Investment and Budget Allocation
Investment and Budget Allocation
F2 Strategy Acquires HBMJ Consulting to Expand Into Alternative Investments
F2 Strategy (“F2”), the leading business and digital transformation services firm to the global wealth and asset management industries, announced it has acquired HBMJ Consulting...
Investment and Budget Allocation
Brookfield to Acquire Remaining Interest in Oaktree
Brookfield and Oaktree have agreed on a proposed transaction whereby Brookfield will acquire the approximately 26% interest in Oaktree that it does not already...
Customer Success
CROFirst’s Weekly Roundup: Claritev, Lazard, Oracle, Candidly, ChurnZero, Eventus & More
Welcome to CROFirst’s Weekly Roundup—your go-to digest on the latest in revenue optimization, investment strategy, customer success, and analytics. This week spotlights AI-powered financial...
Investment and Budget Allocation
Parafin and Fullsteam Capital Surpass $125M in Capital Financing, Powering Small Business Growth
Parafin, a leader in embedded financial services, and Fullsteam, a software and payments platform serving vertical-specific businesses, announced they have surpassed $125 million in...
Investment and Budget Allocation
Lazard Asset Management Expands ETF Offerings with Launch of Listed Infrastructure Fund
Lazard Asset Management (LAM) has expanded its exchange-traded fund lineup with the launch of the Lazard Listed Infrastructure ETF, an actively managed equity strategy...
Investment and Budget Allocation
Edelman Financial Engines Acquires Hasenberg Financial Group
Edelman Financial Engines (EFE), a leading independent wealth planning and workplace investment advisory firm, announced the acquisition of Hasenberg Financial Group in Eau Claire,...
Investment and Budget Allocation
Decentralized Finance Explained: Opportunities and Risks for Revenue Leaders
Traditional finance can feel slow. Payments take time. Approvals pile up. Manual processes cause mistakes. For revenue teams, that slows everything down.
Decentralized finance, or...
Investment and Budget Allocation
ActiveComply Secures Growth Investment from Level Equity and Appoints Asif Alam as CEO
ActiveComply, the leading digital communication compliance management platform for Independent Mortgage Banks, Banks, Credit Unions, and Insurers, announced a strategic investment from growth equity...