Investment and Budget Allocation
Investment and Budget Allocation
Mercer Advisors Strengthens New England Presence with Charter Oak Acquisition
Mercer Global Advisors has acquired New Hampshire-based RIA Charter Oak Capital Management, an RIA with over $1.5 billion in assets under management, thus enhancing...
Investment and Budget Allocation
S&P Global, Cambridge Associates, and Mercer Launch Standardized Private Markets Data for Better Investment Decisions
S&P Global together with Cambridge Associates and Mercer are the providers of their first Private Markets Performance Analytics datasets which have jointly come to...
Investment and Budget Allocation
Elavon and Liberis Expand Embedded Finance Partnership to Deliver Fast SMB Funding
Liberis, a globally known embedded finance platform, has revealed that it is extending its collaboration with Elavon, a prominent payments provider and a wholly-owned...
Investment and Budget Allocation
Finster AI and FactSet Partner to Advance AI-Native Banking Workflows
Finster AI, a supplier of agentic AI solutions for the financial services industry, is revealing its strategic partnership with FactSet. The partnership was created...
Investment and Budget Allocation
Wildfire Systems and Credit Key Partner to Unlock Affiliate Monetization in B2B Marketplaces
Wildfire Systems has partnered with Credit Key to enable transaction-based monetization within Credit Key’s growing B2B marketplace. As digital marketplaces dominate B2B commerce—accounting for...
Investment and Budget Allocation
CAPX Transforms Middle-Market Lending with Competitive Credit Marketplace
CAPX has facilitated a line of credit for a global customized products company, underscoring a growing shift in how U.S. middle-market firms access debt...
Investment and Budget Allocation
Corebridge Financial and Equitable Holdings Announce $22 Billion Transformational Merger
Corebridge Financial and Equitable Holdings have announced a landmark all-stock merger that will create a leading U.S.-based financial services powerhouse with an estimated valuation...
Investment and Budget Allocation
Cambridge Wilkinson Secures $100M Credit Facility to Accelerate Small Business Lending Growth
Cambridge Wilkinson (CW), a global investment bank specializing in capital solutions for middle-market and specialty finance companies, has announced the successful closure of a...
