Recent Headlines
Within Mergers & Acquisitions
Joe Santora Achieves Certified Mergers and Acquisitions Professional Designation
Joe Santora with Transworld Business Advisors has successfully earned the Certified Mergers and Acquisitions Professional (CM&AP) designation. Mr. Santora joins an elite group as one of less than 500 global professionals to hold this designation. This prestigious certification signifies Joe's dedication to excellence and expertise in the complex field of mergers and acquisitions. - November 30, 2023 - Transworld Business Advisors
Cara Stone, LLP Welcomes New Partner Marla Calvert Miller, Opens Lake Charles Office
Cara Stone, LLP ("Cara Stone") is pleased to announce that Marla Calvert Miller has joined Cara Stone as a Partner. She will open and head Cara Stone's Lake Charles office. "I am excited to join Cara Stone," said Marla, "not just for myself, but for my clients. Joining... - November 18, 2023 - Cara Stone, LLP
Next Point Ventures Announces Strategic Partnership with Egg Beauty Labs
Next Point Ventures and Egg Beauty Labs have joined up to hatch beautiful brands. - October 19, 2023 - Next Point Ventures, LLC
Next Point Ventures and Meta Viable Solutions Bring Prep4M&A to Market
Prep4M&A is a new offering from Next Point Ventures and Meta Viable Solutions focused on helping the underserved SMB market with buying and selling their businesses. Mergers and acquisitions can be very complex and Prep4M&A helps make the path to success clearer. - September 26, 2023 - Next Point Ventures, LLC
Louisiana Private Companies Raise Over $215 Million in Venture Capital in 2022, the Highest Level Recorded by Cara Stone’s Louisiana Venture and Angel Capital Report
Cara Stone, LLP (“Cara Stone”) the nation’s fastest growing capital markets law firm released the Louisiana Venture and Angel Capital Report (“Report”) which shows that Louisiana companies raised a record level of venture capital in 2022. Louisiana companies raised a total of over $215,000,000 across 34 venture capital deals in 2022. - August 17, 2023 - Cara Stone, LLP
OIG Invests in Peltbeam, a 5G mmWave Technology Company
Optimal Investment Group (OIG), a Sherman Oaks CA based private equity firm, announced today it has completed an additional investment in Orange County based Peltbeam, Inc., a 5G mmWave technology company. - June 26, 2023 - Optimal Investment Group
Joshua Garvey Appointed as Grand Rapids Managing Shareholder of Beene Garter, A Doeren Mayhew Firm
Beene Garter, A Doeren Mayhew Firm, an affiliate of Michigan-based national accounting and advisory firm Doeren Mayhew, has named Joshua Garvey as the Grand Rapids managing shareholder. - June 07, 2023 - Doeren Mayhew
Reveal Acquires US-Based PartnerHacker to Bring "Nearbound" to the Market
The acquisition of the most influential partnerships media company marks a major milestone in Reveal’s ambition to revolutionize B2B partnerships. - February 22, 2023 - PartnerHacker
New Docuseries – Constant Purpose: Small Businesses Changing the World - Highlights the Entrepreneurial Spirit and Small Business Growth
New docuseries highlights entrepreneurial ventures making an impact on their community. The series, “Constant Purpose: Small Businesses Changing the World” premiered on YouTube today. The first episode features Bayou Terrebonne Distillers, a whiskey distiller based out of Houma, Louisiana. - January 22, 2023 - Cara Stone, LLP
MDN Group Announces Pre-M&A Advisory Services
MDN Group, a leading independent investment banking advisory company specialising in mergers and acquisitions and strategic advice, has recently introduced a new service to its portfolio: Pre-M&A Advisory. This preliminary stage project is retainer-based and explores the possibility of an M&A transaction. It usually takes about two months and a written confirmation is provided of the interest in the M&A deal. - January 10, 2023 - MDN Group
Hafezi Capital Delivers Feasibility Study for Pediatric Oncology Center in Khartoum, Sudan
Hafezi Capital International Consulting developed a strong Feasibility Study for Sudan Children's Cancer Organization in Khartoum, Sudan. The study reviewed the number of cases within the region and develop an analysis for demands and financial viability for the project. - December 28, 2022 - Hafezi Capital LLC
Announcing the Launch of Reines Equity Group LLC
Rochelle Wilson-Ellis is the Founder and CEO of Reines Equity Group LLC. Rochelle brings over 30 years of investing knowledge to the company. Understanding there will always be space for change and growth. - November 12, 2022 - Reines Equity Group LLC
Tim Reardon Joins Sayres as CEO & Will be a Broadtree Partners Operating Executive
Tim Reardon, former CEO of Constellis, President of Lockheed Martin Information Systems & Global Solutions, and President of Leidos Defense and Intelligence, has joined Broadtree Partners to lead the development and implementation of Broadtree’s GovCon strategy in aerospace, defense,... - November 10, 2022 - Broadtree Partners
Business Memoir Exposes Emotional Complexities of Family-Run Firms
Rock LaManna’s memoir “They Named You Right” shares painful lessons about buying and selling a family-run business during the dawn of the digital transformation of print. - October 20, 2022 - LaManna Media
Pari Passu M&A Mediation Launches to Address Need for Specialist Help with M&A Disputes
Pari Passu M&A Mediation offers a unique value proposition. Rather than seeking to be a disputes resolution generalist, the firm strictly limits its practice to conflicts arising from M&A transactions. Drawing upon more than four decades of successful deal making and problem solving, Pari Passu M&A Mediation helps parties find solutions to challenging and complex M&A-related controversies. - October 11, 2022 - Pari Passu M&A Mediation LLC
Broadtree Partners Closes Fund IV
Broadtree Partners is pleased to announce it has successfully closed its fourth fund. Fund IV will continue to follow Broadtree’s operator-centric strategy of investing in and scaling small businesses in the micro-cap market. - September 30, 2022 - Broadtree Partners
Renowned Performance Coach Tara Miller Joins Decisive Capital, Inc.
Tara Miller Joins Founders Britt Schwartz and Bob Dziewulski as Chief Performance Officer and Equity Investor - September 27, 2022 - Decisive Capital
Perpetua Advisors' Growth Continues with the Newly Expanded "Office of the CIO" Division, Led by Ibrahim Sayed
Ibrahim leads Perpetua Advisors’ Office of the CIO where he assists their clients in the consolidation, organization, and deployment of key IT processes and sub-processes in alignment with Perpetua’s IT Business Management disciplines. Ibrahim is a devout data advocate who implements... - September 15, 2022 - Perpetua Advisors
Decisive Capital, Inc. Launches with No Bureaucracy, No BS Approach to Investing in Service and Emerging Tech Companies
Founded by Britt Schwartz and Bob Dziewulski, Decisive Capital, Inc., is an equity investment firm that takes active ownership roles through investments in professional service and emerging tech companies. Its mission is to partner with owners who dare to double down on their visions and are ready to lean into scaling their organizations through sophisticated business practices while protecting their companies' souls. - September 08, 2022 - Decisive Capital
How Deedee Carreras Became Managing Partner at Greenlight Financial
Accounting has been widely deemed a "man's industry" and it also isn't very fun. "Deedee Carreras dominates this industry and makes it look easy." - Gerry Mujica, Founding Partner, Greenlight Financial. She comes from humble beginnings, but has overcome it all to become a successful business owner and managing partner at top Miami accounting firm, Greenlight Financial. This is her story. - September 07, 2022 - Greenlight Financial
Trinity Wealth Management to Merge with Skyway Financial Planning; Two Tampa Veterans Join to Form a Larger Combined Financial Services Firm
Skyway Financial Planning will merge with Trinity Wealth Management Group and the combined firm will operating under the name Trinity Wealth Management Group, Inc. - August 17, 2022 - Trinity Wealth Management Group
Alliance Appoints Accomplished Government Expert, Michael Vogele to Managing Director, Global Advisory Group
Alliance Advisors LLC (“Alliance”), a global leader in corporate governance advisory and proxy solicitation, today announced the appointment of accomplished sustainability expert, Michael Vogele, to the newly established position of Managing Director, Advisory Group. Vogele will be... - August 13, 2022 - Alliance Advisors
Alliance Advisors Welcomes Angelika Horstmeir Director, Head of Northern Europe
Angelika Horstmeier officially joins Alliance today as a Director, Head of Northern Europe. She is an industry expert with over 22 years of experience in supporting listed companies and staying ahead of the curve in the constant evolution of ESG best practices. From executive briefings to the... - August 12, 2022 - Alliance Advisors
Susan Burciaga Selected to Expand Perpetua Advisors' Service Offerings as Chief Project Officer
Perpetua Advisors is pleased to announce that Susan Burciaga has joined as Chief Project Officer. She is responsible for project and program management for all Perpetua projects, including onboarding and managing outside vendors, as well as leading the company’s delivery of integrated... - July 28, 2022 - Perpetua Advisors
Perpetua Advisors Taps Tech Exec Scott Gowdish to Lead Growing CTO Division
Scott, in his role as Chief Technology Officer at Perpetua Advisors, brings to the company over 20 years experience in the Enterprise-software industry. Among his many professional strengths are performance tuning and scaling Cloud Platforms as well as transitioning Legacy Platforms from... - July 22, 2022 - Perpetua Advisors
Perpetua Advisors Selects Lindsay Hannah to Serve as Vice President of Operations
Lindsay holds the position of Vice President of Operations at Perpetua Advisors. She is responsible for managing the firm’s financial operations, including new-business and business-development initiatives, team management, digital-strategy development, and client support. Prior to joining... - July 14, 2022 - Perpetua Advisors
Perpetua Advisors to Crack the Code on a Customer-Centric, B2B Digital Platform for Precisional LLC
Perpetua Advisors, LLC, the Dallas, Texas based information-technology consulting firm, has been selected as the technology-leadership and transition partner for Precisional LLC, a newly established global platform launched in May and formed through the acquisition of multiple business units from... - July 07, 2022 - Perpetua Advisors
EVOLV Business Development Center Announces Its New CEO
Robyn Mancell is stepping down from her current role as CEO. - June 30, 2022 - EVOLV Business Development Center
Galaxy Magnesium Announces New Senior Energy Executive
Charles Gay joins the Galaxy Team for a Clean, Green Future. - April 13, 2022 - Asia-Pacific Group
Evolv Business Development Center Introduces Its 3rd Sustainable Business Initiative 2-Day Workshop in Ontario, California, April 30 – May 1, 2022
This 2-day workshop is designed for business owners who want to learn how to scale, increase the value of their company or receive business coaching services. Retail/storefront business owners are being taught how to go From Brick to Meta; creating a digital enterprise along with the physical space. The goal is to give small business owners a competitive advantage. - April 06, 2022 - EVOLV Business Development Center
Evolv Business Development Center Introduces Its 2nd Sustainable Business Initiative 2-Day Workshop in Ontario, California, March 26-27, 2022
This 2 day workshop is designed to give small business owners a competitive advantage. - March 09, 2022 - EVOLV Business Development Center
Evolv Business Development Center Introduces the Sustainable Business Initiative 2-Day Workshop in Ontario, California, February 26-27, 2022
This 2 day workshop is designed to give small business owners a competitive advantage. - February 11, 2022 - EVOLV Business Development Center
BMI Mergers & Acquisitions Client, Aviso Retention, Acquired by Watermark Insights
Watermark, a leading provider of higher education insights software, announced the acquisition of Aviso Retention, a provider of an AI powered student success solution. Founded in 2012 and headquartered in Columbus, OH, Aviso Retention enables colleges and universities to increase retention in... - January 27, 2022 - BMI Mergers & Acquisitions
Elete Capital Acquires International Sport Recruitment
Private equity firm, Elete Capital, acquires International Sport Recruitment, a student-athlete recruitment app, as its first acquisition. - January 07, 2022 - International Sport Recruitment
Doeren Mayhew Named Among Forbes’ Most Recommended Tax and Accounting Firms
Doeren Mayhew, a nationally recognized CPA and advisory firm, has been named as one of Forbes’ best tax and accounting firms in the United States for the third consecutive year. - January 06, 2022 - Doeren Mayhew
Doeren Mayhew Reveals Its 2022 Shareholder Class
Doeren Mayhew, the nation’s 60th largest public accounting and advisory firm, is excited to announce its newly elected class of six shareholders, effective Jan. 1, 2022. “We are proud to elect this impressive group as our new class of shareholders,” said Doeren Mayhew’s... - January 06, 2022 - Doeren Mayhew
Evolv Business Development Center is Using Innovation to Transform Small Business
Evolv Business Development Center is proud to launch its non-profit specifically targeted at organizations who want a distinct competitive advantage in uncertain times. Evolv will help companies “pandemic proof” their business whether they are looking to expand or exit in the future. - December 13, 2021 - EVOLV Business Development Center
Doeren Mayhew Expands Houston Tax Group with Acquisition of Darlene Plumly, CPA
Doeren Mayhew, a consistently ranked top 100 U.S. accounting firm, has acquired Darlene Plumly, CPA, further growing the firm’s footprint in the Houston marketplace. The acquired firm and its employees will begin operating under the Doeren Mayhew name effective immediately. “We are... - November 19, 2021 - Doeren Mayhew
OIG Acquires Controlling Interest in Modani Furniture
Optimal Investment Group (“OIG”), a private equity firm based in Sherman Oaks, CA, announced today that it has acquired a controlling interest of Modani from Maisons du Monde SA (Euronext Paris: MDM), a French home decor company. - November 08, 2021 - Optimal Investment Group
Hospitality Funding Arranges $60M Construction Loan for 212-Room Austin Cambria
This will be the fourth Cambria property with franchise partner Stratus Development Partners, LLC, with the hotel scheduled to open in 2023. - October 25, 2021 - Hospitality Funding
Denver-Based Aurum Capital Connect, LLC (“Aurum”) Investment Bank Announces Dallas Office
William Armstrong to Lead as Managing Director - October 21, 2021 - Aurum Capital Connect, LLC
Engage Virtual Range Hosts Local Law Enforcement Blue Line Competition
This event is free to all Northeast Ohio law enforcement agencies, and winners will walk away with bragging rights as well as an impressive trophy to display at their department. The goodwill event is designed to show appreciation for all local law enforcement officials and to raise money for the Greater Cleveland Police Officers Memorial Society. - September 07, 2021 - Engage Virtual Range
TechTable and Culterra Capital Release 2021 Restaurant Tech Ecosystem Map
Restaurant Industry Tech Map Reveals Dynamic Trends Under Way - July 01, 2021 - Culterra Capital
Announcing the Launch of the Engage Virtual Range Franchise
Expanding on the success of its two corporately owned locations in Medina and Avon Lake, Ohio, Engage Virtual Range developed a model to share this opportunity with motivated and passionate entrepreneurs all over the country. This new, innovative, and high-tech shooting range franchise model is... - June 03, 2021 - Engage Virtual Range
Engage Virtual Range Opens in Avon Lake, Ohio
The first indoor virtual shooting range of its kind in Avon Lake, OH, is safe, judgment-free, and ideal for anyone from first-timers to lifelong gun enthusiasts. - May 01, 2021 - Engage Virtual Range
Veronica's Insurance Ranked No. 1 in the 2021 Top 500 New Franchises by Entrepreneur Magazine
Veronica's Insurance is the leading insurance broker for Hispanics and Latinos in the United States. Based in California, they have already more than 90 locations across the country. - April 15, 2021 - Veronica's Insurance
GRIFFIN Solutions Group Announces New CEO
GRIFFIN Solutions Group, a software development company with THH Holdings, announces a new CEO. Former CEO named to an executive position with THH Holdings. - January 17, 2021 - AcquireTek
Madison Financial Services PLC Zambia Tipped for Financial Turnaround as Xylem Invests USD 35 Million
The year 2020 was no doubt a difficult financial year for both the private and public sectors. Despite this, Madison Financial Services PLC remained a key financial services institution and one of the largest employers in the financial services sector in Zambia. MFS is now poised to become an even... - January 07, 2021 - Lyco Business Solutions
TLC Associates Bringing Over 300 Jobs to Santo Domingo Contact Center Firm Known Best for Amazing Work Culture
TLC Associates is a high-touch, third party contact center service provider, headquartered in Cedar Rapids, Iowa. The company supports many of the USA’s leading brands across many verticals and currently operates from two partner locations in the Dominican Republic. The newest site is conveniently located at Tiradentes Avenue Plaza near 27 de Febrero Avenue in the Capital city, Santo Domingo. - December 16, 2020 - TLC Associates
Shoreview Management Advisors Announce Mexico Strategic Sourcing Alliance
Partnership provides engineering-based approach to strategic sourcing helping companies successfully transfer product manufacturing from China to Mexico. - October 19, 2020 - Shoreview