Alvarez & Marsal's Corporate Performance Improvement (CPI) Group announced the appointments of New York-based Managing Director Annie Peabody and Dallas-based Managing Director Peter Andrews within its Corporate Transformation Services (CTS) practice... Read Story

Stradley Ronon launched an office in Southern California, underscoring the firm’s strategic growth plan in key markets throughout the United States. The office — the firm’s ninth and the first on the West Coast — will be led by partner-in-charge... Read Story

The Board of Directors of Renasant Corporation implemented the next step of the Company’s management succession plan, designating Kevin D. Chapman to become Chief Executive Officer of the Company and Renasant Bank effective May 2025. Chapman will... Read Story

Peapack-Gladstone Financial Corporation and Peapack Private, a division of Peapack-Gladstone Bank, announced that Greg Tamberlane has been appointed as Senior Vice President, Head of Commercial Bank Operations New York, continuing to lead the... Read Story

First Business Bank announced Paige Runyard’s promotion to Assistant Vice President – Senior Credit & Portfolio Manager within its Accounts Receivable Financing team, part of First Business Specialty Finance, LLC. In this position, Runyard manages a... Read Story

Alvarez & Marsal (A&M) expanded its CFO Services Group offering with appointment of Managing Directors Gregg Nicoll, Vikas Kumar, and Sean Kracklauer within its Corporate Performance Improvement (CPI) practice. Messrs. Nicoll’s, Kumar’s and... Read Story

B. Riley Farber, a wholly owned subsidiary of B. Riley Financial announced the addition of Ryan Adlington as Senior Managing Director, based in Calgary, Alberta.Adlington is an experienced restructuring and turnaround expert with more than 20 years... Read Story

eCapital announced Edward Irvin as the newest member of its business development team. Irvin's appointment strengthens the Company's presence in the Southwest and West Coast regions, enhancing its ability to serve clients. Assuming the role of SVP... Read Story

VSS Capital Partners (“VSS”), a private investment firm investing in the healthcare, education, and business services industries, announced that Michael Gebhardt has joined as a Principal. Gebhardt will focus on sourcing new investment opportunities... Read Story

WSFS Bank has hired Brooke Moyer as Senior Vice President and Director of Loan Syndications, reporting to Jim Gise, Senior Vice President, Middle Market, Syndications and Capital Markets.In his role, Moyer will be responsible for arranging, pricing... Read Story

First Horizon Corporation announced Thomas Hung, Executive Vice President, Head of Franchise Finance, will be named Senior Executive Vice President, Chief Credit Officer, effective Oct. 1, 2024. Hung will succeed Susan Springfield, Senior Executive... Read Story

New York Community Bancorp appointed four distinguished leaders to its executive management team, effective immediately. These strategic appointments signify the Company's commitment to enhancing its operational capabilities, fortifying its risk and... Read Story

First Horizon Corporation announced Tracy Bell has been promoted to the Chief Investment Officer of First Horizon Advisors Inc., the Wealth Management subsidiary of First Horizon.In this role, Bell will lead the First Horizon Advisors investment team... Read Story

Post Road Equipment Finance (“PREF”, formerly known as Encina Equipment Finance) announced Linda Jacobson has joined its Operations team as Vice President.In her new role with PREF, Jacobson will be responsible for key operations functions related to... Read Story

Bloomberg reported that Citigroup named Shane Azzara as sucessor to Shapleigh Smith as head of asset-based and transitional finance. According to the Bloomberg report, Azzara has worked at Citi for nearly 30 years and was promoted to managing... Read Story

First Horizon Corporation has named Martin de Laureal as President of First Horizon Advisors, Inc. the Wealth Management subsidiary of First Horizon, and head of Private Banking for the company. In his new role, de Laureal's responsibilities include... Read Story

BHI, the U.S division of Bank Hapoalim, has appointed Jacob (JJ) Weinstein as Head of CRE and Healthcare.  Weinstein will report directly to CEO, Gil Karni, and join the BHI Executive Team.  Weinstein has extensive knowledge of the real estate... Read Story

Banc of California, a wholly owned subsidiary of Banc of California, promoted several leaders in Community Banking, which provides in-market relationship lending and treasury management solutions through its network of branches and regional... Read Story

Gordon Brothers promoted Joe Massaroni to Managing Director, Eastern Regional Sales Manager.  In his new role, Massaroni leads the eastern regional business development team. He will continue to work closely with asset-based lenders, private equity... Read Story

Customers Bank onboarded 10 experienced commercial and business banking teams in New York, California and Nevada. The hiring drive is expected to accelerate the Bank’s deposit growth potential and represents significant investment in its Single Point... Read Story

Peapack-Gladstone Financial Corporation and Peapack Private, a division of Peapack-Gladstone Bank, continue to move into New York City with the hiring of Andrew F. Corrado and more than 10 teams of commercial and private bankers. Corrado, fresh off... Read Story

Houlihan Lokey announced today that Michael Schwartz has joined as a Managing Director in its Capital Markets Group. Based in New York, Mr. Schwartz will support and enhance the firm’s private capital financing efforts across all industry... Read Story

Hyper Valuation Services, a division of HYPERAMS announced that Jarrett Levy has joined the firm as Director of Business Development. In his new role at HVS, Levy will focus on driving continued and future sales growth of HVS’ appraisal business... Read Story

Evolution Credit Partners Management, an alternative credit firm with approximately $3 billion in assets under management, announced John-Carl ("J.C.") Barone will be joining the Firm as a Managing Director. Barone brings a two-decade track record in... Read Story

FirstBank recently named Adam Sands the Chief Banking Officer (CBO). Sands will assume the majority of the responsibilities formerly held by the company’s President, including supporting the bank’s markets, customers, loan and deposit production as... Read Story

The Hedaya Capital Group announced that industry veteran Louis G. Barone has joined the Company as Senior Advisor to The Hedaya Capital Group. In this role, he is responsible for leading and executing new business development strategies and growth... Read Story

Alvarez & Marsal’s Global Transaction Advisory Group (Global TAG) announced the establishment of an Executive Office, marking a significant period along its historically remarkable growth trajectory. Accompanying the pivotal development is the... Read Story

According to a Reuters report, JPMorgan Chase reorganized the leadership in its global banking division, installing new leaders in capital markets and investment banking, according to a memo seen by Reuters on Thursday.According to the report, the... Read Story

Houlihan Lokey announced an additional expansion of its Private Funds Group (PFG) with the appointment of a team of four managing directors from Greenhill & Co. to significantly strengthen its U.S. Primary practice. The additions establish Houlihan... Read Story

CohnReznick announced that Ashish Jalan has joined the firm as President–Global Operations effective April 1, 2024. In this newly created role, Jalan will oversee the resource management, talent development, operational effectiveness, and client... Read Story

Raven Capital Management announced that Josh Green, President, CEO and Founder of Raven, has appointed Dimitri Cohen to the position of Chief Investment Officer of Raven Credit, effective April 2nd, 2024. Cohen, a principal at Raven since 2019, has... Read Story

Revitalization Partners announced that former corporate executive and senior advisor Richard von Riesen has joined the RP team.Mr. von Riesen brings more than 30 years of experience in CEO, COO, and CFO roles as a senior financial, strategic planning... Read Story

Wingspire Equipment Finance announced the appointment of Craig Shipley as its new Chief Commercial Officer (CCO). Shipley brings to the team a wealth of experience in sales and operations leadership and a well-established history of driving strategic... Read Story

Alvarez & Marsal (A&M) announced the appointment of Mallory Van Horn as a Managing Director within the firm’s Healthcare Industry Group’s Health Plans and Managed Care practice. Ms. Van Horn’s hire represents the next phase of the group’s growth... Read Story

King & Spalding announced that John Ryan has joined the firm as a partner in its Finance and Restructuring practice group. Ryan is based in the firm’s New York office.Ryan, who joins the firm from Capital One, brings a broad-based skillset spanning... Read Story

Peapack-Gladstone Financial Corporation, a division of Peapack-Gladstone Bank, announced that Joanne Gagliardi has joined its commercial banking team as a Senior Managing Director.  With the Bank’s expanded footprint in New York City, Gagliardi joins... Read Story

nFusion Capital announced that Tree Buckingham has joined their team as EVP Head of Asset Based Lending. Buckingham is responsible for spearheading the strategic expansion of the Asset Based Lending division. Demonstrating steadfast leadership and a... Read Story

Encina Private Credit (“EPC”) announced two key new senior hires to the originations team to expand the platform’s business development efforts.  Mark Patchell joined EPC as Senior Managing Director, and Brian Tammaro was added as Managing... Read Story

Chiesa Shahinian & Giantomasi PC (CSG Law) announced that Sol W. Bernstein has joined the firm as Of Counsel with the Corporate & Securities Group and the Banking & Finance Team.“Sol is well-known in the New York and New Jersey banking legal... Read Story

Cadence Bank announced changes to its organizational structure, as well as new and increased responsibilities for several key executives, that will build on the company's success, create efficiencies and position it for future growth. Hank Holmes... Read Story

Houlihan Lokey announced that Abhishek Jain has joined its Transaction Advisory Services (TAS) practice as a Managing Director. Mr. Jain, based in Chicago, will further strengthen the firm’s financial due diligence capabilities, with a primary focus... Read Story

TAB Bank has appointed Justin Hatch as its Chief Lending Officer, effective immediately. In his new role, Hatch will oversee the lending activities of TAB Bank’s working capital lending products, including asset-based lending, factoring, lending... Read Story

Western Alliance Bank announced the appointment of Katie McDowell and Jon VanDerMeid to the organization’s Commercial and Industrial Banking team. McDowell assumes the role of Senior Vice President, Relationship Manager to support the organization’s... Read Story

US Capital Global announced the appointment of John Tesoriero as Vice President at its New York City office. With nearly three decades of experience in the banking and financial services industry, Tesoriero has consistently driven revenue growth... Read Story

Houlihan Lokey anounced that Val Shapiro has joined the firm’s Financial Sponsors Group as a Managing Director to support and expand the team’s credit coverage efforts, focusing on alternative asset managers, hedge funds, credit funds, and... Read Story

Leste Group, a global alternative investment manager, announced the appointment of four executives to its senior team to support the firm’s growing North America private equity and real estate credit strategies.“Leste is continuing to prove itself as... Read Story

EisnerAmper announced new leadership appointments within its Technology and Life Sciences practices. Sector leaders are responsible for growth initiatives and team development within their verticals as well as collaborating on overall industry... Read Story

Lawrence Financial announced the appointment of Mena M. Rizk as our newest Partner. Rizk's distinguished background in originating and underwriting transactions, coupled with his unique approach to financial solutions, brings a wealth of experience... Read Story

Hilco Enterprise Valuation Services (HEVS), a provider of valuation opinions for lenders, investment firms, advisors, and corporations, appointed Joseph Mevorah as Managing Director. With an extensive background spanning three decades on Wall Street... Read Story

B. Riley Financial announced the addition of Virginia Schnippel as a Managing Director within the Corporate Advisory & Valuation Services practice at B. Riley Advisory Services."We are excited to welcome Virginia and her skills to our corporate... Read Story

Webster Financial Corporation, the holding company for Webster Bank and its HSA Bank division, announced that after 13 years with the Company, Glenn MacInnes intends to retire from his role as Executive Vice President and Chief Financial Officer... Read Story

Michael Osment has joined Getzler Henrich & Associates as a Managing Director in the Detroit office.Osment has extensive experience as a senior technology leader within the Automotive, Manufacturing, Commercial Real Estate, Retail and Education... Read Story

Siena Lending Group is announcing leadership changes that will build upon the firm's considerable in-house skills and experiences while positioning the firm for continued growth in a lending environment marked by high interest rates and continued... Read Story

Star Mountain Capital announced that Frank Porcelli has joined as Senior Advisor. Star Mountain has one of the largest teams focused on investing in established, profitable, small and medium-sized private U.S. businesses (the “lower middle-market”)... Read Story

Alvarez & Marsal Tax, an affiliate of leading global professional services firm Alvarez & Marsal (A&M), announced the appointment of UK-based Steve Henshaw, Anthony Whatling, and Tom Lobb, alongside US-based Jerry N. Smith, and Tim Trifilo as... Read Story

Briar Capital Real Estate Fund continued the expansion of its business development team with the hiring of Jonathan “JD” Davis. Working out of Briar’s Houston corporate office, Davis will be responsible for sourcing new business in Texas and the... Read Story

James H. M. Sprayregen, one of the most well-known and highly regarded dealmakers and thought leaders in the restructuring, corporate reorganization, and the M&A community, will join Hilco Global as a Vice Chairman of the privately held global... Read Story

TAB Bank announced the promotion of Terri Lins as Chief Credit Officer, effective immediately. Lins has been an integral part of the TAB Bank team for more than a decade, most recently serving as Senior Vice President and Senior Credit Officer.As... Read Story

Monroe Capital has expanded its platform to the Middle East with the appointment of Waleed Noor as Managing Director and Head of Middle East Distribution. Monroe is in the process of opening an office in Abu Dhabi. Mr. Noor will be based in Abu Dhabi... Read Story

Silver Creek Capital Management, an alternative investment boutique focused on developing unique investment solutions for institutional and sophisticated investors globally, announced that Michael Callahan has joined the Firm as Managing Director... Read Story

Barnes & Thornburg announced that a bankruptcy group, led by partners Frank W. DeBorde and Lisa Wolgast, has joined the firm’s Finance, Insolvency and Restructuring Department in Atlanta. The team includes of counsel Jason H. Watson and associate... Read Story

Comerica Bank named Tim Maiden Senior Vice President, Group Manager for its Southern Dallas Business Banking Team. He will report to Corey Bailey, Executive Vice President, Executive Director, Middle Market & Business Banking.Maiden will lead a team... Read Story

BlackArch Partners, a leading middle-market investment bank, announced that Will Mackvick has been promoted to Managing Director and Brandon Boor has been promoted to Director.Will Mackvick (“Mack”) joined BlackArch as an analyst in 2012, during the... Read Story

nFusion Capital announced that Greg Dyson has joined their team as Senior Vice President. Dyson is responsible for accounts receivable financing, asset-based lending and loan originations and developing client and referral relationships across the... Read Story

WSFS Bank hired Jamie Tranfalia as Senior Vice President and Senior Middle Market Team Leader, reporting to Jim Gise, Senior Vice President, Middle Market, Syndications and Capital Markets.In his role, Tranfalia will support and develop a team of... Read Story

PNC Bank announced Michael Thomas has been named head of Corporate & Institutional Banking (C&IB). Based in Pittsburgh, Thomas will report to Michael P. Lyons, president. Thomas succeeds Lyons in the role, after Lyons was appointed President Feb. 20.... Read Story

HSBC announced the appointment of Andrew Fullam as Chief Financial Officer (CFO) for the U.S. and Americas.In this role, he will be responsible for the region’s financial operations, including accounting, regulatory reporting, stress testing and... Read Story

Hilco Corporate Finance (HCF), Hilco Global's investment banking advisory firm, continues to strengthen its team with the appointment of two industry leaders. Josh Goldberg joins as Senior Managing Director for Consumer and Retail M&A, based in New... Read Story

Sumitomo Mitsui Banking Corporation (SMBC) has appointed Mark Corteil as Chief Risk Officer for the Americas Division.In this role, Corteil will serve on the Americas executive team and lead the firm in developing and maintaining a robust risk... Read Story

Grant Thornton welcomed Chris Scarpa to the firm’s Asset Management industry practice in Philadelphia. Scarpa joins Grant Thornton as a Tax principal, and he will use his nearly 30 years of experience to further strengthen the firm’s service... Read Story

Houlihan Lokey announced that Brent Shepherd has joined as a Managing Director in its Capital Markets Group. Based in Chicago, Shepherd will co-lead the firm’s Healthcare Capital Markets efforts alongside Managing Director Neha Shah. Shepherd joins... Read Story

Morrison Foerster, a leading global law firm, announced the arrival of Doug Mannal as a partner in the firm’s Business Restructuring + Insolvency Group in the Transactions Department, based in the New York office. Mannal brings over 20 years of... Read Story

CIBC President and CEO Victor Dodig announced senior leadership appointments to support the bank's continued execution of its client-focused strategy, deepen its leadership capabilities and enable continued business momentum."Across our bank, we have... Read Story

With former Hancock Whitney Bank President Joe Exnicios’ official retirement on March 1, after 46 years of service, Hancock Whitney has named current Chief Operating Officer D. Shane Loper to succeed Exnicios as bank president.Loper assumes the title... Read Story

Clifford Chance has hired US partners Brian J. Lohan and Maja Zerjal Fink, further strengthening its global Restructuring and Insolvency team in New York. Their practice covers all aspects of corporate reorganizations, distressed situations and... Read Story

Lendscape, a leading technology provider for all forms of secured finance, announced the appointment of Chris Coleman as Regional Commercial Director. Coleman brings extensive industry experience, having spent over fifteen years structuring complex... Read Story

The Hedaya Capital Group, a provider of flexible factoring and working capital solutions, announced that David Huber has joined the Company as Vice President, Portfolio and Operations Manager. In this role, he will manage and oversee the Company’s... Read Story

CohnReznick announced that Yvette Connor has joined the firm as Principal and Risk Advisory Practice Leader along with members of her core team. In addition to leading the practice and advising clients, she will be driving strategic growth through... Read Story

Wingspire Equipment Finance announced the promotion of Jenny Roach to Chief Operating Officer (COO). Having been instrumental in the company's journey since its inception, Jenny brings a wealth of experience and a proven track record of success to... Read Story

Legacy Corporate Lending announced that Sean Spring has joined the firm as Executive Vice President of Portfolio Management. Spring will be based in Plano, TX and will be responsible for ensuring new and existing transactions are maintained in... Read Story

Amerisource Business Capital appointed Jeff Dunbar as Regional Market Manager in the Midwest. Dunbar has over 20 years of experience in commercial finance and asset-based lending solutions to small and middle-market businesses across the country.... Read Story

Värde Partners announced the promotions of Shannon Gallagher and Tony Iannazzo to Partner. In addition to joining the firm’s partnership, Shannon will now serve as Global Head of Business Development and Investor Relations and Tony will serve as... Read Story

Carlyle Secured Lending announced that Justin Plouffe has been named President, Chief Executive Officer (CEO), and member of the Board of Directors, effective immediately. This appointment follows the resignation of Aren LeeKong from the Company to... Read Story

Following the decision of TAB Bank President and CEO Rick Bozzelli to retire, the Board of Directors has appointed Austin Strong, Chief Strategy Officer, as the new CEO and Tyler Heap, Chief Credit Officer, as President. This dual leadership... Read Story

Grant Thornton announced that Alasdair Trotter has joined the firm as national managing principal of Growth Advisory within the Advisory Services practice. Trotter assumes the role from interim leader Scott McGurl, a longstanding principal who will... Read Story

Dechert announced the addition of Brian Miner as a partner in its corporate and securities practice group, further bolstering the firm’s capabilities in middle market private equity and M&A. Mr. Miner will be based in the firm’s New York office.Miner... Read Story

Mitsubishi HC Capital Canada, a subsidiary of Mitsubishi HC Capital America, announced leadership promotions of David Gagnon as Vice President of the newly created Strategy and Sales Operations division, and Philippe Frenette as the new Vice... Read Story

FirstBank announced Jim Reuter is retiring from FirstBank after seven years as Chief Executive Officer (CEO) and 37 years with the organization. The board elected President, Kevin Classen, as the new CEO, and Chief Digital Officer (CDO), Kelly... Read Story

Alvarez & Marsal (A&M) appointed Nancy Tseng as Managing Director for Corporate M&A Services  (CMAS) practice within A&M's Corporate Performance Improvement (CPI) business. Ms. Tseng’s hire reflects A&M's commitment to expanding its strategic... Read Story

First Horizon Corporation has promoted Ashley Argo to Deputy Chief Risk Officer. Argo has held multiple roles in her 19-year tenure with First Horizon Bank in various departments including Accounting, Credit and Risk Management."Ashley has... Read Story

Wells Fargo announced that Doug Braunstein will join the company as Vice Chairman, effective February 28. Braunstein brings a broad set of financial services experiences to Wells Fargo, with particular expertise in serving as an advisor to boards and... Read Story

Ares Commercial Finance expanded its presence in Michigan with the addition of Victor Verazain as Managing Director for the Business Development and Underwriting teams. Verazain will be based in Southeastern Michigan and will assist in covering the... Read Story

Lighthouse Financial announced the promotion of Todd Miller to Executive Vice President and Chief Credit Officer. In his new role, Miller will take on the additional responsibility of ensuring the credit worthiness of the overall portfolio of... Read Story

Blank Rome welcomed four new attorneys to the firm’s White Collar Defense and Investigations group:  Bradley “Brad” Henry, a partner in New York, who will also serve as vice-chair of Blank Rome’s White Collar Defense and Investigations... Read Story

Schottenstein affiliate SB360 Capital Partners (SB360), a leading asset realization and advisory firm, announced the appointment of finance industry veteran Marc S. Price as Executive Vice President of Corporate Development. Based in the Boston... Read Story

Viswas (“Vis”) Raghavan will join Citi as Head of Banking and Executive Vice Chair of Citi, reporting to Citi Chief Executive Officer Jane Frazer, according to a Note to Colleagues posted on the Citi website. Fraser stated the following in a letter... Read Story

Gibraltar added Joe Messineo to its business development team as SVP, Northeast region. Messineo will play a critical role in leading originations across the Northeast as the company continues to capitalize on demand for non-bank financing... Read Story

Victory Park Capital (“VPC”), a global alternative investment firm specializing in private credit, announced that Stephanie Mesheski has joined the firm as Principal on the Investor Relations & Marketing team. Working alongside Sora Monachino... Read Story

Oxford Commercial Finance (OCF), a subsidiary of Oxford Bank ("the Company"), announced strategic leadership changes aimed at providing enhanced strategic direction and oversight as the company continues to expand and evolve. Current OCF President... Read Story

Star Mountain Capital announced that Warren DeKinder has joined as a Managing Director based in Star Mountain’s Dallas office, one of its team’s 20+ locations nationwide. With ~$4 billion in assets under management (committed capital including debt... Read Story

eCapital announced the appointment of industry veteran W. Calvin Navatto as SVP, Business Development Officer. Based out of the Company’s New York office, Navatto brings over three decades of experience and a wealth of industry knowledge to bolster... Read Story

John D. Baumgartner has joined Getzler Henrich & Associates as a Managing Director and Head of the firm’s Houston office.Baumgartner has over 20 years of consulting, restructuring, and corporate finance experience. He has been involved with financial... Read Story

Western Alliance Bank announced the appointment of Bret Rathwick and Michael Anthony to the organization’s Commercial and Industrial team. Rathwick assumes the role of Vice President, Relationship Manager at Western Alliance Bank’s Costa Mesa office... Read Story

The PNC Financial Services Group announced that its Board of Directors has unanimously appointed Michael P. Lyons President of the corporation and its wholly owned banking subsidiary, PNC Bank, effective immediately.Lyons will report to William S.... Read Story

Liquidity Group, a global $2.5B AUM asset manager specializing in growth-stage private credit, added three executives to lead its newly formed Financial Institutions Group (FIG). Reggie Mills, Robert Amato and Sonia Peterson now hold roles as Head of... Read Story

New England Consulting Partners, a national turnaround management firm headquartered in Boston, announced two senior-level promotions in conjunction with the company’s recent expansion into new industries and geographies, including Europe.Cynthia... Read Story

PNC Private Bank appointed David Key to lead its Houston-based team. Key will oversee a local team that specializes in providing wealth strategy, investment management, trust & estate services and credit & cash management solutions to high and... Read Story

First Business Bank announced Eric Schremp’s promotion to Vice President, Commercial Banking.Schremp has over 10 years of commercial banking experience primarily serving family businesses and closely held companies of all sizes. He joined First... Read Story

Cambridge Savings Bank (CSB) announced that it has hired Ryan Bailey as the bank’s new President and Chief Executive Officer (CEO).Bailey was hired after the bank conducted a national search to succeed current president and CEO, Wayne Patenaude, who... Read Story

TD Bank has named Don Baker Commercial Market President of Northern New England. In this expanded role, Baker will lead the commercial and small business banking teams in Maine, New Hampshire and Vermont.“Don is a well-respected and deeply... Read Story

Citizens Financial Group announced that Brendan Goode will assume the role of Chief Security Officer, effective April 29, 2024. Upon assuming the CSO role, Goode will report to Michael Ruttledge, CIO and Head of Enterprise Technology & Security. He... Read Story

Dechert announced the addition of Eliot L. Relles as a partner in its corporate and securities practice group, further enhancing the firm’s capabilities in leveraged finance and private credit. Mr. Relles will be based in the firm’s New York office.... Read Story

Natixis Corporate & Investment Banking (Natixis CIB) announced new senior appointments to the firm’s Real Estate & Hospitality (REH) Americas team. Christopher LaBianca has joined as Managing Director, Head of Conduit Origination, based in New York... Read Story

Hogan Lovells announced that Rupa Briggs has joined as a capital markets partner in the firm’s Corporate & Finance practice group in the New York office. Rupa joins from Cooley, where she represented issuers and investment banks in capital markets... Read Story

Silver Creek Capital Management announced that David Matter has joined the Firm as Co-Chief Investment Officer. Matter was most recently a Managing Director and Co-Chief Investment Officer of BlackRock Alternative Advisors (BAA), BlackRock’s Hedge... Read Story

FTI Consulting announced the appointment of Shubho Ghosh as a Senior Managing Director and Nishi Anand, Dr. Nancy Greenlee and Nirjhar Ray as Managing Directors in the Digital Transformation offering within the firm’s Corporate Finance &... Read Story

John Trendell joined Oxford Commercial Finance (OCF) as a Senior Business Development Officer.John Trendell brings a proven track record in business development and over 22 years of experience in all aspects of Asset-Based Lending (ABL) and Accounts... Read Story

First Eagle Alternative Credit (“FEAC”) announced that President Chris Flynn plans to leave the firm in early 2025. Effective immediately, Flynn will share the title of FEAC Co-President with Jim Fellows, Chief Investment Officer of FEAC. Fellows... Read Story

PlainsCapital Bank recently announced that Andrew Cunningham, CFA®, CMT®, ChFC® has been named Senior Vice President, Chief Investment Officer of The Private Bank at PlainsCapital. Cunningham succeeds Richard Wyatt, who retired at the end of 2023... Read Story

CIBC announced the promotion of Brandon Barr to Asset-based Lending (ABL) Group Head. In this new role, Barr is responsible for providing strategic guidance on portfolio related matters and evaluating new business segments, in addition to managing... Read Story

Alvarez & Marsal (A&M) announced the launch of its Financial Services Industry (FSI) practice in the US. The expansion – an addition of seven new Managing Director appointments to an existing team of six – marks the latest phase in the evolution of... Read Story

Quasar Capital Partners has appointed Tanya Fontenot as the new Vice President of Business Development. Based in Baton Rouge and with over 17 years of experience in the finance industry, Tanya brings a wealth of knowledge and a proven track record of... Read Story

Legacy Corporate Lending announced the appointment of Margaret Ceconi as Executive Vice President, Portfolio & Underwriting. Ms. Ceconi will work closely with Legacy’s originations team and will be responsible for conducting the underwriting process... Read Story

Marc Hamroff, who had been Managing Partner of Moritt Hock & Hamroff for over 25 years, is assuming the role of Chairman.  Michael Cardello III, a long-standing  member of the firm's Management Committee and former Chair of the Litigation practice... Read Story

Alvarez & Marsal (A&M) announced the appointment of Dallas-based Jon Eilertsen as a CFO Services practice Managing Director within its Private Equity Performance Improvement Group (PEPI) group. In alignment with A&M’s CFO Services offering, Mr.... Read Story

Capstone Partners announced the appointment of three seasoned M&A advisory professionals as new Managing Directors on its industry banking teams. Steven Dana will join the firm's Industrial Technology Investment Banking Group and Jerry Sturgill and... Read Story

William Blair announced the continued growth of the firm’s Private Capital Advisory team with the addition of Daniel Budde as a senior director based in Boston focused on fund placement and secondary advisory.“It is a pleasure to welcome Dan to... Read Story

Sumitomo Mitsui Banking Corporation (SMBC) Americas Division announced the appointment of Clarke Adams as Head of High Yield Capital Markets and Matt Burke as Head of Leveraged Finance Origination. Additionally, Clarke joins Miguel Roman as Co-Head... Read Story

Otterbourg announced that Sunni P. Beville has joined the firm as a partner in its Restructuring and Bankruptcy Department and as a Co-Leader of its Mass Torts Bankruptcy Practice Group. Ms. Beville comes to Otterbourg from Brown Rudnick, where she... Read Story

eCapital appointed Rob Wright as Chief Product Officer. Wright will refine eCapital’s technology vision and product roadmap to strengthen customer experience and accelerate company growth. This involves advancing eCapital's suite of digital finance... Read Story

Comvest Partners announced that David Gibson has joined the firm as a Managing Director. Gibson is responsible for originating, structuring and managing debt investments for Comvest Credit Partners, Comvest’s direct lending investment platform. He is... Read Story

CohnReznick elected 24 professionals to its partnership, effective February 1, 2024. The newly elected partners bring expertise across advisory, assurance, and tax and play integral roles in our industry groups, driving the firm’s world-class client... Read Story

Barnes & Thornburg announced that a commercial finance team led by partners Rick Boyd and Tyler Wolf has joined the firm’s Corporate Department. Team members include Doug Plante, of counsel, Greg Preston, an associate, and Janelle Julyan, a senior... Read Story

Alvarez & Marsal (A&M) announced the appointments of Gary Rahl and Joseph Halverson as Energy practice Managing Directors. Their joining builds on the recent appointment of Energy practice Senior Advisor Jay Johnson, expands the firm’s clean energy... Read Story

Triumph, a member of the Triumph Financial portfolio of brands and a provider of working capital financing solutions to the transportation industry, announced the appointment of Kim Fisk as EVP, Chief Operating Officer (“COO”) of its factoring... Read Story

Ares Management Corporation announced that Julie Solomon, Global Chief Operating Officer of Ares Real Estate, has been promoted to Co-Head of Real Estate alongside Bill Benjamin, current Head of Real Estate. Effective immediately, Solomon and... Read Story

Wingspire Capital announced several organizational changes. President and COO John Rosin to retire; Garlick, De Palma and Lee appointed to new roles. John Rosin, President and Chief Operating Officer of Wingspire Capital, will retire in February.... Read Story

Greystone, a leading national commercial real estate finance company, announced that Leena Amin has joined the firm as a Senior Managing Director, Structured Finance. In this role, Ms. Amin will focus on expanding the firm’s bank and alternative... Read Story

Bankruptcy and restructuring lawyer Robert M. Hirsh joined Norton Rose Fulbright as a partner in the New York office.Hirsh focuses his practice on debtor-in-possession financing, exit financing and distressed and special situation financing. In... Read Story

Grant Thornton announced that Claudia Douglass has joined the firm as a principal and Healthcare industry growth leader. Douglass, a former chief operating officer and strategy leader who brings three decades of healthcare experience to Grant... Read Story

Post Road Equipment Finance, formerly known as Encina Equipment Finance, announced that Christopher Demtschenko has joined its commercial team as a Vice President. As a Vice President, Demtschenko will primarily be responsible for new business... Read Story

Hilco Corporate Finance (HCF), Hilco Global's investment banking advisory firm, named Mark Birkett Senior Managing Director for Capital Advisory. He will be based in HCF's Chicago office.Birkett has experience raising capital for middle-market... Read Story

LBC Credit Partners (“LBC”) announced the promotion of Homyar Choksi to Deputy Chief Investment Officer. Based in LBC’s Radnor, Pennsylvania headquarters, Mr. Choksi will continue to serve on the firm’s Investment Committee and lead the originations... Read Story

Blank Rome announced five new leadership appointments, effective January 1, 2024: Regina Stango Kelbon, Business Department Co-Chair Matthew "Matt" J. Comisky, Philadelphia Office Co-Chair William “Will” J. Dorsey, Vice Practice Group Leader... Read Story

Otterbourg P.C. announced that Michael Rich has been promoted to Member of the Firm, effective January 1, 2024.Rich began his career at Otterbourg and has been an associate in the firm’s Banking and Finance Department for the past eight years –... Read Story

SC&H Capital announced Mike Fixler has joined as Managing Director.  Fixler brings more than 25 years of experience strategically advising middle-market companies and their stakeholders to the firm’s Special Situations team. His expertise is focused... Read Story

Assembled Brands, a leading asset-based lender in the consumer goods sector, announced Zach Martin as its newly appointed Managing Director, Head of Originations & Capital Markets.Bringing a wealth of experience in asset-based lending and a proven... Read Story

Second Wind Consultants announced that Sally Barton, most recently of KeyBank, is the newest member of the Second Wind team. After serving as Senior Vice President within KeyBank’s Asset Recovery Group (workout), Ms. Barton joins Second Wind in a... Read Story

Houlihan Lokey announced that Michael Hommeyer has joined as a Managing Director in its Capital Markets Group. Based in New York, Hommeyer will spearhead a new syndicate function that focuses on expanding the firm’s investor coverage, distribution... Read Story

CohnReznick announced that Michael Fussman, CIRA, CDBV has joined the firm as a managing director in its Restructuring & Dispute Resolution practice. Based in the firm’s Chicago office, Fussman has 20 years of experience overseeing teams in the... Read Story

Star Mountain Capital announced that Ravi Ugale has joined as a Managing Director and member of the firm’s investment committee for its secondaries strategies. With ~$4 billion in assets under management, alignment of interest is a core value of Star... Read Story

Abacus Finance Group announced the promotions of Joseph Lee to Senior Vice President and Austin Rendell to Vice President and the hiring of Matthew Campanella as an Analyst.“We are especially proud of the accomplishments of Joe and Austin as members... Read Story

Hilco Global appointed Richard “Rick” Maletsky as its new Executive Vice President and General Counsel. Maletsky succeeds Eric Kaup, who will be transitioning to the newly created role of Co-Chief Commercial Officer at the diversified financial... Read Story

Dechert has named global finance partner Andrew Pontano as leader of the firm’s asset finance & securitization group. Pontano's appointment reinforces the team’s strategic aim of delivering comprehensive service to clients, encompassing innovative... Read Story

Holly Pratti has joined the team at Loeb as Vice President of Business Development and brings almost a decade of experience in delivering specialized alternative lending solutions. Pratti begins her journey at Loeb brimming with excitement and... Read Story

Hilco Global announced that two of the organization’s most outstanding management leaders with 20+ years at the firm, Eric Kaup and Ben Nortman, are appointed to the newly created position of Co-Chief Commercial Officer. In their new roles, Kaup and... Read Story

Golub Capital announced that Andrea Picard will be joining the Firm as Co-Head of Global Institutional Sales in March. Picard has over 30 years of industry experience and is joining the Firm after more than a decade in institutional sales leadership... Read Story

First Citizens BancShares announced that Gregory L. Smith has joined the company as an executive officer and Chief Information & Operations Officer (CIOO) for BancShares and its subsidiary, First-Citizens Bank & Trust Company ("First Citizens Bank").... Read Story

First Citizens Bank's Middle Market Banking group has named April Chow and Marc Einerman as managing directors and relationship managers dedicated to supporting business growth. Chow will serve the Southern California market and will be responsible... Read Story

BizCap added Jeffrey K. Scott as Managing Director, based in Los Angeles. With an illustrious career spanning three decades in banking, finance, and advisory roles at esteemed institutions, Scott brings unparalleled expertise and strategic vision to... Read Story

Peapack-Gladstone Financial and Peapack-Gladstone Bank appointed Philip Prudenti, CAMS as Vice President, Head of KYC and Client Onboarding at Peapack-Gladstone Bank. He joins the Company’s experienced team of risk and compliance professionals... Read Story

Peapack-Gladstone Financial and Peapack-Gladstone Bank announced the appointment of Rich Johnston as President, Peapack Capital, a subsidiary of the Bank, which focuses on equipment finance and leasing.  Johnson is now responsible for overseeing all... Read Story

First Business Bank added Cooper Wage to its Southeast Wisconsin office as Vice President – Commercial Banking.Wage joins First Business Bank with over 12 years of commercial banking experience. He focuses on helping privately held businesses within... Read Story

eCapital appointed Kash Ahmad as Chief Credit Officer, Factoring Group. In this critical role, Ahmad, an experienced global finance expert, will be responsible for overseeing the credit and operational functions of the Company’s North American... Read Story

Bank of America has named Naveed Shujaat President of Bank of America Central Florida. He succeeds Steve Alch, who has decided to step away from the role after nearly a decade to focus on his leadership position as Merrill Southeast Division... Read Story

Daniel O’Brien has joined Getzler Henrich & Associates as a Managing Director in the firm’s New York Office.With over 38 years of experience, O’Brien provides restructuring services to corporate debtors, lenders, federal and municipal governments... Read Story

KeyCorp announced that Darrin Benhart, Deputy Chief Risk Officer, has been named the bank's Chief Risk Officer, effective January 1, 2024. Benhart  succeeds Mark Midkiff, whose long-planned retirement was announced in November and who will remain at... Read Story

Mitsubishi HC Capital America announced that Anand Rao has joined the company as Managing Director, Private Credit for the Structured Finance division.With more than 20 years’ experience in leveraged finance, distressed investments and restructurings... Read Story

FGI Worldwide hired Greg McBride as Director, FGI Risk. Based out of the Chicago office, McBride will focus on originating new business opportunities for FGI’s credit insurance brokerage and risk advisory division by developing relationships... Read Story

Greystone, a leading national commercial real estate finance company, announced that banking industry veteran Steven Caligor has joined the firm as a Senior Managing Director of Structured Finance. In this new role, he will focus on managing and... Read Story

Trinity Capital announced that, as part of the Company's long-term succession plan, its Board of Directors has named Michael Testa as Chief Financial Officer, effective immediately. He succeeds David Lund, who will remain on the team as a consultant... Read Story

Moritt Hock & Hamroff added Sean E. Mitchell to its Fort Lauderdale office, illustrating the firm's continued growth and expansion in Southeast Florida. Mitchell joins the firm as Counsel in its Secured Lending and Real Estate Practice Groups. "My... Read Story

Ares Commercial Finance announced that Ian Maccubbin has joined its Business Development and Underwriting teams as a Principal. Maccubbin will be based in Boston and will assist in covering the Northeast market, where he will have cross-functional... Read Story

White & Case has expanded its Global Mergers & Acquisitions (M&A) Practice and Global Private Equity Industry Group with the addition of Taurie Zeitzer as a partner in New York. Zeitzer joins the Firm as Co-Head of its Global Private Equity Industry... Read Story

O2 Investment Partners announced the promotion of Sean Darin to Principal.Luke Plumpton announced the promotion of Darin: “I am very excited to announce the promotion of Sean [Darin] to Principal. Since joining as an Associate in 2016, Sean has been... Read Story

Houlihan Lokey announced that both Dudley Baker and Kerr Robertson have joined the firm’s Healthcare Group as Managing Directors. Baker is based in Dallas covering healthcare information technology (HCIT), while Robertson is based in Charlotte... Read Story

Haversine Funding has appointed Vince Mancuso as its new Managing Director. Mancuso brings over 25 years of rich experience in commercial finance, enhancing Haversine’s expertise and strategic capabilities."We're excited to have Vince Mancuso join... Read Story

Barclays has appointed Ryan Voegeli as Head of Investment Banking for Canada. Voegeli will be based in Toronto.Voegeli has twenty years of investment banking experience, and joins Barclays from CIBC Capital Markets where he was Head of Global... Read Story

Alvarez & Marsal announced the integration of LQ Consulting and Management with A&M’s INFRA practice in Canada and appointed Pierre Légaré as Managing Director and Leader of INFRA Canada along with Senior Directors Arshya Qureshi  and Gordon Lung.... Read Story

FTI Consulting announced the promotion of 25 professionals within the firm’s Corporate Finance & Restructuring segment to Senior Managing Director.  “The Corporate Finance & Restructuring segment is expanding the depth of our expertise, investing in... Read Story

Obra Capital, an asset management firm with a specialized approach to alternative investing, announced that Anthony J. Annino will be joining as Senior Managing Director, Head of Longevity. In this role, Annino will be responsible for overseeing the... Read Story

Rockefeller Capital Management announced that Alexandra Lebenthal, a 39-year veteran in financial services and industry leader, has joined the firm as a Managing Director and Senior Banker.In her new position, Lebenthal will lead efforts within... Read Story

Western Alliance Bank announced Lynne Biggio Herndon has been appointed as the bank’s new Chief Credit Officer."We are excited to welcome Lynne to the Western Alliance team," said Ken Vecchione, President and Chief Executive Officer of Western... Read Story

Moritt Hock & Hamroff announced that Sofia Fayer, Ilona Posner, Caitlyn Ryan and Michael Schwab have been elevated to Partner, and Karen Davakis, Marshall Dworkin, Grace Lee, Dan Lust and Michael Wickersham have been elevated to Counsel, effective... Read Story

Steven Sonberg, managing partner of Holland & Knight, announced that 46 attorneys in the firm have been elected to partnership effective Jan. 1, 2024. Thirty-six associates and 10 senior counsels from various offices throughout the firm have been... Read Story

Stonepeak, an alternative investment firm specializing in infrastructure and real assets, today announced that Jack Howell and Luke Taylor have been named Co-Presidents of the firm, a promotion from their former roles as Co-Chief Operating Officers.... Read Story

Armstrong Teasdale announced that effective January 1, 2024, Richard (Rick) W. Engel, Jr. has been elected managing partner. Engel, who has worked closely with outgoing Managing Partner Patrick Rasche over the years in various leadership positions... Read Story

Joseph R. Williams, President and CEO of County National Bank (CNB) in Michigan, announced the recent additions of Matt Chrome as Vice President – Chief Credit Officer and Rachel Garrett as Branch Manager of its Horton Road office in Jackson.Chrome... Read Story

BCB Bancorp, the holding company for BCB Community Bank, announced Michael A. Shriner has been named President and Chief Executive Officer of BCB Bancorp and BCB Community Bank, effective Jan. 1, 2024. Retiring President and Chief Executive Officer... Read Story

1st Capital Bancorp, holding company and parent company of 1st Capital Bank, appointed Joel Keller to Executive Vice President and Chief Financial Officer.Chief Executive Officer Samuel Jimenez announced today that Joel Keller has been named... Read Story

PlainsCapital Bank announced that Larry Smith has joined The Private Bank at PlainsCapital as Senior Vice President and Senior Portfolio Manager. “We are pleased to welcome Larry to The Private Bank and believe his expertise will greatly benefit our... Read Story

Fulton Financial Corporation has named Angela Snyder President of Fulton and Fulton Bank and a director of Fulton Bank, effective Jan. 1, 2024.“Angela is an incredible asset to our organization,” said Fulton Chairman and CEO Curt Myers. “She has... Read Story

Trinity Capital announced the appointment of Ryan Kaeding as Managing Director, Life Sciences in San Diego, California. Kaeding, a veteran in the venture ecosystem, has been supporting venture capital-backed growth-stage companies for 20+ years."We... Read Story

Fifth Third Bancorp announced the following executive leadership changes that will take effect January 2, 2024.The Board of Directors voted to appoint Tim Spence chairman of the board. Spence succeeds Nick Akins, who has been elected lead independent... Read Story

Houlihan Lokey announced that Keith Kushin has joined the firm as a Managing Director in its Transaction Opinions and Board Advisory practices. Kushin is based in New York and will expand the firm’s transaction opinions services for its clients in... Read Story

First Citizens Bank announced that its Equipment Finance business has named Joy Shanks as senior vice president and head of business development dedicated to supporting and growing equipment finance vendor acquisition business. Shanks will be... Read Story

FTI Consulting announced the appointment of Go Matsumoto as a Senior Managing Director within the Corporate Finance & Restructuring segment in Tokyo. In addition, Eiji Michihiro joined the segment in Tokyo as a Senior Advisor.Mr. Matsumoto has more... Read Story

Wells Fargo announced that Frederick O. Terrell will join the Corporate & Investment Bank (CIB) as vice chairman of Investment Banking on January 2, 2024. He will serve as a member of CIB’s senior leadership team delivering strategic and... Read Story

SLR Equipment Finance announced Jeffrey Schaefer has joined the company as Associate Vice President, Direct Sales.  In his role, Schaefer will help grow SLR Equipment Finance’s leasing and lending activities in Texas, Louisiana, New Mexico, Colorado... Read Story

Alvarez & Marsal (A&M) announced the appointment of Nashville-based Scott Moresco as a Managing Director within its Tax practice.  Moresco’s hire builds on A&M’s integrated platform and enhances the firm’s ability to solve tax matters pertaining to... Read Story

Encina Private Credit (“EPC”) announced Mike Hensinger has been named Chief Executive Officer, effective immediately. Hensinger has also joined the EPC Board of Directors. Hensinger joined EPC in June 2022 as President and Chief Commercial Officer to... Read Story

Houlihan Lokey announced that Rob Kordas has joined the firm as a Managing Director in its Industrials Group. Kordas is based in Chicago and will lead coverage of the energy field services and equipment sector. Kordas joins from RBC Capital Markets... Read Story

Hilco Global announced the appointment of two Hilco operating company leaders to the role of Co-President at the holding company.  New Co-President’s Neil Aaronson and Henry Foster are both longtime leaders within the global diversified financial... Read Story

Guggenheim Securities, the investment banking and capital markets division of Guggenheim Partners, announced that Brent Surber has joined the firm as a Senior Managing Director to strengthen its capital markets capabilities within its investment... Read Story

FTI Consulting has expanded its Energy & Industrials Business Transformation practice with the appointments of Satish Damodaran and Alejandro Vanags as Senior Managing Directors within the firm’s Corporate Finance & Restructuring segment.“In the face... Read Story

Briar Capital Real Estate Fund announced the hiring of Larry Ellis as Senior Vice President, Business Development. Based in Houston, TX, Ellis will be responsible for sourcing new business in Texas and the Southwest United States. Ellis brings with... Read Story

Legacy Corporate Lending announced the addition of a new team member, Donna Dawson as the firm’s Senior Director of Operations. Ms. Dawson will be based in Plano, TX and will be responsible for ensuring all new and existing transactions are... Read Story

TD Bank Group announced changes to its Senior Executive Team, that reflect the strength of the Bank's leadership bench.Ray Chun becomes Group Head, Canadian Personal Banking, effective immediately. Most recently, Chun served as Group Head, Wealth... Read Story

Commercial Finance Partners announced the hiring of Karen Small as Senior Business Development Officer for the Midwest Region. With over 25 years of experience in financial services, Small has worked as a Field Examiner for Michigan National Bank... Read Story

Wells Fargo named Darlene Goins as head of Philanthropy and Community Impact and President of the Wells Fargo Foundation. She will be responsible for the company’s philanthropic strategy in housing access and affordability, financial health, small... Read Story

USCB Financial Holdings, Inc., the holding company for U.S. Century Bank, announced William “Bill” Turner, a bank executive with more than 35 years of credit experience, has been named the Bank’s new Executive Vice President and Chief Credit Officer.... Read Story

Carrie Goldfeder, a seasoned credit executive with over 25 years of credit and corporate finance experience across all facets of loan production, credit performance and portfolio management, has joined Old National Bank, the wholly-owned banking... Read Story

Alvarez & Marsal announced the appointment of Los Angeles-based Arthur Mattousch as a Managing Director in its Private Equity Performance Improvement Group (PEPI). Mattousch's hire underscores A&M's continuous effort to enhance its strategic... Read Story

White Oak Commercial Finance, an affiliate of White Oak Global Advisors, announced that Christopher Gouskos will join the ABL team at White Oak Commercial Finance as a Managing Director, Originations, departing from his previous similar role as... Read Story

Mitsubishi UFJ Financial Group (MUFG) announced Geoff Paul has joined the bank as Managing Director and Head of Equity Capital.In this newly created role, Paul will be responsible for developing MUFG's Equity Private Placements (EPP) business... Read Story

Wells Fargo announced that Clay Hale has joined the Corporate & Investment Bank (CIB) as co-head of Equity Capital Markets (ECM) within the Banking division. He will co-lead the ECM team alongside Jill Ford, who joined the Company in September of... Read Story

TD Bank Group announced the significant expansion of its Global Financial Institutions ("FIG") Investment Banking coverage in the US as well as other product areas, including Equity Sales, Equity Capital Markets, Debt Capital Markets, and Equity... Read Story

First Citizens Bank's Middle Market Banking business has named Nathan Pusey as managing director and Northeast market executive and John Tyson as managing director and relationship manager. Both will be based in Boston to support the expansion of... Read Story

Following the announcement of Kenneth Kaestner’s appointment to Lakeland’s Asset Based Lending team in October, the Bank is proud to announce Diane Williams has also joined the team serving as Vice President, Senior Relationship Manager.Williams... Read Story

Dykema announced the addition of Christopher Cahill as a Senior Counsel in the firm’s Corporate and Finance Practice Group resident in the firm’s Chicago office. Cahill joins Dykema from Aegis Law and after practicing as a Partner with L&G Law Group... Read Story

Huntington National Bank has expanded its Huntington Business Credit team with the addition of a Washington, D.C.-based group focused on asset-based lending in the healthcare industry. Huntington Business Credit provides companies with working... Read Story

Brown Rudnick announced that Peter Farrell has joined its Washington, D.C., office as a partner in the Tax group. Farrell’s practice focuses on corporate tax, income tax planning, international tax, spin-offs and mergers and acquisitions. He brings... Read Story

H.I.G. Capital announced that Jenny Nelson, Jennie Park, and Joe Tremblay have joined the firm’s Capital Formation Group. Jenny and Joe join as Managing Directors, based in California, and Jennie Park has joined as a Principal, based in New... Read Story

Sumitomo Mitsui Banking Corporation (SMBC), a member of SMBC Group, announced that Paul Burke has joined the firm to lead a newly created Capital Solutions Group.Based in New York, Burke will work across the SMBC Americas Division banking businesses... Read Story

Accord Financial announced the hiring of Ryan Ray, an experienced asset-based lending (ABL) and equipment professional to the Accord Financial team. “Ryan is well-regarded within the financing community for expertise in asset valuations, his... Read Story

Alvarez & Marsal appointed Craig Savage as a Healthcare Industry Group Managing Director and Leader of its Health Plans and Managed Care practice. Recognized for his commercial and government-funded health plans and payers expertise, Savage’s... Read Story

RainStar Capital Group, a Michigan based national debt advisory firm, promoted Managing Director Tom Kessel to the role of Team Leader of the Middle Market lending division.  RainStar Capital Group led by CEO - Kurt Nederveld made the following... Read Story

Hogan Lovells announced that Michael Bonsignore has joined the Corporate & Finance practice group in Washington, D.C. as a partner in the firm’s Infrastructure, Energy, Resources, and Projects (IERP) practice area. He joins from Clifford Chance.   ... Read Story

New Mountain Finance Corporation, the publicly traded credit BDC arm of New Mountain Capital, announced the appointment of Kris Corbett as Chief Financial Officer, effective November 27, 2023.“We are pleased to welcome Kris Corbett to the New... Read Story

GoldenTree Asset Management, a global asset management firm with over $51 billion in assets under management, announced the hiring of Shawn Mathew as Partner and Head of Corporate Strategy, a newly created role. Mathew will be based in the firm’s... Read Story

TD Bank announced Mike Nursey has been named its North Florida Commercial Market President to support continued growth efforts in the region, which includes the greater Orlando, Tampa/St. Petersburg, Jacksonville, Gainesville, Ocala, Daytona... Read Story

BerryDunn, a full-service assurance, tax, and consulting firm, announced the hiring of Erik Olson as the dedicated practice lead for Transaction Advisory Services.The team provides in-depth financial data analysis to help businesses plan and... Read Story

PGIM, the $1.2 trillion global investment management business of Prudential Financial, Inc., has hired Sancia Dalley as a managing director in the PGIM Office of Diversity, Equity & Inclusion (DEI). In this role, Dalley will oversee the DEI... Read Story

Simpson Thacher & Bartlett promoted the following attorneys to Senior Counsel and Counsel, effective January 1, 2024.The new Senior Counsel is: Amanda H. McGovern, Private Funds / Family Office (New York)The new Counsel are: Adrienne V. Baxley... Read Story

First Bank, the wholly owned subsidiary of First Bancorp and the largest North Carolina headquartered community bank, announced changes to its executive leadership structure in order to more effectively execute its strategic vision. Effective... Read Story

Pathlight Capital announced the hiring of Laura Hegarty as Managing Director, Investor Relations. Hegarty will focus on fundraising initiatives for the $2.7B private credit firm.Hegarty brings with her over 20 years of experience in business... Read Story

First Financial Northwest, the holding company for First Financial Northwest Bank, announced Dalen D. Harrison was promoted to Executive Vice President and Chief Banking Officer of the Bank.The promotion is in recognition of the breadth and depth of... Read Story

Simpson Thacher & Bartlett has elevated the following attorneys to Partner, effective January 1, 2024: Louis H. Argentieri, M&A (New York) Andrew Bechtel, Banking and Credit (London) Lindsey C. Bohl, Litigation / Antitrust (Washington... Read Story

Associated Bank announced the appointment of Phillip Trier as the company's Executive Vice President, Commercial Banking Group Leader. In his new role, Trier will focus on accelerating core Commercial Middle Market business development across the... Read Story

Alvarez & Marsal (A&M) announced the appointment of Managing Director Brooke Hopkins in the firm’s Disputes and Investigations (DI) practice. Specializing in global and internal investigations, as well as internal controls remediation, compliance... Read Story

Hanover Bancorp, the bank holding company for Hanover Community Bank, announced the appointment of Joseph Burns to the position of Executive Vice President, Chief Lending Officer.In his new role, Burns will lead the Bank’s commercial banking... Read Story

US Capital Global announced that Colleen Gray has joined the group as Senior Vice President at the group’s headquarters in San Francisco, CA. Ms. Gray has over 25 years of operations and financial management experience with emerging, high-growth... Read Story

Truist Financial Corporation announced continued progress in the company's transformation journey with the creation of a chief operating officer position, the naming of a new chief consumer & small business banking officer and the hiring of a new... Read Story

Star Mountain Capital announced that Gregory Summe has joined as Senior Advisor.Summe has 30+ years of experience as an investor, operator and C-level executive with additional leadership experience through serving as a board member for multiple... Read Story

Hilco Real Estate has added Alan Shaw as Executive Vice President of the organization and Co-CEO of its Real Estate Asset Management division. Shaw's appointment further signals HRE's commitment to expanding its offerings and depth of experience.... Read Story

First Citizens Bank announced that its Middle Market Banking business has named Matthew Tollenaer as a managing director and market leader dedicated to originating and cultivating business in Atlanta and the surrounding region.Tollenaer will be... Read Story

City National appointed Howard Hammond as CEO. Kelly Coffey has been named CEO, City National Entertainment. Both appointments are effective Nov. 27.Hammond brings to City National more than 30 years of financial services experience, including 15... Read Story

Pantheon announced the upcoming launch of the Pantheon Global Private Equity Fund (PGPE), the latest addition to the firm’s growing global private wealth platform. PGPE is an open-ended, evergreen fund that seeks to provide private and institutional... Read Story

Farmers & Merchants Bank of Long Beach announced key changes to its executive management team and promotions to new roles, reinforcing the bank’s strategic vision and next stage of growth and development. The transition marks the culmination of F&M’s... Read Story

Churchill Asset Management announced that Paul Sadlowski and Pranai Cheroo have joined the firm as Principals on the senior lending origination team. Both will report to Kevin Meyer, Managing Director, Head of Origination, Senior Lending.Sadlowski... Read Story

Ares Capital Corporation announced that Ares Capital’s Chief Accounting Officer, Vice President and Treasurer, Scott Lem, has been appointed as its new Chief Financial Officer, effective February 15, 2024. Mr. Lem succeeds Penni Roll, who plans to... Read Story

Access Capital announced the promotion of Raphael Torres to the position of Executive Vice President (EVP) and Head of Business Development.Torres’s journey with Access Capital began less than a year ago, and his immediate and substantial impact on... Read Story

Alvarez & Marsal (A&M) promoted Restructuring & Turnaround practice Managing Director Erin McKeighan as co-head of its Case Management Services group, serving alongside Managing Director, Julie Hertzberg. Ms. McKeighan’s promotion reflects the firm’s... Read Story

Alvarez & Marsal (A&M) announced the appointments of Joe Shepley and Michael Sugrue as Managing Directors with its Disputes and Investigations practice.  Shepley’s and Sugrue’s hiring furthers A& M’s ability to address the market’s growing data... Read Story

Alvarez & Marsal’s (A&M) Aerospace, Defense, Aviation & Space (ADAS) practice enters its third year of doubling in growth, with the appointments of Pablo Wangermann and Joseph Perovich as Managing Director and Senior Director respectively. As part of... Read Story

Western Alliance Bank announced that Craig Hirson has been appointed as the organization’s Commercial Banking Market Executive for Greater Los Angeles and Orange County.“Craig’s expertise in the greater Los Angeles and Orange County markets will... Read Story

Marathon Capital announced the launch of its Equity Research Group with the addition of Alex Kania, as Lead Analyst. Equity research complements Marathon Capital’s growing Equity Capital Markets business launched in 2022. In addition to Alex, Chandni... Read Story

Valley National Bank hired Robert Danziger, a 30-year corporate finance veteran, as Managing Director, First Senior Vice President, and Head of the Bank’s Syndicated Finance business. Based both in New York and at Valley’s headquarters in Morristown... Read Story

PNC Bank announced Kate Kelly will retire from PNC as Regional President for the Twin Cities region Dec. 15. Succeeding Kelly is Kelly McQueen, an experienced banking executive. McQueen will be a dual role leader as the bank’s Twin Cities Regional... Read Story

CohnReznick announced that Kimberly Kilkenney has joined the firm as Principal and Chief People Officer. In this role, Kilkenney will collaborate with firm leadership to execute on the strategy of providing a best in class people experience across a... Read Story

Alvarez & Marsal (A&M) announced that Chris George will join its Healthcare Industry Group  as a Managing Director to lead its  Health Systems Practice. George’s appointment builds on the Healthcare Industry Group’s legacy of provider expertise and... Read Story

Heritage Global Valuations (“HGV”), a division of Heritage Global Inc., a leading appraisal and liquidation firm, has appointed Gina Griffin as Senior Vice President. With a remarkable career spanning more than two decades, Griffin brings a wealth of... Read Story

Moritt Hock & Hamroff announced the addition of four attorneys across three of its offices, continuing the significant growth that the firm has experienced this year. B. George Walker joins as Counsel and Amber J. Mannings and Jessica Huang join as... Read Story

Portage Point Partners announced that Chris Sweet will join the firm on November 27th as Managing Director, Head of Debt Capital Advisory (DCA). Portage Point's intense focus on building its investment banking practice with only the highest caliber... Read Story

Blank Rome announced that Stephanie K. Hor-Chen has joined the firm’s Chicago office in the Finance, Restructuring, and Bankruptcy group as a partner. Hor-Chen focuses her practice on insolvency and restructuring and has extensive transactional and... Read Story

Ares Commercial Finance announced that Lindsay Gray has joined its Business Development team as a Managing Director. Based in Florida, Ms. Gray is responsible for business development and origination, with a focus on direct lending, commercial... Read Story

Star Mountain Capital announced that Eric Kirsch has joined as Senior Advisor.Kirsch has 40+ years of investment and advisory experience at leading global financial institutions. Most recently he served for over a decade as Global Chief Investment... Read Story

Grant Thornton named Lisa Heacock its new market managing partner for Portland and the Seattle metro area. Heacock has served in a succession of leadership roles for the firm along the West Coast, and she possesses more than 25 years of experience in... Read Story

CAN Capital appointed Richard G. Irwin as Chief Financial Officer (CFO). Irwin has been in senior financial leadership positions for the past decade and has been in the financial industry for the past 30 years.“Rich is joining CAN at the perfect time... Read Story

KeyBanc Capital Markets ("KBCM"), the corporate and investment banking arm of KeyCorp, announced the appointment of Ben Rechkemmer to head of Native American Financial Services (NASF). Rechkemmer is based in Michigan and will report to Mike Jackson... Read Story

Orion Mountainspring has rejoined Orrick as a partner in the firm’s Structured Finance group in New York.Mountainspring brings deep experience in securitizations and other asset-based financings in the fintech and solar energy spaces, aligning with... Read Story

William Blair announced the continued expansion of the firm’s Private Capital Advisory team, with the addition of Sprague Von Stroh as managing director. Based in San Francisco, Von Stroh joins from the Credit Suisse Private Fund Group and will focus... Read Story

Commercial Finance Partners promoted John Buanno to President. Buanno has been with Commercial Finance Partners since 2019, leading the growth of the company’s direct lending platform; tripling the client volume since his arrival.  Primarily focused... Read Story

River City Bank's President and CEO Steve Fleming announced the restructure of the bank's risk management department, which will be implemented Nov. 1, 2023. The reorganization will create a completely independent internal audit department... Read Story

The Board of Directors of Morgan Stanley announced that Co-President Edward (Ted) Pick will become the Firm’s Chief Executive Officer, effective January 1, 2024. James Gorman will become Executive Chairman. Mr. Pick will also join Morgan Stanley’s... Read Story

Regions Financial announced that, following a 34-year career in the financial services industry, Ward Cheatham will retire as head of Corporate Specialized Banking and a member of Regions’ Executive Leadership Team at the end of 2023. Regions’... Read Story

Access Capital announced that Natasha Vaughn has been promoted to the position of Collateral Analyst.With an impressive tenure since 2007, Natasha’s dedication and leadership have been evident during her career at Access Capital, most recently as... Read Story

Cahill Gordon & Reindel announced that Andrew E. Lee, Tristan E. Manley, Juliana Obregon, Javier Ortiz, Matthew E. Rosenthal, Sean R. Tierney and Miles Wiley have been elected to the partnership, effective January 1, 2024.“We are thrilled to welcome... Read Story

Cambridge Savings Bank (CSB), a full-service mutual bank with a customer-first approach and more than $6 billion in assets, announced the appointment of Michael Richardson to the role of Vice President, Relationship Manager, on the Asset-Based... Read Story

Western Alliance Bank announced Dillan Knudson has been appointed as the organization’s Head of Commercial Banking for Arizona.“Dillan brings outstanding depth and breadth of experience in the region to this role,” said Ken Vecchione, President and... Read Story

Kian Capital Partners (“Kian”), a lower-middle-market-focused private investment firm, announced that Jimbo Izlar has joined the firm as a Vice President to support Kian’s expansion after the closing of its oversubscribed third fund, KGP III, earlier... Read Story

Alvarez & Marsal (A&M) appointed John Jibilian as a Managing Director in its Public Sector Services’ (PSS) Education practice. Jibilian’s hire highlights the firm’s commitment to helping institutions of higher education maximize investments and drive... Read Story

First Internet Bank announced that Joseph Reynolds has joined the organization as Vice President, Senior Business Development Officer. His broad-based financial services background further enhances the experience and expertise of the Bank’s Small... Read Story

eCapital Corp. announced the appointment of David Gladu as President, Head of Factoring Group, North America. In the new role, Gladu will lead the expansion and advancement of eCapital's substantial factoring portfolio and divisional... Read Story

EverBank, formerly TIAA Bank, announced the addition of five experienced leaders to its recently launched Fund Finance division.As EverBank expands its capabilities in fund finance under the leadership of industry veterans Jeff Johnston and Mike... Read Story

CohnReznick announced that Dan Meers has joined the firm as a Managing Director in its Technology+ practice. Meers will assume the role of data and analytics leader for the practice, initially focusing on delivering technology and data solutions to... Read Story

nFusion Capital announced that William Brice Reid has joined their team as Senior Vice President. Brice will be responsible for receivables purchasing, asset-based lending and loan originations and developing client and referral relationships across... Read Story

Michael Burden and Al Williams have joined Gordon Brothers, the global asset experts, as Co-Heads of North America Real Estate Services. Burden and Williams will lead the growth and expansion of Gordon Brothers’ real estate services platform... Read Story

Clifford Chance has hired corporate M&A partner Cephas Sekhar in its Houston office. Sekhar's appointment sees the Houston team grow to 11 partners following its opening in June, which marked the expansion of the firm's global Energy & Infrastructure... Read Story

Citizens announced the appointment of Mark Valentino as Head of Business Banking and Witt Nicholson as Head of Consumer Strategy.Valentino, who will be based in Massachusetts, is rejoining Citizens from LA Downtown Medical Center, a three-campus... Read Story

Natixis Corporate & Investment Banking announced the appointment of Bhaswar (Joy) Chatterjee as Global Head of Real Assets and Global Trade Syndicate.In his new role, Chatterjee will have a particular focus on loan distribution for Infrastructure &... Read Story

Clarus Capital hired Jake Skivington to join its sponsor origination effort. Skivington will be located in the firm’s New York office.Prior to joining Clarus, Skivington was a Managing Director on the Leveraged Finance team at Guggenheim Securities... Read Story

Alvarez & Marsal (A&M) announced the appointment of Atlanta-based Kirk Waldrop as a Managing Director within its Corporate Performance Improvement practice. Waldrop’s extensive supply chain services and corporate transformation experience underscores... Read Story

TD Bank announced Jill Gateman as Head of Middle Market Products & Services within TD's Commercial Bank.Gateman will lead TD's Commercial Bank Middle Market growth strategy, focusing on deepening market penetration in TD's existing markets while... Read Story

Meridian Bank announced the retirement of Joseph Cafarchio, Chief Credit Officer, effective October 13, 2023. Cafarchio has served in the position since Meridian’s inception in 2004.Prior to joining Meridian, Carfachio had a long career in the... Read Story

Alvarez & Marsal (A&M) announced Managing Director Anil Kumar will head its Private Equity Performance Improvement (PEPI) Generative Artificial Intelligence (GenAI) practice. David McGraw and Chaz Henry will support Mr. Kumar as the GenAI practice’s... Read Story

Amanda K. Brown has joined the Seward & Kissel's New York office as special counsel in the Maritime and Transportation Group.“Amanda has a wealth of experience and a rich understanding of maritime and transportation law, especially as it relates to... Read Story

Anne Mask joined Oxford Commercial Finance (OCF) as Vice President, Business Development Officer. In this role she will oversee outbound sales, including helping entrepreneurs in alleviating cashflow challenges with financing facility to achieve... Read Story

Barnes & Thornburg announced that healthcare and public finance partners M. Elizabeth Walker and Jerimi J. Ullom have joined the firm’s Indianapolis office. Previously, Elizabeth and Jerimi worked together at a national healthcare-focused law firm... Read Story

BMO Financial Group announced the upcoming retirement of its Chief Executive Officer & Group Head, Capital Markets, Dan Barclay, and the appointment of Alan Tannenbaum into the role. After a 32-year investment banking career, Barclay will transition... Read Story

Clifford Chance announced the hire of counsel Kelley Bledsoe in Washington, DC. Bledsoe's practice focuses on strategic technology, outsourcing and commercial transactions that facilitate successful, long-term business relationships and drive... Read Story

Star Mountain Capital announced that Steve DeAngelis has joined as Senior Advisor.Steve DeAngelis has over 30 years of dynamic business building, management and leadership experience from global investment firms. His experience includes founding and... Read Story

Womble Bond Dickinson announced that John Hawk has rejoined the firm as a partner in the Business Litigation Group. Previously with Womble from 2006 to 2021, Hawk is the first partner addition to the Denver office since it was opened last month by... Read Story

Latham & Watkins announced that Jennifer Ezring has rejoined the firm's New York office as a partner in the Banking Practice. Ezring has significant experience advising commercial and investment banks on leveraged finance and asset-based lending... Read Story

Polaris Capital Management announced the promotion of Jason Crawshaw to Executive Vice President, where he will serve in an executive management position concurrent with his role as a Portfolio Manager at the firm.Crawshaw joined the Polaris team as... Read Story

Pathward Financial announced that Greg Sigrist has been appointed executive vice president (“EVP”), chief financial officer (“CFO”) - designee, beginning Nov. 1, 2023. Immediately after the filing of the Company’s Form 10-K for fiscal year 2023, Mr.... Read Story

Mitsubishi UFJ Financial Group announced the hiring of three seasoned relationship professionals within its Growth & Middle Market Technology team, aimed at bolstering the bank's continued expansion into the pre-IPO growth and middle-market public... Read Story

U.S. Bank has named Ariel Meyerstein as the head of its Environmental, Social and Governance (ESG) Program Office.In this role, Meyerstein will be responsible for ESG strategy development, program management, enablement, stakeholder engagement and... Read Story

TAB Bank announces Austin Strong, has been promoted to Chief Strategy Officer (CSO). Strong will enhance and execute TAB Bank’s strategic vision, identify promising growth and investment opportunities, and collaborate with fintech partners to further... Read Story

Alvarez & Marsal Tax (A&M Tax), an affiliate of leading global professional services firm Alvarez & Marsal (A&M), announced the appointments of Managing Directors Michael L. Kohner and Anthony J. Giacalone based in West Palm Beach, Florida. The... Read Story

Hogan Lovells announced that Todd M. Schwartz has joined the firm as a partner in the Corporate & Finance practice group and Private Equity practice area, in the Silicon Valley office. Schwartz joined from Paul Hastings, where he was also a partner.... Read Story

Alvarez & Marsal (A&M) announced the appointment of Lawrence Ferrara as a Senior Director and Global Chief Learning Officer in its Global Transaction Advisory Group (TAG). Mr. Ferrara’s joining demonstrates Global TAG’s commitment to investing in its... Read Story

Clifford Chance appointed Jason C. Ewart as a partner in its Global Financial Markets team as the firm expands its US Leveraged Finance group. The hiring of Ewart, who advises on private debt and alternative capital financings as well as traditional... Read Story

William Blair announced the hiring of industry veterans Jerome Wallace and Brian Williams to lead the firm’s Fund Placement and Advisory practice.Wallace and Williams join the firm in New York as managing directors and co-heads of Private Capital... Read Story

Gordon Brothers welcomed Chris Menard as Chief Financial Officer (CFO). Based in Boston, Menard is an integral part of the firm’s leadership and is responsible for the overall management of global financial reporting, planning and analysis, treasury... Read Story

Star Mountain Capital announced that Chris Calabrese has increased his involvement with Star Mountain from an Operating Partner to a full-time role of Strategic Portfolio Partner. Star Mountain Senior Advisors / Operating Partners are aligned with... Read Story

Bank of America named Tyrone Noel as President of Bank of America Hampton Roads. As President, Noel will be head of the market and responsible for connecting clients, teammates and communities to the full power of the franchise, driving integration... Read Story

William Blair announced the hiring of industry veterans Jerome Wallace and Brian Williams to lead the firm’s Fund Placement and Advisory practice.Wallace and Williams join the firm in New York as managing directors and co-heads of Private Capital... Read Story

Natixis Corporate & Investment Banking (Natixis CIB) announced the hiring of Asif Khan as Managing Director, Head of Structured Credit Capital Markets within the Global Markets Americas team. He will report to Emmanuel Issanchou, Head of Global... Read Story

TriState Capital Bank announced that Scott Gundersen has joined the company as senior vice president, relationship manager of Private Banking. In this role, Gundersen is responsible for managing relationships and driving new business opportunities... Read Story

Portage Point Partners announced that Mark Johnson has joined the firm as Managing Director & Head of Industrials. Based in Dallas, Mark will expand the firm's growing investment banking practice by leading Portage Point into traditional M&A advisory... Read Story

MUFG announced leadership changes within its Asset-Based Finance team, all effective September 19th, designed to align the team to better support its overall ABF growth strategy in the Americas. Leadership team members will be based in three key... Read Story

WSFS Bank, the primary subsidiary of WSFS Financial Corporation announced the hires of Alyson Beasley Bradley as Senior Vice President, Chief Auditor; Jeffrey Goodman as Senior Vice President, General Counsel; and Frank McGrane as Senior Vice... Read Story

Piper Sandler Companies named Dustin Avey and Jeremy Gerber as co-heads of public finance. Avey and Gerber will report to Deb Schoneman, president at Piper Sandler. Frank Fairman, current head of public finance, will remain with the firm in an... Read Story

Baker Donelson has grown its Atlanta office with the addition of three attorneys: Mark I. Duedall, who joins as shareholder in the Corporate Restructuring and Bankruptcy Group; Mina A. Elmankabady, who joins as shareholder in the Real Estate and... Read Story

Golub Capital announced that Karim Salazar Antoni has joined the Firm as a Director based in Miami. In his new role, he will be dedicated to serving the U.S. offshore market alongside institutional and private wealth investors in Latin America.“As we... Read Story

Dominick Longo has joined Wintrust Specialty Finance (WSF), a division of Beverly Bank & Trust Company, a Wintrust Community Bank, as senior vice president, chief credit risk officer. Longo will be located in Maywood, New Jersey, and is focused on... Read Story

Mitsubishi HC Capital America, the largest non-bank, non-captive finance provider in North America with more than $7.5B in owned and managed assets, announces that industry veteran Carl Bretzman has joined the company to manage and grow business... Read Story

Wells Fargo announced that Thomas R. Nides will join the company in October as Vice Chairman, reporting to CEO Charlie Scharf and joining the company’s Operating Committee.As Vice Chairman, Tom will have a broad role across the company. He will be a... Read Story

Texas Capital Bancshares, the parent company of Texas Capital, has appointed Amos McDonald as head of Business Banking, effective immediately. McDonald is based in The Woodlands, Texas, and is responsible for setting and driving production goals... Read Story

CohnReznick announced that Michael Harlow has been named Leader of CohnReznick’s Cannabis Industry practice. This expands Harlow’s leadership role within the firm as he continues to serve as Co-Practice Director – DC-Metro Tax.Harlow advises clients... Read Story

Regions Financial Corp. announced Chief Risk Officer Matt Lusco will retire at the end of 2023 following a nearly 45-year career in risk, finance, auditing, and accounting roles. Russell Zusi has been named to succeed Lusco effective Jan. 2... Read Story

Star Mountain Capital announced that Michael Goldstein has joined as a Director focused on portfolio management, investments, risk management, valuations and reporting. Star Mountain’s senior team, as well as its Senior Advisors / Operating Partners... Read Story

The Brattle Group welcomed David W. Prager as a Principal and Co-Leader of its Bankruptcy & Restructuring practice. Based in Brattle's New York office, Prager brings over two decades of experience as a financial advisor, restructuring consultant, and... Read Story

U.S. Bank announced that strategy and marketing executive Kai Sakstrup has been named chief product officer for its Wealth, Corporate, Commercial and Institutional Banking (WCIB) division. Beginning Oct. 1, Sakstrup will lead a cross-functional team... Read Story

Mitsubishi HC Capital America announced Kristyn Scott has joined the company as Director of Capital Markets. Scott will be responsible for all small-ticket capital markets activity across the organization involving transportation, construction... Read Story

SLR Capital Partners ("SLR") announced that Chris York has joined the firm as a Partner. York will focus on product and business development, leveraging his 17 years of experience in the credit and alternatives investment industry."We are excited to... Read Story

Clifford Chance announced the arrival of real estate partners Kris Ferranti and Jonathan Y. Newman in its US Real Estate practice. Ferranti and Newman bolster the firm's US and global Real Estate offering comprising 600 attorneys, including 193... Read Story

Horizon Technology Finance Management ("Horizon"), the manager and investment adviser for Horizon Technology Finance Corporation and an affiliate of Monroe Capital, has hired Paul A. D'Agrosa as Vice President, Business Development. Horizon... Read Story

SLR Business Credit (SLRBC) announced that François Bouville has joined the company as Senior Vice President of Business Development.  Bouville started his career with a global bank in Liberia and ran the national sales force at the oldest life... Read Story

Barclays announced the appointment of Christian Oberle as Head of Americas Financial Sponsors Group. Mr. Oberle will be based in New York and report to Jean-Francois Astier, Global Head of Financial Sponsors Group. Mr. Oberle has close to 20 years of... Read Story

Star Mountain Capital announced that Amon Johnson has joined as a Managing Director. Johnson will also join Star Mountain’s ESG and Diversity, Equity and Inclusion (DEI) committees.“Amon is joining our team in response to the increasing demand by... Read Story

36th Street Capital, a prominent provider of equipment financing solutions, announced the immediate appointment of Eric A. McGriff as its new Chief Risk Officer (CRO). McGriff takes the reins from Gerry Kammerer, the longstanding CRO of 36th Street... Read Story

Eclipse Business Capital (“EBC”) announced that Brandon Hodges has joined the organization as a Managing Director.Hodges, who will be located in Los Angeles, is an ABL veteran with extensive experience originating and structuring credit transactions.... Read Story

Peapack-Gladstone Financial Corporation and Peapack Private, a division of Peapack-Gladstone Bank, announced the appointment of Klaudio Nikolla, Senior Managing Director, Commercial Private Banker. Nikolla joins a team of commercial and industrial... Read Story

Angelo Gordon announced that Maja Lindstrom, former Managing Director, EMEA Business Development at Barings, has joined the Firm as a Managing Director in its Client Partnership Group. A seasoned executive with more than 15 years of business... Read Story

Texas Capital Bancshares, the parent company of Texas Capital Bank and Texas Capital Securities, announced key leadership appointments and enhanced capabilities as part of its Corporate & Investment Bank offerings for the energy sector. Texas Capital... Read Story

Alvarez & Marsal (A&M) expanded its Construction Disputes offering with the appointment of Disputes and Investigations (DI) practice Managing Directors Mike Hostettler, based in Los Angeles, and Augusto Patmore, based in Toronto. Messrs. Hostettler’s... Read Story

First Business Bank added Luke Joyner to its Asset-Based Lending team as Vice President – Asset-Based Lending.Joyner brings more than 10 years of experience in finance and Asset-Based Lending to First Business Bank. He began his career at CIT... Read Story

Rosenthal & Rosenthal announced that Feride Bennett has joined Rosenthal as VP Business Development Officer of its International Factoring Division.  Bennett brings over 25 years of domestic and international factoring experience in senior executive... Read Story

Regions Bank announced Anna Brackin has been appointed to serve as Chief Compliance Officer overseeing the company’s compliance risk management program. In addition, Gary Walton joined the bank as Business Unit Chief Risk Officer for Regions’... Read Story

B. Riley Securities announced the addition of experienced consumer investment banker, Michael Devitt as a Managing Director based in the firm’s Greenbrae, San Francisco office.“Michael has been a trusted advisor to high growth consumer brands... Read Story

Alvarez & Marsal Tax announced the appointment of UAE-based Vishal Sharma as a Managing Director. Mr. Sharma’s appointment represents the next phase of A&M Tax’s geographic growth strategy, following recent appointments across the UK, the Netherlands... Read Story

Guggenheim Securities announced Ryan Lindquist has joined the firm’s Healthcare Investment Banking practice as a Senior Managing Director. Lindquist is based in the firm’s New York office.Lindquist joins Guggenheim with approximately 20 years of... Read Story

EisnerAmper announced that Tami Clemenza has joined the firm as a partner in its Forensic, Litigation and Valuation Services (“FLVS”) Group.Clemenza has more than three decades of experience providing forensic accounting services, focusing on... Read Story

Wells Fargo Commercial Banking announced that Bobby Bans will lead Middle Market Asset-Based Lending (ABL) origination for the West region, which is part of the bank’s secured lending and leasing businesses. The Middle Market ABL originations team is... Read Story

Moritt Hock & Hamroff announced the addition of five attorneys to its New York City office, significantly expanding its real estate practice and further illustrating the firm’s continued growth.  Matthew Leeds, William McCracken and David Fitzhenry... Read Story

JPMorgan Chase announced Matt Sable will become the Chief Financial Officer for Commercial Banking. He’s based in New York and will report to Doug Petno, CEO of Commercial Banking, and Jeremy Barnum, CFO for JPMorgan Chase. In this role, Matt and his... Read Story

Fin Capital, a global asset manager specializing in B2B FinTech, announced that Nicholas Cirella has been named General Counsel and Chief Compliance Officer, effective immediately. In his new role, Mr. Cirella will be responsible for overseeing legal... Read Story

Tiger Group has expanded its offering for asset-based lenders by hiring two industry veterans with decades of combined experience in field examinations and related services. The move makes Tiger’s Valuation Services division a one-stop shop for ABLs... Read Story

SLR Capital Partners, a private credit platform specializing in direct lending to U.S. middle market companies, announced that Ingrid Kiefer will join the firm in September as a Partner and Chief Business Development Officer. Kiefer will lead SLR's... Read Story

SG Credit Partners announced the hiring of Irena Snider as Chief Financial Officer with responsibilities including strategy, capital raising, reporting and building financial infrastructure. Ms. Snider brings to SG Credit more than 20 years of... Read Story

CIBC added Ron Kerdasha, a business development officer with over 30 yeasrs of industry experience, as a new business development officer to its Asset-Based Lending team, furthering their commitment to serving middle market clients across the US. In... Read Story

Shruti Patel has joined U.S. Bank as chief product officer for the business banking segment. In this key leadership role within the Consumer and Business Banking group, she will be responsible for delivering an integrated product strategy that... Read Story

Peapack-Gladstone Financial Corporation and Peapack Private, a division of Peapack-Gladstone Bank, announced that James T. Foti has joined a team of commercial bankers that have recently been hired by Peapack Private to build the Company’s presence... Read Story

Wells Fargo announced that Jill Ford has joined the Corporate & Investment Bank (CIB) as head of Equity Capital Markets. She reports to Tim O’Hara, head of Banking, and is based in New York.“Jill is a proven leader in equity capital markets and an... Read Story

Rockefeller Capital Management (Rockefeller) announced that Laurie Coben, a respected industry leader in investment banking, has joined the firm as a Managing Director and Senior Banker.Coben brings nearly four decades of investment banking... Read Story

Blank Rome announced that Andrew P. Cross has joined the firm’s Pittsburgh office as of counsel in the Finance, Restructuring, and Bankruptcy group. Cross focuses his practice on derivatives transactions and investment management regulatory matters.... Read Story

Scotiabank announced Barb Mason, Group Head and Chief Human Resources Officer (CHRO), has announced her intention to retire from Scotiabank at the end of 2023, after a 41-year career with the bank."On behalf of all Scotiabankers, I would like to... Read Story

Crown Partners announced that Justin Anderson has joined the Firm as a Managing Director. He will be based in Crown’s Chicago office and will focus on further cultivating relationships with clients, sponsors, bank and non-bank lending platforms, as... Read Story

Great Rock Capital announced Scott Sundal has joined the firm as a Managing Director of Originations. Scott will be responsible for expanding the firm’s origination efforts in Florida, Kentucky, Tennessee, and across the Southeast region.“We are... Read Story

PKF Clear Thinking, a business advisory firm and subsidiary of PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, announced the hiring of Marjorie (Margie) Kaufman as Partner. Kaufman, who has provided turnaround... Read Story

Peapack-Gladstone Financial Corporation and Peapack Private, a division of Peapack-Gladstone Bank, announced the appointment of James McKenna as Senior Managing Director, Commercial Private Banker. As the Bank expands its footprint into New York City... Read Story

First Western Financial,  the holding company for First Western Trust, announced the following executive promotions effective October 1, 2023: Julie Courkamp, Chief Financial Officer and Chief Operating Officer of the company, has been promoted to... Read Story

Mitsubishi HC Capital Canada, a subsidiary of Mitsubishi HC Capital America, announced that industry veteran Darren Sabeski has recently joined the company to support business development initiatives in its Inventory Finance division.  Sabeski will... Read Story

Western Alliance Bank announced Julian Parra has been appointed as the organization’s Head of Commercial and Industrial Banking for California."Julian's appointment will bring a dedicated focus to the Commercial and Industrial market for Western... Read Story

First Horizon Corp. named Hunter Hill as Regional President of the First Horizon Bank's South Central region, which includes Birmingham and Mobile, AL, and Atlanta, GA. As Regional President, Hill is responsible for all banking operations within the... Read Story

Peoples Bancorp announced the election of Hugh Donlon to the position of Executive Vice President, Community Banking, effective Sept. 5, and the election of Matthew Macia to the position of Executive Vice President, Chief Risk Officer. The positions... Read Story

First Interstate BancSystem appointed Lorrie L. Asker as Executive Vice President and Chief Banking Officer (“CBO”). Asker has been serving as Interim CBO since February 2023. With a 30-year track record of building strong relationships and producing... Read Story

Barclays has appointed Emma Taylor as Global Head of Internet Coverage and Carmen Chan as a Managing Director of Internet Coverage within the Technology Investment Banking business.Ms. Taylor joins Barclays with close to 20 years of experience in... Read Story

BankProv added Tricia Abood to the organization as Vice President, Business Development Officer. Abood brings a wealth of financial services knowledge and a proven track record in the industry."One of Tricia's many core strengths is her ability to... Read Story

WSFS Financial Corporation announced Arthur J. Bacci, Executive Vice President and Chief Wealth Officer of WSFS Financial Corporation, will also serve as Interim Chief Financial Officer (CFO) of WSFS. Bacci replaces Dominic C. Canuso, WSFS’ former... Read Story

Carl Marks Advisors announced that Stephen Funnell has been promoted to Vice President, while Matthew Dowell has joined the firm, also as Vice President.“Over the past year, Stephen has proven to be an important contributor to the growth of our... Read Story

U.S. Bank announced several updates to previously shared leadership changes that will be effective Sept. 1, 2023.“Our succession planning efforts have enabled us to move quickly and prudently to ensure continuity of leadership and service as senior... Read Story

Peapack-Gladstone Financial Corporation and Peapack Private, a division of Peapack-Gladstone Bank, announced Ling Li has joined its commercial banking team as a Senior Managing Director, Commercial Private Banker. She is responsible for providing... Read Story

Legacy Corporate Lending announced that Terrance McKinney joined the firm as Executive Vice President of Portfolio Management. McKinney will be based in Plano, TX and will be responsible for ensuring all new and existing transactions are maintained... Read Story

Alvarez & Marsal Tax, an affiliate of leading global professional services firm Alvarez & Marsal (A&M), announced the appointment of Chicago-based Carl Padding as a Cost Segregation Services Senior Advisor within its Research Credits & Incentives... Read Story

Clifford Chance announced that partner David Stringer has joined its new office in Houston. He joins Jonathan Bobinger, Jonathan Castelan, Trevor Lavelle, David H. Sweeney, Enoch Varner and Alexandra L. Wilde as the final of the batch of seven new... Read Story

eCapital Corp. announced the appointment of Tim Peters to the role of President, Head of the Asset-based Lending (ABL) Group. This strategic move underscores the significant role of the ABL portfolio within the organization and the remarkable growth... Read Story

FirstBank announced several leadership changes. The new appointments result from FirstBank executives either retiring or being elevated to C-level positions.Former Chief Credit Officer (CCO) Brian Ballard retired after more than 30 years with the... Read Story

Arvest Bank announced Geordie Sanborn has joined the company as General Manager of the bank's new center of excellence focused on serving the healthcare industry. The bank also announced Levi Price will serve as General Manager for the company's new... Read Story

Peapack-Gladstone Financial and Peapack-Gladstone Bank announced new employees and promotions.Alexis Bachman has been elevated to the position of Vice President, Assistant BSA/AML Officer at Peapack-Gladstone Bank. She is responsible for the... Read Story

First Citizens Bank announced that its Middle Market Banking business has named Tony Hurtado as its relationship manager dedicated to cultivating business in Orange County, California. Hurtado will be responsible for establishing and maintaining a... Read Story

Grant Thornton named new leaders within its Industry practice and across the country. The firm has appointed Andrea Schulz to lead its Technology industry practice and Russell Norris to lead its Transportation Industry practice. It has also named new... Read Story

Rainstar Capital Group, a Grand Rapids, Michigan based national debt advisory firm announced today it had hired Patrick Dunphy to its middle market team as Managing Director to head up the Cleveland market.Rainstar Capital Group’s CEO- Kurt Nederveld... Read Story

VION Investments, a leader in providing liquidity solutions for consumer and commercial performing, non-performing, and charged-off accounts receivable, has named Morten Kucey as Senior Managing Director. Kucey will play a key role in expanding... Read Story

PNC Bank promoted Zachary Bullock to Senior Vice President and Market Leader for Commercial Banking in Central Pennsylvania. Based in PNC’s Lancaster office, Bullock will oversee PNC’s Commercial Banking team in the market, which serves businesses... Read Story

B. Riley Financial added Larry Kanter, CPA/CFF, CFE as Senior Managing Director with B. Riley Advisory Services, a leading provider of business advisory, appraisal and specialty financial consulting services. Kanter is based in Dallas, Texas and... Read Story

Womble Bond Dickinson announced that Eryn Brasovan has joined its Baltimore office as a partner. She has extensive experience encompassing a variety of transactional and regulatory matters related to the financial services and insurance industries... Read Story

Cohn & Dussi announced that Scott Lewis has been promoted to National Account – Customer Liaison and Team Coordinator. Cohn & Dussi’s robust, national network of attorneys across the U.S. uniquely offers a 50-state solution for clients in the areas... Read Story

Peapack-Gladstone Financial Corporation and Peapack Private, a division of Peapack-Gladstone Bank, announced the appointment of Faycal Lhamidi, Senior Managing Director, Commercial Private Banker.Lhamidi joins a team of senior level commercial... Read Story

Encina Lender Finance (ELF) announced the continued expansion of its leadership team with the addition of four seasoned industry veterans. ELF is joined by Rick Snyder as Head of Originations for the Consumer Vertical, Aharon Tarnavsky as Head of... Read Story

eCapital Corp. announcesd a key addition to its leadership team. Thomas Siska has accepted the role of Senior Vice President (SVP), Head of Factoring, further strengthening eCapital's commitment to securing top-tier talent and enhancing its market... Read Story

Carolyn Crooks has joined Evercore as a senior managing director in the Financial Sponsors Group and will be based in New York.Ms. Crooks comes to Evercore after 21 years at Barclays, where she was a managing director in the financial sponsors group.... Read Story

Kainos Capital ("Kainos"), a food and consumer-focused private equity firm, announced today that Catherine Anne Prideaux has returned to the firm as a Vice President. Ms. Prideaux first joined Kainos in 2018 and served as an Associate and Senior... Read Story

Comerica Bank promoted Grant Simon to Senior Vice President - Technology and Life Sciences (TLS), Group Manager, San Francisco, effective August 11, 2023. He will report to Robert Hernandez, Group Manager, TLS – California.In his new role, Simon will... Read Story

Grant Thornton appointed two new leaders to the firm’s Audit Quality & Risk practice. Kendra Decker will serve as the national managing partner of the firm’s Professional Practice, effective immediately. In this role, Decker will be responsible for... Read Story

Cresset has hired Bradley Schneider as Managing Director, Head of Private Credit. Schneider, who most recently was Head of Private Credit with Midwest Holding, brings more than 20 years of experience focused on private and alternative credit... Read Story

Hilco Global announced that veteran Lazard banker David Kurtz, will join the firm, serving as Vice Chairman and Chief Strategic Officer.  Kurtz will report to and work closely with Hilco Global Chief Executive Officer and Founder Jeffrey B. Hecktman.... Read Story

Expanding its commercial banking operations to provide bespoke and customized fund-level financing to alternative asset managers and the private capital industry, EverBank (temporarily doing business as TIAA Bank) announced the launch of its new Fund... Read Story

Blank Rome announced that Partner Joel V. Sestito, Of Counsel Rachel E. Mather, and Associate Olivia S. Ortiz have joined the firm’s nationally recognized Real Estate group in Chicago. Real estate finance pros, Joel, Rachel, and Olivia represent... Read Story

Wells Fargo announced that Malcolm Price has joined the Corporate & Investment Bank (CIB) as head of Financial Sponsors. He will jointly report to Tim O’Hara, head of Banking, and Scott Warrender, head of Coverage in Banking. Price joins Wells Fargo... Read Story

Legacy Corporate Lending announced that Anthony DiChiara has joined the firm as Managing Director of Originations. DiChiara will be based in Chicago and will be responsible for leading the origination and structuring of new loan transactions in the... Read Story

Morgan Lewis will bolster its finance team by bringing in five partners in New York—a transactional restructuring and bankruptcy litigation team led by Richard Stern and including Michael Luskin, Stephan Hornung, Matthew O’Donnell, and Alex Talesnick... Read Story

First Horizon Corp. announced a five-year employment agreement with Chairman, President and Chief Executive Officer D. Bryan Jordan."On behalf of the Board of Directors, I would like to say how pleased we are to secure Bryan's leadership of the... Read Story

The Huntington National Bank announced the appointment of Marcy Hingst as General Counsel. Hingst will join the bank's Executive Leadership Team and oversee all legal activities for the company.Hingst joins the bank from Bank of America, where she... Read Story

JPalmer Collective, an asset-based lending company launched in March 2023, has expanded its team of finance industry veterans with the appointment of Celina Rambaran as Senior Vice President of Operations. Rambaran will play a critical role in... Read Story

Heritage Bank of Commerce, a subsidiary of Heritage Commerce Corp, appointed Susan Just as Executive Vice President and Chief Credit Officer, effective September 7, 2023. She will replace the current Executive Vice President and Chief Credit Officer... Read Story

Monroe Capital announced the expansion of its technology finance originations group with the addition of Jeff Kaye as Managing Director, based in Chicago. He is responsible for originating, structuring, and executing new investments within the... Read Story

Sixth Street, a leading global investment firm, announced that Julian Salisbury will become a partner of the firm and serve as Co-Chief Investment Officer alongside Chief Executive Officer Alan Waxman and Co-President Joshua Easterly. Salisbury is... Read Story

Dime Community Bancshares, Inc., the parent company of Dime Community Bank, announced Kevin M. O’Connor will step down as CEO effective Aug. 31 and that Stuart H. Lubow, the company’s current President and Chief Operating Officer, will succeed... Read Story

Third Eye Capital (TEC) appointed David Steele as President and Chief Operating Officer, effective August 15, 2023.Previously, Steele served as the Canadian President and CEO of Russell Investments, a leading global investment firm, where he... Read Story

Pacific Valley Bank announced Steve Leen as its new Chief Financial Officer, effective Aug. 1. Leen brings an unmatched level of experience and knowledge to the team, with over 30 years in the financial industry. As CFO for two larger Bay Area... Read Story

Loeb announced the addition of two seasoned professionals, Carolyn McClure, and Matt DelGuidice, to its team. Both McClure and DelGuidice have hit the ground running, making an immediate positive impact on Loeb's business, and contributing to the... Read Story

Hilco Commercial Industrial (HCI) announced exciting organizational changes aimed at bolstering its commercial and industrial investment capabilities. Leveraging Hilco Global's extensive asset valuation expertise and operational proficiency, HCI is... Read Story

Peapack-Gladstone Financial Corporation announced Joseph “Joe” Harpster has been named Senior Vice President and Senior Credit Officer at Peapack Private, a division of Peapack-Gladstone Bank.A veteran private banking professional, Harpster joins... Read Story

Alvarez & Marsal Tax (A&M Tax), an independent tax group made up of experienced tax professionals and part of Alvarez & Marsal , LLP (A&M) announced the appointment of Ms. Amanda Bowker  (US), Mr. Chad Woodfork (US), and Mr. Rhys Owen (UK) as... Read Story

Womble Bond Dickinson announced Edward Schnitzer, David Banker and Wojciech Jung have joined the Capital Markets practice and Bankruptcy team in New York. Schnitzer and Banker join the firm from Montgomery McCracken; Jung joins from Lowenstein... Read Story

Citizens announced the appointment of Anthony Selvaggio as New York City Market Executive, Robert Milas as Long Island Market Executive and Gino Di Saverio as Northern & Central New Jersey Market Executive. In this capacity, Selvaggio, Milas and Di... Read Story

SLR Business Credit announced that Jan Ibey has joined the company as Senior Vice President of ABL Business Lending.Ibey is a seasoned asset-based finance executive with over 25 years of debt capital raises for lower and mid-market companies... Read Story

Alvarez & Marsal (A&M) announced that Mark Dorn will join the firm’s Private Equity Performance Improvement (PEPI) practice as a Senior Director focused on private equity (PE) and corporate clients within the Aerospace, Defense, Aviation & Space... Read Story

SLR Business Credit announced that Scott Blaeser joined the company as Senior Vice President of Business Development. Blaeser is the newest addition to the SLR Business Credit team. Based in Colorado, he will assist in expanding the Company’s... Read Story

Armory Group announced that Steve Moore joined the compan as a new Managing Director and Head of Real Estate Services. Based out of the New York office, Moore brings over 20 years of experience in real estate and capital markets, mergers and... Read Story

CIBC announced that Cindy Jamroziak, managing director and senior underwriter, has joined its Asset-based Lending (ABL) team.Jamroziak brings more than 30 years of industry experience to CIBC’s ABL underwriting team. She will support the ABL group’s... Read Story

Angelo Gordon announced a number of senior personnel moves to bolster the Firm’s structured credit business. The promotion of several experienced team members and the hiring of an additional industry veteran, each of whom will help lead activities... Read Story

Citizens Financial Group appointed Susan deTray as Head of Citizens Private Bank. In this new role, she will lead the bank’s private banking growth strategy and partner closely across the enterprise to propel growth in Wealth Management, Business... Read Story

Blank Rome announced the opening of a new office in Dallas—the firm’s 15th office and second in Texas—with the addition of seven attorneys. Aligning with Blank Rome’s core strengths, the Dallas team is a powerhouse combination of leading corporate... Read Story

O2 Investment Partners announced the promotions of Andrew Faubel to Vice President, Sam Wegenke to Senior Associate and William Laffrey to Senior Associate.Luke Plumpton announced the promotions of Faubel, Wegenke and Laffrey: “I am very excited to... Read Story

Coastal States Bank (CSB) added four new bankers to its Atlanta region. Paul Black II, Leslie Hammond, Kelly Maxwell and Alan Patterson joined CSB's Cobb County team in July and will serve customers at CSB's Akers Mill branch.Black joins the... Read Story

SLR Digital Finance, a wholly owned subsidiary of SLR Business Credit, has hired RJ Ammons as Assistant Vice President and Underwriter, and Linda Aghajanian as Vice President and Account Executive. Based in Sherman Oaks, CA, SLR Digital Finance... Read Story

New Jersey holding company Peapack-Gladstone Financial Corporation announced Christopher Tomai has joined Peapack Private, a division of Peapack-Gladstone Bank, as Senior Managing Director and Senior Relationship Manager. He is part of a team of... Read Story

Houlihan Lokey announced that Jonathan Jameson has joined as a Managing Director in the firm’s Private Funds Group. Jameson is based in New York and will expand and strengthen the Group’s coverage of general and limited partners in North America.... Read Story

US Capital Global announced that Steve M. Vargem has joined the group as Vice President at the group’s office in Miami, Florida. Vargem is a seasoned financial architect, boasting over 35 years of expertise in the financial services sector. His... Read Story

Alvarez & Marsal (A&M) announced the appointment of Mike Oakley as a Managing Director in the Private Equity Performance Improvement (PEPI) practice with a specialization in Aerospace, Defense, Aviation and Space (ADAS). Based in Miami, Oakley’s... Read Story

UMB Financial Corporation appointed Phil Mason to the role of President, Institutional Banking. Brian Hutchin has been promoted to fill Mason’s prior role of Director of UMB Healthcare Services.As president, Institutional Banking, Mason oversees... Read Story

PNC Bank appointed Steven González Regional President for Austin. González will have direct oversight of business development, building and maintaining client relationships and leading philanthropic initiatives in support of the Austin community.... Read Story

Houlihan Lokey announced that Nick Pavlidis has joined the firm as a Managing Director in its Consumer, Food & Retail Group. Pavlidis will focus on the consumer household sector, further strengthening the firm’s coverage for its corporate and... Read Story

Pashman Stein Walder Hayden announced that Henry J. Jaffe has joined the firm’s Wilmington, Delaware office as Partner in the Bankruptcy, Restructuring & Creditors’ Rights practice. Prior to joining Pashman Stein, Jaffe was a partner at Troutman... Read Story

Citizens announced that veteran banking executive Mark Lehmann, chief executive of JMP Group, has been named as its California President to accelerate growth in a key market where the bank has recently added some of the state’s top private bankers.In... Read Story

Clifford Chance appointed Devika Kornbacher to the role of Houston Office Managing Partner. The firm recently announced the establishment of the Houston office with the hire of seven lateral partners as a continuation of its strategic US expansion.... Read Story

William Blair named Michael Trimberger as Chief Financial Officer (CFO). Based in Chicago, he is responsible for the firm’s global accounting, finance, and tax teams. Trimberger replaces Jon Zindel, who has transitioned to a senior advisory role... Read Story

JPalmer Collective, an asset-based lending company empowering consumer brands with personalized financing solutions that fuel sustainable growth, announced the appointment of Gerald Joseph, founder of Gerber Finance, as Chairman of the company’s... Read Story

Corcentric, a leading global provider of best-in-class procurement and finance solutions, announced that Executive Chairman Doug Clark has named Matt Clark CEO of the company. As president and CEO, Clark will lead long-term strategic initiatives that... Read Story

Peoples Bancorp announced Chuck Sulerzyski, 66, has notified Peoples of his intention to retire as President and Chief Executive Officer of each of Peoples and Peoples' banking subsidiary, Peoples Bank, effective March 31, 2024. He also intends to... Read Story

Garrington Capital, US announced two promotions among its senior management team.Jordan Allen was named CEO of Garrington’s US business and is responsible for loan origination throughout the United States. He joined Garrington’s equipment finance... Read Story

Golub Capital announced several promotions within its Direct Lending team, positioning the Firm for continued growth of its market-leading sponsor finance platform.Spyro Alexopoulos has been promoted to Co-Head of Direct Lending, a role he will share... Read Story

As a part of its ongoing commitment to the Innovation Economy (IE), J.P. Morgan announced that John China will join the firm as Co-Head of IE for Commercial Banking (CB). Based in San Francisco, China will serve alongside New York-based Melissa Smith... Read Story

Wintrust Business Credit (WBC), a subsidiary of Wintrust announced the addition of Joe Panico as Senior Vice President - Business Development, growing WBC's footprint in the Great Lakes Region, as part of the group's expansion into new strategic... Read Story

Gibraltar Business Capital hired S.N. Thomas, a lending expert with 25+ years’ experience, as an SVP and Underwriting Manager. As part of his extensive career, Thomas spent over 20 years at Wells Fargo, primarily in the asset-based lending group.... Read Story

Simmons Bank announced key changes to its leadership team."The restructuring of our banking division aligns with our Better Bank Initiative by positioning us to capitalize on the opportunity to grow and diversify Commercial and Corporate Banking... Read Story

GoldenTree Asset Management, a global asset management firm with over $50 billion in assets under management, hired Chad Plotke as a Principal, establishing GoldenTree’s physical presence in California. Based in Newport Beach, Plotke will focus on... Read Story

Armory Group added Jim Alwan as a Managing Director. Based out of the Los Angeles office, Alwan brings over 25 years of executive management and operating experience in technology and the healthcare industry, having led early-stage firms as well as... Read Story

CIBC Innovation Banking announced that its North American team is growing, with team members joining in New York and San Francisco.Ben Shephard joins as an Executive Director and will be based in CIBC’s Innovation Banking office in New York. Mr.... Read Story

Banc of California appointed Joseph Kauder as Executive Vice President and Chief Financial Officer of the Company and the Bank, effective July 10. Kauder succeeds Executive Vice President and CFO Lynn Hopkins, who stepped down from the Company... Read Story

First Citizens Bank announced its Healthcare Finance business, part of the bank’s CIT division, has named Joe Kernan as its new Relationship Manager. Kernan is based in Pasadena, CA (Los Angeles Metro) supporting healthcare clients in the Western U.S... Read Story

Wintrust Specialty Finance (WSF), a division of Beverly Bank & Trust Company, N.A., a Wintrust Community Bank, announced Barry Hart has joined the company as Vice President of Business Development, Industrial. Hart will be located in the Dallas-Fort... Read Story

Michael Schoenbach is a professional with a 45-year journey in the fields of finance, accounting, consulting, and risk management. Throughout his career, he has demonstrated expertise in developing innovative insurance products that have... Read Story

Trinity Capital, a leading provider of diversified financial solutions to growth-stage companies, announced the strategic expansion of its origination team with the appointment of Andrew Ghannam as Managing Director of Tech Lending, based in New York... Read Story

M&T Bank announced a slate of leadership updates in its Commercial Bank which are designed to support its ongoing evolution and commitment to providing best-in-class support to its clients and communities. These changes include the following... Read Story

U.S. Bank announced that Jimmy Whang has been named the head of its Commercial Products group, effective June 30. In this role, Whang will lead Fixed Income and Capital Markets (Capital Markets and Sponsor Finance; Credit Fixed Income; Structured... Read Story

Citizens has appointed Peter Panos as South Region Executive, succeeding Brian Peters, who is retiring. Panos, who is based in Atlanta, will report to Head of Corporate Banking Steve Woods and have responsibility for leading a team of senior bankers... Read Story

Culain Capital announced the hiring of Anita Hall, Neal Polshuk and Daniel Stacey and has retained the services of David Weinstein to meet increased client demand for comprehensive accounts receivable factoring facilities to small and medium sized... Read Story

The Huntington National Bank welcomed Vijay Konduru as Executive Vice President, Chief Marketing Officer (CMO). In this role, Konduru will lead Huntington's marketing organization, overseeing the bank's marketing strategy and long-term vision. He... Read Story

Rosenthal & Rosenthal announced that Andrew O’Day has joined Rosenthal as a VP Business Development Officer for the Midwest region. With over a decade of experience in the commercial finance industry as a business development officer, underwriter and... Read Story

Mitsubishi UFJ Financial Group announced the expansion of its Sponsor Coverage effort with the hiring of Pam Bruno as Managing Director.Bruno will be responsible for covering Private Equity Financial Sponsors for the bank. Based in New York, Bruno... Read Story

Clifford Chance announced that partner David H. Sweeney has joined its new office in Houston. He joins Jonathan Bobinger, Jonathan Castelan, Trevor Lavelle, Enoch Varner and Alexandra L. Wilde as part of the seven new partners in Houston, along with... Read Story

BTIG announced that Jay Magee has joined the firm as a Managing Director within Investment Banking’s Financial Institutions Group. Magee will support the firm’s efforts to deliver a complete set of advisory and capital solutions to BTIG’s corporate... Read Story

McGuireWoods appointed new office leaders in Los Angeles; Austin; Washington, D.C.; Pittsburgh; and Tysons, Virginia.Tanya Greene has been named office managing partner of the firm’s downtown Los Angeles office. Greene is an accomplished litigator... Read Story

Alvarez & Marsal (A&M) appointed Sohin Chinoy as a Managing Director in the Automotive & Industrials Group (AIG). This appointment follows the growth of AIG under leader Rick Kozole, and bolsters AIG's record for delivering operational performance... Read Story

Republic First Bancorp, the parent company of Republic First Bank d/b/a Republic Bank (the "Bank"), announced the appointment of Brian F. Doran, Esq., as Executive Vice President and General Counsel, effective June 20, 2023. Mr. Doran has a... Read Story

SMBC Capital Markets announced the appointment of Matthew Grinnell as Head of Global Sponsor Coverage as the firm continues to grow its Americas Division Corporate Investment Bank.Based in New York, Grinnell will work across the Americas Division and... Read Story

Mitsubishi HC Capital America, the largest non-bank, non-captive finance provider in North America, announced that Todd Witmer has joined the company as Senior Origination Leader, Asset-based Lending.Based in Southwest Michigan, Witmer will be... Read Story

Alvarez & Marsal appointed Bob Ruckh as a Managing Director in its Global Transaction Advisory Group (TAG). Ruckh’s hire demonstrates Global TAG’s commitment to driving value across the deal lifecycle by deepening its strategic advisory talent and... Read Story

Grant Thornton is expanding its private equity capabilities by hiring Bill McManus and Alex Arata to lead the firm’s Value Creation Planning services offering. In these roles, McManus and Arata will provide Grant Thornton’s private equity clients and... Read Story

Hilco Corporate Finance (HCF), Hilco Global’s investment banking advisory firm, has named Kyle Herman Senior Managing Director and Sanjay Marken Director. Based in Houston, they will focus their national practice on Special Situations and... Read Story

Hamid Namazie, Yoojin Lee and Mark Spitzer, three highly regarded finance attorneys in Los Angeles, have joined Holland & Knight’s Financial Services Practice Group as partners. They will also be members of the firm’s Asset-Based Lending Team. Mr.... Read Story

Alvarez & Marsal appointed Jeremy Blain as Managing Director in the Public Sector Services’ (PSS) Federal practice. The action marks a continuing commitment and investment in public sector clients, as well as a specific focus on deepening and... Read Story

Clifford Chance appointed Ness Cohen to the role of New York Office Managing Partner, effective June 15.Cohen joined the firm in 1998 and was promoted to partner in 2007. He is Regional Practice Area Leader of the Americas Real Estate practice and... Read Story

Cadence Bank announced the appointment of Shanna Kuzdzal as Chief Legal Officer. Kuzdzal succeeds Chuck Pignuolo, who has served as Cadence’s chief legal officer since 2014 and will retire on June 30, 2023.In her new role, Kuzdzal will provide legal... Read Story

Gridiron Capital added Ben Warren and Jack Rutter to the firm as Associates. Throughout the year, Gridiron has continued to bolster its team to add value and enhance its Winning Together culture.Warren joins Gridiron from Bank of America, where he... Read Story

Cambridge Savings Bank (CSB), a full-service mutual bank with a customer-first approach and more than $6 billion in assets, appointmented Tony Macchi to the role of Senior Vice President, Digital and Products. Macchi will spearhead the bank’s ongoing... Read Story

Grant Thornton appointed several new leaders who will help further advance the firm’s business strategy and accelerate its growth for the benefit of clients and team members. The new leaders complement recent additions to the firm’s Senior Leadership... Read Story

Alvarez & Marsal (A&M) announced that Keith Verville will join the CFO Services group within A&M’s Private Equity Performance Improvement practice as a Managing Director. Verville’s appointment furthers A&M’s ability to help private equity (PE) and... Read Story

FGI Worldwide has hired Rick Perea as Director, FGI Risk. Based out of the Boca Raton office, Perea is responsible for originating new business opportunities for FGI’s credit insurance brokerage and risk advisory division by cultivating relationships... Read Story

Alvarez & Marsal (A&M) announced the appointment of Atlanta-based Tiffany Brown as a Managing Director and the North American Solution Leader for the CFO Services practice within the firm’s Corporate Performance Improvement (CPI) division. Ms.... Read Story

Clifford Chance announced that partners Alexandra L. Wilde and Enoch Varner joined its new office in Houston. They join Jonathan Castelan and Trevor Lavelle as part of the seven new partners in Houston along with Devika Kornbacher, Alex Leff and Tony... Read Story

Legacy Corporate Lending announced Neal Mulford has joined the firm as Executive Vice President, Portfolio & Underwriting.Mulford will work closely with Legacy’s originations team and will be responsible for conducting the underwriting process and... Read Story

The Huntington National Bank announced the addition of a fund finance banking team to support its sponsor finance business within the Commercial Bank. The 10-person team will significantly boost Huntington's capabilities by providing strategically... Read Story

Simpson Thacher & Bartlett announced that Tracey A. Zaccone and David C. Teh have joined the Firm’s New York office as Partners, where they will co-lead the Alternative Capital and Private Credit practice.“Alternative lending sources are playing an... Read Story

The PNC Financial Services Group announced Jenn Garbach has joined the company as Chief Marketing Officer.Previously, Garbach served as the head of Marketing Transformation & Operations at PayPal. Before joining PayPal, she spent a decade with... Read Story

First Citizens Bank announced Marc Heller has been promoted to the position of Vice Chairman of CIT Commercial Services, a subsidiary of First Citizens Bank, and that Michael Hudgens has been promoted to the role of CIT Commercial Services President... Read Story

First Business Bank added Aaron Brand to its Asset-Based Lending team as Vice President – Asset-Based Lending. Brand is an experienced financial sales leader with more than 20 years of experience in business lending and excels at developing creative... Read Story

US Capital Global announced that Michael Carpinello has joined the group as Senior Vice President at the group’s office in Miami, FL. Carpinello brings over 20 years of experience in the capital markets to his new role, as well as a proven track... Read Story

LendingPoint, the AI-driven CreditTech platform that provides one-stop financing solutions for consumers, e-commerce and point of sale partners, and lending institutions, announced that Richard (Rich) Pfaltzgraff has been named as its new Chief... Read Story

Access Capital added Brian Richardson to its Business Development team as Senior Vice President, reporting to Raphael Torres, Head of Business Development.   Richardson will focus on the Mid-Atlantic and Southeastern states expanding Access’s... Read Story

Mountain Ridge Capital hired Daniel Williams as a Managing Director of Business Development covering the Northeast region. Mountain Ridge seeks to provide creative asset-based financing solutions that commercial banks do not wish to provide or cannot... Read Story

CIBC announced Chris Saldana has moved into business development role for CIBCs US Asset-based Lending team.  Prior to joining CIBC as a underwriter in 2022, he served as regional executive leading Southwest originations at First Business Capital... Read Story

First Citizens Bank named noted commercial banking executive Jim Hudak as president of its CIT Commercial Finance group, a division of First Citizens Bank, effective immediately. With more than 20 years as a commercial finance executive, Hudak is... Read Story

Hilco Corporate Finance (HCF), Hilco Global’s investment banking advisory firm, has named Scott Hadfield Senior Managing Director and National Practice Leader for Capital Advisory.  He will be based in HCF’s New York office.Hadfield has wide-ranging... Read Story

Gordon Brothers appointed Peter B. York as Senior Advisor to support the executive team with the firm’s growth and expansion plans. York will leverage his experience in asset-based lending (ABL), capital markets and secured lending to provide advice... Read Story

B. Riley Securities announced aerospace and defense (A&D) industry veteran, John Stack, has joined as Senior Managing Director, Aerospace & Defense Investment Banking. He joins B. Riley from Canaccord Genuity where he led the firm’s US A&D Investment... Read Story

Mitsubishi HC Capital America announced that Tracey Rogers has recently joined the company as Director of Capital Markets.Rogers will be focused on investing in equipment finance transactions and portfolios, particularly those involving industrial... Read Story

William Blair announced the continued expansion of the firm’s Private Capital Advisory investment banking practice with the addition of two senior hires. Based in Charlotte and focused on fund placement in the Mid-Atlantic, Southeast, and South... Read Story

River City Bank announced Anker Christensen, Executive Vice President and Chief Financial Officer of the bank, will step down effective July 3. Brian Killeen, currently the bank's Senior Vice President and Controller, has been appointed Interim Chief... Read Story

Wingspire Equipment Finance appointed Tom Vasilakos as the Senior Managing Director of WEF’s Indirect Group. This strategic hire further strengthens Wingspire Equipment Finance's position as a top player in the equipment finance industry.Wingspire... Read Story

Wells Fargo announced that Barry Simmons is the new head of National Sales for Wells Fargo Advisors.In this role, Simmons will lead Wells Fargo Advisors’ sales and business development team nationally, advisor recruiting across all channels, branch... Read Story

Stonepeak, a leading alternative investment firm specializing in infrastructure and real assets, announced that Michael Leitner has joined the firm as a Senior Managing Director. Based in the firm’s New York office, Leitner will help lead the... Read Story

William Blair has expanded the firm’s Private Wealth Management offices in San Francisco and Denver. Laura Harrison Ward joins as managing director, wealth advisor in San Francisco, and Mark N. Warren and John D. Warren join as managing directors... Read Story

The Algon Group announced that highly-regarded bankruptcy and restructuring lawyer, Robert "Bob" Fishman, has joined the firm as Vice Chairman. Fishman, coming out of a very brief retirement, brings 40 years of experience representing all parties in... Read Story

Pemberton appointed Niamh Whooley as Managing Director and Head of Sustainable Investing.Whooley will work across all areas of the business to deliver on Pemberton’s ESG commitments, further develop Pemberton’s sustainable investments, lead the... Read Story

Lazard announced that Peter R. Orszag, currently CEO of Financial Advisory at Lazard, has been unanimously elected by its Board to serve as CEO of Lazard and as a Board Director. Kenneth M. Jacobs, Chairman and CEO of Lazard, will serve as Executive... Read Story

KS Bancorp’s Board of Directors has announced leadership transitions.The Board of Directors has appointed Earl W. Worley, Jr., President and CEO of KS Bancorp, Inc., the holding company of KS Bank, Inc. Worley currently serves as President and CEO of... Read Story

WesBanco, Inc., a diversified, multi-state bank holding company, announced its affiliate, WesBanco Bank, has promoted David Klick to the role of Upper Ohio Valley (UOV) Market President and Senior Commercial Banker.In his new role, Klick will oversee... Read Story

Apollo announced that the recently established Cadma Capital Partners (“Cadma”) has named Jon Beizer and Josh Brody as its CEO and President, respectively. Cadma is a credit financing platform for the venture ecosystem, providing asset-backed... Read Story

ApplePie Capital announced that Ted Kelleher joined their team as Head of Capital Markets.Kelleher will be responsible for ApplePie's Capital Markets activities and initiatives. Kelleher is an accomplished leader with over 20 years of Capital Markets... Read Story

River City Bank announced Rebecca Fabisch Miller as Executive Vice President, Commercial Banking Director. In this role, Fabisch Miller will focus on providing services to the bank's middle-market commercial clients. She will lead the bank's... Read Story

Alvarez & Marsal Taxand is strengthening its digital tax strategy team. With an approach that addresses external and internal needs, the firm is developing bespoke technology tools for clients while focusing on further technology enhancements to... Read Story

Northern Trust has appointed Patrick Cowan Chief Banking Officer for the West Region, where he will lead the strategic direction and execution of the banking business to accelerate growth in the region.Most recently, Cowan was the Chief Banking... Read Story

Brightwood Capital Advisors, a middle market private credit firm, announced the appointment of Eric Pratt as Chief Credit Officer. In this role, Pratt will oversee Brightwood's existing portfolio, as well as play an important role in the Firm's... Read Story

Fifth Third Bank announced Stephanie Green as South Florida region president. As region president, Green is responsible for the growth and strategic direction of the Bank’s commercial, wealth and asset management, business banking and treasury... Read Story

Valley Bank, a regional bank with operations along key East Coast markets and California, is expanding its Chicago office with the hiring of Matthew Weidle as First Senior Vice President and Midwest Regional President.In this new role, Weidle will... Read Story

Alvarez & Marsal (A&M) announced the appointment of Detroit-based Daniel Jerneycic as a Managing Director in its  Restructuring & Turnaround Practice. Jerneycic’s extensive automotive industry experience bolsters A&M’s lines of service to help... Read Story

Peapack-Gladstone Financial Corporation and Peapack-Gladstone Bank appointed John P. O’Gorman as Senior Vice President, Head of Special Assets at Peapack-Gladstone Bank.  Working out of the Bank’s Headquarters in Bedminster, New Jersey, O’Gorman’s... Read Story

Moritt Hock & Hamroff announced the addition of three attorneys to its New York City and Garden City offices, illustrating the firm’s continued expansion and growth. The move bolsters its M&A and Tax practice areas with Michael B. Kaufman joining as... Read Story

KKR named Dan Pietrzak as Global Head of Private Credit. Most recently, Pietrzak served as Co-Head of Private Credit with Matthieu Boulanger, who is leaving to pursue other opportunities.“As traditional lenders pull back, scaled private credit... Read Story

Riemer & Braunstein announced that Meghann Salamasick joined the firm as a partner in its Chicago office. Salamasick is an experienced real estate finance attorney who brings to the firm a broad range of experience representing institutional and... Read Story

Sound Point Capital Management, a credit-oriented investment manager overseeing approximately $32 billion in total assets, hired Gunther Stein to become Head and Chief Investment Officer (CIO) of its U.S. Performing Credit and CLO platform. The move... Read Story

Comerica Bank announced Jenae Anderson has been named its first Colorado Market President. She previously served as Comerica's Head of Commercial Banking in this footprint, responsible for overseeing commercial lending and community engagement, which... Read Story

Alvarez & Marsal (A&M) announced the appointment of three Managing Directors and five Senior Directors in the Talent Organization & People Management (TOP) group within its Corporate Performance Improvement (CPI) practice. With these new hires, CPI... Read Story

US Capital Global announced that Michael J. Levas recently joined the group as Senior Vice President to head up the group’s new office in Boston, MA. Levas is a seasoned industry veteran whose career spans over 25 years at leading Wall Street firms... Read Story

Marathon Asset Management (“Marathon”), a leading global credit investment manager, announced that Ed Cong, who joined Marathon 17 years ago, has become the firm’s newest Partner. Cong will continue to serve as Senior Portfolio Manager for the firm’s... Read Story

Cadence Bank appointed Jerrell Moore as the company’s new executive vice president and chief diversity officer.“Jerrell brings extensive experience in building inclusive cultures and is a well-respected thought leader on issues of diversity, equity... Read Story

FGI Worldwide announced the hiring of Paul Bower as Director, FGI Technology. Based in London, Bower will focus on expanding FGI’s proprietary credit insurance monitoring software, T.R.U.S.T.™, throughout the UK and Europe. “Paul joining FGI, and... Read Story

Portage Point Partners announced that Robin Chiu has joined the firm as Managing Director.Ms. Chiu brings over two decades of restructuring advisory experience to Portage Point, having spent the last three years as a Senior Managing Director in Teneo... Read Story

Hilco Performance Solutions (HPS), a management advisory firm that consists of operational and financial experts in the areas of Manufacturing, Supply Chain, Sales & Customer Experience, Organizational Design, and M&A has named Associate Director... Read Story

Mitsubishi HC Capital America, the largest non-bank, non-captive finance provider in North America, is expanding the depth and scope of its commercial finance solutions to fully encompass both the front and back end of the enterprise value chain.... Read Story

Cascadia Capital announced the formal launch of its Capital Markets Advisory practice and expansion to the Atlanta market with the hiring of Managing Director Carle Felton. Under Felton’s leadership, Cascadia’s Capital Markets Advisory practice will... Read Story

Blank Rome added a leading group of litigators in its Commercial Litigation practice group in New York, bolstering the firm’s national commercial and real estate litigation offerings. The group consists of nine attorneys whose practice areas focus on... Read Story

CIBC hired Evan Swank as a managing director and business development officer for its Asset-Based Lending team, signaling the bank’s continued commitment to providing customized lending solutions to its clients. In his role, Swank will be responsible... Read Story

Peapack-Gladstone Financial Corporation and Peapack-Gladstone Bank appointed Vincent J. Mutarelli as Senior Managing Director, Commercial Private Banker at Peapack-Gladstone Bank. Mutarelli is responsible for growing a portfolio of commercial clients... Read Story

Berkshire Bank, a leading, socially responsible community bank with financial centers in New England and New York, announced that Greg Saint John, an experienced credit officer and banking industry veteran, was promoted to senior vice president... Read Story

First Internet Bank announced that Charles Wheaton has joined the organization as Vice President, Senior Business Development Officer. With his vast experience in all facets of corporate lending, their newest member further strengthens the Bank’s... Read Story

eCapital Corp. reinforced its commitment to delivering specialized finance solutions to small to medium-sized businesses by recently appointing two accomplished Business Development Officers (BDOs) to its team. These new hires bring a wealth of... Read Story

Portage Point Partners announced that Thomas Studebaker has joined the firm as Managing Director & Co-Head of the Turnaround & Restructuring practice. Studebaker will partner with industry veteran Vladimir Kasparov to lead the rapidly growing... Read Story

Dayan Rosen, a skilled deal lawyer with experience advising lenders and private equity clients in acquisition financings, has joined McGuireWoods as a partner in downtown Los Angeles.Rosen represents financial institutions, private equity firms and... Read Story

Premier Bank promoted John Houpt to Executive Vice President, Chief Credit Officer.Houpt joined Premier Bank in April 2022 as Deputy Chief Credit Officer where he was responsible for credit underwriting, approval and portfolio administration. In his... Read Story

BankUnited announced the hiring of three financial executives to form a new corporate banking team serving the New York Metropolitan area.“We are excited to welcome Matt, Dan and Laura to the BankUnited family,” said Thomas M. Cornish, BankUnited... Read Story

Nicolas “Nick” Goehring joined Associated Bank as Senior Vice President and Portfolio Manager Lead, Corporate Banking. He is responsible for the administration and risk management of client relationships, as well as the credit risk and quality of the... Read Story

FGI Worldwide announced the hiring of Kasey Fagan (Krum) as an Associate Director of Business Development. Based out of the Chicago office, Ms. Fagan is responsible for originating new business opportunities for FGI’s asset-based lending business by... Read Story

Wintrust Business Credit (WBC), a subsidiary of Wintrust announced the addition of Benjamin Doran as Senior Vice President-Business Development, expanding WBC's footprint into the upper Midwest as part of the group's expansion into new strategic... Read Story

Wells Fargo announced that Jeff Hogan has joined the Corporate & Investment Bank (CIB) as co-head of Global Mergers & Acquisitions (M&A) within the Banking division. He will co-lead the M&A team with David DeNunzio, who has led the business since he... Read Story

CIT Commercial Services, a subsidiary of First Citizens Bank, announced leadership changes as it continues to align its business to support clients and future growth. Tom Fingleton, who has served as Northeast regional manager since March 2019, has... Read Story

SLR Business Credit, SLR Digital Finance and SLR Healthcare ABL announced the hiring of an in-house legal team. Kim Withrow has joined as General Counsel.  Kim has served as in-house counsel for lenders in a wide range of commercial transactions... Read Story

Clifford Chance announced the appointment of partner Zarrar Sehgal as Head of the firm's Global Asset Finance Group. Sehgal will lead the 125-strong international team of asset finance lawyers who work alongside the firm's global corporate, tax... Read Story

The Board of Directors of Renasant Corporation announced that Kevin D. Chapman has been elected President of the Company and Renasant Bank (the “Bank”). Chapman will retain his current title of Chief Operating Officer. It was also announced that C.... Read Story

Alvarez & Marsal Taxand, an affiliate of leading global professional services firm Alvarez & Marsal (A&M) has expanded its Corporate Transformation Tax  (CTT) platform with the appointment of Shaun Alane Lockhart as Managing Director. A&M’s CTT... Read Story

Assembled Brands appointed Dave Warga as its new Director of Underwriting. Warga brings extensive experience and expertise to the company and will play a crucial role in driving the business forward.Warga holds a degree from Pepperdine Graziadio... Read Story

B. Riley Securities announced a series of strategic hires further expanding its market leadership and expertise across Consumer industries. Robert C. Arnold joins as Senior Managing Director, Investment Banking and brings over 20 years of experience... Read Story

Accord Financial added to its U.S. business development team with the hiring of Ira Almond as Director of Business Development, US Asset Based Finance, Southeast and Sahil Sharma as Director of Business Development, US Equipment Finance, Northeast.... Read Story

Gibraltar added Zach Dollarhide as the newest member of its strategic business development team as VP and Business Development Officer for its Northeast Region.Dollarhide joined Gibraltar to expand the team’s presence in the Northeast through... Read Story

Dan Delgadillo joined Northwest Bank, a full-service financial institution offering a complete line of business and personal banking solutions, to lead the bank’s new Sponsor Finance Group. Northwest Sponsor Finance will support the acquisition... Read Story

A veteran transactional lawyer with more than three decades of deal-making experience, Larry Shosid has joined Haynes and Boone, LLP as a partner in the firm’s M&A and Private Equity and Real Estate Practices. Shosid regularly works on complex... Read Story

Encina Lender Finance, LLC (ELF) announced continued expansion of its senior leadership team with the addition of industry veterans Jeff Carbery as Managing Director, Ryan Connorton as Managing Director, and Latonya Whitfield Stroup as Director.Ed... Read Story

Portage Point Partners announced that Adam Waldman has joined the firm as Managing Director, Investment Banking.Waldman brings over 15 years of experience in corporate finance, spending over 10 years at Moelis & Company. While at Moelis, Waldman... Read Story

Castlelake announced that Evan Carruthers, Chief Investment Officer, has been appointed the additional role of Co-Chief Executive Officer alongside Rory O'Neill, who has assumed the title of Executive Chair and Co-Chief Executive Officer.... Read Story

Alvarez & Marsal (A&M) announced that Amar Kapadia has joined the firm’s Healthcare Industry Group as a Managing Director, based in Chicago. Mr. Kapadia has 20+ years of international merger and acquisition (M&A), strategy, diligence and operations... Read Story

William Blair added two senior hires in the firm’s equities group. Paul Ordinario joins as managing director, south regional sales manager, and Chris Stella will serve as managing director in equity institutional sales out of New York.“I am thrilled... Read Story

Bank OZK announced John Carter has returned as Chief Credit Officer. In this capacity, he will be responsible for oversight of the bank’s credit, loan operations, special assets and mortgage lending functions. In addition, Carter will participate in... Read Story

Gibraltar Business Capital announced that Jim Marasco, a widely respected senior executive leader who served on GBC’s Board of Directors, is joining the GBC leadership team as Head of Originations. Prior to Gibraltar, Marasco spent over three decades... Read Story

Houlihan Lokey announced that Mario Manna has joined the firm as a Managing Director in its Capital Markets Group. This addition strengthens the firm’s capital placement capabilities for its corporate and financial-sponsor-backed clients focused on... Read Story

Marathon Asset Management announced that Scott Boyle has joined the firm as Managing Director, Global Co-Head of Consultant Relations, dedicated to providing client services and solutions on behalf of Marathon. Boyle has over 25 years of... Read Story

BMO announced the appointment of Darrel Hackett as U.S. Chief Executive Officer of BMO Financial Group, President & CEO of BMO Harris Bank N.A., and CEO of BMO's U.S. holding company, BMO Financial Corp. (BFC). Mr. Hackett will report to Chief... Read Story

Hilco Corporate Finance (HCF), Hilco Global’s investment banking advisory firm, has named Richard S. Klein a Senior Managing Director in its New York Office. Klein will further expand the range and experience of HCF’s Special Situation and... Read Story

Armory Group added Nicole Nugent as a Managing Director. Based in Los Angeles, Nugent brings more than 20 years of experience advising middle-market companies on a wide range of transactions, including mergers and acquisitions, private and public... Read Story

Mitsubishi UFJ Financial Group (MUFG) announced the hiring of five senior executives, and a total of at least 20 new team members, to significantly expand the capabilities of its Technology, Media and Telecom (TMT) Banking group to support the... Read Story

Heritage Global Valuations, a division of Heritage Global Inc., specializing in the valuation of commercial & industrial assets including inventories and machinery & equipment, announced that Rick Wiorek, ASA, CEA has joined HGV as a Director.Wiorek... Read Story

Quasar Capital Partners welcomed Sam Tork to its partnership. Tork is transitioning from the company's Advisory Board of Directors, where he provided guidance with strategic priorities, and now is serving as an Equity Partner; he will have a more... Read Story

Encina Private Credit (EPC) announced the appointment of two key executives who will significantly contribute to the company's growth and expansion.Ian Nalix has joined the company as Managing Director of Originations, and Brian White has been... Read Story

MC Bank hired Steve Bergeron as Chief Credit Officer. Bergeron has been in the banking industry since 1980. He previously worked at Hancock Whitney and Regions Bank. For the last 12 months, Bergeron has been working in a consulting role with M C Bank... Read Story

Growth Lending, a provider of fast, flexible, and tailored funding for growing businesses has appointed Jeremy Talton as Senior Vice President of Sales, as the firm continues to expand its operations in the U.S.With offices in London, across the UK... Read Story

Wells Fargo announced that Mary Mack will retire from the company this summer and Saul Van Beurden, head of Technology at Wells Fargo, will succeed Mack as CEO of Consumer & Small Business Banking (CSBB), effective May 15. Van Beurden will continue... Read Story

Jonathan Vukanovich, CPA has  been named a Director of the Automotive Industry Practice of Getzler Henrich & Associates.Vukanovich will be based in Detroit, Michigan and brings 17 years of experience in finance and restructuring to Getzler Henrich.... Read Story

U.S. Bank announced several changes to its executive leadership team to succeed two leaders who are leaving the company this summer.“We are proud of our longstanding history of attracting, developing and supporting talented leaders who position us... Read Story

Citizens Financial Group, Inc. announced Richard Stein will assume the role of Chief Risk Officer upon the retirement of Malcolm Griggs in the first quarter of 2024. Upon assuming the CRO role, Stein will report to Bruce Van Saun, Chairman and CEO... Read Story

Mitsubishi HC Capital America, the largest non-bank, non-captive commercial lender in North America with more than $7.5 billion in owned and managed assets, announced it is significantly expanding its Transportation Division following the company’s... Read Story

Continuing its expansion with hands-on experienced process improvement experts, Susan Stanley has been named Associate Director of Hilco Performance Solutions (HPS), a management consulting firm that consists of operational and financial experts in... Read Story

Texas Capital Bancshares, the parent company of Texas Capital Bank, announced David A. Youngberg Jr. has joined the firm as Managing Director and Chief Credit Officer.Youngberg brings more than two decades of credit risk and enterprise risk... Read Story

Wells Fargo Corporate & Investment Bank (CIB), announced that Rachel Goldin Jinich will lead Specialty Real Estate Finance (SREF) within its Commercial Real Estate (CRE) group and oversee all SREF teams, including Hospitality Finance, Seniors Housing... Read Story

Gordon Brothers named Samantha Schackman Director, Business Development. Schackman works with asset-based lending, investment banking and private equity professionals in Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island and Vermont to... Read Story

Cleary Gottlieb added David Botter as a partner in its New York office, focusing on restructuring. “I am thrilled to welcome David to the firm,” said Cleary Managing Partner Michael Gerstenzang. “In the current economic environment, clients can... Read Story

First Business Bank added Ed Sloane as Consultant to its Bank Consulting team after retiring March 31 from the role he held for over seven years as Chief Financial Officer of First Business Financial Services, Inc., parent company of First Business... Read Story

Alvarez & Marsal Taxand announced the appointment of Eric Mussler, Kristy Ton and Christopher Datino as Managing Directors. These additions underscore A&M’s strategy to evolve with its expanding client base of large corporates and solve for their... Read Story

Regions Bank announced veteran commercial banking leader Mark Evans will serve as the company’s first market executive focused exclusively on San Antonio and surrounding areas as Regions builds on its Texas presence yet again.Regions is one of the... Read Story

Huntington National Bank selected Christian Corts as its new director, overseeing its regional banking teams across Huntington's 11-state footprint. Most recently, Corts served as the North Texas regional president at Truist Financial Corporation.In... Read Story

Marathon Asset Management announced that Jennifer Wildeman and Thorne Gregory Jr. have joined the firm as Managing Directors, dedicated to providing client services and solutions on behalf of Marathon.Ms. Wildeman has over 16 years of experience... Read Story

Webster Bank announced two members of its executive management team have been promoted.Luis Massiani has been promoted to Senior Executive Vice President and appointed President of Webster Bank. He continues in his role as Chief Operating Officer, a... Read Story

BankUnited is expanding its Florida corporate banking division with the addition of three bankers who will help serve the bank’s growing portfolio of middle-market and large corporate companies doing business throughout the region. “We are excited to... Read Story

Houlihan Lokey hired technology investment banking veteran Alec Ellison as Global Head of FinTech, a newly dedicated industry group that builds on the firm’s leading technology and financial services expertise and underscores its view of and... Read Story

William Blair announced the expansion of the firm’s Private Capital Advisory investment banking practice into the primary fund placement market with the addition of three senior hires. Jeff Hypes joins as managing director in Chicago, and Nick Ohler... Read Story

Alvarez & Marsal (A&M) has appointed Tim Berkey as Managing Director in its Healthcare Industry Group. Berkey’s hire augments the firm’s hospital and health systems Supply Chain offering and capability to assist healthcare organizations drive greater... Read Story

First Business Bank has added Jerry Huynh as Managing Director - SBA Lending.With nearly 30 years of experience in helping businesses accomplish their goals through commercial and SBA Lending, Huynh brings extensive knowledge and significant... Read Story

Alvarez & Marsal Taxand, an affiliate of Alvarez & Marsal (A&M) announced Damon Yousefy, as a Managing Director with the firm’s Global Transaction Tax Advisory group. Formerly with PwC’s Mergers & Acquisitions Tax practice, Yousefy’s joining advances... Read Story

Assembled Brands announced that Genevieve Forsman and Juliana Clark have joined its team as Portfolio Analysts in Los Angeles, CA. In this role, Forsman and Clark are responsible for account management, operational and collateral compliance, and... Read Story

Hilco Performance Solutions (HPS), a management advisory firm that consists of operational and financial experts in the areas of Manufacturing, Supply Chain, Sales & Customer Experience, Organizational Design, and M&A has named Steve Savoy... Read Story

Bank of America has named Scott Vanderpool as President of Bank of America Phoenix. The company also announced that widely known business leader Benito Almanza plans to retire April 6 after 45 years of service with the company and 22 years as Phoenix... Read Story

Patriot National Bancorp., the parent company of Patriot Bank, announced the promotion of David Lowery to become President and CEO of the Bank, succeeding Robert Russell.Effective after a transitionary period through late April 2023, Russell will be... Read Story

Houlihan Lokey announced that Gareth Gibson will join the firm’s Transaction Advisory Services (TAS) team as a Managing Director to lead the business services industry segment within the Financial Due Diligence (FDD) practice. Gibson will be based in... Read Story

Alvarez & Marsal (A&M) announced the hire of Phoenix-based Steven Anthony as a Managing Director within its Private Equity Performance Improvement (PEPI) practice. Anthony, who will work directly with PEPI’s recently expanded Software, Technology &... Read Story

J.P. Morgan Private Capital appointed Alex Bell as a Partner of its Sustainable Growth Equity (SGE) platform, bringing close to two decades of private equity experience with a focus on energy and climate technology. Based in New York, Bell will... Read Story

Marathon Asset Management announced that Curt Lueker has joined the firm as Managing Director, to lead the firm’s sponsor coverage and direct lending business. In addition, Lueker will become a member of the firm’s Investment Committee. Lueker joins... Read Story

FinWise Bank, a subsidiary of FinWise Bancorp, announced that the Board of Directors approved the promotion of Chief Credit and Chief Strategy Officer, James Noone to succeed President Kent Landvatter effective immediately. Mr. Landvatter will remain... Read Story

SMBC Nikko Securities America appointed Steven Feinberg as Head of Credit for the Fixed Income Sales & Trading Group, based in New York.In his new role, Feinberg leads the U.S. Investment Grade, High-Yield, Emerging Markets, and Structured Products... Read Story

EisnerAmper named Naomi Barrett as its Director of Global Diversity, Equity & Inclusion (“DE&I”). Barrett will work closely with leadership and colleagues to enhance and execute the firm-wide DE&I strategy. She will partner with service line and... Read Story

Cambridge Wilkinson announced that Laurie Pinto has joined the firm as a Managing Director - CW Sports & Entertainment Division:    Mr. Pinto was born and grew up in London and graduated from the University of Westminster with a degree in law. Laurie... Read Story

Barclays appointed John J. Erdmann as Chief Financial Officer for Barclays US Consumer Bank and Barclays Bank Delaware (BBDE). Erdmann will oversee the bank’s consumer financial operations in the United States, including financial reporting, planning... Read Story

Greystone, a leading national commercial real estate finance firm, announced that it has hired Mike Casavant as a Managing Director, Ryan Carlin as a Director, and JP Chisholm as a Director to its rapidly growing New York-based Greystone Commercial... Read Story

Blank Rome announced that Sheherbano “Sherry” R. Mirza has joined the firm’s Chicago office in the Finance, Restructuring & Bankruptcy practice group. Mirza is the latest addition to Blank Rome’s national finance team, which recently welcomed... Read Story

Cadence Business Finance, a subsidiary of Cadence Bank, announced the addition of Steven Janson and Mark Buren as managing directors, expanding the company’s footprint for asset-based lending solutions to middle-market companies.  “We are excited for... Read Story

Hilco Performance Solutions (HPS), a management advisory firm that consists of operational and financial experts in the areas of Manufacturing, Supply Chain, Sales & Customer Experience, Organizational Design, and M&A has named Frederic Vanlinthout... Read Story

CIFC Asset Management, an alternative credit specialist serving institutional investors globally with over $40 billion in assets under management, announced that Anna Kunz has joined the firm as a Managing Director in its Investor Solutions Group. In... Read Story

WSFS Bank, the primary subsidiary of WSFS Financial Corporation announced that the following 13 Associates from across the organization have been appointed to Senior Vice President (SVP) positions: Brian Adelson – SVP, Director of Technology... Read Story

Jeff Feit joined Summit Investment Management in February 2023 as a Managing Director. His primary responsibility will be business development and deal sourcing. Prior to Summit Feit worked at Marblegate Asset Management from 2019 to 2022. Feit... Read Story

Mitsubishi UFJ Financial Group hired Robert Ellenbogen within its Leveraged Finance team as a Managing Director and Senior Credit Analyst.Ellenbogen will be responsible for delivering industry and company-specific analysis to MUFG's Leveraged Finance... Read Story

BlackArch Partners, a leading middle-market investment bank, announced five promotions, including Ryan Jackson to Managing Director, Jonathan O’Connor to Director, and Nhan Nguyen, Zach Daniels and Chris Lyons to Vice President. These well-deserved... Read Story

Peter Malmstrom has joined Associated Bank as Senior Vice President & Regional Senior Credit Officer, Corporate Banking. He is responsible for approval and concurrence duties for the bank’s commercial lending groups.Malmstrom brings more than 20... Read Story

Citizens & Northern Corporation announced that Kelley Cwiklinski has been promoted to Executive Vice President & Chief Commercial Lending Officer based in Doylestown, PA. As the Chief Commercial Lending Officer, Cwiklinski will develop, drive and... Read Story

Republic Business Credit announced the addition of Christy Morgan to the team as Vice President and Legal Manager, reporting directly to CEO Stewart Chesters. In the new role, Morgan will oversee all legal materials for onboarding clients and work on... Read Story

LSQ announced the hire of Brian Rieber as Vice President of Working Capital Solutions. In his role, Rieber will be focused on helping companies create supply chain finance programs to meet their liquidity needs.Rieber has more than 20 years... Read Story

Alvarez & Marsal (A&M) announced the appointment of New York-based Nathaniel Bartch as a Managing Director in its Global Transaction Advisory Group (TAG). His appointment highlights Global TAG’s commitment to expanding top-tier talent that best... Read Story

Hilco Redevelopment Partners (HRP), the real estate redevelopment unit of Hilco Global announced that the company has named Andrew Chused as Chief Investment Officer (CIO).Chused, a co-founder of the HRP platform, previously served as Head of... Read Story

Truist Financial Corporation announced that John Gregg will retire, and that Tom Hackett has been named chairman and chief executive officer of Truist Securities, Truist's full-service corporate and investment bank, effective March 31.Based in... Read Story

BizCap announced that Kylie Whetsel has joined the firm as Marketing Manager. In this role, Kylie will be responsible for developing and executing strategies that will further enhance the company's visibility and growth in the marketplace.Kylie... Read Story

Cornerstone Bank promoted five employees to senior leadership positions: Douglas Schmeling is now Senior Vice President, Chief Credit Officer. Thomas Moschos is now Senior Vice President, Commercial Lender. Jessica Johnson is now Vice President... Read Story

TD Bank Group (TD) announced the following appointments to reflect the expanded mandates of two Senior Executive Team (SET) members.Barbara Hooper will become Group Head, Canadian Business Banking, TD Bank Group, effective May 1, 2023. Barbara has... Read Story

Cahill Gordon & Reindel announced that Joel Moss has joined the firm as a partner in its Bankruptcy & Restructuring practice.Moss’s practice focuses on representing a broad range of clients including financial institutions, hedge funds, direct... Read Story

Gordon Brothers promoted Carolyn D’Angelo to Senior Managing Director, Brand Operations. She is also the President of Laura Ashley and oversees Nicole Miller. D’Angelo drives global operations under an asset-light model for the firm’s portfolio of... Read Story

Citizens named Jessica Rascionato to lead its Commercial Real Estate team and expanded Joanne Wyper’s role to head of Commercial Banking Digital and Operations to drive the Commercial Bank’s digital-forward strategy. Bragg Comer will succeed... Read Story

Solomon Partners, a leading financial advisory firm, announced Joseph Watson has joined the firm as a Managing Director in its Technology Group, the firm’s newest practice. Creating and building out Solomon’s tenth vertical is part of the firm’s... Read Story

Wolters Kluwer announced three divisional CEO appointments that will set the stage for accelerated growth at the company. Karen Abramson, formerly CEO of Tax & Accounting, is now the CEO of the new Corporate Performance & ESG (CP & ESG)... Read Story

Golub Capital expanded its presence in Europe with three new additions to its London-based team: Daniel von Rothenburg joined Golub Capital as a Managing Director and Head of EMEA on the Business Development and Investor Relations team. Prior to... Read Story

Great Rock Capital announced Mignon Winston has joined the firm as a Vice President of Underwriting. She will be based in Connecticut and serve as one of the company’s underwriting team leaders.“We are happy to welcome Mignon to the team,” said Kathy... Read Story

David A. Spehar, a 30-year appraisal and disposition veteran whose work has encompassed over 350 companies and thousands of retail stores across North America, has joined Tiger Group as Associate Director of Field Operations. Spehar’s new role... Read Story

Robert Gorin has been named the Consumer Products Practice Leader of Getzler Henrich & Associates. A Managing Director at Getzler Henrich since 2014, Gorin has more than 30 years of client-centric focus to business strategy and operations through his... Read Story