News

Key Private Bank, the wealth management division of KeyCorp, was awarded for the best “Private Banking Client Service” at the Private Asset Management (PAM) Awards in New York City.

Pagaya Technologies, a global technology company delivering AI-driven product solutions for the financial ecosystem, closed PAID 2024-9. A total of 21 unique investors participated in this latest transaction, the majority of which were repeat investors. The deal was oversubscribed.

ChargePoint, EnTech Solutions and Wells Fargo formed a partnership to offer simplified, flexible financing solutions for businesses building out charging infrastructure for EV fleets.

Guggenheim selected Allvue Systems to deliver portfolio management and research management solutions. Lionpoint Group, an Alpha Group company that has a strategic alliance with Allvue, played a crucial role in overseeing the project delivery and implementation of Allvue’s solutions.

CFG Merchant Solutions, a technology-enabled specialty finance and alternative funding provider, upsized to $30 million of its investment-grade corporate note. The transaction was assigned a BBB rating by a nationally-recognized statistical ratings organization.

Octaura launched Market Lists, a new protocol powered by data and analytics that streamlines the collateralized loan obligation (CLO) liquidation process. Market Lists connects sellers directly to dealer and buyside communities.

Grant Thornton found that 81% of the 238 mergers and acquisitions (M&A) professionals who participated in its recent survey expect deal volume to increase or significantly increase over the next six months, and 67% of respondents are optimistic about the...

United Site Services closed the final steps of its recapitalization, consisting in the issuance of senior secured first out debt, second out term loans and third out notes, pursuant to privately negotiated transactions and an exchange offer.

According to a recent report from the U.S. Department of the Treasury, there is a widening gap between large and small financial institutions when it comes to in-house AI systems, with the rise of AI creating additional cybersecurity and fraud...