TD Bank announced the appointment of Brian Callanan as U.S. General Counsel and Andre Ramos as U.S. Chief Financial Officer, effective December 1, 2025."From his service as general counsel of the U.S. Treasury Department to his work in private practice, Brian brings a strong combination of legal and regulatory expertise and leadership experience to the U.S. franchise," said Leo Salom, President and CEO, TD Bank, America's Most Convenient Bank. "Similarly, Andre's decades of experience in senior
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October 17, 2025 @ 08:15 AM
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JPalmer Collective (JPC) closed a $1 million line of credit to Floura, a female-founded company dedicated to delivering exceptional, sustainably-sourced fiber-rich bars while fostering positive social and environmental impact. Floura founder Jeni Britton, is the visionary behind Jeni’s Splendid Ice Creams.“I’ve been a huge fan of Jeni’s Ice Cream — and Jeni Britton herself — for years. She’s a visionary who’s always been ahead of the curve,” said Jennifer Palmer, founder and CEO of JPalmer
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October 17, 2025 @ 08:02 AM
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Gradiant, a global leader in advanced water and wastewater solutions, closed a $50 million corporate facility with HSBC, bringing its total credit to over $100 million. The financing reflects Gradiant’s growing capital maturity and strengthens its capacity to scale sustainable water solutions worldwide.Strengthening Financial FoundationsStructured as a corporate revolving credit facility, the HSBC line supports U.S. working-capital needs, and provides Gradiant with flexible, on-demand liquidity
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October 17, 2025 @ 08:01 AM
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Cardo AI, a leading technology platform for asset-based finance and private credit, has appointed Daniel Esteve as Chief Revenue Officer (CRO) and Robert Horowitz as Chief Financial Officer (CFO). These strategic appointments are part of the company's commitment to accelerating growth and strengthening its US presence.Dan brings 20 years of sales and leadership experience in finance and FinTech to Cardo AI. Dan began his career in commodity futures sales and trading at the CME Group and was most
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October 17, 2025 @ 07:55 AM
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Versant Funding funded a $2.5 million non-recourse factoring facility to a company that provides software and consulting services to major multinational companies.The factoring company this business had relied upon for many years to meet its working capital needs refused to fund against invoices from a few key accounts. The resulting cash shortfall was reducing the company’s ability to service its customers.“Versant focuses solely on the credit quality of our clients’ customers,” according to
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October 17, 2025 @ 07:52 AM
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Audax Private Debt announced that, as Administrative Agent and Sole Lead Arranger, it provided a senior secured credit facility to support York Capital Management in their refinancing of APT Healthcare (“APT”), an outpatient physical therapy provider.Founded in 2002 and headquartered in Glen Burnie, MD, APT offers a diverse array of services including physical therapy, chiropractic, orthopedic rehabilitation, aquatic therapy, and other ancillary services. APT’s unique marketing and revenue cycle
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October 17, 2025 @ 07:50 AM
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First-Citizens Bank & Trust Company, the wholly owned banking subsidiary of First Citizens BancShares, entered into an agreement to acquire 138 branches in the Midwest, Great Plains and West regions of the U.S. from BMO Bank N.A. The branches are located in North Dakota, South Dakota, Wyoming, Nebraska, Kansas, Missouri, Oklahoma and Idaho, as well as select branches in western Minnesota, one branch in eastern Oregon and one branch in southern Illinois. In connection with the purchase, First
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October 17, 2025 @ 07:43 AM
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Post Road Equipment Finance ("PREF") announced that Brian Meres has joined its Risk team as a Senior Vice President. In his new role, Meres will primarily be responsible for new business underwriting and will also have portfolio management responsibilities. He will report to Katherine Branch, Chief Risk Officer of Post Road Equipment Finance. Meres joined Post Road Equipment Finance from Speedwell Partners, where he was CFO and Chief Risk Officer. Prior to that role, Meres spent 10 years in
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October 17, 2025 @ 07:33 AM
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WSFS Financial Corporation, the parent company of WSFS Bank, announced that Bernard (Bernie) Shields will join the organization as Executive Vice President, Pennsylvania Market President. In this role, Shields will report to Executive Vice President, Chief Commercial Banking Officer, Jim Wechsler, and be responsible for influencing growth and sales strategies across the company’s markets, enhancing and optimizing relationships with current and prospective clients, and engaging in the local
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October 16, 2025 @ 08:09 AM
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CIBC Innovation Banking provided a $1.5 million debt facility in growth capital to Vessel Funds Inc. (Vessel), a leading platform that simplifies investor relations, fund reporting and compliance tasks. The financing will support Vessel’s continued global expansion and product innovation.Vessel’s platform enables fund managers and limited partners with real-time insights, streamlined workflows, and enhanced transparency, helping drive operational efficiency and improved decision-making across
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October 16, 2025 @ 08:02 AM
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nFusion Capital provided a $6 million asset based lending facility to an established electrical contracting company providing services for commercial, residential, industrial, and custom electrical projects. Founded in 2005 in Washington state, they now serve the Pacific Northwest region.Despite strong profitability and consistent growth, the Company needed additional working capital to keep pace with expanding project demand. Their existing lender, however, made a strategic decision to reduce
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October 16, 2025 @ 08:00 AM
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Fifty Stones Capital Group successfully closed two high-impact real estate transactions in Utah and Florida. These deals, spanning premium senior living and shovel-ready multifamily development, highlight the firm’s ability to tailor capital solutions for complex projects while delivering measurable value to communities, sponsors, and investors alike.South Jordan, Utah – Elevating Senior Living with a Private-Pay ModelThe journey began earlier this year when Fifty Stones Capital Group was
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October 16, 2025 @ 07:53 AM
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Iron Horse Credit appointed Ana G. Rodriguez as Senior Vice President. Rodriguez brings more than 12 years of progressive operations experience in the commercial finance industry.Rodriguez's career includes roles at financial institutions such as Pathward (formerly Crestmark Bank) where she served as Assistant Operations Manager and subsequently Commercial Finance Operations Manager.
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October 16, 2025 @ 07:47 AM
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PlainsCapital Bank announced that Chief Credit Officer Darrell Adams will retire on Nov. 10, 2025, after 37 years of dedicated service. Brent Raindl, currently Dallas Region Chairman, will succeed Adams as Chief Credit Officer, and Thomas Ricks, President of PlainsCapital’s North Dallas branch, is being promoted to Dallas Region Chairman.“Darrell has been a cornerstone of PlainsCapital Bank since 1988, and his leadership has played a pivotal role in shaping the Bank’s credit culture and
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October 16, 2025 @ 07:41 AM
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H.I.G. WhiteHorse, the credit affiliate of H.I.G. Capital (“H.I.G.”), provided £81m in first-lien, senior-secured credit facilities to Summit Group (“Summit”), a portfolio company of Sovereign Capital Partners (“Sovereign”), to refinance existing indebtedness and support the acquisition of R&H Jersey (“R&H”). Summit is a provider of fiduciary, administrative, and advisory services to a wide range of private clients. Summit and R&H bring both complementary and supplementary benefits in service
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October 16, 2025 @ 07:30 AM
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