HRB

Harris Williams Advises D&H United Fueling Solutions on its Sale to Wind Point Partners

Retrieved on: 
Friday, September 23, 2022

Harris Williams , a global investment bank specializing in M&A advisory services, announces it advised D&H United Fueling Solutions (D&H United), a portfolio company of KLH Capital (KLH), on its sale to Wind Point Partners (Wind Point).

Key Points: 
  • Harris Williams , a global investment bank specializing in M&A advisory services, announces it advised D&H United Fueling Solutions (D&H United), a portfolio company of KLH Capital (KLH), on its sale to Wind Point Partners (Wind Point).
  • We continue to see strong investor appetite for companies like D&H United that provide mission-critical, non-deferrable services in fragmented industries, said Graham Gillam, a director at Harris Williams.
  • Wind Point is currently investing out of Wind Point Partners X, a fund that was initiated in 2022.
  • Harris Williams is a trade name under which Harris Williams LLC, Harris Williams & Co. Ltd and Harris Williams & Co. Corporate Finance Advisors GmbH conduct business.

Refresh your finances with Spruce, a mobile banking app built by H&R Block

Retrieved on: 
Thursday, September 22, 2022

Spruce makes it easy for customers to turn spare change into savings with the addition of its new Round Up feature.

Key Points: 
  • Spruce makes it easy for customers to turn spare change into savings with the addition of its new Round Up feature.
  • When customers opt-in to Round Up through the Spruce app, they can see how spare change quickly adds up and helps build savings.
  • Spruce is a financial technology platform built by H&R Block, which is not a bank.
  • The company blends digital innovation with human expertise and care as it helps people get the best outcome at tax time and also be better with money using its mobile banking app, Spruce .

Harris Williams Advises Authority Brands on its Pending Sale to British Columbia Investment Management Corporation and Funds Advised by Apax

Retrieved on: 
Wednesday, September 21, 2022

Harris Williams , a global investment bank specializing in M&A advisory services, announces it is advising Authority Brands, a portfolio company of Apax Partners LLP (Apax), on its pending sale to British Columbia Investment Management Corporation (BCI) alongside funds advised by Apax (Apax Funds), which will retain majority ownership.

Key Points: 
  • Harris Williams , a global investment bank specializing in M&A advisory services, announces it is advising Authority Brands, a portfolio company of Apax Partners LLP (Apax), on its pending sale to British Columbia Investment Management Corporation (BCI) alongside funds advised by Apax (Apax Funds), which will retain majority ownership.
  • Authority Brands represents another marquee transaction for Harris Williams in the residential services and franchising sectors.
  • Authority Brands is the premier residential services franchising platform providing services from the property line to the roof line.
  • Harris Williams is a trade name under which Harris Williams LLC, Harris Williams & Co. Ltd and Harris Williams & Co. Corporate Finance Advisors GmbH conduct business.

H&R Block Continues to Elevate Client Experience and Transformation with the Addition of Two New Vice Presidents

Retrieved on: 
Wednesday, September 21, 2022

KANSAS CITY, Mo., Sept. 21, 2022 (GLOBE NEWSWIRE) -- H&R Block (NYSE: HRB) has named two new vice presidents to further accelerate client experience and the companys long-term growth and transformation strategy .

Key Points: 
  • KANSAS CITY, Mo., Sept. 21, 2022 (GLOBE NEWSWIRE) -- H&R Block (NYSE: HRB) has named two new vice presidents to further accelerate client experience and the companys long-term growth and transformation strategy .
  • Chris Linderwell has been named Vice President of Consumer Tax Products, and Mike Halvorsen is the companys new Vice President of Client Experience.
  • Before joining H&R Block, he was Associate Vice President of Digital Product Management at Victoria's Secret, where he elevated the customer experience through digital transformation initiatives and commercial successes.
  • "Great brands are built on providing world class customer experiences," said Jill Cress, Chief Marketing and Experience Officer, H&R Block.

Harris Williams Advises Cority on its Acquisition of Reporting 21

Retrieved on: 
Tuesday, September 20, 2022

The transaction was led by Julien Oussadon , Erik Szyndlar and Brian Titterington of the Harris Williams Technology Group .

Key Points: 
  • The transaction was led by Julien Oussadon , Erik Szyndlar and Brian Titterington of the Harris Williams Technology Group .
  • This is the third time Harris Williams has worked with Cority CEO Mark Wallace, and we continue to be impressed by what he and his team have built.
  • We look forward to watching them continue to execute on their strategic vision for the company, said Erik Szyndlar, a managing director at Harris Williams.
  • Harris Williams is a trade name under which Harris Williams LLC, Harris Williams & Co. Ltd and Harris Williams & Co. Corporate Finance Advisors GmbH conduct business.

H&R Block Honors Associates Who Are Leading Company Transformation

Retrieved on: 
Friday, September 16, 2022

Best of Block associates find creative ways to solve problems with process and program improvements that save time and money on behalf of the company.

Key Points: 
  • Best of Block associates find creative ways to solve problems with process and program improvements that save time and money on behalf of the company.
  • The Best of Block Award honorees demonstrate H&R Block's "Block Behaviors," the key foundational elements that help the company achieve its goals.
  • H&R Block's leadership teams worked together to identify the winners of the prestigious award, for which full-time regular associates, corporate seasonal associates and international associates are eligible.
  • "The Best of Block Award symbolizes, to me, the recognition of all who have invested in my growth at H&R Block.

H&R Block Offers a Fulfilling Opportunity for Gig Workers

Retrieved on: 
Wednesday, September 14, 2022

Research shows the gig economy has grown significantly since the pandemic as more workers crave flexibility and added income.

Key Points: 
  • Research shows the gig economy has grown significantly since the pandemic as more workers crave flexibility and added income.
  • The H&R Block Income Tax Preparation Course is offered virtually between August and December, and is the first step to becoming an H&R Block tax professional.
  • "The Income Tax Preparation Course at H&R Block is where you get to build the foundation of your knowledge," said George Galan, an ITC graduate from H&R Block.
  • During the Income Tax Course, should H&R Block learn of any students employment or intended employment with a competing professional tax preparation company, H&R Block reserves the right to immediately cancel the students enrollment.

Harris Williams Advises PharmaLex Group on its Pending Sale to AmerisourceBergen

Retrieved on: 
Wednesday, September 14, 2022

Harris Williams , a global investment bank specializing in M&A advisory services, announces it is advising PharmaLex Group (PharmaLex) on its pending sale to AmerisourceBergen.

Key Points: 
  • Harris Williams , a global investment bank specializing in M&A advisory services, announces it is advising PharmaLex Group (PharmaLex) on its pending sale to AmerisourceBergen.
  • "The PharmaLex team has done a tremendous job of building an international, tech-enabled, regulatory-focused functional solutions platform, said Julian Feneley, a managing director at Harris Williams.
  • "We are thrilled to represent PharmaLex across our Frankfurt, London and Richmond offices, said Cheairs Porter, a managing director at Harris Williams.
  • Harris Williams is a trade name under which Harris Williams LLC, Harris Williams & Co. Ltd and Harris Williams & Co. Corporate Finance Advisors GmbH conduct business.

Harris Williams Advises People, Pets & Vets on its Sale to VetCor

Retrieved on: 
Tuesday, September 13, 2022

The transaction was led by Whit Knier , Geoff Smith , Michael Mahoney , Rob Crampton and Sydney Pruitt of the Harris Williams Healthcare & Life Sciences (HCLS) Group .

Key Points: 
  • The transaction was led by Whit Knier , Geoff Smith , Michael Mahoney , Rob Crampton and Sydney Pruitt of the Harris Williams Healthcare & Life Sciences (HCLS) Group .
  • Harris Williams is committed to execution excellence and to building enduring, valued relationships that are based on mutual trust.
  • For more information on the HCLS Group and other recent transactions, visit the HCLS Groups section of the Harris Williams website.
  • Harris Williams is a trade name under which Harris Williams LLC, Harris Williams & Co. Ltd and Harris Williams & Co. Corporate Finance Advisors GmbH conduct business.

H&R Block Recognizes Those Delivering Excellent Client Care

Retrieved on: 
Thursday, September 8, 2022

The Henry Bloch Excellence in Client Service (HBCS) Awards have been an annual company tradition for 18 years.

Key Points: 
  • The Henry Bloch Excellence in Client Service (HBCS) Awards have been an annual company tradition for 18 years.
  • The awards identify distinct individuals who reflect the company's Block Behaviors: Customer-Centric, Curious, Problem Solvers, Straightforward, Bold, Better Together and Resilient.
  • These award-winners don't just resemble H&R Block's Purpose and Behaviors; they have gone above and beyond to make client experiences personal and meaningful.
  • "From comforting clients during major losses, to donating belongings, to even driving a client to the hospital for emergency care, these client-facing teammates deserve the recognition they're receiving.