Investment banking

Star Mountain Capital Adds Former Dallas Fed CEO, Goldman Sachs Vice Chairman, Robert Kaplan, as Senior Advisor

Retrieved on: 
Tuesday, February 13, 2024
Asset Management, Professional Services, Finance, Federal Reserve Bank, Advisory board, Senior, Baker Institute, Draper Richards Kaplan Foundation, Professor, Project, Friends, Star, Ford Foundation, Advisory Council, State Street Corporation, Senior advisor, Trustee, Harvard University endowment, Interim, Starr Mountain, Investment banking, Goldman Sachs, Harvard Medical School, Project ALS, Harvard Business School, Book, Management

Star Mountain Capital , LLC (“Star Mountain”), a rapidly growing specialized private credit and secondaries investment firm targeting systematic alpha and low market correlated returns for its global institutional and high-net-worth investors is pleased to announce that Robert Kaplan has joined as Senior Advisor.

Key Points: 
  • Star Mountain Capital , LLC (“Star Mountain”), a rapidly growing specialized private credit and secondaries investment firm targeting systematic alpha and low market correlated returns for its global institutional and high-net-worth investors is pleased to announce that Robert Kaplan has joined as Senior Advisor.
  • View the full release here: https://www.businesswire.com/news/home/20240213968210/en/
    Robert S. Kaplan, Star Mountain Capital Senior Advisor (Photo: Business Wire)
    Robert Kaplan has over 40 years of investment management, business management, monetary policy, investment banking, and leadership experience.
  • His previous positions include CEO and President of the Federal Reserve Bank of Dallas, Vice Chairman of Investment Banking and Investment Management Divisions of Goldman Sachs, and Professor and Senior Associate Dean of Harvard Business School.
  • “We are honored to have Rob join Star Mountain as an aligned Senior Advisor bringing extensive investment, strategic leadership, business management and governance experience,” said Brett Hickey , Star Mountain Capital Founder & CEO.

Solar Integrated Roofing Corp. Provides Corporate and Operational Update

Retrieved on: 
Friday, February 9, 2024
Corporate development, SIRC, Partner, Growth, Family, EV, OTC, Negotiation, Strategic management, Badger, Intelligence, State, Investment banking, Mergers and acquisitions, Entrepreneurship, Management

HENDERSON, Nev., Feb. 09, 2024 (GLOBE NEWSWIRE) -- Solar Integrated Roofing Corp. (OTC: SIRC) (“SIRC” or “the Company”), an integrated, single-source solutions provider of solar power, roofing and EV charging systems announces the addition of two new Board Observers.

Key Points: 
  • HENDERSON, Nev., Feb. 09, 2024 (GLOBE NEWSWIRE) -- Solar Integrated Roofing Corp. (OTC: SIRC) (“SIRC” or “the Company”), an integrated, single-source solutions provider of solar power, roofing and EV charging systems announces the addition of two new Board Observers.
  • Philippe Gastone has broad experience in Corporate Strategy, Mergers & Acquisitions and Corporate Development.
  • He has led corporate development initiatives, acquisitions, and divestitures in multiple industries while working in large corporations, strategy consulting and Investment Banking.
  • SIRC continues to remain hyper vigilante in efforts to streamline operations, focus on profitable projects and keep costs low.

Natixis Corporate & Investment Banking strengthens Real Estate & Hospitality Americas practice with new leadership structure and key appointments

Retrieved on: 
Thursday, February 8, 2024
UBS, Nuveen, REH, Mortgage Bankers Association, Chemical Bank, Bank, Growth, CMBS, Business development, Ares Management, Chase Bank, Tate–LaBianca murders, Natixis, Real estate, Head, Irvine Company, Prudential, Investment banking, Bank of America

NEW YORK, Feb. 8, 2024 /PRNewswire/ -- Natixis Corporate & Investment Banking (Natixis CIB) today announced new senior appointments to the firm's Real Estate & Hospitality (REH) Americas team.

Key Points: 
  • NEW YORK, Feb. 8, 2024 /PRNewswire/ -- Natixis Corporate & Investment Banking (Natixis CIB) today announced new senior appointments to the firm's Real Estate & Hospitality (REH) Americas team.
  • Torres' appointment was followed by the appointments of Julie Han as Head of Underwriting and David Schwartz as Head of Portfolio Lending.
  • "We are entering a new era of opportunity regarding our coverage of the real estate sector," said Thierry Bernard, Natixis CIB Global Head of Real Estate & Hospitality.
  • He also led the origination platform for the Real Estate Finance and Mortgage-Backed Securities Group within UBS Investment Bank.

Nasdaq Private Market Closes $62.4 Million Series B Financing, Led by Nasdaq, with New Investments from BNP Paribas, DRW Venture Capital, UBS, and Wells Fargo

Retrieved on: 
Thursday, February 8, 2024
Transfer, Partnership, NPM, SAN, Senior, Nasdaq Private Market, Environment, Digital, BNP Paribas, Investment banking, Settlement, Allen & Company, DRW, Goldman Sachs, Citigroup, UBS, Series, Wells Fargo, Cryptocurrency

The $62.4 million round was led by Nasdaq with participation from current investors including Allen & Company, Citi, and Goldman Sachs.

Key Points: 
  • The $62.4 million round was led by Nasdaq with participation from current investors including Allen & Company, Citi, and Goldman Sachs.
  • New investors in the Series B include BNP Paribas, DRW Venture Capital, UBS, and Wells Fargo.
  • NPM services some of the world’s most innovative private companies with their liquidity needs for employees and institutional investors.
  • Its Company Solutions business supports private companies using proprietary technology to facilitate tenders, auctions, and pre-direct listing programs.

Parkland appoints James Neate to its Board of Directors

Retrieved on: 
Thursday, February 8, 2024
Parkland Corporation, Scotiabank, AB, Investment banking, TSX, Corporation, PKI, Management

CALGARY, AB, Feb. 7, 2024 /PRNewswire/ - Parkland Corporation ("Parkland", "we", the "Company", or "our") (TSX: PKI) today is pleased to announce the appointment of investment banking executive, James Neate to its Board of Directors (the "Board"), effective February 10, 2024.

Key Points: 
  • CALGARY, AB, Feb. 7, 2024 /PRNewswire/ - Parkland Corporation ("Parkland", "we", the "Company", or "our") (TSX: PKI) today is pleased to announce the appointment of investment banking executive, James Neate to its Board of Directors (the "Board"), effective February 10, 2024.
  • "James is a seasoned executive with significant expertise working within the many markets that Parkland serves," said Steven Richardson, Chairman of the Board.
  • "His international banking expertise coupled with his understanding of markets in Canada, the Caribbean and South America is invaluable to Parkland.
  • Mr. Neate's appointment forms part of Parkland's strategic Board renewal process that has been ongoing for the past 12 months and added three highly experienced directors to Parkland.

Natixis Corporate & Investment Banking acts as Sole Bookrunner, Issuing Bank, Hedge Provider and Green Loan Coordinator for $188.6 million financing of three transmission line assets in Peru sponsored by Dragados S.A.

Retrieved on: 
Wednesday, February 7, 2024
Infrastructure, ACS, Investment banking, Renewable energy

NEW YORK, Feb. 7, 2024 /PRNewswire/ -- Natixis Corporate & Investment Banking (Natixis CIB) has successfully closed $188.6 million senior secured green financing for three transmission line assets (and ancillary transmission infrastructure) in Peru.

Key Points: 
  • NEW YORK, Feb. 7, 2024 /PRNewswire/ -- Natixis Corporate & Investment Banking (Natixis CIB) has successfully closed $188.6 million senior secured green financing for three transmission line assets (and ancillary transmission infrastructure) in Peru.
  • Natixis CIB acted as Sole Bookrunner, Issuing Bank, Hedge Provider and Green Loan Coordinator.
  • This financing is firmly aligned with Natixis CIB's green and sustainability targets and reinforces Natixis CIB's regional and sector expertise and leadership.
  • "Natixis CIB has a long track record of infrastructure financings in LatAm including several transmission lines financings in Peru and Chile under both loan and bond format.

Growth Momentum Remains Strong for Portage Point Partners

Retrieved on: 
Tuesday, February 6, 2024
GTM, Alvarez, Growth, General Electric, Jefferies, Fan, Alvarez and Marsal, Investment banking, Information services, Sale, Investment, Software, Organization

CHICAGO, Feb. 6, 2024 /PRNewswire/ -- Portage Point Partners, LLC ("Portage Point"), a blue chip advisory, consulting, interim management and financial services firm, welcomes Matthew Fan and John McKinnis to the Investment Banking and Performance Improvement Practices, respectively. Matt assumes the role of Managing Director and Head of Technology and John joins as a Managing Director, spearheading performance improvement representation in Dallas. Matt and John each bring robust subject matter expertise and deep-seated industry experience to their practice lines.

Key Points: 
  • Matthew Fan brings over 15 years of investment banking and M&A advisory expertise to the Portage Point Investment Banking Practice.
  • "John joins the Portage Point Performance Improvement Practice amidst a period of dynamic growth and increased demand," said Arun Lamba, Managing Director & Head of Performance Improvement.
  • His seasoned perspective and strong leadership will be pivotal to the success of our clients and the overall success of Portage Point."
  • "It is an exciting time to join the Portage Point team and I am excited to contribute to the firm's remarkable growth story," said John.

KBW Grows Fintech Investment Banking Franchise

Retrieved on: 
Tuesday, February 6, 2024
McKinsey & Company, SF, Fintech, Investment banking, Citizenship, Moelis & Company, Keefe, Bruyette & Woods, Eaton Partners, KBW, Broker-dealer, Oppenheimer Holdings, Insurance, Lehman Brothers, Financial services, Barclays, Wells Fargo, Head, Research, Credit Suisse, J. P. Morgan, Executive officer

“We are pleased to welcome Rahul, Shal, Matthew, and Ted to KBW, and excited to have Paul join our team,” said Joseph Berry, Co-Head of Investment Banking and Co-Head of FinTech at KBW.

Key Points: 
  • “We are pleased to welcome Rahul, Shal, Matthew, and Ted to KBW, and excited to have Paul join our team,” said Joseph Berry, Co-Head of Investment Banking and Co-Head of FinTech at KBW.
  • Shal Chowdhury joins KBW from Wells Fargo, where he most recently served as a Managing Director and Head of FinTech Investment Banking.
  • “Our team continues to grow, as the delivery of financial services has transformed through the emergence of FinTech,” added Keith Meyers, Co-Head of FinTech and & Financial Services Investment Banking at KBW.
  • Over the years, KBW has established itself as a leading authority in the banking, insurance, brokerage, asset management, mortgage banking, FinTech and specialty finance sectors.

Jefferies Agrees Sale of OpNet Operations to Wind Tre, Substantially Completing Jefferies’ Strategic Simplification Plan

Retrieved on: 
Monday, February 5, 2024
Banking, Asset Management, Professional Services, Finance, Strategic alliance, Jefferies Financial Group, JEF, Richard B. Handler, Capital market, Investment, TXV, HomeFed Bank, Investment banking, Gold, Sale, SMBC, OMF, OPNET, Asset management, Bank

In addition to the consideration of the CKHGT notes, OpNet will retain majority ownership in other operating telecom companies, resulting in approximately €320 million in final value to Jefferies from this transaction, which exceeds our current carrying value.

Key Points: 
  • In addition to the consideration of the CKHGT notes, OpNet will retain majority ownership in other operating telecom companies, resulting in approximately €320 million in final value to Jefferies from this transaction, which exceeds our current carrying value.
  • This sale is subject to regulatory approvals and is anticipated to close in the second or third quarter of 2024.
  • The only individual investment of size today is HomeFed, our real estate development company that specializes in mixed-use, master-planned communities.
  • We expect to operate the core business of HomeFed, which has solid long-term prospects, and to liquidate certain peripheral assets in an orderly manner.

Cantor Fitzgerald Further Expands its Healthcare Services Investment Banking Franchise with Two New Managing Directors

Retrieved on: 
Monday, February 5, 2024
Houlihan Lokey, Jefferies, Investment banking, Cryptocurrency

NEW YORK, Feb. 5, 2024 /PRNewswire/ -- Cantor Fitzgerald, L.P. ("Cantor"), a leading global financial services firm, today announced the appointment of two new Managing Directors in its Healthcare Services Investment Banking Group. John Kibler and Dmitry Krasnik will join Nick Beale, Managing Director, Healthcare Services and Technology, to expand the firm's focus and reach into the HCIT vertical. They will be based in Chicago and report directly to Sage Kelly.

Key Points: 
  • NEW YORK, Feb. 5, 2024 /PRNewswire/ -- Cantor Fitzgerald, L.P. ("Cantor"), a leading global financial services firm, today announced the appointment of two new Managing Directors in its Healthcare Services Investment Banking Group.
  • John Kibler and Dmitry Krasnik will join Nick Beale, Managing Director, Healthcare Services and Technology, to expand the firm's focus and reach into the HCIT vertical.
  • "We are excited to join the Healthcare Services team and help leverage each other's experience and commitment to the sector.
  • With the addition of Mr. Kibler and Mr. Krasnik, Cantor now has nine Managing Directors covering all sector verticals of the Healthcare Services industry focusing on M&A and equity.