Deal flow

Communications and Marketing Expert, Sarano Kelley, Announces North American Speaking Tour

Retrieved on: 
Wednesday, January 10, 2024
Authenticity, Multimedia, City, Sale, Night on the Sun, The Game, Deal flow, Secrecy, Sales

LOS ANGELES, Jan. 10, 2024 /PRNewswire/ -- An industry leader in speaking and coaching, Sarano Kelly, is launching a North American speaking tour that spans most major U.S. cities and Canada.

Key Points: 
  • LOS ANGELES, Jan. 10, 2024 /PRNewswire/ -- An industry leader in speaking and coaching, Sarano Kelly, is launching a North American speaking tour that spans most major U.S. cities and Canada.
  • Sarano is co-founder of The Kelley Group, a company providing speaking, coaching, and training services for the financial services industry.
  • A well-known expert on professional efficiency, communications and sales skills for financial professionals, Sarano's list of clients includes many of Wall Street's largest firms.
  • On his 2024 Authentic Speaking Tour, Sarano will be showing financial professionals a unique approach for engaging and expanding relationships and how to powerfully address any sensitive sales situation.

Total value of publicly disclosed business transactions in Utah drop but volume remains high, according to MWCN report

Retrieved on: 
Thursday, May 18, 2023
Software as a service, Employment, Kirkland & Ellis, Health care, COVID, U.S. News & World Report, SALT, Deal, Beehive, Ogden–Clearfield metropolitan area, GDP, Kirkland, Deal flow, Growth, City, News, Total, Software, Retail, Audit, WalletHub

SALT LAKE CITY, May 18, 2023 /PRNewswire/ -- Utah's financial market transaction values took a step back after two record-breaking years, but total deal volume remained high, according to MountainWest Capital Network's (MWCN) annual Deal FlowReport, released today. MWCN's Deal Flow Report is Utah's only in-depth publication that tracks publicly disclosed equity-related financial transactions throughout the state—including mergers and acquisitions, public deals and private placements.

Key Points: 
  • MWCN's Deal Flow Report is Utah's only in-depth publication that tracks publicly disclosed equity-related financial transactions throughout the state—including mergers and acquisitions, public deals and private placements.
  • MWCN tracked 423 total publicly disclosed deals, in line with 435 in 2021 and demonstrating a consistent recovery from COVID-related challenges which contributed to only 289 in 2020.
  • It does not report on transactions that were either confidential or otherwise not publicly disclosed and some transactions were not included due to lack of sufficient publicly disclosed information.
  • The MWCN Deal Flow Report is representative of the publicly disclosed transactions available to researchers at the time of publication.

Legendary Financial Services Veteran Neil Greene Launches JABOY Capital Markets

Retrieved on: 
Thursday, May 11, 2023
HNWI, BDS, RIAS, Capital market, Deal flow, Trust (social science), Financial services

DALLAS, May 11, 2023 /PRNewswire/ -- JABOY Capital Markets is pleased to announce its official launch of a traditional and alternative investments platform to service the family office, RIA and high-net-worth clients within the JABOY network since 2009. Founder and CEO Neil Greene has been in the financial services industry since 1995, with experience in building broker dealer departments for life insurance, annuities, mutual funds and alternative investments.

Key Points: 
  • JABOY Capital Markets To Bring New Level of Deal Flow and VIP Services To Family Offices, RIAs, BDs and HNWI In the Trusted JABOY Productions Network
    DALLAS, May 11, 2023 /PRNewswire/ -- JABOY Capital Markets is pleased to announce its official launch of a traditional and alternative investments platform to service the family office, RIA and high-net-worth clients within the JABOY network since 2009.
  • Founder and CEO Neil Greene has been in the financial services industry since 1995, with experience in building broker dealer departments for life insurance, annuities, mutual funds and alternative investments.
  • JABOY Capital Markets will act as a bespoke concierge service to connect investment products and services with investors, all while offering personalized attention for the clientele.
  • By bridging the gap between JABOY Productions conferences and events and a true broker / dealer offering, JABOY Capital Markets will round out the JABOY universe.

The Kelley Group Releases Newly Revised Book, "The Recruiting Conundrum," to Address Challenges Managers Face When Recruiting Top Talents

Retrieved on: 
Wednesday, November 30, 2022
RVNG Intl., LOS, Environment, Blood, Female, Deal flow, Secrecy, Kelley, Book, Barron's, The Game, Tutoring, Sales, Employment agency

LOS ANGELES, Nov. 30, 2022 /PRNewswire/ -- The Kelley Group, Intl., a leading provider of training and coaching to the financial services industry, announces the re-release of the financial industry's only book on recruiting, The Recruiting Conundrum: A Consistent, Disciplined Approach to Attract Top Talent. This updated version, authored by The Kelley Group co-founders, Sarano and Brooke Kelley, provides a step-by-step guide to help managers identify and recruit top advisors to their firm in today's challenging environment. To purchase the book, which is now available, click here. 

Key Points: 
  • As a bonus, they'll be giving free print copies of The Recruiting Conundrum, signed by both authors, to the first 25 managers who register for the event.
  • The Recruiting Conundrum provides a proven process for identifying and engaging key ambassadors who are eager to refer prime candidates.
  • Using the methodology featured in The Recruiting Conundrum, the results, on average, showed:
    An 802% increase in established advocates who referred recruiting candidates to the managers.
  • "The most astute and successful recruiting managers know they can no longer rely on traditional methods to reach advisors," said Sarano Kelley.

Healthcare and Medical Leaders Gather to Shape the Future of Global Health

Retrieved on: 
Friday, November 11, 2022
CEO, Artificial intelligence, Ethics, Medtech, Global health, Assistant, Hong Kong Trade Development Council Trade Fairs, Hope, Government, Epidemic, Department, Telehealth, Industry, Heart rate, Global Health, Business, GBA, ESG, Health, Medicine, Blood pressure, Research, Mental health, Special, Hong Kong International Medical Devices and Supplies Fair, School, Deal flow, Royal commission, COVID-19, Robotics, Gleneagles Hospital, Health care, HKTDC, Solution, Institute, AI, MOU, Vaccine, Summit, Biotechnology, Efficiency, Communication, Public affairs, VR, HKSAR, Public health, Pandemic, SME, University College London, European Commission, COVID, Tutoring, Management, Medical device, Pharmaceutical industry, Healthcare, Clothing, Tax advisor, Ebola

Dr Peter K N Lam, Chairman of the HKTDC, said, "The importance of the medical and healthcare sector to the global economy cannot be overstated, especially during the past three years.

Key Points: 
  • Dr Peter K N Lam, Chairman of the HKTDC, said, "The importance of the medical and healthcare sector to the global economy cannot be overstated, especially during the past three years.
  • As markets across the world gradually recover from the fallout of the pandemic, the health crisis needs to be tackled in tandem.
  • The Summit featured more than 80 speakers, including healthcare officials and members from international organisations, scientists and medical experts, investors, business leaders, financial specialists and service providers.
  • The Medical Fair is co-organised by the Hong Kong Medical and Healthcare Device Industries Association (HKMHDIA).

The Kelley Group Announces 2023 Kickoff Program: "Authentic Communication"

Retrieved on: 
Thursday, November 10, 2022
RVNG Intl., Wharton School of the University of Pennsylvania, LOS, Kelley, Security Industry Association, Leadership, Communication, Research, Association, Secrecy, MSN, Securities Industry Association, CNN, Deal flow, Program, Motivation, Jill Kelley, Social media, USC, Education, White House Fellows, Millions of Years Ahead of Man, Industry, Business, The Game, Financial adviser, Public relations

LOS ANGELES, Nov. 10, 2022 /PRNewswire/ -- On the heels of its North American tour, The Kelley Group, Intl., a leading provider of training and coaching to the financial services industry, announces its 2023 kickoff program, Authentic Communication, to help educate financial professionals so that they can effectively and professionally communicate with their clients using a plethora of communication tools available to them, amid a new era of hybrid communication. Financial organization interested in The Kelley's Group Authentic Communication program can email [email protected].

Key Points: 
  • said Sarano Kelley, co-founder of The Kelley Group.
  • The Kelley Group has successfully trained thousands of advisors on the fine art of authentic communication.
  • To learn more about this innovative program, and to ensure your advisors kickoff 2023 with a bang, email [email protected] .
  • The Kelley Group was also named to ThinkAdvisor's 2022 LUMINARIES class for the "Thought Leadership and Education" category.For more information, visit http://www.thekelleygroup.net .

Sustainable Composites Appoints Donald G. Morrison as New CEO

Retrieved on: 
Thursday, October 20, 2022
Morrison, Growth, Fox, Composite, Volunteering, University of Pittsburgh Applied Research Center, Deal flow, Sustain (composition), Technology, University, Goal, Tymon, Industry, Board, CEO, BA, Green, Woolrich, American Eagle Outfitters, Leadership, Management, Fur clothing

LANCASTER, Pa., Oct. 20, 2022 /PRNewswire/ -- Sustainable Composites, a company that upcycles leather scrap into a material called Enspire Leather that can be utilized as new leather, today announced the appointment of Donald G. Morrison to serve as CEO. Morrison has extensive business development experience including serving as CEO of American Eagle Outfitters, which grew from a single store to 165 locations under his leadership.

Key Points: 
  • LANCASTER, Pa., Oct. 20, 2022 /PRNewswire/ --Sustainable Composites, a company that upcycles leather scrap into a material called Enspire Leather that can be utilized as new leather, today announced the appointment of Donald G. Morrison to serve as CEO.
  • Morrison has extensive business development experience including serving as CEO of American Eagle Outfitters, which grew from a single store to 165 locations under his leadership.
  • Morrison also has been instrumental in the growth of several other startups and has led multiple turnaround situations.
  • Sustainable Composites has developed a unique way to upcycle leather waste scrap into a leather material that can be finished and used as new leather.

The Kelley Group Announces North American Speaking Tour "Return: Back to the Future"

Retrieved on: 
Thursday, September 22, 2022
White House Fellows, MSN, Secrecy, Crave, RVNG Intl., Wall Street, Security Industry Association, Dream, Wharton School of the University of Pennsylvania, USC, Industry, Social media, Business, Linux, Leadership, The Game, CNN, Deal flow, Research, Motivation, Association, Marketing, Education, Communication, Securities Industry Association, Financial adviser, Sales, Public relations, Tutoring, Jill Kelley

LOS ANGELES, Sept. 22, 2022 /PRNewswire/ -- The Kelley Group, Intl., a leading provider of training and coaching to the financial services industry, announces the launch of its fall 2022 North American speaking tour, an industry-wide event hosted by co-founders Sarano and Brooke Kelley. Several of Wall Street's largest firms have already reserved dates for the multi-city tour, which currently includes engagements in Washington DC, Boston, New York City, Philadelphia, Boston, Chicago, Dallas, San Diego and Los Angeles. Financial firms interested in attending The Kelley Group's North American tour can visit: www.TheKelleyGroup.net/speaking-tour/.

Key Points: 
  • LOS ANGELES, Sept. 22, 2022 /PRNewswire/ -- The Kelley Group, Intl., a leading provider of training and coaching to the financial services industry, announces the launch of its fall 2022 North American speaking tour, an industry-wide event hosted by co-founders Sarano and Brooke Kelley.
  • Financial firms interested in attending The Kelley Group's North American tour can visit: www.TheKelleyGroup.net/speaking-tour/ .
  • To learn more about how The Kelley Group's North American tour can benefit your financial organization, visit: www.TheKelleyGroup.net/speaking-tour/ .
  • The Kelley Group was also named to ThinkAdvisor's 2022 LUMINARIES class for the "Thought Leadership and Education" category.For more information, visit http://www.thekelleygroup.net .

The Kelley Group Named to ThinkAdvisor's LUMINARIES Class of 2022

Retrieved on: 
Thursday, August 4, 2022
Industry, Secrecy, Female, Deal flow, Leadership, Barron's, Forbes, Motivation, LOS, The Game, Education, Playbook, Chief executive officer, Kelley School of Business, Book, Management, Cryptocurrency, Financial adviser, Tutoring

LOS ANGELES, Aug. 4, 2022 /PRNewswire/ -- The Kelley Group, a leading provider of training and coaching to the financial services industry, has been named to ThinkAdvisor's LUMINARIES Class of 2022 for the "Thought Leadership and Education" category. The award is designed to recognize firms making outstanding efforts to better understand and train new and existing industry participants. Honored for its unique training programs, The Kelley Group utilizes role-play scenarios and homework assignments to reinforce the skills taught during training sessions. The firm's accountability and statistical tracking systems also provide the motivation participants need to integrate the skills they learn into their daily activities.

Key Points: 
  • The Kelley Grouphonored for their thought leadership, education and impact in driving the wealth, investment and retirement industry forward
    LOS ANGELES, Aug. 4, 2022 /PRNewswire/ -- The Kelley Group, a leading provider of training and coaching to the financial services industry, has been named to ThinkAdvisor's LUMINARIES Class of 2022 for the "Thought Leadership and Education" category.
  • Honored for its unique training programs, The Kelley Group utilizes role-play scenarios and homework assignments to reinforce the skills taught during training sessions.
  • "We consider it a great honor to be deemed a finalist for this year's LUMINARIES," said Sarano Kelley, co-founder of The Kelley Group.
  • "To be recognized by ThinkAdvisor for our work reaffirms that our approach to business development is filling a much-needed gap in our industry," added Brooke Kelley, co-founder of The Kelley Group.

Utah's Breaks Financial Transaction Value Record for Second Year in a Row, According to MountainWest Capital Network Report

Retrieved on: 
Wednesday, May 18, 2022
Employment, Coffee, Milken Institute, City, Black Rifle Coffee Company, Divvy, Multimedia, Investment, GDP, Deal flow, Health care, SALT, Qualtrics, Software as a service, Pluralsight, Roman Catholic Diocese of La Crosse, Acquisition, Growth, COVID, Bank, Technology

SALT LAKE CITY, May 18, 2022 /PRNewswire/ -- Utah's financial market transactions reached a record-high value for the second year in a row, according to MountainWest Capital Network's (MWCN) annual Deal Flow Report, released today. Now in its 27th year, MWCN's Deal Flow Report is Utah's only in-depth analysis of the equity-related financial transactions – including mergers and acquisitions, public deals and private placements – that shaped the state's business environment in 2021.

Key Points: 
  • The total value of Utah's equity transactions was the highest on record, while the number of deals rebounded from lows in 2020.
  • SALT LAKE CITY, May 18, 2022 /PRNewswire/ -- Utah's financial market transactions reached a record-high value for the second year in a row, according to MountainWest Capital Network's (MWCN) annual Deal Flow Report, released today.
  • This was a significant jump from the previous record of $26.4 billion in 2020 and $25.1 billion in 2019.
  • MountainWest Capital Network is Utah's first and largest business networking organization devoted to supporting entrepreneurial success and dedicated to the flow of financial, entrepreneurial and intellectual capital.