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August 2, 2023
Bonzo Acquired By Mobility Market Intelligence
The acquisition will allow MMI to expand its suite of mortgage technology products at a time when demand for digital solutions in the home lending market is rising....
By Michael Marzec
July 1, 2020
Portfolio Completes Purchase Of NAE/NWAN
National Automotive Experts/NWAN has completed its sale to California-based Portfolio. The deal brings together two leading companies in the finance and insurance products market for the automotive industry....
By Michael Marzec
May 11, 2020
PNC intends to sell BlackRock investment
The PNC Financial Services Group Inc. plans to sell its investment in BlackRock Inc. through a registered offering and related buyback by BlackRock. PNC currently holds shares that represent 22.4 percent ownership....
By Jayne Gest
April 8, 2020
Heartland Completes Purchase of Kentucky's Victory Community Bank
Whitehall-based Heartland BancCorp has completed its acquisition of Ft. Mitchell, Ky.-based Victory Community Bank for 58,934 shares of Heartland common stock and $35.5 million in cash....
By Michael Marzec
February 3, 2020
MSF Real Estate Capital sold to Walker & Dunlop
Walker & Dunlop Inc. expanded its debt brokerage team to Columbus, with the acquisition of MSF Real Estate Capital, an independent commercial real estate finance firm in Dublin....
By Jayne Gest
January 21, 2020
Radian Group sells Clayton Services to Covius Holdings
The sale is consistent with Radian’s strategic focus on its core mortgage and real estate businesses and reflects the repositioning of its services segment initiated in 2017....
By Adam Burroughs
January 14, 2020
Lambert & Co. Buys NY-Based Casteel Schoenborn
The deal marks Lambert's seventh transaction and second in the last two months....
By Mark Scott
January 14, 2020
McMahon Leasing bought by The Bancorp
The McMahon Leasing acquisition expands The Bancorp’s footprint to the southeastern Pennsylvania region....
By Adam Burroughs
December 23, 2019
FS/KKR Advisor LLC merges four development companies
FS/KKR Advisor LLC, a partnership between FS Investments and KKR Credit Advisors LLC, is closing the mergers of four non-traded business development companies....
By Adam Burroughs
December 23, 2019
Alliance Data places $850M in senior notes
Alliance Data Systems Corp., a global provider of data-driven marketing and loyalty solutions, has completed an upsized placement of $850 million in unsecured 4.75 percent senior notes due 2024....
By Jayne Gest
December 19, 2019
Vivaldi Capital Management Expands Into Cleveland
The office will be managed by William Proper and Greg Goldfeder, former principals of The Proper Analysis Corp., who will join Vivaldi as partners....
By Mark Scott
December 17, 2019
FS Investments to buy Chiron Investment Management
Chiron currently manages approximately $1.8 billion in assets raised across its global distribution platform....
By Adam Burroughs
November 19, 2019
Federated Investors completes PNC asset purchase
Federated Investors Inc., a Pittsburgh-headquartered global investment manager, has acquired certain components of the PNC Capital Advisors LLC investment management business for $56 million. The deal encompasses approximately $14 billion in assets and an international equity team....
By Jayne Gest
October 23, 2019
Randy Carver: There Is Much To Think About As You Prepare To Sell
The first question you need to ask yourself if you’re thinking about selling your business, says Randy Carver, is what do you want to do next?...
By Mark Scott
October 15, 2019
RIA In A Box Buys SF-Based Gordian Compliance Solutions
The combination is expected to bring RIA in a Box's software to a greater audience of registered investment advisers, private funds and broker dealers and deepen the company's regulatory expertise, further enabling RIA in a Box to provide value-add compliance software and support to firms of all sizes....
By Mark Scott
October 10, 2019
Jeremy Falendysz: Sellers Are Often Their Own Worst Enemy In Maximizing Deal Value
Sellers who want to boost value ahead of a potential sale often do more harm than good, says UHY Corporate Finance’s Jeremy Falendysz....
By Mark Scott
October 10, 2019
Fi360 to be sold to Fintech Broadridge
Broadridge Financial Solutions Inc., a $4 billion Long Island, New York-based Fintech company, has agreed to acquire Pittsburgh’s Fi360 Inc. The transaction will help enhance Broadridge’s existing retirement solutions and further strengthen the firm’s data and analytics tools and solutions....
By Jayne Gest
October 1, 2019
ChoiceOne Bank Completes Acquisition of Lakestone Bank
The combined holding company is traded on the OTC Pink Open Market under the symbol COFS....
By Michael Marzec
September 30, 2019
Advisory Research Completes Management-Led Buyout
Advisory Research Investment Management manages institutional assets across a variety of disciplines. The firm's investment teams focus on four key areas —U.S. value equity, U.S. growth equity, global core equity, and energy equity....
By Mark Scott
September 27, 2019
Deal Outlook: Corporate Divestitures Offer Opportunity, Risks
Tom Zucker of M&A advisory firm EdgePoint Capital talks about the effect interest rates typically have on M&A activity and the continued rise of corporate divestitures in the dealmaking space....
By Mark Scott
September 27, 2019
Pitfalls And Best Practices For A Successful Acquisition
S&T Bank's Brian Dobis shares his perspective on three pitfalls and best practices when acquiring companies....
By Jayne Gest
September 24, 2019
Sterling to be sold to ICS
Las Vegas-based Integrated Compliance Solutions has agreed to acquire all outstanding shares of Sterling Compliance LLC, a Pittsburgh strategic risk management partner to community banks and credit unions. The strategic deal was a natural fit with the two entities working together over the past year on projects related to banking compliance with a focus on financial institutions that want to bank cannabis-related businesses....
By Jayne Gest
September 20, 2019
Selling A Business Is All About Focus
Sun Acquisitions President Domenic Rinaldi talks about a seller whose lack of focus killed a deal, tips on identifying the right buyer and the problem with selling to a competitor....
By Mark Scott
September 19, 2019
How Blockchain Could Impact Commercial Real Estate Investing
The future of dealmaking, specifically in the commercial real estate market, is in blockchain technology, says Inveniam Capital Partners’ Patrick O’Meara....
By Mark Scott
September 18, 2019
Superior National Buying Main Street Bank
The combined bank will have assets of more than $800 million, with 11 bank branches and four loan origination offices in Michigan's Upper Peninsula and southeast Michigan....
By Michael Marzec
September 12, 2019
Three keys to an effective recapitalization strategy
Greenwich Capital Group's Andrew Dickow shares what you need to consider when building an effective recapitalization strategy....
By Mark Scott
September 4, 2019
Northern Trust Asset Management Completes Belvedere Acquisition
The acquisition joins the technology of Belvedere Advisors with Northern Trust Asset Management’s portfolio construction and asset allocation expertise....
By Mark Scott
September 4, 2019
CBIZ buys QBA Benefits
CBIZ Inc. has acquired substantially all the assets of QBA Benefits LLC....
By Adam Burroughs
September 3, 2019
CBIZ to buy Brinig Taylor Zimmer
CBIZ Inc. is set to acquire substantially all the assets of Brinig Taylor Zimmer Inc....
By Adam Burroughs
August 30, 2019
Debt Advisor Tom Lesch On Financing Riskier Deals
Livingstone Partners' Tom Lesch talks about his approach helping companies get the capital they need, as well as a recent trend that has seen borrowers become less willing to take risks....
By Mark Scott
August 26, 2019
Stifel Financial to buy B&F Capital Markets
Stifel Financial Corp. is set to acquire B&F Capital Markets Inc., which provides regional and community banks with interest rate swap capabilities....
By Adam Burroughs
August 21, 2019
Alliance Data Modified Dutch Auction Tender Offer Results
Alliance Data Systems Corp. announced the final results of its modified Dutch auction tender offer. According to depositary Computershare Trust Company, N.A., 12,099,724 shares of Alliance Data common stock were properly tendered and not properly withdrawn at or below the purchase price of $162 per share....
By Jayne Gest
August 16, 2019
Alliance Data Systems modified Dutch auction, preliminary results
Alliance Data Systems Corp. announced preliminary results from its modified Dutch auction tender offer. According to depositary Computershare Trust Company, N.A., about 13.49 million shares of Alliance Data common stock were properly tendered and not withdrawn at or below the purchase price of $162 per share....
By Jayne Gest
August 8, 2019
iPipeline bought by Roper Technologies
iPipeline, a provider of cloud-based software solutions for the life insurance and financial services industry is being acquired by Roper Technologies Inc, a diversified technology company....
By Adam Burroughs
August 2, 2019
Fort Pitt combines with Harrisburg wealth management firm
Roof Advisory Group Inc. has agreed to join Fort Pitt Capital Group LLC. The transaction will expand the Pittsburgh-based firm’s presence in Pennsylvania and position its business for further growth in the Northeast, while also deepening and broadening the investment capabilities of the combined firm....
By Jayne Gest
July 31, 2019
PCS Retirement buys Aspire Financial Services
The combined 300-person organization will provide recordkeeping services to 16,000 plans and 750,000 eligible participants representing more than $23 billion in assets under administration....
By Adam Burroughs
July 30, 2019
Northern Trust Asset Management to buy Belvedere Advisors
Investment manager Northern Trust Asset Management is set to acquire Belvedere Advisors LLC, which owns Emotomy, an open-architecture digital investment advice platform designed for financial professionals....
By Adam Burroughs
July 30, 2019
Hamilton Lane closes $760M fund
Investment management firm Hamilton Lane has closed its Hamilton Lane Strategic Opportunities Fund V, which represents more than $760 million in commitments....
By Adam Burroughs
July 30, 2019
Boenning & Scattergood to buy Sweney Cartwright
Boenning & Scattergood is buying Sweney Cartwright & Co., a Columbus, Ohio-based broker-dealer. All Sweney Cartwright financial advisers and associates are expected to bring approximately $700 million of assets to Boenning & Scattergood in August 2019....
By Jayne Gest
July 25, 2019
Wintrust To Buy Countryside Bank In $90.5M Deal
Countryside has $594 million in assets and six branches in the Chicagoland area....
By Mark Scott
July 24, 2019
InstaMed, JPMorgan Chase deal finalized
JPMorgan Chase & Co. has closed its acquisition of InstaMed, a health care payments company headquartered in Philadelphia. InstaMed Holdings, Inc. will operate as a subsidiary of JPMorgan Chase Bank N.A....
By Adam Burroughs
July 23, 2019
Old Line Bancshares to merge with WesBanco
The $500 million, all-stock transaction will expand WesBanco’s franchise by 37 offices throughout Maryland, primarily in the Washington D.C. and Baltimore metropolitan areas....
By Jayne Gest
July 19, 2019
How To Leverage Your Banker, Even Without Using Debt
Wes Gillespie, ErieBank’s regional president for the Cleveland market, talks about the bank’s role in the acquisitions process and how lenders can be a valuable M&A partner, even if you’re not using debt to finance your acquisition....
By Mark Scott
July 16, 2019
Chemical, TCF Deal Receives Regulatory Approval
The combined company is expected to have over $46 billion in total assets and be a top 10 bank in the Midwest based on deposit market share....
By Mark Scott
July 2, 2019
Buying in a frenzied market
PNC Mezzanine Capital's Doug Brosius Brosius shares his insights into what is driving these high valuations and how they are impacting his approach to deals....
By Jayne Gest
July 2, 2019
Alliance Data completes Epsilon sale
Alliance Data plans to use the net sale proceeds to repurchase shares and pay down corporate debt....
By Jayne Gest
July 2, 2019
Finance Fund plays vital investment role in local communities
Finance Fund connects underserved communities in Ohio with public and private sources of capital to improve access to healthy food, health care service, education and affordable housing....
By Jayne Gest
July 1, 2019
MAI Capital buys Cincinnati firm, creates insurance unit
The move establishes an MAI location in Cincinnati while forming the basis of MAI Insurance Solutions, a new entity devoted to planning-based insurance services....
By Adam Burroughs
July 1, 2019
First Commonwealth Bank approved to buy 14 Santander branches
The branch acquisition is expected to add approximately $525 million of deposits and $120 million of retail and business loans....
By Jayne Gest
June 28, 2019
Chuck Bernicker Raises $250M For Blank Check Company
Former CardConnect CFO Chuck Bernicker has successfully closed a $250 million initial public offering for South Mountain Merger Corp., a "blank check" company formed for the purpose of acquiring financial technology businesses....
By Michael Marzec
