Mid-Atlantic (United States)

Ryan Promotes Nine to Leadership Role of Principal Across Four Practice Areas

Retrieved on: 
Thursday, December 7, 2023
Professional Services, Technology, Software, Finance, Fintech, Consulting, Accounting, Bachelor of Science, University of Alabama, Texas A&M University, Shawn, Specialization, CMI, University, Telecommunications, Tax, Bachelor of Business Administration, Certified Commercial Investment Member, Marketing, Baylor University, American University, Social media, Business administration, Certification, CPA, Champaign–Urbana metropolitan area, Business, Use, Mid-Atlantic (United States), Management, Tax advisor, Commercial property

Ryan , a leading global tax services and software provider, recently announced the promotion of nine professionals to the leadership role of principal in seven locations across the United States.

Key Points: 
  • Ryan , a leading global tax services and software provider, recently announced the promotion of nine professionals to the leadership role of principal in seven locations across the United States.
  • They have continued to provide world-class service to our clients, built and managed successful teams, and have always found ways to push through challenges.
  • He holds two bachelor’s degrees in marketing and business administration from the Culverhouse College of Business at The University of Alabama.
  • He is a CPA and holds a Bachelor of Science degree with specialization in accounting from the University of Illinois-Chicago.

John Wyatt Joins Alliant Insurance Services, Will Service the Metro DC/Chesapeake Market

Retrieved on: 
Monday, November 20, 2023
Insurance, Professional Services, ARM, Senior, University, Risk management, Risk, History, Metro, Alliant, Mid-Atlantic (United States), Management

Insurance industry veteran John Wyatt has joined Alliant Insurance Services as Senior Vice President within its Alliant Americas division.

Key Points: 
  • Insurance industry veteran John Wyatt has joined Alliant Insurance Services as Senior Vice President within its Alliant Americas division.
  • Based in Richmond, Virginia, Wyatt joins Alliant with experience serving a broad range of industries and has targeted experience in client relationship management and executive management.
  • In his new role, Wyatt will develop and implement risk and insurance solutions for corporations throughout the Metro DC/Chesapeake market.
  • Prior to joining Alliant, Wyatt was Senior Vice President with a global insurance, risk management, and consulting firm.

MBS Highway’s Latest Housing Index Shows Higher Buyer Activity and Stronger Price Direction Than a Year Ago

Retrieved on: 
Friday, November 17, 2023
Software, Construction & Property, Data Analytics, Finance, Professional Services, Technology, Fintech, Residential Building & Real Estate, Sale, National Home, Prevalence, Index, City, Procurement, Mid-Atlantic (United States), Housing, Real estate, Cryptocurrency

The results for the November 2023 release showed that buyer activity slowed as 30-year mortgage rates climbed briefly above 8%, and the prevalence of price reductions increased.

Key Points: 
  • The results for the November 2023 release showed that buyer activity slowed as 30-year mortgage rates climbed briefly above 8%, and the prevalence of price reductions increased.
  • The MBS Highway National Housing Index dropped to 31 in November 2023 from 35 in October 2023.
  • Similar to the trends seen at the National level, the regional Price Direction indexes are holding up much better.
  • Compared to last year, buyer activity is generally higher and price direction is much stronger.

Demand-side Data Intelligence Platform Expands Into Texas, Welcomes JPI as Its Latest Subscriber

Retrieved on: 
Monday, November 13, 2023
Software, Networks, Professional Services, Data Management, Technology, Residential Building & Real Estate, Commercial Building & Real Estate, Construction & Property, Security, Data Analytics, Urban Planning, REIT, Acquisition, Research, Safety, VOC, Broder, Privacy, Risk, State, Science, Dallas–Fort Worth metroplex, Marketing, United States census, Relaxation, JPI, Software as a service, CO, Overalls, Mid-Atlantic (United States), Renting, Self storage

RCKRBX has also welcomed JPI, a leader in the development of Class A multifamily communities, as its inaugural subscriber in the market.

Key Points: 
  • RCKRBX has also welcomed JPI, a leader in the development of Class A multifamily communities, as its inaugural subscriber in the market.
  • “JPI is one of the largest, most prolific, and forward-thinking multifamily developers in Texas, and we’re excited to help enhance their land acquisition and development decision-making through our demand-side data insights."
  • Powering the platform is a proprietary database of renter polling data and associated variables combined with contextual market information and supply-side data.
  • RCKRBX utilizes quantitative research industry standards and best practices for survey design, sample recruitment, response and data quality control, and privacy protection.

Bundy Group Advises Clarity Technology Group, Inc. in a Sale to Custom Computer Specialists

Retrieved on: 
Thursday, December 14, 2023
Sale, Service provider, Environment, Executive officer, Managed services, Private sector, Mid-Atlantic (United States), Sales

CHARLOTTE, N.C., Dec. 14, 2023 /PRNewswire/ -- Bundy Group , an industry-focused investment bank, is pleased to announce that it has successfully advised Clarity Technology Group Inc. ("Clarity"), an expert-driven information technology service provider, in a sale to Custom Computer Specialists ("CSS"), an innovator for technology solutions that supports public and private sector clients to improve outcomes.

Key Points: 
  • CHARLOTTE, N.C., Dec. 14, 2023 /PRNewswire/ -- Bundy Group , an industry-focused investment bank, is pleased to announce that it has successfully advised Clarity Technology Group Inc. ("Clarity"), an expert-driven information technology service provider, in a sale to Custom Computer Specialists ("CSS"), an innovator for technology solutions that supports public and private sector clients to improve outcomes.
  • The sale, which closed in November of this year, illustrates Bundy Group's consistent advisory work and expert insight in the technology-enabled services sector.
  • Founded in 2009 by Zach Smathers, Clarity Technology Group is a customer-centric and expert-driven Managed Service Provider based in Raleigh, North Carolina.
  • The transaction was led by Stewart Carlin and Clint Bundy, Managing Directors with Bundy Group.

PSE&G is #1 for Residential and Business Customer Satisfaction among Large Electric utilities in the East Region

Retrieved on: 
Thursday, December 14, 2023
PSEG, NYSE, Electric utility, Dow Jones, PSE&G, Gas, Public Service Enterprise Group, Edison Electric Institute, Tree, PEG, PSE, J.D. Power, Mid-Atlantic (United States), Electric power, Retail, Renewable energy, Public utility

Power 2023 U.S. Electric Utility Residential Customer Satisfaction Study for electric residential customers in the East among large utilities.

Key Points: 
  • Power 2023 U.S. Electric Utility Residential Customer Satisfaction Study for electric residential customers in the East among large utilities.
  • Power 2023 U.S. Electric Utility Business Customer Satisfaction Study in the east among large utilities scoring highest in the customer contact factor.
  • Power across six factors in the 2023 Electric Utility Residential Customer Satisfaction Study: power quality and reliability; price; billing and payment; corporate citizenship; customer care; and communications.
  • Power named PSE&G number one in customer satisfaction with residential and business electric service in the east among large utilities.

Bright MLS November Housing Report: Mid-Atlantic Market Continues to Defy Expectations

Retrieved on: 
Tuesday, December 12, 2023
HDI, Sale, MLS, Family, Mid-Atlantic (United States), Bright, Washington metropolitan area, Renewable energy, Real estate, D.C

NORTH BETHESDA, Md., Dec. 12, 2023 /PRNewswire/ -- Even as mortgage rates hit a two-decade high in November, homebuyers remain active throughout the Mid-Atlantic region. The number of closed sales continued to track below last year's levels, with 15,970 total sales throughout the region, down 6.3% from November 2022. However, there were 15,964 new pending sales last month, which is down just 0.7% compared to a year ago.

Key Points: 
  • "Housing demand has remained strong this fall, despite higher rates," said Dr. Lisa Sturtevant, Bright MLS Chief Economist.
  • At the end of the month, there was a total of 32,522 active listings across the Bright MLS service area.
  • According to the Bright MLS T3 Home Demand Index (HDI), the Philadelphia metro market remains limited.
  • According to the Bright MLS T3 Home Demand Index (HDI), market conditions in the Washington, D.C. metro declined slightly month-over-month, from 58 in November to 56 in December, indicating limited market activity.

Identity Theft Crimes are on the Rise with Nearly 50% Reporting Being Victims in 2023

Retrieved on: 
Tuesday, December 12, 2023
Organization, Identity theft, Crime, Credit, Mid-Atlantic (United States), Cryptocurrency, Pacific Ocean

FORT LAUDERDALE, Fla., Dec. 12, 2023 /PRNewswire/ -- December is Identity Theft Awareness Month, and for the past three years, Debt.com has polled Americans about the most common crime in the country. For the first time, almost half of all Americans have been a victim of identity theft.

Key Points: 
  • For the first time, almost half of all Americans have been a victim of identity theft .
  • Debt.com's annual survey shows about half of Americans are victims of identity theft – and it's cratering credit scores.
  • According to this year's Debt.com survey results, identity theft is more frequent than ever, with 49.22% of respondents saying they have been victims, which is nearly 10% increase from 2021.
  • The Mid-Atlantic region reports the highest incidents of identity theft (22.06%) while New England has the lowest (3.44%).

Highline Storage Partners Hires Self-Storage Industry Veterans Scott Sebring and Scott Levy To Support Continued Growth

Retrieved on: 
Monday, December 11, 2023
Divisional patent application, Sale, Acquisition, NYSE, Public Storage, Simply Self Storage, PSA, Culture, Growth, Mid-Atlantic (United States), Management, Investment

BIRMINGHAM, Ala. , Dec. 11, 2023 /PRNewswire-PRWeb/ -- Highline Storage Partners ("Highline"), an affiliate of Highline Real Estate Partners, announced today that it has hired two self-storage industry veterans: Scott Sebring as Chief Operating Officer and Scott Levy as Chief Investment Officer. Sebring and Levy worked most recently together at Simply Self Storage, Blackstone's wholly owned self-storage investment platform, where they were members of the company's leadership team.

Key Points: 
  • BIRMINGHAM, Ala. , Dec. 11, 2023 /PRNewswire-PRWeb/ -- Highline Storage Partners ("Highline"), an affiliate of Highline Real Estate Partners, announced today that it has hired two self-storage industry veterans: Scott Sebring as Chief Operating Officer and Scott Levy as Chief Investment Officer.
  • "We are excited to welcome Scott Sebring and Scott Levy to the Highline Storage Partners executive team, as they are exceptionally talented professionals with strong operating and investment track records," said Key Foster, CEO of Highline Storage Partners.
  • "Highline Storage Partners and USA Storage Centers are well positioned within the self-storage marketplace for significant growth and industry leadership long into the future.
  • "I have been impressed by Highline Storage Partners' growth since its inception in 2019 and I look forward to helping accelerate that growth trajectory while simultaneously broadening our base of investor relationships."

HealthEdge Partners with P3 Oral Surgery to Build Leading Oral Surgery Platform

Retrieved on: 
Monday, December 4, 2023
McGuireWoods, Chicago Growth Partners, LLP, Surgeon, OSO, Partnership, Growth, Health, Mid-Atlantic (United States), Dentistry, P3

TAMPA, Fla., Dec. 4, 2023 /PRNewswire/ -- HealthEdge Investment Partners, LLC ("HealthEdge") announced it has partnered with Pluri Potent Partnership, LLC ("P3 Oral Surgery", "P3", or the "Company") an oral surgery service organization to build a leading Oral Surgery Services Organization ("OSO") in the Mid-Atlantic region.

Key Points: 
  • TAMPA, Fla., Dec. 4, 2023 /PRNewswire/ -- HealthEdge Investment Partners, LLC ("HealthEdge") announced it has partnered with Pluri Potent Partnership, LLC ("P3 Oral Surgery", "P3", or the "Company") an oral surgery service organization to build a leading Oral Surgery Services Organization ("OSO") in the Mid-Atlantic region.
  • The practices represent a mature, fully integrated oral and maxillofacial surgery platform offering a full spectrum of oral surgery services, including extractions, implants, and cosmetic oral and maxillofacial procedures.
  • HealthEdge Partner Scott Heberlein commented "We are thrilled to announce this strategic investment in P3 Oral Surgery.
  • We believe this investment will enable P3 to build on its market leading position in the Mid-Atlantic region by continuing to partner with elite oral surgeons.