketing Innovation
EDMONDS, Wash.--(BUSINESS WIRE)-- #realestateagent--Twenty years ago, ZipYourFlyer.com set out with a simple mission: to create the most effective agent-to-agent real estate flyer service in the industry. Today, as we celebrate this milestone anniversary, we're proud to reflect on two decades of innovation, growth and unparalleled service to America's real estate professionals. Zip Your Flyer is needed now more than ever for real estate agents to communicate their listings and agent compensation offerings to one
FCAH Aerospace Announces the Appointment of Amy Merkley as Chief Operating Officer of MRO Services and Mike Abram as President of Cobalt Aero Services
LOUISVILLE, Ky.--(BUSINESS WIRE)-- #O2Investment--O2 Investment Partners is pleased to announce FCAH Aerospace has appointed Amy Merkley and Mike Abram.