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Tim Reardon Joins Sayres as CEO & Will be a Broadtree Partners Operating Executive

Tim Reardon, former CEO of Constellis, President of Lockheed Martin Information Systems & Global Solutions, and President of Leidos Defense and Intelligence, has joined Broadtree Partners to lead the development and implementation of Broadtree’s GovCon strategy in aerospace, defense,... - November 10, 2022 - Broadtree Partners

Business Memoir Exposes Emotional Complexities of Family-Run Firms

Rock LaManna’s memoir “They Named You Right” shares painful lessons about buying and selling a family-run business during the dawn of the digital transformation of print. - October 20, 2022 - LaManna Media

The Hard Money Lions with the King of Hard Money is on YouTube

One-of-a-kind reality show that will undoubtedly change the way people think about borrowing and lending money for “Real Estate Investing” projects; “Hard Money Lions” is here to show you the ups and downs, the ins and outs, the pretty and the ugly of a unique industry that can make you rich. - October 17, 2022 - HML Investments

Pari Passu M&A Mediation Launches to Address Need for Specialist Help with M&A Disputes

Pari Passu M&A Mediation offers a unique value proposition. Rather than seeking to be a disputes resolution generalist, the firm strictly limits its practice to conflicts arising from M&A transactions. Drawing upon more than four decades of successful deal making and problem solving, Pari Passu M&A Mediation helps parties find solutions to challenging and complex M&A-related controversies. - October 11, 2022 - Pari Passu M&A Mediation LLC

Broadtree Partners Closes Fund IV

Broadtree Partners is pleased to announce it has successfully closed its fourth fund. Fund IV will continue to follow Broadtree’s operator-centric strategy of investing in and scaling small businesses in the micro-cap market. - September 30, 2022 - Broadtree Partners

Renowned Performance Coach Tara Miller Joins Decisive Capital, Inc.

Tara Miller Joins Founders Britt Schwartz and Bob Dziewulski as Chief Performance Officer and Equity Investor - September 27, 2022 - Decisive Capital

Perpetua Advisors' Growth Continues with the Newly Expanded "Office of the CIO" Division, Led by Ibrahim Sayed

Ibrahim leads Perpetua Advisors’ Office of the CIO where he assists their clients in the consolidation, organization, and deployment of key IT processes and sub-processes in alignment with Perpetua’s IT Business Management disciplines. Ibrahim is a devout data advocate who implements... - September 15, 2022 - Perpetua Advisors

Telarus Announces Acquisition of Tampa-Based TelAdvocate

Telarus, one of the largest Technology Solutions Brokerage of cloud, unified communications, contact center, network services, cybersecurity, IoT, and mobility today announced that it had entered into an agreement to acquire Florida-based TelAdvocate, a leading brokerage for telecom and cloud... - September 14, 2022 - Telarus

Real Estate at The Firm Announces They Are Now Franchising Nationally

Real Estate at The Firm announces they are now offering a new franchise opportunity nationally. Co-owner and CEO Hannah Hammond says, “We are a brand-new real estate franchise unlike any other that is shaking up the industry with our innovative and modern model, backed by a luxury brand. We... - September 12, 2022 - Real Estate at The Firm

Decisive Capital, Inc. Launches with No Bureaucracy, No BS Approach to Investing in Service and Emerging Tech Companies

Founded by Britt Schwartz and Bob Dziewulski, Decisive Capital, Inc., is an equity investment firm that takes active ownership roles through investments in professional service and emerging tech companies. Its mission is to partner with owners who dare to double down on their visions and are ready to lean into scaling their organizations through sophisticated business practices while protecting their companies' souls. - September 08, 2022 - Decisive Capital

How Deedee Carreras Became Managing Partner at Greenlight Financial

Accounting has been widely deemed a "man's industry" and it also isn't very fun. "Deedee Carreras dominates this industry and makes it look easy." - Gerry Mujica, Founding Partner, Greenlight Financial. She comes from humble beginnings, but has overcome it all to become a successful business owner and managing partner at top Miami accounting firm, Greenlight Financial. This is her story. - September 07, 2022 - Greenlight Financial

Trinity Wealth Management to Merge with Skyway Financial Planning; Two Tampa Veterans Join to Form a Larger Combined Financial Services Firm

Skyway Financial Planning will merge with Trinity Wealth Management Group and the combined firm will operating under the name Trinity Wealth Management Group, Inc. - August 17, 2022 - Trinity Wealth Management Group

Telarus Partner Summit Concludes Resulting in Incredible Partner Engaement

Telarus, one of the leading global Technology Solutions Brokerage and home of SolutionVue™, the multi-module engineering technology platform, concluded its 2022 Partner Summit event in Salt Lake City, Utah on August 5. Both Partners and Suppliers enjoyed a packed agenda that included... - August 15, 2022 - Telarus

Alliance Appoints Accomplished Government Expert, Michael Vogele to Managing Director, Global Advisory Group

Alliance Advisors LLC (“Alliance”), a global leader in corporate governance advisory and proxy solicitation, today announced the appointment of accomplished sustainability expert, Michael Vogele, to the newly established position of Managing Director, Advisory Group. Vogele will be... - August 13, 2022 - Alliance Advisors

Alliance Advisors Welcomes Angelika Horstmeir Director, Head of Northern Europe

Angelika Horstmeier officially joins Alliance today as a Director, Head of Northern Europe. She is an industry expert with over 22 years of experience in supporting listed companies and staying ahead of the curve in the constant evolution of ESG best practices. From executive briefings to the... - August 12, 2022 - Alliance Advisors

Susan Burciaga Selected to Expand Perpetua Advisors' Service Offerings as Chief Project Officer

Perpetua Advisors is pleased to announce that Susan Burciaga has joined as Chief Project Officer. She is responsible for project and program management for all Perpetua projects, including onboarding and managing outside vendors, as well as leading the company’s delivery of integrated... - July 28, 2022 - Perpetua Advisors

Marc Levin, AIF® of Oppenheimer Named Five Star Wealth Manager

Marc Levin, partner in the financial advisory practice The Stanger Tacktill Group is named as one of New York's Five Star Wealth Manager 2022 Award recipients. Marc Levin was honored as a select wealth manager who has excelled in client retention and satisfaction. - July 23, 2022 - The Stanger Tacktill Group of Oppenheimer

Perpetua Advisors Taps Tech Exec Scott Gowdish to Lead Growing CTO Division

Scott, in his role as Chief Technology Officer at Perpetua Advisors, brings to the company over 20 years experience in the Enterprise-software industry. Among his many professional strengths are performance tuning and scaling Cloud Platforms as well as transitioning Legacy Platforms from... - July 22, 2022 - Perpetua Advisors

Perpetua Advisors Selects Lindsay Hannah to Serve as Vice President of Operations

Lindsay holds the position of Vice President of Operations at Perpetua Advisors. She is responsible for managing the firm’s financial operations, including new-business and business-development initiatives, team management, digital-strategy development, and client support. Prior to joining... - July 14, 2022 - Perpetua Advisors

Loan Tips for Home Loan Borrowers Series-1 by the Monei Matters, India

Monei Matters is an Indian reputed and well established housing loan syndication company and has expertise in all types of mortgage Loans. Money Matters is providing home loan solutions to its customers since 1996. The Loan Education Series by the Monei Matters, India is in the interest of Home... - July 14, 2022 - Monei Matters

Perpetua Advisors to Crack the Code on a Customer-Centric, B2B Digital Platform for Precisional LLC

Perpetua Advisors, LLC, the Dallas, Texas based information-technology consulting firm, has been selected as the technology-leadership and transition partner for Precisional LLC, a newly established global platform launched in May and formed through the acquisition of multiple business units from... - July 07, 2022 - Perpetua Advisors

EVOLV Business Development Center Announces Its New CEO

Robyn Mancell is stepping down from her current role as CEO. - June 30, 2022 - EVOLV Business Development Center

Telarus Announces the Acquisition of TCG

Telarus, one of the largest Technology Solutions Brokerage of cloud, unified communications, contact center, network services, cybersecurity, IoT, and mobility, today announced that it had entered into an agreement to acquire Florida-based TCG, a leading brokerage of advanced network, unified communications, and mobile internet access solution. - June 21, 2022 - Telarus

Telarus Releases the First Phase of SolutionVue™ to Its Technology Advisors: Cybersecurity Quick Solution Assessments

Telarus unveils SolutionVue™, a suite of next-gen white-labeled design tools packed with private insights that its community of 4,000+ independent technology advisors and brokers can use in front of clients to build credible and future-proofed Cybersecurity solutions. Telarus, one of the... - May 17, 2022 - Telarus

Telarus Hires Jennifer Dimas as Chief Marketing and Experience Officer

Telarus, one of the leading Technology Solutions Brokerages of Cloud, Unified Communications, Contact Center, Network Services, Security, and IoT and Mobility, has hired Jennifer Dimas as Chief Marketing and Experience Officer. In this role, Jen will be responsible for Telarus’ brand, demand,... - May 05, 2022 - Telarus

The Stanger Tacktill Group Named to Forbes 2022 Best-in-State Wealth Advisors

Daniel Tacktill, Laurence Stanger and Marc Levin graciously accepted this honorable recognition of their continued success. The prestigious Forbes List recognizes top financial advisers in each state, affirming The Stanger Tacktill's group of commitment to providing world-class service and advice to their clients. - May 05, 2022 - The Stanger Tacktill Group of Oppenheimer

Oppenheimer is Pleased to Congratulate Laurence Stanger, Daniel Tacktill and Marc Levin of The Stanger Tacktill Group for Being Named as a Top 401(k) Advisor Team

2021 NAPA Top Definied Contribution Advisor Teams. - May 02, 2022 - The Stanger Tacktill Group of Oppenheimer

Galaxy Magnesium Announces New Senior Energy Executive

Charles Gay joins the Galaxy Team for a Clean, Green Future. - April 13, 2022 - Asia-Pacific Group

Evolv Business Development Center Introduces Its 3rd Sustainable Business Initiative 2-Day Workshop in Ontario, California, April 30 – May 1, 2022

This 2-day workshop is designed for business owners who want to learn how to scale, increase the value of their company or receive business coaching services. Retail/storefront business owners are being taught how to go From Brick to Meta; creating a digital enterprise along with the physical space. The goal is to give small business owners a competitive advantage. - April 06, 2022 - EVOLV Business Development Center

Murphy Business Announces, Top Producer and Multi-Million Dollar Club Award Recipients

Murphy Business has announced the winners of its 2021 "Top Producers" and "Multi-Million Dollar Club" awards. Congratulations to all of the award recipients on their outstanding achievements in assisting business owners and buyers to realize their goals. This year's Top... - March 31, 2022 - Murphy Business

Evolv Business Development Center Introduces Its 2nd Sustainable Business Initiative 2-Day Workshop in Ontario, California, March 26-27, 2022

This 2 day workshop is designed to give small business owners a competitive advantage. - March 09, 2022 - EVOLV Business Development Center

Evolv Business Development Center Introduces the Sustainable Business Initiative 2-Day Workshop in Ontario, California, February 26-27, 2022

This 2 day workshop is designed to give small business owners a competitive advantage. - February 11, 2022 - EVOLV Business Development Center

EM Braxton Universal Report Coins France an Economic Star

EM Braxton Universal has dubbed France an economic star under the leadership of Macron, as the economy recorded its highest growth in more than half a century. - February 04, 2022 - EM Braxton Universal

Tradewinds Expands Portfolio of Technology Solutions for Partners in Australia & New Zealand

Tradewinds partners can now sell Lumen Technologies’ complete portfolio of technology solutions in Australia and New Zealand. An agreement through Agent Alliance Q, LLC (Agent Alliance) expanded upon an existing relationship and helps address the growing demand for technology services in the... - February 03, 2022 - Telarus

BMI Mergers & Acquisitions Client, Aviso Retention, Acquired by Watermark Insights

Watermark, a leading provider of higher education insights software, announced the acquisition of Aviso Retention, a provider of an AI powered student success solution. Founded in 2012 and headquartered in Columbus, OH, Aviso Retention enables colleges and universities to increase retention in... - January 27, 2022 - BMI Mergers & Acquisitions

Em Braxton Universal - Tech Stocks En Route to a Correction

Inflation has remained pervasively high, troubling investors who have been quick to re-align their portfolios in lieu of probable heavy intervention by the Federal Reserve. - January 26, 2022 - EM Braxton Universal

Elete Capital Acquires International Sport Recruitment

Private equity firm, Elete Capital, acquires International Sport Recruitment, a student-athlete recruitment app, as its first acquisition. - January 07, 2022 - International Sport Recruitment

Doeren Mayhew Named Among Forbes’ Most Recommended Tax and Accounting Firms

Doeren Mayhew, a nationally recognized CPA and advisory firm, has been named as one of Forbes’ best tax and accounting firms in the United States for the third consecutive year. - January 06, 2022 - Doeren Mayhew

Doeren Mayhew Reveals Its 2022 Shareholder Class

Doeren Mayhew, the nation’s 60th largest public accounting and advisory firm, is excited to announce its newly elected class of six shareholders, effective Jan. 1, 2022. “We are proud to elect this impressive group as our new class of shareholders,” said Doeren Mayhew’s... - January 06, 2022 - Doeren Mayhew

Sam Verma, CEO at Peoples Processing Inc. Honored with Thought Leader Award in 2021

Peoples Processing, Inc., announced today that their CEO, Sam Verma has been honored with the "Thought Leader Award" for 2021 by PROGRESS in Lending Association. The Thought Leader Award honors the leaders that are not afraid to step forward, blaze a new trail and making a difference in... - December 31, 2021 - Peoples Processing

Sam Verma, CEO at Peoples Processing Inc. Honored with Mortgage Lending Women of Inspiration Award in 2021

Peoples Processing, Inc., announced today that their CEO, Sam Verma has been honored with Mortgage Lending Women of Inspiration Award for 2021 by National Mortgage Professional Magazine. The annual awards program honors women leaders in the mortgage industry who spark inspiration via mentorship,... - December 24, 2021 - Peoples Processing

Evolv Business Development Center is Using Innovation to Transform Small Business

Evolv Business Development Center is proud to launch its non-profit specifically targeted at organizations who want a distinct competitive advantage in uncertain times. Evolv will help companies “pandemic proof” their business whether they are looking to expand or exit in the future. - December 13, 2021 - EVOLV Business Development Center

EquiCap Commercial Just Closed Self Storage Activity

EquiCap Commercial, Self Storage Closings, November 15 through 19, 2021. - November 24, 2021 - EquiCap Commercial

EM Braxton Universal - Ethereum Reaches Record High

Ethereum, the world’s second largest cryptocurrency, is fast approaching the success of its predecessor, and last week marked Ether’s all-time high. - November 22, 2021 - EM Braxton Universal

Doeren Mayhew Expands Houston Tax Group with Acquisition of Darlene Plumly, CPA

Doeren Mayhew, a consistently ranked top 100 U.S. accounting firm, has acquired Darlene Plumly, CPA, further growing the firm’s footprint in the Houston marketplace. The acquired firm and its employees will begin operating under the Doeren Mayhew name effective immediately. “We are... - November 19, 2021 - Doeren Mayhew

Malfitano Partners Supports Friends of Rittenhouse Square as It Plans Relocation to Philadelphia

Malfitano Partners, a leading advisory firm focused on assisting retailers and industrial manufacturers to manage change and transformation, started off the holiday giving season by participating in the Friends of Rittenhouse Bench Fundraising Program. Rittenhouse Square has 145 benches throughout... - November 13, 2021 - Malfitano Partners

OIG Acquires Controlling Interest in Modani Furniture

Optimal Investment Group (“OIG”), a private equity firm based in Sherman Oaks, CA, announced today that it has acquired a controlling interest of Modani from Maisons du Monde SA (Euronext Paris: MDM), a French home decor company. - November 08, 2021 - Optimal Investment Group

Michigan Consultancy Navigator Corporate Advisors Introduces New Cloud Based Accounting Platform

Recent Headlines Within Business Brokerage

Recent Headlines
Within Business Brokerage