Tag:
Acquisition
News
CSI Acquires Qolo to Advance Real-Time Payments and Commercial Banking Innovation
End-to-end financial software and technology provider CSI has announced the acquisition of modern treasury solutions and payments infrastructure developer Qolo. The transaction integrates advanced...
News
Wealth Enhancement Strengthens Advisory Business With Kaminsky-Silverman Acquisition
Wealth Enhancement, a leading national independent wealth management firm, has announced a definitive agreement to acquire the Kaminsky-Silverman Group of Shufro Rose in New...
News
Closing the Loop Upstream: How Zoom’s Acquisition of Common Room Industrializes Intent in Revenue Management
For decades, enterprise revenue management models operated under a major visibility disconnect. Direct sales and RevOps divisions utilized highly mature conversational intelligence tools to...
News
Commerce Bank Expands Investment Banking Capabilities With Nolan & Associates Acquisition
Commerce Bank has agreed to acquire Nolan & Associates, a boutique investment banking firm located in St. Louis that gives corporate advisory services to...
Investment and Budget Allocation
Maridea Grows Regional Footprint Through Ashford Purchase
Maridea Wealth Management has officially expanded its national platform into Florida with the acquisition of Ashford Investment Advisors, a Daytona Beach-based, female-led firm managing...
News
Walker Sands Broadens GTM Services With RevPartners Acquisition
Integrated B2B growth services agency, Walker Sands, has announced its acquisition of RevPartners, a revenue operations (RevOps) and go-to-market (GTM) engineering company. RevPartners is...
News
Med-Metrix to Acquire CanAide for Revenue Cycle Growth
Revenue cycle management leader Med-Metrix, LLC, has signed a definitive agreement to acquire CanAide, Inc., an established provider of Medicaid eligibility, enrollment services, and...
Investment and Budget Allocation
Pathstone and Mill Creek Capital Combine to Expand Wealth Management Reach
Pathstone is a prominent family office partner-owner managing wealth for ultra-high-net-worth individuals, families, and a few institutions worldwide. This company has signed the agreement...
