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MDN Group Announces Pre-M&A Advisory Services
MDN Group, a leading independent investment banking advisory company specialising in mergers and acquisitions and strategic advice, has recently introduced a new service to its portfolio: Pre-M&A Advisory. This preliminary stage project is retainer-based and explores the possibility of an M&A transaction. It usually takes about two months and a written confirmation is provided of the interest in the M&A deal. - January 10, 2023 - MDN Group
Hafezi Capital Delivers Feasibility Study for Pediatric Oncology Center in Khartoum, Sudan
Hafezi Capital International Consulting developed a strong Feasibility Study for Sudan Children's Cancer Organization in Khartoum, Sudan. The study reviewed the number of cases within the region and develop an analysis for demands and financial viability for the project. - December 28, 2022 - Hafezi Capital LLC
Announcing the Launch of Reines Equity Group LLC
Rochelle Wilson-Ellis is the Founder and CEO of Reines Equity Group LLC. Rochelle brings over 30 years of investing knowledge to the company. Understanding there will always be space for change and growth. - November 12, 2022 - Reines Equity Group LLC
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