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Sidoti Events, LLC's Virtual June Small-Cap Conference
Banking & Financial ServicesConferences

Sidoti Events, LLC's Virtual June Small-Cap Conference

June 10, 2025 7:30 AM

Sidoti Events, LLC, an affiliate of Sidoti & Company, LLC, has released the presentation schedule and weblinks for its two-day June Small-Cap Conference taking place Wednesday and Thursday, June 11-12, 2025. The presentation schedule is subject to change. Please visit www.sidoti.com/events for the most updated version and webinar links. Presentation Schedule*All Times EDTWednesday, June 11, 2025 (Day 1)8:30-9:00SBC Medical Group Holdings...

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Kennesaw Business Owner Turns Hard-Learned Financial Lessons Into Support for Small Businesses
Banking & Financial ServicesCompany Update

Kennesaw Business Owner Turns Hard-Learned Financial Lessons Into Support for Small Businesses

June 10, 2025 7:00 AM

After starting his career in national media with ESPN and FOX Sports, Michael Sean McCall made a major transition into the service industry as a small business owner. He opened a tavern in Georgia, where he encountered the financial realities many entrepreneurs face - and learned firsthand the challenges of managing risk, accessing capital, and navigating small business finance. Michael Sean McCall, small business advocate and corporate credit...

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Meridian Bank Sponsors DSHA Homebuyers Fair
Banking & Financial ServicesPartnerships

Meridian Bank Sponsors DSHA Homebuyers Fair

June 9, 2025 5:00 PM

Meridian Bank announced it will be the exclusive Platinum Sponsor of the Delaware State Housing Authority (DSHA) Homebuyers Fair "Destination Homeownership," to be held at the University of Delaware's Clayton Hall Conference Center, 100 Hollowell Dr., Newark, DE, on June 21, 2025, from 9:00am-3:00pm."Destination Homeownership" is designed as a resource for Delawareans looking to buy their first home, their next home, and for others who are...

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Dealing With Debt and American Consumer Credit Counseling Join Forces to Support Financial Recovery and Long-Term Stability
Banking & Financial ServicesCompany Update

Dealing With Debt and American Consumer Credit Counseling Join Forces to Support Financial Recovery and Long-Term Stability

June 9, 2025 2:00 PM

Dealing With Debt (DWD), a nonprofit social platform dedicated to reducing financial stress and building consumer confidence, today announced a new partnership with American Consumer Credit Counseling (ACCC), a national nonprofit leader in credit counseling and debt management services. Together, the organizations aim to deepen support for individuals actively working to regain control of their finances-particularly those emerging from or...

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KeyBank Provides $58 Million of Financing for Affordable Multifamily Housing in California
Banking & Financial ServicesEnvironmental, Social and Governance

KeyBank Provides $58 Million of Financing for Affordable Multifamily Housing in California

June 9, 2025 12:30 PM

KeyBank Community Development Lending and Investment (CDLI) provided a $58 million construction loan to finance the new construction of an affordable multifamily housing property in Palmdale, California, within Los Angeles County.Maison's Village II will include 66 single family lots totaling 191 units. There will be 64 one-bedroom units, 46 two-bedroom units, 57 three-bedroom units, and 22 four-bedroom units available to families earning at or...

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Dynamic Capital Closes Its Largest Deal To Date with Acquisition Financing for Formula Contractors Ltd.
Banking & Financial ServicesFinancing

Dynamic Capital Closes Its Largest Deal To Date with Acquisition Financing for Formula Contractors Ltd.

June 9, 2025 11:30 AM

Dynamic Capital Equipment Finance Ltd. (Dynamic Capital) is proud to announce the successful closing of its largest transaction to date - funding the acquisition of Formula Contractors Ltd. (Formula) by Prince George-based entrepreneur Will Hoban.Formula, formerly known as Formula Piling & Bridge Contractors Ltd., has been a cornerstone in Western Canada's heavy civil construction industry since the 1970s. With this acquisition, Hoban aims to...

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FreedomPath Launches Groundbreaking FreedomLife Platform to Empower Brokers and Transform Life Insurance Access
Banking & Financial ServicesProduct Announcements

FreedomPath Launches Groundbreaking FreedomLife Platform to Empower Brokers and Transform Life Insurance Access

June 9, 2025 11:00 AM

FreedomPath proudly launches FreedomLife, a revolutionary platform empowering brokers to transform lives through life insurance investing. Designed for impact, FreedomLife provides brokers with the tools, resources, and support they need to help individuals and families secure their futures with confidence.At its core, FreedomLife redefines how life insurance is accessed, understood, and delivered, offering a comprehensive suite of solutions,...

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Mastercard Economics Institute: Circular Fashion Is Sew on Trend
Banking & Financial ServicesEnvironmental, Social and Governance

Mastercard Economics Institute: Circular Fashion Is Sew on Trend

June 9, 2025 9:30 AM

Secondhand, pre-loved, pre-owned, upcycled - no matter the stitch or state, the circular fashion market is gaining popularity, according to the Mastercard Economics Institute. Shoppers are increasingly choosing circular items across price points, driven by savings and environmental benefits. Increasing its relevance, the market may be more immune to policy and global trade impacts since new product creation is not involved, a key element that...

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Solytics Partners Welcomes Nishanth Nottath as an Advisory Board Member to Bolster Financial Crime Compliance and RegTech Solutions
Banking & Financial ServicesCompany Update

Solytics Partners Welcomes Nishanth Nottath as an Advisory Board Member to Bolster Financial Crime Compliance and RegTech Solutions

June 9, 2025 9:00 AM

Solytics Partners, a global leader in RegTech and compliance analytics, proudly announces the appointment of Nishanth Nottath as Advisory Board Member for Anti-Money Laundering (AML) and Anti-Financial Crime (AFC) initiatives. His appointment is set to accelerate Solytics Partners' innovation in financial crime compliance and regulatory technology solutions.Nishanth brings over 25 years of leadership across AML, sanctions, and Compliance...

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FinServ Foundation Names Victoria O'Tool as New Executive Director
Banking & Financial ServicesCompany Update

FinServ Foundation Names Victoria O'Tool as New Executive Director

June 6, 2025 9:31 AM

FinServ Foundation, a 501(c)(3) nonprofit dedicated to fostering talent in the financial services sector, today announced that Victoria O'Tool has been named the organization's Executive Director.In the role, O'Tool will help drive the FinServ Foundation's mission of coaching, mentorship, and engagement with future generations to reshape this profession and change lives for the better."As FinServ grows and continues to expand the program in line...

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Right Season Announces Appointment of Dr. Kristian Thorlund as Chief Executive Officer and Director
Banking & Financial ServicesCompany Update

Right Season Announces Appointment of Dr. Kristian Thorlund as Chief Executive Officer and Director

June 5, 2025 7:00 PM

Right Season Investments Corp. (TSXV:LITT), ("Right Season" or the "Company") is pleased to announce the appointment of Dr. Kristian Thorlund, PhD, as Chief Executive Officer (CEO) of the Company and a member of the board of directors, effective immediately.Dr. Thorlund brings over two decades of expertise in data science, machine learning, and artificial intelligence (AI). A seasoned entrepreneur, he has been instrumental in founding several...

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Sensiba Appoints Crystal Riggins as Chief Operating Officer
Banking & Financial ServicesManagement Changes

Sensiba Appoints Crystal Riggins as Chief Operating Officer

June 5, 2025 1:00 PM

SAN RAMON, CA / ACCESS Newswire / June 5, 2025 / Sensiba LLP, ranked among the Top 75 U.S. accounting and consulting firms, is pleased to announce the appointment of Crystal Riggins as chief operating officer. Riggins will retain her responsibilities as general counsel while taking on this expanded leadership role.As COO, Riggins will focus on operational excellence and cross-functional alignment to support the firm's long-term strategy. She...

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D. Boral Capital Celebrates Success of Inaugural DBC Conference
Banking & Financial ServicesConferences

D. Boral Capital Celebrates Success of Inaugural DBC Conference

June 5, 2025 12:15 PM

D. Boral Capital, a relationship-driven investment bank focused on growth issuers and their investors, celebrates the success of its Inaugural DBC Conference, which featured Shark Tank's Kevin O'Leary, a.k.a. Mr. Wonderful, as keynote speaker. Seventy companies and over 400 attendees participated in the event, resulting in 450 meetings. The conference took place on May 14, 2025, at The Plaza Hotel, New York City."We are proud of the success of...

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Investments & Wealth Institute Hosts Exclusive Boston Workshop on Advanced Portfolio Construction
Banking & Financial ServicesConferences

Investments & Wealth Institute Hosts Exclusive Boston Workshop on Advanced Portfolio Construction

June 5, 2025 11:00 AM

The Investments & Wealth Institute is proud to announce Focus on Advanced Portfolio Construction: Balancing Income, Alternatives, and Taxes, a one-day, in-person event designed for leading, client-focused financial professionals. The program will take place on June 11, 2025, at Loft on Two, One Financial Center, in Boston, MA.This immersive workshop is designed to meet the growing demand for practical, evidence-based strategies to address...

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Callan Family Office Named a Finalist in Four Categories for the 2025 WealthManagement.com Industry Awards
Banking & Financial ServicesCompany Update

Callan Family Office Named a Finalist in Four Categories for the 2025 WealthManagement.com Industry Awards

June 5, 2025 9:45 AM

Callan Family Office, a registered investment advisor serving ultra-high-net-worth families, family offices, foundations, and endowments across the United States, today announced it has been named a Finalist in four categories for the 2025 WealthManagement.com Industry Awards.Callan Family Office was named a finalist in the Family Office and RIA Client Initiative categories, both recognizing its innovative Tax Overlay program. Additionally, Jack...

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Enterprise Community Partners Receives $300,000 Grant From KeyBank To Support the Rocky Mountain Resilience Program
Banking & Financial ServicesEnvironmental, Social and Governance

Enterprise Community Partners Receives $300,000 Grant From KeyBank To Support the Rocky Mountain Resilience Program

June 5, 2025 9:30 AM

KeyBank has awarded a $300,000 grant to Enterprise Community Partners (Enterprise) to help disadvantaged households in Colorado and Utah remain safely, stably and affordably housed through low-income housing options that are healthy and sustainable.The KeyBank grant builds on the momentum of Enterprise's Rocky Mountain Resilience Academy, expanding hands-on support for housing partners in Colorado and Utah to advance their development and...

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Mr. Gad Issues Definitive Proxy Statement for Upcoming Annual Meeting at Paragon
Banking & Financial ServicesCompany Update

Mr. Gad Issues Definitive Proxy Statement for Upcoming Annual Meeting at Paragon

June 5, 2025 9:20 AM

Hesham "Sham" Gad, who beneficially owns approximately 28.2% of the outstanding shares of common stock of Paragon Technologies, Inc. ("Paragon" or the "Company") (OTC Pink:PGNT) and is Paragon's largest stockholder, announced that he has mailed his definitive proxy statement in connection with the Company's upcoming 2025 Annual Meeting of Stockholders and sent a letter to the Company's stockholders outlining why he believes significant change is...

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AllianceBernstein - Renewable Energy and Insurers: Tailor Made?
Banking & Financial ServicesEnvironmental, Social and Governance

AllianceBernstein - Renewable Energy and Insurers: Tailor Made?

June 5, 2025 9:20 AM

Xiaoyu Gu| Managing Director-AB CarValDeanna Leighton, CFA| Lead Portfolio Manager-Insurance Portfolio ManagementGerry Anderson| Insurance Solutions SpecialistInvestment in clean energy infrastructure may tick a lot of boxes for life insurers.Matching assets to long-term liabilities without compromising on return potential can be a challenge for insurers with long-duration liabilities. Investment in renewable energy infrastructure may provide a...

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Progress Partners Advises Agile Fleet on Strategic Sale to Banyan Software
Banking & Financial ServicesMergers and Acquisitions

Progress Partners Advises Agile Fleet on Strategic Sale to Banyan Software

June 5, 2025 9:00 AM

Progress Partners, a premier technology-focused investment bank, is pleased to announce that Agile Fleet has been acquired by Banyan Software. Progress Partners served as the exclusive advisor to Agile Fleet in its acquisition by Banyan Software.The transaction marks a pivotal milestone for the founder-led fleet management solutions provider after more than 20 years of self-funded growth and innovation.Progress Partners orchestrated a...

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4DX Ventures Appoints New Senior Advisors
Banking & Financial ServicesCompany Update

4DX Ventures Appoints New Senior Advisors

June 5, 2025 8:00 AM

4DX Ventures, a leading pan-Africa venture capital firm investing primarily in early-stage technology companies, announced today that Mimi Alemayehou and Kurankye Sekyi-Otu have joined the firm as Senior Advisors as 4DX continues to scale its platform and deepen its impact across the continent.Since its Managing Partners made their first investment in Africa in 2013, 4DX has raised three institutionally backed funds, and the firm has...

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