Cambridge Savings Bank (CSB), a full-service mutual bank with a customer-first approach and nearly $7 billion in assets, announced that it was the lead bank in a $45 million participation loan for Modera Wealth Management, LLC (Modera)’s transaction...
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February 22, 2024, 07:53 AM
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Comvest Credit Partners acted as Administrative Agent on a $30 million senior secured credit facility to The JG Wentworth Company, LLC, a leading provider of consumer financial services. The Financing was used to fund a strategic acquisition by the...
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February 02, 2023, 08:00 AM
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Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, together with Snowden Lane’s private equity partner, Estancia Capital Partners (“Estancia”), announced...
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January 10, 2023, 07:36 AM
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Alvarium Tiedemann Holdings entered into a $250 million credit facility with a syndicate led by BMO Capital Markets. The facility, which is comprised of a $150 million revolving credit facility and a $100 million term loan facility, will be used to...
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January 04, 2023, 07:55 AM
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BB Energy, a leading global independent energy trading company, successfully refinanced and expanded a $580 million senior secured borrowing base credit facility.Based on an initial size of $500 million, the Facility was increased to US $580 million...
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November 14, 2022, 07:46 AM
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Steward Partners Global Advisory, an employee-owned, full-service independent partnership, has secured a $140 million credit facility to support the next phase of the partnership's development and fuel its future growth. The facility was led by...
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November 09, 2022, 07:35 AM
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Yieldstreet closed a warehouse facility that provides access to up to $400 million from Monroe Capital. This financing is the largest of its kind to date for Yieldstreet and for any alternative investment platform in the industry and enables the...
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August 09, 2022, 08:09 AM
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Audax Private Debt, as Joint Lead Arranger, provided a unitranche credit facility to support Genstar Capital’s (“Genstar”) acquisition of Cerity Partners (or the “Company”).Founded in 2009 and headquartered in New York City, Cerity Partners is a...
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August 01, 2022, 07:13 AM
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CIBC Innovation Banking provided financing solutions, including a capital call line of credit, to Graphite Ventures (Graphite), a $100-million fund focused on seed-stage investments and extensions, through to the rights for Series A rounds. The...
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February 23, 2022, 07:07 AM
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Betterment, the largest independent digital investment advisor with $32 billion in assets under management and nearly 700,000 clients, secured $160 million in growth capital comprised of a $60 million Series F equity round and a $100 million credit...
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September 30, 2021, 07:25 AM
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MPowered Capital an invesnt firm established to invest in best-in-class female and other underrepresented talent* in the alternative investment space, announced its official launch. MPowered was founded and will be led by Marcia Page, Co-Founder and...
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September 21, 2021, 06:00 AM
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RF Capital Group secured a $200 million revolving credit facility with a syndicate of lenders. The initial authorized principal of the facility is $125 million. The Facility also includes an accordion provision that will enable the Company to request...
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September 13, 2021, 07:50 AM
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On June 22, 2021, East West Bank, the Sole Administrative Agent, together with an existing lender group upsized the two-year revolving line of credit facility from $130 million to $180 million for Los Angeles-based broker dealer and investment firm...
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On June 11, 2021, East West Bank, the Sole Arranger, Sole Bookrunner, and Administrative Agent, together with three other lenders, closed on a new umbrella capital call facility for several separately managed accounts managed by a leading global...
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WebBank joined Synovus Bank, Specialty Finance Division to provide additional commitment in an asset-based revolving credit facility to AB Private Credit Investors Corporation, a subsidiary of AllianceBernstein, which is one of the world’s largest...
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SG Credit Partners closed a $1 million second lien bridge loan for a privately held registered investment advisor that provides wealth, asset and business management services to high net-worth individuals and families. The Company has a variety of...
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February 24, 2021, 06:00 AM
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Walker & Dunlop, Inc. announced that it has closed on the refinance of its senior secured seven-year term loan. The refinance launched at $250 million but was increased to $300 million due to strong demand from institutional investors. The term loan...
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November 08, 2018, 07:15 AM
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Monroe Capital LLC announced it acted as sole lead arranger and administrative agent on the funding of a $43.5 senior credit facility to support the acquisition of Purshe Kaplan Sterling, Inc. (PKS) by Oak Spring Holdings and Wentworth Management...
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December 06, 2017, 07:50 AM
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CME Group Inc., an American financial market company operating a options and futures exchange, entered into a new multi-currency revolving credit facility with each of the banks from time to time party thereto; Bank of America, N.A., as...
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November 28, 2017, 07:09 AM
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Willis Towers Watson Public Limited Company, together with its wholly owned subsidiary, Trinity Acquisition plc, entered into a $1.25 billion revolving credit facilit, that will mature on March 7, 2022 (unless extended in accordance with the terms...
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INTL FCStone Inc. has agreed to amend its existing $140 million senior secured revolving credit facility maturing September 20, 2016 (the "Credit Facility") to extend the maturity through March 18, 2019, and to increase the size of the credit...
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GE Antares, a unit of GE Capital, announced it is administrative agent on a $260 million senior secured credit facility to support the acquisition of Institutional Shareholder Services (ISS) by Vestar Capital Partners. GE Capital Markets served as...
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