News

Piermont Bank expanded its leadership team to scale its embedded banking platform and deepen its support for growing businesses operating in an increasingly digital and AI-driven economy. The appointments include an expanded role for Wenni Wu, the bank’s chief growth...

Beach Cities Commercial Bank appointed Stephanie Bitters as senior vice president, specialty lending manager, effective March 2, 2026. “Stephanie brings deep expertise in SBA and government lending, and we are thrilled to welcome her to our lending team,” Matt Blackmer,...

Marc Puglia, former chief financial officer and managing director of PSG Equity and Providence Equity Partners, joined Ethos Capital as a partner, chief financial officer and member of the senior executive committee. Puglia brings more than 25 years of financial...

Global law firm Clifford Chance has appointed Alexandra Wilde as the office managing partner for Houston. Wilde, who joined the firm as a partner in the corporate M&A practice in 2023, advises private equity and strategic investors in M&A, divestitures,...

Cambridge Wilkinson, an investment bank specializing in capital solutions for specialty finance companies, closed a $100 million credit facility upsizing for a growing specialty finance platform. The expanded facility will provide the company with additional capital to support its continued...

Trinity Capital, an international alternative asset manager, committed $35 million in growth capital to Monteris Medical, a MedTech company specializing in minimally invasive neurosurgical technology. “We believe Monteris is advancing innovation across the life sciences sector with technology that is...

Equify Business Funding recently funded a $5 million asset-based lending facility for a Gulf Coast-based manufacturer of specialized power generation equipment and related industrial systems. Structured against accounts receivable and inventory, the facility refinanced the company’s previous Tier 1 bank...

CVC Credit, a c.$60 billion (€51 billion) global credit management business of CVC, successfully priced Apidos LVI (56), a new $550 million collateralized loan obligation (CLO) vehicle. The transactions mark CVC’s first new issue and reset of 2026, having announced...

Verano, a multi-state cannabis company, closed a $195 million senior secured term loan under a new credit agreement led by Needham Bank, a Massachusetts commercial bank, as administrative and collateral agent, and Chicago Atlantic Financial Services as co-administrative agent. Simultaneous...

A fund managed by Keystone recently invested $44 million of its $50 million commitment in a senior secured credit facility that supports an AI and tech-focused national specialty finance company. The facility enables the company to continue to purchase, grow and...