TD Bank Group announced executive appointments to further strengthen its leadership bench, enhance execution and elevate the client experience."TD is building a bank for the future, with top talent, and a sharp focus on disciplined execution and client experience leadership," said Raymond Chun, Group President and Chief Executive Officer. "I'm energized to work with these strong executives and leaders across the Bank to drive change, support clients and accelerate growth."Taylan Turan will join
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September 11, 2025 @ 08:15 AM
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BOK Financial hired Reed Upson as senior vice president and ABL Business Development Officer. Prior to joining BOKF, Upson spent over 12 years as an investment banker helping founder owners, sponsors, and management teams navigate M&A, growth financing, recapitalizations, and special situations and has helped originate, underwrite, and structure over $3B of capital commitments in his career. Most recently Upson was Head of Capital Markets at G2 Capital Advisors where he helped middle market
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September 11, 2025 @ 08:10 AM
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Trinity Capital announced the commitment of $26 million in growth capital to Unmind, the workplace mental health platform delivering complete care in one solution, powered by AI. Unmind combines human expertise, digital innovation, and proven science so every employee can access the right support – from proactive and preventative AI guidance to therapy, coaching, crisis care, 24/7 programs, and wellbeing progress tracking. With tailored solutions for individuals, leaders, and organizations
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September 11, 2025 @ 08:08 AM
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Cambridge Savings Bank (“CSB”), a full-service community bank with a customer-first approach and $7 billion in assets, announced the appointment of Erin Toomey as Chief Human Resources Officer. Erin brings more than 25 years of experience leading human resources strategy and organizational transformation across diverse industries and complex business environments.In her new role, Toomey will be tasked with leading CSB’s human resources strategy, fostering a high-performing and inclusive culture
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September 11, 2025 @ 08:03 AM
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Porter Capital Corporation announced the addition of Roger S. Welker as Senior Vice President. With more than 35 years of experience in commercial finance, Welker brings deep expertise in factoring, asset-based lending, and relationship-driven business development."At Porter, we build our team with seasoned leaders who share our commitment to fast, transparent financing solutions," said Marc Porter, CEO of Porter Capital. "Roger's track record in helping businesses bridge cash flow gaps makes
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September 11, 2025 @ 08:00 AM
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Truist Financial Corporation announced Jenna Kelly as head of the Consumer and Retail practice group within Truist Corporate Banking and Travis Rhodes as North Carolina West regional president for Truist's Commercial Banking business. Kelly has more than 30 years of experience with Truist and will lead a team of bankers that serves consumer and retail companies across the U.S. Most recently serving as the North Carolina West regional president, she has overseen Truist's business and community
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September 11, 2025 @ 07:58 AM
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Fifty Stones Capital Group closed a $39.3 million construction loan for a state of the art senior living facility in Chandler, Arizona. The deal showcases the firm’s ability to deliver fast, tailored financing solutions for complex, high-value development projects.The opportunity came to Fifty Stones Capital Group through a local broker who recognized the unique potential of the project. The sponsor, a seasoned local developer with extensive experience in multifamily and senior housing, had
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September 11, 2025 @ 07:14 AM
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King Trade Capital welcomed back a past client to support their seasonal sales by providing a $2.5MM purchase order finance facility. When the client quickly needed a purchase order finance solution to fulfill their purchase orders from their retail partner, King Trade Capital moved quickly to help secure payment to their Chinese supplier to produce the digital picture frames. Within days, KTC underwrote the end customer purchase orders assessed the new tariff risks and issued a letter of credit
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September 11, 2025 @ 07:00 AM
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Viva Capital Funding (Viva), a leading invoice factoring specialty finance company, recently announced the successful upsizing of their investment-grade corporate notes to $30.5 million. Since 2018, Viva has provided over $2B in capital to growing companies across a variety of industries throughout the U.S. Proceeds will be used by the Company to support additional growth of the business.Brean Capital served as the Company’s exclusive financial advisor and sole placement agent in connection with
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September 11, 2025 @ 07:00 AM
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Alvarez & Marsal’s (A&M) Global Transaction Advisory Group (Global TAG) has appointed Htike Htike Kyaw Soe as a Managing Director within its Global Transaction Analytics (GTA) unit. In her role, Ms. Kyaw Soe will help shepherd Artificial Intelligence (“AI”), technology and strategic analytic initiatives to strengthen insights across all stages of the transaction lifecycle. GTA, an integrated service in Global TAG, provides data analytics services to uncover actionable insights developed with AI
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September 11, 2025 @ 06:00 AM
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Archway announced its launch as a new private credit firm focused on delivering creative asset-based loan (ABL) and lender finance solutions to middle-market companies. Backed by $500 million in committed capital, Archway provides tailored lending solutions ranging from $10 million to $50 million, with the ability to commit larger amounts for select transactions. Led by Founder and CEO Andrew S. McGhee and a team of seasoned industry veterans, Archway is built to deliver comprehensive capital
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September 10, 2025 @ 08:15 AM
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Aequum Capital Financial, a specialty finance lender backed by Castlelake, L.P., closed a new $250 million debt facility lead by Wells Fargo & Company. This strategic financing significantly enhances Aequum's ability to expand its asset-based lending platform and underscores the strength of its institutional partnerships.The facility will be used to further support Aequum's mission of providing customized senior debt solutions ranging from $5 million to $35 million to small and medium-sized
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September 10, 2025 @ 08:10 AM
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SLR Business Credit (“SLRBC”) funded a new senior secured credit facility for Lyneer Staffing Solutions (“LSS”). LSS provides permanent, temporary and temp-to-perm placement services in a wide variety of areas with strengths in the accounting & finance, administrative & clerical, hospitality, IT, legal, light industrial, and medical fields. With sales projections of over $500 million for 2025, LSS needed a lender with direct experience in the staffing space that did not need to go through a
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September 10, 2025 @ 08:05 AM
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Rosenthal Capital Group (RCG) announced the completion of five equipment financing deals totaling nearly $27 million in the third quarter of 2025 for companies spanning the Southeast, Southwest and Midwest. The five transactions represent a broad range of industries, from manufacturing to marketing to trucking, as well as a mix of different equipment classes. RCG’s financing facilities address the individual capital expenditure needs of the clients while allowing the companies to preserve
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September 10, 2025 @ 08:00 AM
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Monroe Capital acted as sole lead arranger and administrative agent on the funding of a senior credit facility to support the growth of Narrative Strategies, LLC (“Narrative”), an existing portfolio company of Clarion Capital Partners.Founded in 2019 and headquartered in Washington, D.C., Narrative is a full-service strategic communications firm solving today’s most demanding reputational and public affairs challenges at the convergence of business, media, and politics. The company’s expertise
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September 10, 2025 @ 07:53 AM
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