Piper Sandler Companies

Helmerich & Payne, Inc. To Participate in Conferences in March 2024

Retrieved on: 
Thursday, March 7, 2024

Helmerich & Payne, Inc. (NYSE: HP) today announced that Mark Smith, Senior Vice President and Chief Financial Officer; Trey Adams, Senior Vice President of Digital Operations, Sales, and Marketing; and Dave Wilson, Vice President of Investor Relations plan to participate in the following investor conferences during the month of March 2024.

Key Points: 
  • Helmerich & Payne, Inc. (NYSE: HP) today announced that Mark Smith, Senior Vice President and Chief Financial Officer; Trey Adams, Senior Vice President of Digital Operations, Sales, and Marketing; and Dave Wilson, Vice President of Investor Relations plan to participate in the following investor conferences during the month of March 2024.
  • The Piper Sandler 24th Annual Energy Conference on Tuesday and Wednesday, March 19-20, 2024; Mr. Wilson will participate in a panel discussion on behalf of the Company on Tuesday, March 19, 2024 at 11:30 a.m. U.S.
  • The NYSE Energy & Utilities Virtual Investor Access Day on Thursday, March 21, 2024.
  • Investor slides to be used during the conferences are available for download on the company’s website , within Investors, under Presentations.

Piper Sandler Promotes Brian White to Co-Head of Technology Investment Banking

Retrieved on: 
Monday, March 4, 2024

Piper Sandler Companies (NYSE: PIPR), a leading investment bank, today announced that effective immediately, Brian White has been appointed co-head of technology investment banking, joining Steven Schmidt , who shares the same title.

Key Points: 
  • Piper Sandler Companies (NYSE: PIPR), a leading investment bank, today announced that effective immediately, Brian White has been appointed co-head of technology investment banking, joining Steven Schmidt , who shares the same title.
  • White assumes the role from Nicholas Osborne , who will become chairman of technology investment banking and focus on clients and driving revenue and growth for the firm.
  • I would also like to thank Nick for the tremendous job he did seamlessly integrating and leading our technology investment banking team since we acquired DBO Partners ,” said Mike Dillahunt , global co-head of investment banking and capital markets at Piper Sandler.
  • Previously, White was a partner at the Chertoff Group where he established the company’s West Coast technology advisory and investment banking practice.

Hope Bancorp to Participate in the Piper Sandler 2024 Western Financial Services Conference

Retrieved on: 
Tuesday, February 27, 2024

Hope Bancorp, Inc. (NASDAQ: HOPE) today announced that Executive Vice President and Chief Financial Officer Julianna Balicka will be participating in the Piper Sandler 2024 Western Financial Services Conference in Las Vegas, February 28-29, 2024.

Key Points: 
  • Hope Bancorp, Inc. (NASDAQ: HOPE) today announced that Executive Vice President and Chief Financial Officer Julianna Balicka will be participating in the Piper Sandler 2024 Western Financial Services Conference in Las Vegas, February 28-29, 2024.
  • A copy of the investor presentation being used for meetings with institutional investors will be available in the Investor Relations section of the Company’s website at www.ir-hopebancorp.com effective February 28, 2024.

Ducera Partners Continues to Strengthen its Restructuring Group with Appointment of Mike Genereux as a Partner

Retrieved on: 
Monday, February 26, 2024

Ducera Partners (“Ducera” or the “Firm”), a leading investment bank, today announced that Mike Genereux has joined the Firm as a Partner within its restructuring group.

Key Points: 
  • Ducera Partners (“Ducera” or the “Firm”), a leading investment bank, today announced that Mike Genereux has joined the Firm as a Partner within its restructuring group.
  • Prior to joining Ducera, Mr. Genereux served as a Managing Director in the restructuring group at Piper Sandler.
  • Before that he was a Partner at Perella Weinberg Partners and a Partner at PJT Partners, where he also served on the firm’s management committee.
  • Prior to those roles, Mr. Genereux was a Senior Managing Director at Blackstone in the firm’s restructuring group.

Hovde Group Adds to Equity Research and Institutional Sales Platforms with Industry Veterans Brendan Nosal and Ashley Griffith

Retrieved on: 
Monday, February 26, 2024

Hovde Group, LLC (“Hovde”), a leading full-service investment bank and broker dealer that provides investment banking, capital markets, equity research, and sales and trading services focused on the financial services sector, today announced that it has added Brendan Nosal to its Equity Research Group and Ashley Griffith to its Institutional Equity Sales Group.

Key Points: 
  • Hovde Group, LLC (“Hovde”), a leading full-service investment bank and broker dealer that provides investment banking, capital markets, equity research, and sales and trading services focused on the financial services sector, today announced that it has added Brendan Nosal to its Equity Research Group and Ashley Griffith to its Institutional Equity Sales Group.
  • “I have been familiar with Brendan Nosal’s reputation for some time and respect his research product, thought process, and abilities.
  • Griffith will join Head of Capital Markets Michael Hedrei and the Institutional Sales team where he will provide sales coverage to bank specific and generalist institutional investors.
  • Griffith will be based in New Jersey and has worked in Equity Sales for over 20 years, most recently with Compass Point Research & Trading, LLC.

Mayfair Capital Partners Acquires Baseline Fitness

Retrieved on: 
Thursday, February 22, 2024

Mayfair Capital Partners (“Mayfair”), a division of Oxford Financial Group, Ltd.™ (“Oxford”), on behalf of its underlying investors, has acquired Baseline Fitness LLC, (“Baseline” or the “Company”).

Key Points: 
  • Mayfair Capital Partners (“Mayfair”), a division of Oxford Financial Group, Ltd.™ (“Oxford”), on behalf of its underlying investors, has acquired Baseline Fitness LLC, (“Baseline” or the “Company”).
  • Founded in 2009 and headquartered in Fargo, North Dakota, Baseline Fitness is a leading franchisee in the Planet Fitness system with 100 locations under its umbrella.
  • * Planet Fitness’ mission is to enhance people's lives by providing a high-quality fitness experience in a welcoming, non-intimidating environment, called the Judgement Free Zone®.
  • Mayfair Capital Partners acquired Baseline Fitness from Freeman Spogli and Co.
    Oxford’s Mayfair division has a 20+ year history of investing in high-growth, market-leading companies with the goal of providing growth capital and strategic support in order to enable businesses to broaden their reach and better serve their customers.

AXCELIS STRENGTHENS ITS BOARD WITH THE ELECTION OF TWO DIRECTORS

Retrieved on: 
Wednesday, February 28, 2024

"We are pleased to welcome Gregory Graves and Dr. Necip Sayiner to the Axcelis board," said President and CEO of Axcelis Technologies, Russell Low.

Key Points: 
  • "We are pleased to welcome Gregory Graves and Dr. Necip Sayiner to the Axcelis board," said President and CEO of Axcelis Technologies, Russell Low.
  • "We believe their combined experience in semiconductor technology, strategy and business development will be a tremendous asset to Axcelis.
  • We look forward to their contributions as we lead Axcelis to the next level of growth."
  • He is currently a board member at Rambus, Inc., a manufacturer of semiconductor chips and IP that advance data center connectivity.

Piper Sandler Grows Equity Sales and Trading Team with Additions of Rich Steiner and Ashley Teti

Retrieved on: 
Wednesday, February 14, 2024

Piper Sandler Companies (NYSE: PIPR), is pleased to announce the hiring of Rich Steiner as managing director and head of global market structure and algorithmic trading strategies.

Key Points: 
  • Piper Sandler Companies (NYSE: PIPR), is pleased to announce the hiring of Rich Steiner as managing director and head of global market structure and algorithmic trading strategies.
  • In addition, Ashley Teti joins the firm as a director in equity algorithmic sales.
  • We are thrilled to welcome Rich and Ashley to Piper Sandler,” said Lance Lonergan , head of global equity execution at Piper Sandler.
  • Prior to joining Piper Sandler, Steiner worked for Royal Bank of Canada for 14 years in various equity roles.

Mercer Advisors Adds Five RIA Industry Veterans to Accelerate Inorganic Growth Strategies

Retrieved on: 
Tuesday, February 13, 2024

DENVER, Feb. 13, 2024 /PRNewswire-PRWeb/ -- Mercer Global Advisors Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA) firm, announced today the recent hiring of multiple experienced executives to bolster the firm's inorganic growth strategies, including key hires on the firm's M&A teams.

Key Points: 
  • DENVER, Feb. 13, 2024 /PRNewswire-PRWeb/ -- Mercer Global Advisors Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA) firm, announced today the recent hiring of multiple experienced executives to bolster the firm's inorganic growth strategies, including key hires on the firm's M&A teams.
  • Enhancing Mercer Advisor's M&A Partner Development Team are veteran relationship managers with extensive experience working directly with RIAs.
  • They are passionate about advisor success and understand the highly nuanced RIA space," said Dave Welling, CEO of Mercer Advisors.
  • Jeff Dadamo joins Mercer Advisors from Dimensional Fund Advisors, where he held various roles as an investment strategist and financial advisor services analyst.

Velocity Financial, Inc. Announces Issuance of $75 Million of Senior Secured Notes

Retrieved on: 
Tuesday, February 6, 2024

Velocity Financial, Inc. (NYSE: VEL), (“Velocity” or the “Company”), a leader in business purpose loans, today announced the issuance of $75 million principal amount of five-year senior secured notes (the ”Notes”) by Velocity Commercial Capital, LLC, a wholly-owned subsidiary of Velocity.

Key Points: 
  • Velocity Financial, Inc. (NYSE: VEL), (“Velocity” or the “Company”), a leader in business purpose loans, today announced the issuance of $75 million principal amount of five-year senior secured notes (the ”Notes”) by Velocity Commercial Capital, LLC, a wholly-owned subsidiary of Velocity.
  • The Notes will bear interest at 9.875% per annum and will mature on February 15, 2029.
  • Interest on the notes will be payable semi-annually on May 15 and November 15 of each year, beginning on May 15, 2024.
  • The Notes are secured on a pari passu basis with Velocity’s $215,000,000 outstanding principal amount of 7.125% Senior Secured Notes due 2027.