Generational Group, a leading mergers and acquisitions advisory firm for privately held businesses, is pleased to announce the sale of L & I Refrigeration, Inc. to a Private Family Fund. The acquisition closed July 3, 2025. Based in Middlefield, Connecticut,…
Macquarie to Divest $1.5 Billion Car Loan Portfolio to Allied Credit Macquarie’s Banking and Financial Services group has agreed to sell a $A1.5 billion portfolio of car loans to Allied Credit, a leading independent Australian financier. The transaction includes more…
WSFS Bank, the primary subsidiary of WSFS Financial Corporation (Nasdaq: WSFS), has named Frank McGrane as Executive Vice President, Chief Credit Officer (CCO). He will report to Christine Davis, Executive Vice President, Chief Risk Officer. Frank McGrane’s responsibilities as CCO…
New Mountain Finance Corporation (NASDAQ: NMFC) (“New Mountain” or “the Company”) announced today that it will release its financial results for the quarter ended June 30, 2025, on Monday, August 4, 2025, after markets close. The Company will host an…
Enterprise Financial Services Corp (Nasdaq: EFSC) (“the Company” or “EFSC”) will release its second quarter 2025 financial results on Monday, July 28, 2025. The Company will host a conference call and webcast at 10:00 a.m. CT on Tuesday, July 29,…
KBRA assigns a senior unsecured debt rating of BBB, a subordinated debt rating of BBB-, and a short-term debt rating of K3 to USCB Financial Holdings, Inc. (NASDAQ: USCB)(“the company”). Additionally, KBRA assigns deposit and senior unsecured debt ratings of…
Republic Financial, a privately-held company headquartered in Lexington, Kentucky, today announced the appointment of Michael “Mike” Pruyn to its Board of Directors. Pruyn brings more than 15 years of capital markets experience spanning structured finance and derivatives trading. His appointment…
Saba Capital Income & Opportunities Fund II (NYSE: SABA) (the “Fund”), a registered closed-end management investment company listed on the New York Stock Exchange, is notifying shareholders, prospective shareholders, and third parties of the sources of distributions pursuant to Section…
Lightspeed Financial Services Group LLC (“Lightspeed”), a leading provider of brokerage and trading services, has announced support for 24-hour trading of U.S. stocks and ETFs on its flagship platform, Lightspeed Trader. “At Lightspeed, we’re focused on delivering greater access and…
Longbridge Financial, LLC, a leading national lender and servicer specializing in home equity solutions for older Americans, today announced that CEO Christopher Mayer, PhD, has been named to Inman’s 2025 Best of Finance list for the third consecutive year. “It’s…
DayMark Wealth Partners, a rapidly growing registered investment advisor managing $3.8 billion for its mostly private clients, today announced its expansion into Florida with the addition of an advisory team that previously managed $350 million. The team, led by Managing…
Compound Planning, a leading digital family office committed to reimagining wealth management for next-generation advisors, today announced eight financial advisors have joined the firm, including a three-person advisory team who previously managed their own $120 million RIA, Northstar Financial Management…
