Merrill (company)

Colliers International Group Inc. Completes US$300 Million Bought Deal Public Offering of Equity

Retrieved on: 
Wednesday, February 28, 2024
Acquisition, National Bank of Canada, CIGI, Mizuho, BMO Capital Markets, J. P. Morgan, TSX, RBC Capital Markets, Merrill (company), TD Securities, News, Colliers (company), Scotiabank, Sale, Collier, Wells Fargo, Hierarchy, Goldman Sachs, Stifel, Offering

TORONTO, Feb. 28, 2024 (GLOBE NEWSWIRE) -- Colliers International Group Inc. (TSX and NASDAQ: CIGI) (“Colliers” or the “Company”) is pleased to report that it has closed its previously announced bought deal public offering of 2,479,500 subordinate voting shares (the “Subordinate Voting Shares”), at a price of US$121.00 per Subordinate Voting Share for gross proceeds of US$300.0 million (the “Offering”) with a syndicate of underwriters led by BMO Capital Markets and J.P. Morgan as joint bookrunners, and including Mizuho, National Bank Financial, RBC Capital Markets, Scotiabank, Merrill Lynch, BTIG, LLC, CIBC Capital Markets, Goldman Sachs, Raymond James, TD Securities, Wells Fargo and Stifel Nicolaus (the “Underwriters”).

Key Points: 
  • TORONTO, Feb. 28, 2024 (GLOBE NEWSWIRE) -- Colliers International Group Inc. (TSX and NASDAQ: CIGI) (“Colliers” or the “Company”) is pleased to report that it has closed its previously announced bought deal public offering of 2,479,500 subordinate voting shares (the “Subordinate Voting Shares”), at a price of US$121.00 per Subordinate Voting Share for gross proceeds of US$300.0 million (the “Offering”) with a syndicate of underwriters led by BMO Capital Markets and J.P. Morgan as joint bookrunners, and including Mizuho, National Bank Financial, RBC Capital Markets, Scotiabank, Merrill Lynch, BTIG, LLC, CIBC Capital Markets, Goldman Sachs, Raymond James, TD Securities, Wells Fargo and Stifel Nicolaus (the “Underwriters”).
  • Colliers has granted the Underwriters an option, exercisable at the offering price for a period of 30 days following the closing of the Offering, to purchase up to an additional 15% of the Offering to cover over-allotments, if any.
  • The net proceeds of the Offering will be used to repay balances outstanding on the Company’s credit facility and are intended to create additional capacity to fund potential future acquisition opportunities and growth initiatives, and for general corporate purposes.
  • No securities regulatory authority has either approved or disapproved of the contents of this news release.

Continuity Private Wealth launches with support from LPL Strategic Wealth Services

Retrieved on: 
Tuesday, February 27, 2024
CFO, SAN, Freedom, Entrepreneurship, Wealth, Merrill (company), Culture, AUM, Business development, M&A, Continuity, SW, LPL

SAN DIEGO, Feb. 27, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors James “Jamie” P. Debuque, CPFA®, CPWA®, CRPC™ and Timothy M. Baltz, CPFA®, CRPC™ have launched a new independent practice, Continuity Private Wealth , through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services .

Key Points: 
  • SAN DIEGO, Feb. 27, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors James “Jamie” P. Debuque, CPFA®, CPWA®, CRPC™ and Timothy M. Baltz, CPFA®, CRPC™ have launched a new independent practice, Continuity Private Wealth , through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services .
  • They reported having served approximately $1 billion in advisory, brokerage and retirement plan assets* and join LPL from Merrill Lynch.
  • LPL’s Strategic Wealth Services allows advisors to do just that—to run their business on their terms and decide what’s best for their clients, all while receiving comprehensive modern services and support.
  • We look forward to supporting Continuity Private Wealth for years to come.”

Fairway Private Equity & Venture Capital Opportunities Fund Announces Fourth Quarter and Full Year Results

Retrieved on: 
Wednesday, March 6, 2024
Legal, Insurance, Finance, Marketing, Banking, Communications, Accounting, Professional Services, Acquisition, Private equity, Boeing, Investment, Merrill (company), TD Securities, Financial analyst, Net asset value, Partner, Fund, Fairway, DLJ, Goldman Sachs, Partnership, Corporation, Environment, GCM Grosvenor, KPMG, Security (finance)

Fairway Capital Management (“Fairway”) announced today that Fairway Private Equity & Venture Capital Opportunities Fund (the “Fund”) increased in Net Asset Value by 2.82% in the quarter ended December 31, 2023.

Key Points: 
  • Fairway Capital Management (“Fairway”) announced today that Fairway Private Equity & Venture Capital Opportunities Fund (the “Fund”) increased in Net Asset Value by 2.82% in the quarter ended December 31, 2023.
  • In launching the fund, our goal was to deliver a truly institutional-quality private equity and venture capital portfolio in a '40 Act fund structure.
  • As a ’40 Act fund, Fairway Private Equity & Venture Capital Opportunities Fund offers greater flexibility than a traditional, institutionally oriented private equity investment vehicle.
  • The Fairway team includes veteran private equity professionals with total collective experience of 100+ years and deep relationships with many leading private equity and venture capital General Partners.

Rockefeller Capital Management Names Christopher Kirk, Respected Industry Leader, as Head of Investment & Client Solutions

Retrieved on: 
Monday, March 4, 2024
Banking, Asset Management, Professional Services, Finance, Investment, New product development, Retirement, Philosophy, EVP, Capital market, Dartmouth College, Risk management, Marketing, Wellington Management Company, Merrill (company), Rockefeller Capital Management, MBA, Consultant, John Hancock Financial, Fleming, Kearney (consulting firm), Economics, Head, Distribution, Management

Rockefeller Capital Management today announced the appointment of Christopher Kirk, a respected industry leader with 30 years of experience, as Managing Director and Head of Investment & Client Solutions.

Key Points: 
  • Rockefeller Capital Management today announced the appointment of Christopher Kirk, a respected industry leader with 30 years of experience, as Managing Director and Head of Investment & Client Solutions.
  • At Rockefeller, Kirk will be a member of the firm’s Management Committee and report to Eric Heaton, Head of Finance, Risk Management, and Strategy.
  • Fleming said that Kirk will lead a newly unified organization combining the firm’s current Investment Solutions and Strategic Client Solutions groups.
  • The new group, Investment & Client Solutions, reflects the firm’s continuing commitment to offering its clients unique and differentiated investment opportunities and solutions.

Dynasty Financial Partners Salutes Women in Wealth Management with its New ‘Trailblazer Series’

Retrieved on: 
Thursday, February 29, 2024
Women, Finance, Consulting, Fintech, Banking, Professional Services, DEI (Diversity, Equity and Inclusion), Consumer, Asset Management, Quad Cities metropolitan area, Social media, Senior, Woman, Customer, Dream, Merrill (company), News, Genworth Financial, Female, Mentorship, Growth, Parent, Federal Reserve, Raymond James Financial, Financial adviser, Bear Stearns, Dynasty Foundation, Federal, Partner, Network, Process, Divorce, Employee benefits, JPMorgan Chase, Male, Music, Citigroup, CBS, Management

In honor of Women’s History Month, Dynasty Financial Partners is proud to unveil The Dynasty Women’s Network (“DWN”) Trailblazer Series, celebrating the women of Dynasty and its Network of firms.

Key Points: 
  • In honor of Women’s History Month, Dynasty Financial Partners is proud to unveil The Dynasty Women’s Network (“DWN”) Trailblazer Series, celebrating the women of Dynasty and its Network of firms.
  • Angela Gingras, Chief Operating Officer of Dynasty Financial Partners, has spent her career in financial services, 22 years of which she spent at Raymond James before joining Dynasty.
  • Samantha Sullivan, Director of Operations at Dynasty Financial Partners, began her career working with teams of wealth management advisors in Florida, Georgia, and New York before joining Dynasty to manage the Dynasty Turnkey Asset Management Program.
  • Throughout his career, Dynasty Founder and CEO Shirl Penney has been a fierce advocate for women within the male-dominated wealth management industry.

Advisor Team with $320 Million in Assets Joins Ameriprise Financial for Advisor-Client Experience and Practice Management Tools and Expertise

Retrieved on: 
Wednesday, February 28, 2024
Professional Services, Insurance, Finance, Asset Management, Fintech, Consulting, Personal Finance, Merrill (company), MBA, Financial adviser

Financial advisors Jim Guthrie CFP®, CRPC™, MBA and Stephen Rouner recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) from Merrill Lynch with $320 million in client assets in Tacoma, Washington.

Key Points: 
  • Financial advisors Jim Guthrie CFP®, CRPC™, MBA and Stephen Rouner recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) from Merrill Lynch with $320 million in client assets in Tacoma, Washington.
  • The advisors are joined by Registered Client Service Associate Nick Vanderlinda and their practice operates under the name Guthrie Rouner Group.
  • Guthrie Rouner Group joined Ameriprise Financial for several reasons:
    Focus on delivering an outstanding advisor-client experience.
  • Guthrie Rouner Group is supported locally by Ameriprise Branch Manager David Cook, Ameriprise Complex Director Peter Groeschel and Ameriprise Regional Vice President Jamie Frisone.

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

Retrieved on: 
Monday, February 26, 2024
Finance, Consulting, Business, Banking, Professional Services, Wake Forest University, PJT Partners, Merrill (company), Perella Weinberg Partners, Partner, Business administration, Piper Sandler Companies, Credit Suisse, Postgraduate education, Columbia University, Credit Suisse First Boston

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.

Snowden Lane Partners Adds $208 Million Advisor Team to New York Headquarters

Retrieved on: 
Thursday, February 22, 2024
Consulting, Banking, Professional Services, Finance, Financial Times, RIA, Merrill (company), UBS, Wells Fargo, EF Hutton, Morgan Stanley, Executive officer, Citigroup, CO, Financial adviser

Snowden Lane Partners , an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Ornella and Brian Solomon have joined the firm as Managing Directors, based in Snowden Lane’s New York City headquarters.

Key Points: 
  • Snowden Lane Partners , an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Ornella and Brian Solomon have joined the firm as Managing Directors, based in Snowden Lane’s New York City headquarters.
  • Together, the mother-son wealth management team will form The Lewis-Solomon Group with $208 million in client assets and have chosen Charles Schwab as their custodian.
  • “We’re thrilled to welcome Brian and Ornella to Snowden Lane,” said Rob Mooney, Managing Partner & CEO of Snowden Lane Partners.
  • The Financial Times named Snowden Lane to its elite FT 300 list for six straight years, recognizing Snowden Lane as one of the top independent RIA firms in the U.S.

Patricia Holder and Nicole Spirgatis join Insigneo’s Network

Retrieved on: 
Wednesday, February 21, 2024
Professional Services, Human Resources, Finance, Consulting, Banking, Accounting, Merrill (company), Trust, Scotiabank, Morgan Stanley, Morgan Stanley Wealth Management, Multimedia, Creative industries

Insigneo, a global leader in wealth management services, proudly welcomes financial advisors Patricia Holder and Nicole Spirgatis, along with Renato Izaguirre as a Client Associate, to its network.

Key Points: 
  • Insigneo, a global leader in wealth management services, proudly welcomes financial advisors Patricia Holder and Nicole Spirgatis, along with Renato Izaguirre as a Client Associate, to its network.
  • View the full release here: https://www.businesswire.com/news/home/20240220112581/en/
    Nicole Spirgatis, Patricia Holder and Renato Izaguirre - Phoenix Private Client Group (Photo: Business Wire)
    With a collective experience of five decades in financial services, specializing in Latin American markets, Patricia, and Nicole transition to Insigneo from Morgan Stanley.
  • Our expertise in Latin American markets, position us to contribute significantly to Insigneo's commitment to excellence," said Patricia Holder, Managing Director.
  • Jose Salazar, Market Head Miami-US, expressed enthusiasm about the new additions, stating, "We are excited to welcome Patricia and Nicole to Insigneo.

Dominari Securities LLC Continues to Add Depth with Three New Hires

Retrieved on: 
Thursday, March 7, 2024
Senior, Hedge fund, Private equity, Mission, Pre-IPO, Capital market, Lehman Brothers, Investment, Merrill (company), MSRB, FDIC, IPO, SIPC, Software as a service, FINRA, CRS, Goldman Sachs, JPMorgan Chase, Security (finance)

NEW YORK, March 7, 2024 /PRNewswire/ -- Dominari Holdings Inc. (Nasdaq: DOMH) (the "Company") today announced its wholly-owned subsidiary, Dominari Securities LLC, has further expanded its practice to include the high-producing private equity investment banking team of Larry Cohen and John Russo and senior manager and director Michael Siek. The three executives join Dominari Securities from AegisStern Ventures.

Key Points: 
  • Mr. Cohen and Mr. Russo will each serve as Managing Director, Private Equity & Capital Markets at Dominari Securities.
  • Mr. Kyle Wool, CEO of Dominari Securities LLC, commented, "We are absolutely committed to positioning Dominari as a full-service, diversified financial services firm with a deep bench of credentialed financial experts.
  • Securities Brokerage and Registered Investment Adviser Services are offered through Dominari Securities LLC, a Member of FINRA, MSRB and SIPC.
  • Information for Dominari Securities LLC and its registered investment professionals as well as its SEC Form CRS may also be found on FINRA's BrokerCheck site.