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Cambridge Savings Bank Expands Credit Facility for Crave Better Foods, Increasing its Lending Commitment by over 90% to Support Continued Growth
CAMBRIDGE, Mass.--(BUSINESS WIRE)--Cambridge Savings Bank (CSB) today announced it has expanded and extended its revolving credit facility for Crave Better Foods, LLC, increasing available borrowing capacity by over 90% as the company enters its next phase of profitable growth. The expanded facility follows the successful maturation of the prior credit line in January 2026 and reflects CSB’s continued confidence in Crave Better Foods’ long-term strategy. “Cambridge Savings Bank has been a trust...
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Breakwall Capital and Vitol Announce the Closing of Valor Upstream Credit Partners II
NEW YORK & HOUSTON--(BUSINESS WIRE)--Breakwall Capital LP (“Breakwall”), an independent asset management firm specializing in the energy industry, and Vitol, a leader in energy and commodities, announced today the closing of Valor Upstream Credit Partners II, L.P. (“VCP II”). The closing of VCP II follows the full deployment of Breakwall and Vitol’s inaugural partnership, Valor Upstream Credit Partners, L.P., which invested more than $1 billion of capital in just over a two-year period. VCP II...
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Integrated Partners Launches Integrated Private Wealth to Guide Business Owners Through High-Stakes Transitions
BOSTON--(BUSINESS WIRE)--Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm serving more than $25 billion in assets under advisement (AUA), has announced the launch of Integrated Private Wealth, a new private wealth brand purpose-built to guide business owners and their families through complex, high-stakes liquidity events and regret free transitions. Led by Executive Director and Private Wealth Advisor, Homer Smith, Integrated Priva...
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Apex Fintech Solutions Powers Stock Trading Infrastructure for Coinbase's "Everything Exchange" Platform
NEW YORK--(BUSINESS WIRE)--Apex Fintech Solutions Inc. (“Apex”), an innovation launchpad for the global investing ecosystem, today announced its collaboration with Coinbase, through Coinbase Capital Markets Corp., to power the stock trading capabilities of their groundbreaking "Everything Exchange" platform. Through Apex's comprehensive clearing, custody, and execution services for equities, Coinbase users can now trade leading stocks and ETFs alongside their cryptocurrency holdings, all in a s...
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Morgan Stanley Capital Partners Acquires Security 101
NEW YORK--(BUSINESS WIRE)--Investment funds managed by Morgan Stanley Capital Partners (MSCP), the middle market private equity buyout team within Morgan Stanley Investment Management, announced today the acquisition of Security 101, a leading provider of commercial security integration services. Headquartered in West Palm Beach, Florida, Security 101 provides mission-critical security integration services for organizations spanning a diverse customer base including healthcare, education, gover...
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Carta Launches Enterprise Grade “Carta 401(k)” for High-Growth Companies, Tapping Morgan Stanley’s Institutional Consulting and Vestwell Technology
SAN FRANCISCO & NEW YORK--(BUSINESS WIRE)--Carta Launches Enterprise Grade “Carta 401(k)” for High-Growth Companies, Tapping Morgan Stanley’s Institutional Consulting and Vestwell Technology...
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SS&C Launches GenAI-Powered Sales Enablement Solution for Thornburg Investment Management
WINDSOR, Conn.--(BUSINESS WIRE)--SS&C Launches GenAI-Powered Sales Enablement Solution for Thornburg Investment Management...
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Barings and Homestead Capital Launch Strategic Agricultural Partnership with Initial $300 Million Asset-Based Loan Program
CHARLOTTE, N.C. & SAN FRANCISCO, Calif.--(BUSINESS WIRE)--Barings, one of the world’s leading investment managers, and leading U.S. farmland investor Homestead Capital USA LLC (Homestead), today announced the closing of a $300 million asset-based finance program to expand Homestead’s loan origination in key regions, while broadening Barings’ access to investment opportunities in the agricultural credit market. San Francisco-based Homestead manages $1.6 billion in equity and credit assets for cl...
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AdvisorEngine® Client Portal Blends Intuitive Technology and Leading Design to Drive Investment Advisor-Client Engagement
NEW YORK--(BUSINESS WIRE)--AdvisorEngine®, a leading provider of wealth management technology solutions, recently unveiled its reimagined Client Portal, developed with human-centered design principles to deliver the sophisticated, intuitive client experience that today's independent advisory firms need. The release represents AdvisorEngine's strategic commitment to design thinking as a core differentiator in wealth management technology. AdvisorEngine recognizes that exceptional user experience...
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Equitable PEAK 35™ Study: Millennials Seek Trusted Financial Advice as They Build and Inherit Wealth
NEW YORK--(BUSINESS WIRE)--Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today published a new study, “PEAK 35TM: Guiding a New Generation of Wealth,” exploring how millennials are both building and inheriting wealth. The white paper equips financial advisors with key insights to better serve this generation, as millennials reshape expectations for growing, protecting and stewarding wealth. The U.S. economic landscape is un...