Houlihan Smith & Company

LTC Global Promotes Life Executives

Retrieved on: 
Thursday, August 3, 2023

LTC Global, Inc., a leading national distributor of life and health insurance products, announced today the promotion of Rick Maholchic to Head of Life Insurance Distribution and Tim Smith to Chief Marketing Officer.

Key Points: 
  • LTC Global, Inc., a leading national distributor of life and health insurance products, announced today the promotion of Rick Maholchic to Head of Life Insurance Distribution and Tim Smith to Chief Marketing Officer.
  • Including PSF and the Smith Companies, LTC Global owns seven life insurance agencies that operate in 30 states, with concentrations on the Coasts and in the Midwest.
  • In addition to the life insurance agencies, LTC Global operates the largest Long Term Care insurance distribution business in the industry and a leading national Medicare insurance agency, among other distribution businesses.
  • In total, LTC Global operates 14 separate life and health insurance agencies.

GigaMedia Announces Amendment to One Exhibit in Notice of Annual General Meeting of Shareholders and Proxy Statement Previously Announced on May 19, 2023

Retrieved on: 
Monday, June 5, 2023

TAIPEI, June 5, 2023 /PRNewswire/ -- GigaMedia Limited (NASDAQ: GIGM) previously released an announcement dated May 19, 2023 for Notice of Annual General Meeting of Shareholders and Proxy Statement.

Key Points: 
  • TAIPEI, June 5, 2023 /PRNewswire/ -- GigaMedia Limited (NASDAQ: GIGM) previously released an announcement dated May 19, 2023 for Notice of Annual General Meeting of Shareholders and Proxy Statement.
  • The Company made an amendment today to clarify Exhibit 99.3 to the Notice, and attached the corrected Exhibit 99.3 in its amendment announcement.
  • The fair value of the investments is based on complex valuation methods with unobservable inputs, therefore, classified as Level 3.
  • The fair value of the investments is based on complex valuation methods with unobservable inputs, therefore, classified as Level 3.

The Blair Agency Joins LTC Global

Retrieved on: 
Thursday, June 1, 2023

LTC Global, Inc. announced today that it has acquired The Blair Agency, Inc., a Capitas Financial, Inc. member headquartered in St. Louis.

Key Points: 
  • LTC Global, Inc. announced today that it has acquired The Blair Agency, Inc., a Capitas Financial, Inc. member headquartered in St. Louis.
  • Michael Blair will continue to manage The Blair Agency, which operates across the central United States.
  • The Blair Agency, founded in 1972, joins other LTC Global group and Capitas Financial member agencies: Pacific Southwest Financial and Insurance Services, Inc., The Smith Companies, NorthCoast Brokerage Agency, Inc. and Pittsburgh Brokerage Services, Inc.
    “Through leadership and hard work, Mike Blair has built a very successful agency,” said Daniel G. Schmedlen, Jr., Chief Executive Officer of LTC Global.
  • This is a very important transaction for LTC Global from a strategic point of view,” Schmedlen said.

LTC Global Acquires Pittsburgh Brokerage Services

Retrieved on: 
Monday, October 31, 2022

LTC Global, Inc. announced today that it has acquired Pittsburgh Brokerage Services, Inc. (PBS), a Capitas Financial, Inc. partner headquartered in Pittsburgh.

Key Points: 
  • LTC Global, Inc. announced today that it has acquired Pittsburgh Brokerage Services, Inc. (PBS), a Capitas Financial, Inc. partner headquartered in Pittsburgh.
  • PBS joins other Capitas Financial member agencies already a part of the LTC Global group: Pacific Southwest Financial and Insurance Services, Inc., Smith Companies and NorthCoast Brokerage Agency, Inc. Mr. Hall is one of the original founding partners of Capitas Financial.
  • Toms reputation as a long-standing ethical partner, colleague and producer is what drew us to him, said Daniel G. Schmedlen, Jr., Chief Executive Officer of LTC Global.
  • Headquartered in Pittsburgh, Pittsburgh Brokerage Services operates a life and health insurance brokerage serving brokers and clients throughout Pennsylvania, West Virginia and Eastern Ohio for over 35 years.

Judy Smith Joins Legalweek 2022 Keynote Lineup

Retrieved on: 
Wednesday, September 22, 2021

NEW YORK, Sept. 22, 2021 /PRNewswire/ -- ALM is pleased to announce that Judy Smith, founder and President of Smith & Company, a leading strategic advisory firm, has been added to its slate of renowned legal speakers for Legalweek 2022.

Key Points: 
  • NEW YORK, Sept. 22, 2021 /PRNewswire/ -- ALM is pleased to announce that Judy Smith, founder and President of Smith & Company, a leading strategic advisory firm, has been added to its slate of renowned legal speakers for Legalweek 2022.
  • Ms. Smith's keynote session titled Leading Through Crisis: What Every Leader Should Know will be kicking off day two of Legalweek 2022 on February 2, at 8:30 AM.
  • "ALM is excited to welcome Judy Smith as part of this year's Legalweek 2022 keynote lineup.
  • For more information, including the full agenda, speaker list and to register for the Legalweek 2022 series, please visit: http://legalweekshow.com/ or follow @Legalweekshow and engage with #Legalweek22 and #Legalweekyear for updates.

Carbon Health Appoints Judy Smith and Christine Gorjanc to Board of Directors

Retrieved on: 
Thursday, September 9, 2021

Carbon Health , a leading national healthcare provider, today announced the appointment of Judy Smith and Christine Gorjanc to its board of directors.

Key Points: 
  • Carbon Health , a leading national healthcare provider, today announced the appointment of Judy Smith and Christine Gorjanc to its board of directors.
  • Judy and Christine bring a wealth of diverse experiences and strategic insights to Carbon Healths board of directors, said Eren Bali, co-founder and CEO of Carbon Health.
  • I was immediately drawn to Carbon Health's mission to make high-quality healthcare more accessible and affordable for everyone, said Gorjanc.
  • Carbon Health is headquartered in San Francisco and provides both in-person and virtual care access to nearly two-thirds of the U.S.

Houlihan Lokey Publishes Its First Sustainability Report

Retrieved on: 
Tuesday, June 15, 2021

Houlihan Lokey (NYSE:HLI), the global investment bank, today released its inaugural Sustainability Report.

Key Points: 
  • Houlihan Lokey (NYSE:HLI), the global investment bank, today released its inaugural Sustainability Report.
  • At Houlihan Lokey, we believe that our ESG-related initiatives, though varied, all share a single guiding principle: Do the right thing, every time.
  • Houlihan Lokey (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and valuation.
  • Houlihan Lokey does not undertake any obligation to update or revise any forward-looking statement, whether as a result of new information, future events, or otherwise.

Houlihan Lokey Builds Secondary Advisory with Senior Hire

Retrieved on: 
Wednesday, May 26, 2021

Mr. Shamsi joins from Credit Suisse, where he led secondary advisory activities in the Americas as a member of the Private Funds Groups Capital Solutions team.

Key Points: 
  • Mr. Shamsi joins from Credit Suisse, where he led secondary advisory activities in the Americas as a member of the Private Funds Groups Capital Solutions team.
  • Prior to Credit Suisse, he was part of the founding team and a Managing Director in Evercores Private Capital Advisory group.
  • In addition to private capital raising, the Private Funds Groups practice areas also include secondary advisory and general partner advisory.
  • Houlihan Lokey (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and valuation.

O2 Investment Partners Announces Appointment of Sam Wegenke

Retrieved on: 
Tuesday, February 16, 2021

O2 Investment Partners ( www.o2investment.com ) is excited to announce the appointment of Sam Wegenke as the firms newest Associate.

Key Points: 
  • O2 Investment Partners ( www.o2investment.com ) is excited to announce the appointment of Sam Wegenke as the firms newest Associate.
  • Prior to joining O2, Sam was as an Investment Banking Analyst at Houlihan Lokey.
  • Before joining Houlihan, Sam was an Investment Banking Analyst at The McLean Group, a middle market investment bank, where he advised clients on buy- and sell-side mergers and acquisitions.
  • O2 Investment Partners is a Midwest-based private equity firm that seeks to acquire majority interests in lower middle market B2B services, technology, and select niche industrial companies.

Houlihan Lokey Announces Release Date for Third Quarter Results for Fiscal Year 2021

Retrieved on: 
Thursday, January 14, 2021

Houlihan Lokey, Inc. (NYSE:HLI), the global investment bank, today announced that it will release its third quarter results for the 2021 fiscal year on Thursday, January 28, 2021, after the close of trading on the New York Stock Exchange.

Key Points: 
  • Houlihan Lokey, Inc. (NYSE:HLI), the global investment bank, today announced that it will release its third quarter results for the 2021 fiscal year on Thursday, January 28, 2021, after the close of trading on the New York Stock Exchange.
  • Houlihan Lokey will host a conference call at 5:00 p.m. (ET) that same day to review the results.
  • On the call, Scott Beiser, Chief Executive Officer, and Lindsey Alley, Chief Financial Officer, will discuss the fiscal 2021 third quarter results and provide commentary on business performance.
  • Houlihan Lokey (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and valuation.