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CNL and Sprott Launch New Alternative Investment Opportunity

Retrieved on:

Monday, October 4, 2021

The fund is managed by CNL Strategic Asset Management, an affiliate of CNL, and sub-managed by Sprott Resource Lending Partnership, an affiliate of Sprott Inc.

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The fund is managed by CNL Strategic Asset Management, an affiliate of CNL, and sub-managed by Sprott Resource Lending Partnership, an affiliate of Sprott Inc.
Headquartered in Orlando, Florida, CNL is a private investment management firm providing alternative investment opportunities to the broker-dealer and registered investment advisor communities, with a history of concentrating on underserved and undercapitalized markets.
Given the current market conditions, we felt the timing was right to launch CNL Sprott Strategic Asset Fund, and we are excited to be partnering with Sprott on this distinctive opportunity.
CNL Sprott Strategic Asset Fund and our new relationship with industry leader CNL allows us to offer a unique investment product, said Peter Grosskopf, CEO of Sprott.
CNL Financial Group (CNL) is a private investment management firm providing real estate and alternative investments.

PHOENIX Has Made Inc. 5000's Annual List For The Second Year In A Row

Retrieved on:

Monday, October 4, 2021

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DENVER, Oct. 4, 2021 /PRNewswire/ --Inc.magazine announced that for the second year in a row, PHOENIX's Mortgage Services division (Phoenix Collateral Advisors - PHOENIX) is on its annual Inc. 5000 list, placing on the prestigious ranking of the nation's fastest-growing private companies.

Key Points:

DENVER, Oct. 4, 2021 /PRNewswire/ --Inc.magazine announced that for the second year in a row, PHOENIX's Mortgage Services division (Phoenix Collateral Advisors - PHOENIX) is on its annual Inc. 5000 list, placing on the prestigious ranking of the nation's fastest-growing private companies.
The list represents a unique look at the most successful companies within the American economy's most dynamic segmentits independent small businesses.
Amongst fellow mortgage industry members, PHOENIX placed in the top 50 at 43rd, with 356% growth over the past three years.
PHOENIX strives to integrate the most experienced mortgage analysts and underwriters with cutting-edge technology to deliver reliable and seamless loan analysis.

BK Global partners with California REALTORS® to assist homeowners in bankruptcy

Retrieved on:

Monday, October 4, 2021

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BOCA RATON, Fla., Oct. 4, 2021 /PRNewswire-PRWeb/ --BK Global has teamed up with Real Estate Business Services (REBS), a subsidiary of the CALIFORNIA ASSOCIATION OF REALTORS (C.A.R.

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BOCA RATON, Fla., Oct. 4, 2021 /PRNewswire-PRWeb/ --BK Global has teamed up with Real Estate Business Services (REBS), a subsidiary of the CALIFORNIA ASSOCIATION OF REALTORS (C.A.R.
), to provide education, training, tools, and support for homeowners in need of real estate services associated with bankruptcy.
has taken essential steps to proactively assist these homeowners in their quest to keep or sell their real estate properties.
"For the past six years, BK Global has been the go-to solution for banks and trustees in the sale of real estate in bankruptcy.

World Insurance Acquires Zodiac Insurance Services

Retrieved on:

Thursday, September 30, 2021

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Tinton Falls, NJ, Sept. 30, 2021 (GLOBE NEWSWIRE) -- World Insurance Associates LLC (WIA), a Top 100 Insurance Brokerage, announced today that it acquired Zodiac Insurance Services LLC (Zodiac) of Shamong, NJ on September 1, 2021.

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Tinton Falls, NJ, Sept. 30, 2021 (GLOBE NEWSWIRE) -- World Insurance Associates LLC (WIA), a Top 100 Insurance Brokerage, announced today that it acquired Zodiac Insurance Services LLC (Zodiac) of Shamong, NJ on September 1, 2021.
At Zodiac, we are focused on client service, underwriting and program sustainability, says David C. Wash, President, Zodiac.
Its great to have Zodiac join the World family, says Rich Eknoian, CEO and Co-Founder of WIA.
World Insurance Associates LLC (World) is headquartered in Tinton Falls, N.J., and is a full-service insurance organization providing individuals and businesses with top products and services across personal and commercial insurance lines, employee benefits, retirement and financial services and human capital management solutions.

SEE Announces Pricing of Cash Tender Offer for Any and All 4.875% Senior Notes Due 2022

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Wednesday, September 29, 2021

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Included in the Total Consideration for Notes tendered and accepted for purchase on or prior to the Early Tender Deadline.

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Included in the Total Consideration for Notes tendered and accepted for purchase on or prior to the Early Tender Deadline.
Holders of Notes tendering their Notes after the Early Tender Deadline and on or prior to the Expiration Time will only be eligible to receive the Tender Offer Consideration, which is the Total Consideration less the Early Tender Payment.
Any Notes validly tendered after the Early Tender Deadline may not be withdrawn or revoked, except as required by law.
Holders must make their own decisions as to whether to tender their Notes and, if so, the principal amount of Notes to tender.

The Small Exchange Introduces the First Crypto Stock Index Empowering Investors to Trade the Stocks Behind Crypto

Retrieved on:

Monday, September 27, 2021

The Small Exchange a revolutionary futures exchange offering smaller, simpler products aimed toward retail customers, today announced another first and product innovation with the launch of the Small Cryptocurrency Stock Index (SCCX)*.

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The Small Exchange a revolutionary futures exchange offering smaller, simpler products aimed toward retail customers, today announced another first and product innovation with the launch of the Small Cryptocurrency Stock Index (SCCX)*.
SCCX is a way for investors to participate in crypto derivatives without investing in stablecoins and the limited trading capabilities the unregistered crypto markets provide.
The Small Exchange continues to believe the future of trading should focus on low-cost, standard futures products that will open market opportunities for small traders.
About Small Exchange: Based in Chicago, the Small Exchange - backed by award-winning industry innovators and powered by a proprietary trade matching engine - is a registered Designated Contract Market (DCM) with the Commodity Futures Trading Commission (CFTC).

Mantis Innovation Wins Two ERCG Excellence Awards

Retrieved on:

Wednesday, September 22, 2021

Mantis Innovation , provider of smart, sustainable solutions to improve facility performance, announced today that its Energy Solutions division recently received two ABC (Aggregators, Brokers, and Consultants) Excellence Awards from the Energy Research Consulting Group (ERCG).

Key Points:

Mantis Innovation , provider of smart, sustainable solutions to improve facility performance, announced today that its Energy Solutions division recently received two ABC (Aggregators, Brokers, and Consultants) Excellence Awards from the Energy Research Consulting Group (ERCG).
These awards reflect our ongoing mission at Mantis to not only provide turnkey, sustainable solutions, but to also ensure 100% satisfaction throughout the process, said Steve Campbell, President of Energy Solutions, Mantis Innovation.
As shown through both of its awards, Mantis Innovation is a leader in the energy broker industry with a demonstrated history of producing success for its clients.
Electricity & natural gas broker services are still provided by EMEX, LLC and Patriot Energy Group, Inc., as divisions of Mantis Innovation.

Xevant Announces Key Additions to Its Executive Leadership Team

Retrieved on:

Tuesday, September 21, 2021

Jason's experience in managing teams and selling SaaS solutions over the past 15+ years has led to increasing combined valuations of $500M.

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Jason's experience in managing teams and selling SaaS solutions over the past 15+ years has led to increasing combined valuations of $500M.
"It's an exciting time to join Xevant with its current state of growth.
Lininger said, "I'm thrilled to join the Xevant team and look forward to contributing to a culture already set for success."
Xevant is the recipient of the Globee StartUp of The Year Award and is a certified Great Place to Work company.

Rocket Companies Announces Cash Tender Offer and Consent Solicitation for Any and All of Rocket Mortgage's 5.250% Senior Notes Due 2028

Retrieved on:

Tuesday, September 21, 2021

Any Notes validly tendered and related Consents validly delivered may be withdrawn or revoked from the Tender Offer and the Consent Solicitation on or prior to the Early Tender Deadline.

Key Points:

Any Notes validly tendered and related Consents validly delivered may be withdrawn or revoked from the Tender Offer and the Consent Solicitation on or prior to the Early Tender Deadline.
No offer, solicitation, or sale will be made in any jurisdiction in which such an offer, solicitation, or sale would be unlawful.
Morgan Stanley & Co. LLC is the dealer manager and solicitation agent (the "Dealer Manager") in the Tender Offer and Consent Solicitation.
The Tender Offer and Consent Solicitation are made only by the Offer to Purchase and Consent Solicitation Statement.

Fidelity Names Joanna Rotenberg to Lead $4.1 Trillion Personal Investing Division

Retrieved on:

Monday, September 20, 2021

Fidelity Investments, one of the largest and most diversified financial services firms, announced today that Joanna Rotenberg has been named head of its $4.1 trillion Personal Investing division, effective early November.

Key Points:

Fidelity Investments, one of the largest and most diversified financial services firms, announced today that Joanna Rotenberg has been named head of its $4.1 trillion Personal Investing division, effective early November.
Rotenberg will report to Abigail P. Johnson, chairman and chief executive officer of Fidelity, and join the Fidelity Operating Committee.
Joanna brings to Fidelity a forward thinking, results-driven approach and a passion for the digital experience, said Johnson.
Rotenberg accelerated BMO Wealths digitization journeys, including revamping the online investing platform for BMOs direct channel.