News

PenFed Credit Union has partnered with InvestiFi, a provider of digital investment solutions for financial institutions. This partnership brings embedded investing capabilities to nearly 2.8 million members directly through PenFed’s mobile and online banking platforms. By keeping investing on-platform, PenFed...

MidCap Financial, a commercial finance company focused on middle market transactions, provided a senior secured credit facility to LLFlex. Proceeds from the credit facility were used to refinance the company’s existing credit facilities and to support the ongoing working capital...

KeyCorp signed a definitive agreement to acquire Clearwater Corporate Finance, a UK-based middle market investment banking advisory firm. The transaction will mark Key’s strategic entry into the Western European market, expanding its ability to provide financial advisory services to institutional clients. The transaction builds on...

Kintra, a registered investment advisor (RIA), launched with six wealth management firms entering into an agreement to merge. These existing wealth management firms represent over $4 billion in assets under management and 74 employees nationwide, across Pennsylvania, New Jersey, Rhode...

Moritt Hock & Hamroff, a New York headquartered commercial law firm, doubled the size of its Plantation office, marking a step further in the firm’s continued growth in the Florida market. The firm will expand its footprint at the firm’s...

Huntington National Bank continues to expand its commercial banking segment, known as Huntington Commercial Bank, across the U.S. by bringing its middle-market and corporate banking capabilities to Austin and central Texas. The commercial expansion follows Huntington’s growth in Texas, including...

Peoples Bancorp and Citizens National jointly signed a definitive agreement and plan of merger pursuant to which Peoples will acquire Citizens, a bank holding company headquartered in Paintsville, KY, and the parent company of Citizens Bank of Kentucky in a...

Associated Bancorp launched a new, nationally focused franchise banking vertical, expanding its portfolio of industry-specific specialty financial solutions and deepening its commitment to serving franchise owners and operators across the country. This strategic move complements Associated’s broader organic growth initiative,...

Jamie Ballard, CTP, has joined PlainsCapital Bank’s commercial lending team as senior vice president, senior relationship manager. He will office out of The Woodlands branch. Ballard brings more than 28 years of experience in financial services to PlainsCapital, with a...

CohnReznick, a professional services firm, opened a new office in El Segundo, CA, bringing its total number of offices in California to seven and expanding its longstanding footprint in the state. The space will be a home for professionals across...