KINGSWOOD

Kingswood U.S. Named To USA Today's List of Best Financial Advisory Firms for Second Straight Year

Retrieved on: 
Mercoledì, Aprile 24, 2024
Partner (business rank), USA Today, Assets under management, AUM, Growth, RIA, Financial adviser

NEW YORK, April 24, 2024 /PRNewswire/ -- Kingswood U.S., part of a network of independent wealth management firms that oversees more than $14 billion in client assets globally, announced it has been named to USA Today's Best Financial Advisory Firms 2024. The award, presented by USA Today and Statista Inc., honors the top registered investment advisory (RIA) firms in the U.S. based on recommendations from financial advisors, clients and industry experts, as well as firm growth.

Key Points: 
  • Firm honored based on growth and client, peer recommendations
    NEW YORK, April 24, 2024 /PRNewswire/ -- Kingswood U.S., part of a network of independent wealth management firms that oversees more than $14 billion in client assets globally, announced it has been named to USA Today's Best Financial Advisory Firms 2024.
  • The award, presented by USA Today and Statista Inc., honors the top registered investment advisory (RIA) firms in the U.S. based on recommendations from financial advisors, clients and industry experts, as well as firm growth.
  • Both short-term (12-month) and long-term (5-year) development of Assets Under Management (AUM) were analyzed using publicly available data.
  • Earlier this month, Kingswood U.S. announced a significant expansion of the Kingswood Investments team, which follows the strategic buildout of the firm's in-house investment banking capabilities over the past few years and illustrates the firm's commitment to this successful and growing business.

ArcStone Securities and Investments Corp. Announces Strategic Collaboration with Kingswood US to Deliver Expanded Capital Markets Advisory Services Establishing a Presence in the Canadian Capital Markets

Retrieved on: 
Mercoledì, Marzo 13, 2024
Private placement, Culture, Public, Growth, Philosophy, Partnership, Executive officer, Metal, IPO, Equity, TSX, Investment, CBOE, Mining

This collaboration will enable clients to benefit from an expanded suite of services designed to drive value creation and advance their strategic objectives.

Key Points: 
  • This collaboration will enable clients to benefit from an expanded suite of services designed to drive value creation and advance their strategic objectives.
  • Collectively, ArcStone and Kingswood bring together a seasoned team in Canada and the US with a shared commitment to integrity and client success.
  • This marks a significant milestone for ArcStone and Kingswood in its unwavering commitment to providing comprehensive capital market solutions and strategic advisory services across a north-south nexus.
  • Pre-Initial Public Offering (Pre-IPO) Strategy: Initial Public Offering (IPO) Execution, Debt Capital Markets Access, Private Placements, and Private Capital Advisory.

LOBO EV Technologies Ltd. Announces Closing of Initial Public Offering

Retrieved on: 
Lunedì, Marzo 25, 2024
Form, Sale, Prospectus, Suite, LOBO, Cryptocurrency

WUXI, China, March 25, 2024 (GLOBE NEWSWIRE) -- LOBO EV Technologies Ltd. (Nasdaq: LOBO) (“LOBO” or the “Company”), an innovative electric vehicle manufacturer and seller, today announced the closing of its initial public offering of 1,380,000 ordinary shares, at an initial public offering price of $4.00 per share.

Key Points: 
  • WUXI, China, March 25, 2024 (GLOBE NEWSWIRE) -- LOBO EV Technologies Ltd. (Nasdaq: LOBO) (“LOBO” or the “Company”), an innovative electric vehicle manufacturer and seller, today announced the closing of its initial public offering of 1,380,000 ordinary shares, at an initial public offering price of $4.00 per share.
  • Gross proceeds of the offering, prior to deducting underwriting discounts, commissions and offering expenses payable by the Company, were approximately $5.5 million.
  • In addition, LOBO has granted the underwriters a 45-day option to purchase an additional 207,000 ordinary shares at the initial public offering price, less underwriting discounts and commissions, to cover over-allotments.
  • 333-270499) relating to the offering has been filed with the U.S. Securities and Exchange Commission (the “SEC”), which was declared effective on March 20, 2024.

LOBO EV Technologies Ltd. Announces Pricing of Initial Public Offering and Listing on Nasdaq

Retrieved on: 
Giovedì, Marzo 21, 2024
Form, Sale, Prospectus, Suite, LOBO

WUXI, China, March 21, 2024 (GLOBE NEWSWIRE) -- LOBO EV Technologies Ltd. (“LOBO” or the “Company”), an innovative electric vehicle manufacturer and seller, today announced the pricing of its initial public offering of 1,380,000 ordinary shares, at a public offering price of $4.00 per share.

Key Points: 
  • WUXI, China, March 21, 2024 (GLOBE NEWSWIRE) -- LOBO EV Technologies Ltd. (“LOBO” or the “Company”), an innovative electric vehicle manufacturer and seller, today announced the pricing of its initial public offering of 1,380,000 ordinary shares, at a public offering price of $4.00 per share.
  • Gross proceeds of the offering, prior to deducting underwriting discounts, commissions and offering expenses payable by the Company, are expected to be approximately $5.5 million.
  • In addition, LOBO has granted the underwriters a 45-day option to purchase an additional 207,000 ordinary shares at the initial public offering price, less underwriting discounts and commissions, to cover over-allotments.
  • Kingswood, a division of Kingswood Capital Partners, LLC (“Kingswood”), is acting as sole bookrunner for the offering.

Kingswood Capital Management Acquires PATCO Products, Formerly Corbion's Caravan Emulsifiers Division

Retrieved on: 
Martedì, Aprile 2, 2024
Emulsion, Lazard, Partnership, History, Food, PATCO, Management

LOS ANGELES, April 2, 2024 /PRNewswire/ -- Kingswood Capital Management, LP (together with its affiliates, "Kingswood") announced today that it has acquired Corbion's emulsifiers business (formerly known as Caravan Emulsifiers), which, moving forward, will operate under the name PATCO Products, LLC ("PATCO" or the "Company").

Key Points: 
  • LOS ANGELES, April 2, 2024 /PRNewswire/ -- Kingswood Capital Management, LP (together with its affiliates, "Kingswood") announced today that it has acquired Corbion's emulsifiers business (formerly known as Caravan Emulsifiers), which, moving forward, will operate under the name PATCO Products, LLC ("PATCO" or the "Company").
  • PATCO is an industry-leading provider of emulsifiers for a diverse set of end markets, including food products, polymer additives, pet foods, personal care, and pharmaceuticals.
  • Vice President of Emulsifiers at Corbion, John Miller, will continue to lead the Company as its Chief Executive Officer.
  • "We look forward to the partnership with Kingswood and the support they will provide as we transition to a standalone business.

Kingswood U.S. Accelerates Expansion of Successful In-house Investment Banking Group with Appointment of Four New Members

Retrieved on: 
Lunedì, Aprile 1, 2024
Wheaton College, Nomura Securities, Partner (business rank), Business, Acquisition, Columbia University, University, Head, Evercore, Investment banking, Capital market, International finance, Vice, Citco, UBS, RBC Capital Markets, Security (finance)

NEW YORK, April 1, 2024 /PRNewswire/ -- Kingswood U.S., part of a network of independent wealth management firms that oversees more than $14 billion in client assets globally, today announced the appointment of four new members to its Investment Banking team. Braden Ferrari has been brought on as Head of Institutional Sales, David Braccia and Evan Wynn join as Vice Presidents, Capital Markets and Jacob Wilson has been named a Vice Presidents, Investment Banking.

Key Points: 
  • The significant expansion of the Kingswood Investments team follows the strategic buildout of the firm's in-house investment banking capabilities over the past few years and illustrates the firm's commitment to this successful and growing business.
  • The Kingswood U.S. investment banking group provides access to capital to mid-market businesses undergoing varying degrees of operational, financial or market-driven change.
  • Braden Ferrari has over 20 years of corporate finance and investment banking experience, advising C-level executives and the boards of directors at public companies.
  • The Kingswood Investment Banking team is comprised of senior professionals with an average of more than 20 years in investment banking, located in New York, Florida and Texas.

Kingswood Acquisition Corp. and Wentworth Management Services LLC Announce Completion of Merger and Launch of Binah Capital Group

Retrieved on: 
Martedì, Marzo 19, 2024
KWAC, BCG, Completion, W2, Partner (business rank), Shearman, CFO, Partnership, RIA, HSQ, Adviser, Financial services

NEW YORK, March 19, 2024 /PRNewswire/ -- Kingswood Acquisition Corp. (OTCE: KWAC) ("KWAC"), announced today the successful completion of its merger with Wentworth Management Services LLC ("Wentworth").  Wentworth has merged with KWAC to create Binah Capital Group ("Binah Capital"), a leading independent wealth management enterprise that will become a publicly traded company. The newly launched entity will be listed on the NASDAQ Global Market, trading under the ticker NASDAQ: BCG and the warrants are expected to begin trading under the new ticker symbol "BCGWW" on the Nasdaq Capital Market.

Key Points: 
  • With Completion of Transaction, Wentworth Management Services Merges with Kingswood Acquisition Corp. to Create Binah Capital Group
    NEW YORK, March 19, 2024 /PRNewswire/ -- Kingswood Acquisition Corp. (OTCE: KWAC) ("KWAC"), announced today the successful completion of its merger with Wentworth Management Services LLC ("Wentworth").
  • Wentworth has merged with KWAC to create Binah Capital Group ("Binah Capital"), a leading independent wealth management enterprise that will become a publicly traded company.
  • The transaction's completion enables Wentworth, a broker-dealer aggregator, to go public, with KWAC and Wentworth becoming wholly owned subsidiaries of Binah Capital Group, Inc.
  • Oppenheimer & Co. Inc. served as exclusive financial advisor to Kingswood Acquisition Corp., with SPAC Advisory Partners LLC and Odeon Capital Group LLC serving as capital markets advisors.

SolarMax Technology, Inc. Announces Exercise of Overallotment Option From Initial Public Offering

Retrieved on: 
Martedì, Marzo 5, 2024
Prospectus, Suite, Sale, Exercise, Form, IPO, Form S-1

RIVERSIDE, CA, March 05, 2024 (GLOBE NEWSWIRE) -- via NewMediaWire – SolarMax Technology, Inc. (“SolarMax” or the “Company”)  (Nasdaq SMXT), an integrated solar energy company, announced today that the underwriters of its recently completed initial public offering (“IPO”) of common stock have purchased 539,950 shares of common stock upon partial exercise of their option to purchase additional shares of common stock to cover over-allotments at the initial public offering price of $4.00 per share.

Key Points: 
  • RIVERSIDE, CA, March 05, 2024 (GLOBE NEWSWIRE) -- via NewMediaWire – SolarMax Technology, Inc. (“SolarMax” or the “Company”)  (Nasdaq SMXT), an integrated solar energy company, announced today that the underwriters of its recently completed initial public offering (“IPO”) of common stock have purchased 539,950 shares of common stock upon partial exercise of their option to purchase additional shares of common stock to cover over-allotments at the initial public offering price of $4.00 per share.
  • Including proceeds from the sale of the additional shares, the aggregate gross proceeds from the IPO were approximately $20 million, prior to deducting the underwriting discounts, commissions and offering expenses payable by the Company.
  • Kingswood, a division of Kingswood Capital Partners, LLC (“Kingswood”), acted as sole bookrunner for the offering.
  • 333-266206) relating to the offering has been filed with the U.S. Securities and Exchange Commission (the "SEC"), which was declared effective on February 12, 2024.

SolarMax Technology, Inc. Announces Closing of Initial Public Offering

Retrieved on: 
Giovedì, Febbraio 29, 2024
Prospectus, Suite, Sale, Form, Form S-1, Solar Maximum Mission

RIVERSIDE, CA, Feb. 29, 2024 (GLOBE NEWSWIRE) -- via NewMediaWire – SolarMax Technology, Inc. (“SolarMax” or the “Company”) (Nasdaq: SMXT), an integrated solar energy company, today announced the closing of its initial public offering of 4,500,000 shares of common stock at an initial public offering price of $4.00 per share.

Key Points: 
  • RIVERSIDE, CA, Feb. 29, 2024 (GLOBE NEWSWIRE) -- via NewMediaWire – SolarMax Technology, Inc. (“SolarMax” or the “Company”) (Nasdaq: SMXT), an integrated solar energy company, today announced the closing of its initial public offering of 4,500,000 shares of common stock at an initial public offering price of $4.00 per share.
  • Gross proceeds were $18 million, prior to deducting the underwriting discounts, commissions and offering expenses payable by the Company.
  • In addition, SolarMax has granted the underwriters a 45-day option to purchase an additional 675,000 shares of common stock at the initial public offering price, less underwriting discounts and commissions, to cover over-allotments.
  • Kingswood, a division of Kingswood Capital Partners, LLC (“Kingswood”), is acting as sole bookrunner for the offering.

SolarMax Technology, Inc. Announces Closing of Initial Public Offering

Retrieved on: 
Giovedì, Febbraio 29, 2024
Prospectus, Suite, Sale, Form, Form S-1, Solar Maximum Mission

RIVERSIDE, Calif., Feb. 29, 2024 /PRNewswire/ -- SolarMax Technology, Inc. ("SolarMax" or the "Company")  (Nasdaq SMXT), an integrated solar energy company, today announced the closing of its initial public offering of 4,500,000 shares of common stock at an initial public offering price of $4.00 per share.

Key Points: 
  • RIVERSIDE, Calif., Feb. 29, 2024 /PRNewswire/ -- SolarMax Technology, Inc. ("SolarMax" or the "Company")  (Nasdaq SMXT), an integrated solar energy company, today announced the closing of its initial public offering of 4,500,000 shares of common stock at an initial public offering price of $4.00 per share.
  • Gross proceeds were $18 million, prior to deducting the underwriting discounts, commissions and offering expenses payable by the Company.
  • In addition, SolarMax has granted the underwriters a 45-day option to purchase an additional 675,000 shares of common stock at the initial public offering price, less underwriting discounts and commissions, to cover over-allotments.
  • Kingswood, a division of Kingswood Capital Partners, LLC ("Kingswood"), is acting as sole bookrunner for the offering.