JFG

Generational Equity Advises JFG Systems in its Sale to Private Investor

Retrieved on: 
Tuesday, October 10, 2023

Generational Equity , a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client JFG Systems, Inc. to a Private Investor.

Key Points: 
  • Generational Equity , a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client JFG Systems, Inc. to a Private Investor.
  • Located in Carson City, Nevada, JFG Systems (JFG) specializes in challenging IT environments with a special focus on regulatory compliance.
  • JFG brings extensive experience and professionalism to every case and customizes its support to every clients individual needs and concerns.
  • Generational Equity Executive Managing Director of M&A – Western Region, Stephen Crisham and his team, led by Vice President - Western Region, Bo Zhao closed the deal.

Johnson Financial Group Announces Plans to Acquire The Appleton Group

Retrieved on: 
Tuesday, September 19, 2023

Johnson Financial Group (JFG) announced today they have signed an agreement to acquire The Appleton Group, a registered investment advisor with $210 million in assets under management based in Appleton, Wisconsin at the end of the month.

Key Points: 
  • Johnson Financial Group (JFG) announced today they have signed an agreement to acquire The Appleton Group, a registered investment advisor with $210 million in assets under management based in Appleton, Wisconsin at the end of the month.
  • “We’re excited to welcome The Appleton Group clients and employees to our firm,” said Jim Popp , CEO of Johnson Financial Group.
  • “Johnson Financial Group offers the investment products, technology and service our clients expect.
  • DeVoe & Company supported Johnson Financial Group in this transaction.

Jefferies Financial Group Inc. Announces Pricing of $1,000,000,000 5.875% Senior Notes Due 2028

Retrieved on: 
Tuesday, July 18, 2023

Jefferies Financial Group Inc. (NYSE: JEF) (“JFG”, “we” or “our”) today announced the pricing of its public offering of $1 billion aggregate principal amount of 5.875% Senior Notes due 2028 (the “Notes”) with an effective yield of 6.007%, maturing July 21, 2028.

Key Points: 
  • Jefferies Financial Group Inc. (NYSE: JEF) (“JFG”, “we” or “our”) today announced the pricing of its public offering of $1 billion aggregate principal amount of 5.875% Senior Notes due 2028 (the “Notes”) with an effective yield of 6.007%, maturing July 21, 2028.
  • The offering is expected to settle on July 21, 2023, subject to the satisfaction of customary closing conditions.
  • The offering of the Notes is being made pursuant to an effective shelf registration statement, base prospectus and related prospectus supplement.
  • Investors may also obtain these documents for free by visiting EDGAR on the Securities and Exchange Commission's (“SEC”) website at www.sec.gov .

nCino Reports Fourth Quarter and Fiscal Year 2023 Financial Results

Retrieved on: 
Tuesday, March 28, 2023

WILMINGTON, N.C., March 28, 2023 (GLOBE NEWSWIRE) -- nCino, Inc. (NASDAQ: NCNO), a pioneer in cloud banking and digital transformation solutions for the global financial services industry, today announced financial results for the fourth quarter and fiscal year 2023, ended January 31, 2023.

Key Points: 
  • Loss from Operations: GAAP loss from operations in the fourth quarter of fiscal 2023 was $(23.3) million compared to $(30.0) million in the same quarter of fiscal 2022.
  • Non-GAAP operating income in the fourth quarter was $1.8 million compared to a loss of $(8.3) million in the fourth quarter of fiscal 2022.
  • Net Loss Attributable to nCino: GAAP net loss attributable to nCino, Inc. in the fourth quarter of fiscal 2023 was $(21.2) million compared to $(7.1) million in the fourth quarter of fiscal 2022.
  • Net Loss Attributable to nCino per Share: GAAP net loss attributable to nCino, Inc. in the fourth quarter of fiscal 2023 was $(0.19) per basic and diluted share compared to $(0.07) per basic and diluted share in the fourth quarter of fiscal 2022.

Johnson Financial Group Selects nCino to Modernize Multiple Lines of Business

Retrieved on: 
Tuesday, February 28, 2023

WILMINGTON, N.C., Feb. 28, 2023 (GLOBE NEWSWIRE) -- nCino, Inc. (NASDAQ: NCNO), a pioneer in cloud banking for the global financial services industry, today announced that Johnson Financial Group (JFG), a privately-held financial services company and registered investment advisor, will be using nCino’s cloud banking platform across multiple lines of business, including Commercial , Small Business , Retail and Deposit Account Openings .

Key Points: 
  • WILMINGTON, N.C., Feb. 28, 2023 (GLOBE NEWSWIRE) -- nCino, Inc. (NASDAQ: NCNO), a pioneer in cloud banking for the global financial services industry, today announced that Johnson Financial Group (JFG), a privately-held financial services company and registered investment advisor, will be using nCino’s cloud banking platform across multiple lines of business, including Commercial , Small Business , Retail and Deposit Account Openings .
  • “Our institution is built on trust, integrity, and a deep focus on providing the best-in-class financial service for our clients,” said Dan Defnet, EVP - President, Johnson Bank.
  • “As Wisconsin's largest family-owned financial services company, we provide our clients with solutions that will help them thrive throughout their financial journey.
  • We're incredibly proud to be working with JFG and eager to see the value that the nCino platform will bring.”

Q2 Helps Johnson Financial Group Modernize Its Digital Banking Experience

Retrieved on: 
Wednesday, November 30, 2022

Q2 Holdings, Inc. (NYSE: QTWO), a leading provider of digital transformation solutions for banking and lending, today announced it has helped Johnson Financial Group (JFG), a privately-held financial services company and registered investment advisor, successfully transform its digital banking experience for its banking, wealth and insurance customers.

Key Points: 
  • Q2 Holdings, Inc. (NYSE: QTWO), a leading provider of digital transformation solutions for banking and lending, today announced it has helped Johnson Financial Group (JFG), a privately-held financial services company and registered investment advisor, successfully transform its digital banking experience for its banking, wealth and insurance customers.
  • The value of the Q2 digital banking platform and our partnership with Q2 is really about providing our customers with a single point of entry, not only into digital banking, but into their total financial picture, which includes banking, wealth and insurance.
  • Johnson Financial Group is committed to delivering a seamless, differentiated digital banking experience for its accountholders by providing them with the ability to quickly and securely access multiple financial accounts on the same platform, said Tony Hall, senior vice president of Engineering, Q2.
  • Johnson Financial Group is a Wisconsin-based, privately-owned financial services company offering banking, wealth and insurance solutions through its subsidiaries, Johnson Bank, Johnson Wealth, and Johnson Insurance Services.

Jefferies Financial Group Inc. Announces the Final Results of its Tender Offer for Certain Outstanding Senior Notes

Retrieved on: 
Tuesday, November 9, 2021

(2) The Tender Offer Cash Payment does not include the early tender premium of $2.00 per $1,000 principal amount of Notes.

Key Points: 
  • (2) The Tender Offer Cash Payment does not include the early tender premium of $2.00 per $1,000 principal amount of Notes.
  • In accordance with the terms of the Tender Offer, the withdrawal deadline was 5:00 p.m., New York City time, on October 22, 2021.
  • This press release does not constitute an offer to buy or a solicitation of an offer to sell any Notes.
  • Jefferies Financial Group Inc. is a diversified financial services company engaged in investment banking and capital markets, asset management and direct investing.

Jefferies Financial Group, Inc. Announces the Pricing Terms of Its Tender Offer for Certain Outstanding Senior Notes

Retrieved on: 
Monday, October 25, 2021

The Total Cash Payment includes the early tender premium of $2.00 per $1,000 principal amount of Notes.

Key Points: 
  • The Total Cash Payment includes the early tender premium of $2.00 per $1,000 principal amount of Notes.
  • In accordance with the terms of the Tender Offer, the withdrawal deadline was 5:00 p.m., New York City time, on October 22, 2021.
  • The Tender Offer will expire at 11:59 p.m., New York City time, on November 5, 2021 (the Expiration Date), unless extended or earlier terminated by JFG.
  • This press release does not constitute an offer to buy or a solicitation of an offer to sell any Notes.

Jefferies Financial Group Inc. Announces the Early Results of Its Tender Offer for Certain Outstanding Senior Notes

Retrieved on: 
Monday, October 25, 2021

JFG will issue a press release after the Total Cash Payment is determined to announce the Total Cash Payment payable in connection with the Tender Offer.

Key Points: 
  • JFG will issue a press release after the Total Cash Payment is determined to announce the Total Cash Payment payable in connection with the Tender Offer.
  • Holders of Notes who validly tender their Notes following the Early Tender Date and on or prior to the Expiration Date will only receive the Tender Offer Cash Payment, which is an amount equal to the Total Cash Payment minus the Early Tender Premium.
  • This press release does not constitute an offer to buy or a solicitation of an offer to sell any Notes.
  • Jefferies Financial Group Inc. is a diversified financial services company engaged in investment banking and capital markets, asset management and direct investing.

Jefferies Financial Group Inc. Announcing Tender Offer For Any And All Of Its $750 Million Outstanding 5.5% Senior Notes Due 2023

Retrieved on: 
Friday, October 8, 2021

Holders of Notes who validly tender their Notes following the Early Tender Date and on or prior to the Expiration Date will only receive the Tender Offer Cash Payment, which is an amount equal to the Total Cash Payment minus the Early Tender Premium.

Key Points: 
  • Holders of Notes who validly tender their Notes following the Early Tender Date and on or prior to the Expiration Date will only receive the Tender Offer Cash Payment, which is an amount equal to the Total Cash Payment minus the Early Tender Premium.
  • JFG reserves the right, subject to applicable law, to (i) waive any and all conditions to the Tender Offer, (ii) to extend or to terminate the Tender Offer or (iii) otherwise amend the Tender Offer in any respect.
  • JFG has retained Jefferies LLC as the dealer manager (the "Dealer Manager") for the Tender Offer.
  • Jefferies Financial Group Inc. is a diversified financial services company engaged in investment banking and capital markets, asset management and direct investing.