Strategic Revenue Management
Investment and Budget Allocation
Procyon Expands National Footprint with Acquisition of OLV Investment Group
Procyon, a leading independent registered investment advisory firm, has significantly expanded its national presence with the acquisition of OLV Investment Group, adding more than...
News
Investor Group Services (IGS) Appoints Shauna Collins as CFO
Investor Group Services (IGS), a leading private equity consulting firm specializing in value creation, portfolio optimization, and due diligence advisory, is pleased to announce...
News
FactSet and Arcesium Launch Unified Platform to Streamline Asset‑Management Workflows
FactSet and Arcesium have announced a strategic partnership to unify front, middle, and back office workflows for asset owners and managers across public, private,...
Investment and Budget Allocation
Airwallex Secures $330M Series G at $8B Valuation
Airwallex has raised $330 million in a Series G funding round—led by Addition with participation from T. Rowe Price, Activant, Lingotto, Robinhood Ventures and...
News
Payroc and Myriad Systems Join Forces to Simplify Payment Workflows for Healthcare Providers
Payroc and Myriad Systems have formed a new partnership to embed Payroc’s payment technology directly into Myriad Health, the company’s AI-enabled electronic health record...
Quick Byte
Vertex and CPA.com Expand Partnership with New AI-Powered Sales Tax Compliance Solution
Vertex Inc. and CPA.com have strengthened their long-term partnership. They introduced an AI-driven sales tax compliance solution with Kintsugi. This solution helps accounting firms...
Investment and Budget Allocation
Virtus Investment Expands Into Private Markets with Majority Acquisition of Keystone National Group
Virtus Investment Partners has announced a definitive agreement to acquire a majority stake in Keystone National Group, marking a significant expansion of its capabilities...
Customer Success
CROFirst’s Weekly Roundup: Clari, Salesloft, BlackRock, AWS, SalesHood, Nuvei, Microsoft, Accenture, WEVO, Amazon Connect & More
Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest breakthroughs in revenue strategy, predictive analytics, AI-driven customer engagement, and next-gen sales...
