Investment and Budget Allocation
Investment and Budget Allocation
STP Integrates Passthrough with BluePrint to Accelerate Investor Onboarding and Fund Administration
STP Investment Services (STP), a global provider of technology-enabled investment operations, fund administration and compliance solutions, announced the integration of Passthrough — a leading investor onboarding and subscription automation...
Investment and Budget Allocation
U.S. Bancorp to Acquire BTIG to Accelerate Capital Markets Growth
U.S. Bancorp has agreed to acquire a global financial services company named BTIG, LLC through a definitive agreement as part of its strategy to...
Customer Success
CROFirst’s Weekly Roundup: Consensus, Gryphon AI, HG, OneStream, 2X, Fiserv, Microsoft & More
Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest developments shaping strategic revenue management, sales and marketing alignment, AI-led finance transformation,...
Investment and Budget Allocation
Catalio Closes Oversubscribed $325M Credit Fund to Fuel Growth-Stage Healthcare Innovation
Catalio Capital Management has closed its second structured credit vehicle. It raised over $325 million for the Catalio Structured Opportunities Fund II and related...
Investment and Budget Allocation
Hg to Acquire OneStream in $6.4 Billion Deal to Accelerate AI-Driven Finance Transformation
OneStream, a leading enterprise finance management platform, has entered a definitive all-cash agreement to be acquired by software-focused investor Hg in a transaction valuing...
Investment and Budget Allocation
Commerce Bancshares Completes FineMark Acquisition to Expand Wealth and Private Banking Footprint
Commerce Bancshares, Inc. has completed its acquisition of FineMark Holdings, Inc., significantly expanding its private banking and wealth management capabilities while extending its geographic...
Customer Success
CROFirst’s Weekly Roundup: MetLife Investment Management, Cvent, ON24, Rezolve AI, MobiLoud & More
Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest developments shaping global asset expansion, digital engagement platforms, AI-powered revenue infrastructure, mobile...
Investment and Budget Allocation
MetLife Investment Management Expands Global Asset Management Footprint With PineBridge Acquisition
MetLife Investment Management (MIM), the institutional asset management arm of MetLife, has completed its acquisition of PineBridge Investments, creating a combined global platform managing...
Customer Success
CROFirst’s Weekly Roundup: Accordion, Clearwater Analytics, Warburg Pincus, Alteryx, Permira, The Hackett Group, and More
Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest developments in revenue strategy, AI-powered transformation, customer success innovation, and advanced analytics....
Investment and Budget Allocation
Hayfin and Strategic Value Partners to Provide €465 Million Financing to Support Uvesco Acquisition
Hayfin and Strategic Value Partners, LLC and its affiliates, have reached an agreement to provide a €465 million senior secured term loan to support the...
Investment and Budget Allocation
Permira and Warburg Pincus to Acquire Clearwater Analytics in $8.4 Billion Transaction
Clearwater Analytics has agreed to be acquired for about $8.4 billion. An investor group led by Permira and Warburg Pincus will make the purchase,...