RSM

Sister Mary Glennon Scholarship Recipients Announced at Misericordia University for 2024-2025 Academic Year

Retrieved on: 
Monday, March 4, 2024

Dallas Twp., PA, March 04, 2024 (GLOBE NEWSWIRE) -- Misericordia University recently selected the seventh annual group of incoming students to receive the merit-based, full-tuition Sister Mary Glennon ’62 Scholarships for the Fall 2024- Spring 2025 academic year.

Key Points: 
  • Dallas Twp., PA, March 04, 2024 (GLOBE NEWSWIRE) -- Misericordia University recently selected the seventh annual group of incoming students to receive the merit-based, full-tuition Sister Mary Glennon ’62 Scholarships for the Fall 2024- Spring 2025 academic year.
  • The six recipients of the  Sister Mary Glennon ’62 Scholarships scheduled to enroll in Fall ’24 are:
    Dylan Ramirez from Easton, PA, who plans to pursue a Business Administration degree with a Management specialization.
  • We are confident that they will excel in our supportive campus community, significantly contribute to their respective fields, and become future industry leaders.”
    The scholarship is named in honor of Misericordia University’s longest-serving academic dean, Sister Mary Glennon, Ph.D., RSM.
  • For more information on Sister Mary Glennon ’62 Scholarships please visit, www.misericordia.edu/financial-aid/scholarship/sr-mary-glennon-scholarships , and for more information about applying to Misericordia University please visit, www.misericordia.edu .

Exchange Bank Announces Promotion of Jessica Hidalgo to Vice President, Regional Sales Manager

Retrieved on: 
Wednesday, February 21, 2024

Exchange Bank (OTC: EXSR) announces the promotion of Jessica Hidalgo from branch manager to regional sales manager of Exchange Bank’s north region.

Key Points: 
  • Exchange Bank (OTC: EXSR) announces the promotion of Jessica Hidalgo from branch manager to regional sales manager of Exchange Bank’s north region.
  • In her new role, Jessica will support the branch managers and their teams with financial growth goals, community involvement, team development and customer service.
  • After 11 years as an RSM, Jessica became a branch manager; first at the Cotati branch, then St. Francis, and most recently the Sonoma branch.
  • Over the years, Jessica has supported and volunteered for many nonprofit groups including the American Cancer Society, Redwood Empire Foodbank and COTS-Petaluma.

Olson Wealth Group and Inspired Life Family Office® President and Founder, Sharon Olson, Shines in Mergers and Acquisitions Panel Discussion

Retrieved on: 
Thursday, March 7, 2024

MINNEAPOLIS, March 7, 2024 /PRNewswire-PRWeb/ -- Olson Wealth Group, a multi-family office and independent wealth management firm, proudly announces the active participation of its President and Founder, Sharon Olson, CFP®, CEPA, in the recent Mergers and Acquisitions Table of Experts panel discussion hosted by the Minneapolis/St. Paul Business Journal. The event brought together business leaders from various sectors to delve into the intricacies of mergers, acquisitions, and the evolving landscape of the financial industry.

Key Points: 
  • Paul Business Journal
    MINNEAPOLIS, March 7, 2024 /PRNewswire-PRWeb/ -- Olson Wealth Group, a multi-family office and independent wealth management firm, proudly announces the active participation of its President and Founder, Sharon Olson, CFP®, CEPA , in the recent Mergers and Acquisitions Table of Experts panel discussion hosted by the Minneapolis/St.
  • As the President and Founder of Olson Wealth Group and Inspired Life Family Office® , Sharon Olson contributed valuable perspectives on navigating the M&A challenges and opportunities in today's dynamic financial climate.
  • This recognition further solidifies Olson Wealth Group's position as a thought leader in wealth management, mergers & acquisitions, and exit planning for business owners.
  • Sharon Olson, CFP®, CEPA, Olson Wealth Group and Inspired Life Family Office®, 1 (952) 835-1797, [email protected] , https://www.olsonwealthgroup.com/inspired-life-family-office/
    Andrew Thomas Schmuhl, JD, Olson Wealth Group and Inspired Life Family Office®, 1 (952) 835-1797, [email protected] , https://www.olsonwealthgroup.com/inspired-life-family-office/

Flourish Ventures Promotes Investment Leads in India and LatAm; Strengthens Bench in US and Africa with New Hires

Retrieved on: 
Monday, February 26, 2024

SAN FRANCISCO, Feb. 26, 2024 /PRNewswire/ -- Flourish Ventures, an early-stage venture capital firm with purpose, today announced new hires and promotions, adding capabilities to its global investment team. Five team members joined the fintech-focused venture firm in 2023, and investment leaders —Diana Narváez in Brazil, and Harsh Gupta in India—were promoted to Principals.

Key Points: 
  • SAN FRANCISCO, Feb. 26, 2024 /PRNewswire/ -- Flourish Ventures, an early-stage venture capital firm with purpose, today announced new hires and promotions, adding capabilities to its global investment team.
  • Matt Kelly, Senior Investment Analyst: Matt comes to the Flourish U.S. team from FT Partners, a sell-side investment banking firm focused on fintech.
  • Garret Chiem, Senior Associate: Garret joins the Flourish Finance & Operations team from RSM, where he performed due diligence for the firm's M&A transactions.
  • At Flourish, he supports financial planning and analysis, investment management, and accounting, while leading initiatives to enrich the valuation process and performance metrics across the portfolio.

Middle Market Consultancy Growth Operators® Announces New Executive Appointments; Focuses on Transforming Good Companies into Great Companies with Enhanced Services and nextLevel® Value Creation Plan

Retrieved on: 
Tuesday, February 13, 2024

MINNEAPOLIS, Feb. 13, 2024 /PRNewswire/ -- Positioning a company for growth requires strong Finance and Human Resources capabilities, yet one-third of middle market executives say it's either "very challenging" or "extremely challenging" to find Finance, Accounting and HR professionals with the right experience and skills, according to a recent survey (RSM, 2022). To capitalize on strong market demand, Growth Operators, a leading middle market Finance, Accounting and HR consultancy, is announcing the following executive appointments to expand the firm's differentiated suite of business transformation services and build on its long-standing reputation for transforming Finance, Accounting and HR into functions that empower companies and private equity sponsors to achieve maximum growth and value.

Key Points: 
  • The company announced today that veteran Growth Operators executive Molly Hiller has been promoted to the role of President.
  • Ms. Hiller most recently served as Growth Operators' Chief Operating Officer and Chief Financial Officer.
  • As President, Hiller will assume responsibility for all company operations and will report to the firm's Founder and Chief Executive Officer Rick Nordvold.
  • Laitala-Rupp brings an impressive record and deep executive expertise as past President of Commonwealth Companies, Founder and CEO of Owl Bookkeeping and CFO Services.

PetMeds® Announces Selected Preliminary Third Quarter Financial Results

Retrieved on: 
Thursday, February 8, 2024

DELRAY BEACH, Fla., Feb. 08, 2024 (GLOBE NEWSWIRE) -- PetMed Express, Inc. (NASDAQ: PETS) (“PetMeds” or the “Company”), Your Trusted Pet Health ExpertTM, today announced its selected preliminary financial results for its third quarter ended December 31, 2023.

Key Points: 
  • DELRAY BEACH, Fla., Feb. 08, 2024 (GLOBE NEWSWIRE) -- PetMed Express, Inc. (NASDAQ: PETS) (“PetMeds” or the “Company”), Your Trusted Pet Health ExpertTM, today announced its selected preliminary financial results for its third quarter ended December 31, 2023.
  • These preliminary financial results are unaudited, based on currently available information and do not present all necessary information for a complete understanding of the Company’s financial condition as of December 31, 2023 or its results of operations for the quarter ended December 31, 2023.
  • Gross margin improved to 27.4% in the quarter ended December 31, 2023 from 25.9% in the prior year period.
  • This afternoon the Company will host a conference call to review selected preliminary third quarter financial results.

RSM and Bitwave to Revolutionize Financial Compliance for Digital Assets

Retrieved on: 
Wednesday, January 31, 2024

SAN FRANCISCO, Jan. 31, 2024 (GLOBE NEWSWIRE) --  Bitwave, the leading digital asset finance platform for enterprises, is pleased to announce a strategic alliance with RSM US LLP (“RSM”), the leading provider of assurance, tax and consulting services for the middle market. Together, the companies will assist mid-market companies with navigating the operational and regulatory complexities of digital assets. 

Key Points: 
  • Together, the companies will assist mid-market companies with navigating the operational and regulatory complexities of digital assets.
  • Together, Bitwave and RSM will provide businesses operating in the digital asset space with comprehensive advisory and managed services, facilitating risk mitigation, compliance assurance, and optimization of digital asset operations.
  • “Both accounting for digital assets and recording them on your general ledger natively are incredibly challenging,” said Jay Schulman, RSM US LLP Principal and Innovation leader.
  • “Our clients are looking for a way to seamlessly report on their digital assets inside their ERP much like they do with cash or other assets.

Sunstone Partners Announces the Closing of the Sale of Thirdera, the Largest Independent Global Pure-Play ServiceNow Consultancy, to Cognizant

Retrieved on: 
Tuesday, January 23, 2024

Sunstone Partners, a technology-focused growth equity firm, today announced the closing of the sale of its portfolio company, Thirdera, to Cognizant (Nasdaq: CTSH).

Key Points: 
  • Sunstone Partners, a technology-focused growth equity firm, today announced the closing of the sale of its portfolio company, Thirdera, to Cognizant (Nasdaq: CTSH).
  • Sunstone Partners created Thirdera in 2021 by merging three companies: Evergreen Systems, Cerna Solutions and Novo/Scale.
  • The company completed three additional follow-on acquisitions after the initial merger, creating the largest independent pure play ServiceNow consultancy with a global presence, with one of the largest aggregations of ServiceNow professional certifications globally.
  • Lazard, Choate Hall & Stewart and RSM acted as advisors to Sunstone Partners and Thirdera in the transaction.

Jelmar Names New President and Chief Operating Officer

Retrieved on: 
Wednesday, January 17, 2024

CHICAGO, Jan. 17, 2024 /PRNewswire/ -- Jelmar, LLC, a leader in the household cleaning products industry well-known for its CLR Brands™ and Tarn-X® product lines, today announced the promotion of Jeffrey Pozen to president and chief operating officer. He succeeds Alison Gutterman, who remains the CEO of Jelmar.

Key Points: 
  • CHICAGO, Jan. 17, 2024 /PRNewswire/ -- Jelmar, LLC, a leader in the household cleaning products industry well-known for its CLR Brands™ and Tarn-X® product lines, today announced the promotion of Jeffrey Pozen to president and chief operating officer.
  • In his seven years at Jelmar, Pozen has served as the company's chief of staff, chief financial officer and chief strategy officer and has been responsible for the company's innovation, operating and finance business functions.
  • "Jeff's expertise in strategically growing businesses through multifaceted initiatives, along with his deep appreciation and knowledge of Jelmar is incredibly valuable to our business," said Alison Gutterman, CEO of Jelmar.
  • "Having known Jelmar and the Gutterman family for my entire career, I've seen first-hand the passion and perseverance they have put in to create and sustain a successful company for well over 50 years," said Jeffrey Pozen, president and chief operating officer of Jelmar.

Cotton Holdings Announces Strategic Acquisition of 24 Restore

Retrieved on: 
Tuesday, January 9, 2024

Cotton Holdings, Inc. (“Cotton”), a Houston-based disaster relief and infrastructure support company, has announced the strategic acquisition of 24 Restore, formerly New England’s largest locally owned full-service disaster restoration company, specializing in restoring commercial and residential properties to their pre-loss conditions.

Key Points: 
  • Cotton Holdings, Inc. (“Cotton”), a Houston-based disaster relief and infrastructure support company, has announced the strategic acquisition of 24 Restore, formerly New England’s largest locally owned full-service disaster restoration company, specializing in restoring commercial and residential properties to their pre-loss conditions.
  • “We are excited to partner with an organization that prides itself on creating a culture of excellence,” said Pete Bell, Founder and Chief Executive Officer of Cotton Holdings.
  • The integration of 24 Restore into Cotton’s portfolio is the fifth acquisition in the company’s global strategic plan aiming to meet the increasing demand for commercial restoration services across North America and globally.
  • “Our partnership with Cotton Holdings is a huge step for the growth of the 24 Restore team,” said Steve Sorkin, Chief Executive Officer of 24 Restore.