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News Stories (22 Results) - Investor Services

Cambridge Savings Bank (CSB), a full-service mutual bank with a customer-first approach and nearly $7 billion in assets, announced that it was the lead bank in a $45 million participation loan for Modera Wealth Management, LLC (Modera)’s transaction... Read Story

February 22, 2024, 07:53 AM

Comvest Credit Partners acted as Administrative Agent on a $30 million senior secured credit facility to The JG Wentworth Company, LLC, a leading provider of consumer financial services. The Financing was used to fund a strategic acquisition by the... Read Story

February 02, 2023, 08:00 AM

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, together with Snowden Lane’s private equity partner, Estancia Capital Partners (“Estancia”), announced... Read Story

January 10, 2023, 07:36 AM

Alvarium Tiedemann Holdings entered into a $250 million credit facility with a syndicate led by BMO Capital Markets. The facility, which is comprised of a $150 million revolving credit facility and a $100 million term loan facility, will be used to... Read Story

January 04, 2023, 07:55 AM

BB Energy, a leading global independent energy trading company, successfully refinanced and expanded a $580 million senior secured borrowing base credit facility.Based on an initial size of $500 million, the Facility was increased to US $580 million... Read Story

November 14, 2022, 07:46 AM

Steward Partners Global Advisory, an employee-owned, full-service independent partnership, has secured a $140 million credit facility to support the next phase of the partnership's development and fuel its future growth. The facility was led by... Read Story

November 09, 2022, 07:35 AM

Yieldstreet closed a warehouse facility that provides access to up to $400 million from Monroe Capital. This financing is the largest of its kind to date for Yieldstreet and for any alternative investment platform in the industry and enables the... Read Story

August 09, 2022, 08:09 AM

Audax Private Debt, as Joint Lead Arranger, provided a unitranche credit facility to support Genstar Capital’s (“Genstar”) acquisition of Cerity Partners (or the “Company”).Founded in 2009 and headquartered in New York City, Cerity Partners is a... Read Story

August 01, 2022, 07:13 AM

CIBC Innovation Banking provided financing solutions, including a capital call line of credit, to Graphite Ventures (Graphite), a $100-million fund focused on seed-stage investments and extensions, through to the rights for Series A rounds. The... Read Story

February 23, 2022, 07:07 AM

Betterment, the largest independent digital investment advisor with $32 billion in assets under management and nearly 700,000 clients, secured $160 million in growth capital comprised of a $60 million Series F equity round and a $100 million credit... Read Story

September 30, 2021, 07:25 AM

MPowered Capital an invesnt firm established to invest in best-in-class female and other underrepresented talent* in the alternative investment space, announced its official launch. MPowered was founded and will be led by Marcia Page, Co-Founder and... Read Story

September 21, 2021, 06:00 AM

RF Capital Group secured a $200 million revolving credit facility with a syndicate of lenders. The initial authorized principal of the facility is $125 million. The Facility also includes an accordion provision that will enable the Company to request... Read Story

September 13, 2021, 07:50 AM

On June 22, 2021, East West Bank, the Sole Administrative Agent, together with an existing lender group upsized the two-year revolving line of credit facility from $130 million to $180 million for Los Angeles-based broker dealer and investment firm... Read Story

July 06, 2021, 07:50 AM

On June 11, 2021, East West Bank, the Sole Arranger, Sole Bookrunner, and Administrative Agent, together with three other lenders, closed on a new umbrella capital call facility for several separately managed accounts managed by a leading global... Read Story

June 24, 2021, 07:29 AM

WebBank joined Synovus Bank, Specialty Finance Division to provide additional commitment in an asset-based revolving credit facility to AB Private Credit Investors Corporation, a subsidiary of AllianceBernstein, which is one of the world’s largest... Read Story

June 04, 2021, 07:58 AM

SG Credit Partners closed a $1 million second lien bridge loan for a privately held registered investment advisor that provides wealth, asset and business management services to high net-worth individuals and families. The Company has a variety of... Read Story

February 24, 2021, 06:00 AM

Walker & Dunlop, Inc. announced that it has closed on the refinance of its senior secured seven-year term loan. The refinance launched at $250 million but was increased to $300 million due to strong demand from institutional investors. The term loan... Read Story

November 08, 2018, 07:15 AM

Monroe Capital LLC announced it acted as sole lead arranger and administrative agent on the funding of a $43.5 senior credit facility to support the acquisition of Purshe Kaplan Sterling, Inc. (PKS) by Oak Spring Holdings and Wentworth Management... Read Story

December 06, 2017, 07:50 AM

CME Group Inc., an American financial market company operating a options and futures exchange, entered into a new multi-currency revolving credit facility with each of the banks from time to time party thereto; Bank of America, N.A., as... Read Story

November 28, 2017, 07:09 AM

Willis Towers Watson Public Limited Company, together with its wholly owned subsidiary, Trinity Acquisition plc, entered into a $1.25 billion revolving credit facilit, that will mature on March 7, 2022 (unless extended in accordance with the terms... Read Story

March 10, 2017, 07:00 AM

INTL FCStone Inc. has agreed to amend its existing $140 million senior secured revolving credit facility maturing September 20, 2016 (the "Credit Facility") to extend the maturity through March 18, 2019, and to increase the size of the credit... Read Story

March 24, 2016, 07:17 AM

GE Antares, a unit of GE Capital, announced it is administrative agent on a $260 million senior secured credit facility to support the acquisition of Institutional Shareholder Services (ISS) by Vestar Capital Partners. GE Capital Markets served as... Read Story

May 13, 2014, 07:23 AM