JD Supra: Mergers

MARCH 4, 2024

The House Financial Services Committee heard testimony on these bills in 2023, access my testimony on several of these bills. On March 5, 2024, the House will consider capital formation related legislation, H.R. This was originally introduced in April 2023 and reported out in July 2023. It is comprised of 19 separate bills.

Capital 302

Capital Financial Services IT 302

The New York Times: Banking

JANUARY 28, 2025

The social media company said it would start a peer-to-peer payments service, moving to expand the apps abilities.

Financial Services 135

Financial Services Media IT Mergers and Acquisitions 135

Razorpay

DECEMBER 2, 2024

Alice Blue Financial Services Pvt. has come a long way since its inception, making waves in the Indian financial markets. What started as a discount brokerage service now spans a wide array of offerings—Equities, Currency, Commodities, IPOs, F&O, and Mutual Funds. Start Your Success Story Today!

Financial Services 52

Financial Services Investors Securities Trading 52

TechCrunch: M&A

AUGUST 21, 2024

Zomato, the Indian food delivery giant, has acquired the entertainment ticketing business of financial services firm Paytm for $244.1 The acquisition, among the largest M&A deals among new-age Indian tech companies, includes Paytm’s ticketing services for movies, sports and events.

Entertainment 219

Entertainment Business Financial Services Food 219

JD Supra: Mergers

SEPTEMBER 30, 2024

UK & European Financial Services M&A: Sector Trends H2 2023 | H1 2024 — Specialty Finance / Marketplace Lending - Consolidation fever grips non-bank lenders and banks alike—SME lending, revenue-based finance and PropFinance at its core. Current market: Marginal uptick in M&A activity. By: White & Case LLP

Finance 177

Finance Finance Financial Services M&A 177

The TRADE

JULY 27, 2023

The post BlackRock and Jio Financial Services new asset management venture set to “democratise access to investment solutions” in India appeared first on The TRADE. Once in operation, the new business will have its own management team.

Asset Management 97

Asset Management Financial Services Management Investment 97

Global Newswire by Notified: M&A

MARCH 25, 2024

March 25, 2024 (GLOBE NEWSWIRE) -- Provident Financial Services, Inc. ISELIN, N.J. and OAK RIDGE, N.J., NYSE:PFS) (“Provident”), the parent company of Provident Bank, and Lakeland Bancorp, Inc.

Financial Services 81

Financial Services Insurance Mergers Banking 81

CNBC: Investing

JUNE 9, 2025

Israel-based eToro went public on May 15 , with its initial public offering price at $52 per share, above the high end of its proposed range. The stock opened that day at $69.69, or 34% above its IPO, and closed up nearly 29% at $67 per share. by providing both investing tools and learning resources. and Asia, where retail trading is popular.

IPO 66

IPO Trading IT Retail 66

Beyond M&A

FEBRUARY 10, 2025

We assessed a firm that used orchestrated AI in financial services. It is considered written and oral input and gets to work once the salesperson has completed their call with the prospect. It’s a brilliant application of AI, increasing efficiency and systemising something as ‘simple’ as a loan decision.

M&A 130

M&A IT Financial Services Business 130

Global Banking & Finance

SEPTEMBER 23, 2024

Author: Shilpa Doreswamy, Sector Director of Retail Banking, GFT The financial services industry is increasingly grappling with the critical issue of downtime. Preventing IT outages within financial institutions is the main […]

Financial Services 59

Financial Services Financial Institution Retail Banking 59

JD Supra: Mergers

AUGUST 8, 2024

Gary focuses on deals in the healthcare, leveraged finance, financial services, and real estate industries. Below is his conversation with Gary Grote, Managing Director at Bridgepoint Investment Banking, which focuses on capital raising and M&A advisory solutions.

Investment Banking 171

Investment Banking M&A Finance Finance 171

JD Supra: Mergers

MARCH 14, 2024

RevSpring, founded in 1981 and based in Nashville, is a provider of communication and payment solutions servicing healthcare and financial services companies. Frazier Healthcare Partners has announced it has acquired RevSpring from GTCR. By: McGuireWoods LLP

Healthcare 152

Healthcare Private Equity Financial Services Equities 152

Global Banking & Finance

AUGUST 12, 2024

By Vikas Krishan, Chief Digital Business Officer at Altimetrik Artificial intelligence holds huge potential for transforming the Financial Services sector.

Financial Services 52

Financial Services IT Business 52

Beyond M&A

DECEMBER 18, 2024

Financial services, too, are ripe for disruption by Agentic AI. From algorithmic trading and risk management to fraud detection and customer service, the applications are vast and varied. To some, Agent-based AI is a buzzword, to others, they are already commercialising it. AI agent startups secured $8.2

Investors 130

Investors Investment Healthcare IT 130

Global Banking & Finance

SEPTEMBER 18, 2023

By-lined to Alex Mifsud, CEO, and co-founder of Weavr The emergence of embedded finance has been a standout development in financial services in 2023. BANKS KNOW WHAT EMBEDDED FINANCE IS, BUT DO THEY KNOW HOW TO USE IT?

Finance 98

Finance Finance Banking Bank 98

Global Banking & Finance

DECEMBER 10, 2024

By Paul Taylor, Vice President, Product Management at Smarsh The financial services and insurance industries are among the most important to the UK economy, but the sector has faced issues when it comes to non-financial misconduct (NFM), including bullying, discrimination and harassment.

Financial Services 52

Financial Services Insurance Management IT 52

Global Banking & Finance

DECEMBER 4, 2024

India has firmly established itself as the global epicenter for financial services outsourcing, offering an unrivaled combination of cutting-edge technology, exceptional customer experience (CX), and stringent regulatory compliance.

Financial Services 52

Financial Services Business IT 52

Global Banking & Finance

NOVEMBER 6, 2024

By Terrence Driscoll, Chief Information Security Officer at Cyware The past year has seen numerous ransomware attacks on the financial services industry, with nearly two-thirds of organisations falling victim in one way or another.

Financial Services 52

Financial Services Securities IT 52

How2Exit

NOVEMBER 25, 2024

The Roll-Up Strategy REVEALED - Watch Here About the Guest(s): Matt Duckworth is the CEO and founder of Rhapsodi, a financial services firm based in Little Rock, Arkansas. Duckworth shares his unique journey from music composition to becoming a prominent figure in financial services, focusing on the art and science of roll-ups.

Business 130

Business Mergers and Acquisitions Finance Finance 130

Global Newswire by Notified: M&A

JUNE 10, 2025

TORONTO, June 10, 2025 (GLOBE NEWSWIRE) -- Purpose Unlimited Inc. (“Purpose” or “Purpose Unlimited”), a rapidly growing Canadian financial services firm, announced today that it has completed its acquisition of Steadyhand Investment Management Ltd. and Steadyhand Investment Funds Inc. billion in assets serving Canadian investors.

Acquisitions 52

Acquisitions Financial Services Investment Manager Funds 52

Global Newswire by Notified: M&A

MARCH 25, 2024

March 25, 2024 (GLOBE NEWSWIRE) -- Provident Financial Services, Inc. ISELIN, N.J. and OAK RIDGE, N.J., NYSE:PFS) (“Provident”), the parent company of Provident Bank, and Lakeland Bancorp, Inc.

Financial Services 56

Financial Services Insurance Mergers Banking 56

Cisco: M&A

NOVEMBER 14, 2023

Now that financial services employees have sampled hybrid schedules, they want to keep that tune playing. A classic hip-hop song offers inspiration for making a mix of remote and in-person work… Read more on Cisco Blogs

Financial Services 75

Financial Services IT 75

Global Banking & Finance

NOVEMBER 13, 2023

Generative AI for Non-Financial Risk for Banking and Financial Services – How to get this right. Generative AI has been the buzzword in IT industry currently and everybody has rushed in to join the bandwagon. However, is it a panacea for all or is it a myth? We have tried to analyze the utility of […]

Financial Services 52

Financial Services Banking Bank Utilities 52

Global Banking & Finance

JULY 29, 2024

The financial services landscape is highly competitive, with high-value deals and transactions at their heart. Some reports project its value in 2024 at over $33 billion, growing by nearly 8% from last year and this level of growth is expected to grow at a similar rate over the next four years. So, the question stands: […]

Financial Services 45

Financial Services IT Finance Finance 45

Global Newswire by Notified: M&A

APRIL 11, 2024

April 11, 2024 (GLOBE NEWSWIRE) -- Provident Financial Services, Inc. ISELIN, N.J. and OAK RIDGE, N.J, NYSE:PFS) (“Provident”), the parent company of Provident Bank, and Lakeland Bancorp, Inc.

Financial Services 45

Financial Services Mergers IT Banking 45

Global Banking & Finance

JANUARY 31, 2024

Data Analytics Crossroads: Navigating the Top 4 Pitfalls in Financial Services By Manish Tomar 31 January 2024 Introduction In the ever-evolving landscape of the financial services industry, data analytics has become nothing short of transformative.

Financial Services 40

Financial Services Financial Institution IT 40

Global Banking & Finance

NOVEMBER 20, 2024

By Stephen Bacon A company’s workforce is the indispensable lever in transforming corporate strategy into business success, and in no business is that truer than with financial services. Yet so often, workforce considerations have been ancillary to C-level strategic planning. Now get […]

Financial Services 40

Financial Services Corporation Business IT 40

Business Standard - FInance

JUNE 6, 2023

Since turn of this century, it has been expanding rapidly as a viable financial services business because of influx of Microfinance NBFCs Microfinance in India has a long history.

Financial Services 98

Financial Services Business IT 98

Global Banking & Finance

FEBRUARY 27, 2024

The Need for Sensitive Content Communications Privacy and Compliance in Financial Services By Tim Freestone, Chief Strategy and Marketing Officer, Kiteworks For some time, the financial services industry has been at the forefront of a sophisticated and evolving digital landscape.

Financial Services 40

Financial Services IT Finance Finance 40

Global Banking & Finance

APRIL 17, 2024

Four Innovative Uses of AI and ML in Quality Assurance for Financial Services By Sahana Ramesh 17 Apr 2024 The advent of Artificial Intelligence (AI) and Machine Learning (ML) is profoundly reshaping Quality Assurance (QA) in the financial services sector, making it more efficient, accurate, and cost-effective.

Financial Services 40

Financial Services IT 40

Cisco: M&A

JULY 25, 2023

Over the past few years, connected technologies have shifted into overdrive, causing businesses to reassess their digital infrastructures. The experiences consumers expect today rely on unified IT… Read more on Cisco Blogs

Business 98

Business IT Financial Services Capital 98

Global Banking & Finance

SEPTEMBER 3, 2024

By Varun Narayan Hegde, Principal Engineer at Amazon 4 September 2024 Introduction FinOps, short for Financial Operations, is an evolving framework aimed at enabling organizations to manage and optimize their cloud spending.

Financial Services 52

Financial Services Engineering Collaboration Finance 52

The TRADE

SEPTEMBER 19, 2023

Prior to this he worked at financial services firm Cantor Fitzgerald for thirteen years. The US bank said last week that it would cut management roles and other jobs in a wide reorganisation that was designed to give CEO Jane Fraser more direct control of the financial services behemoth.

Trading 69

Trading Equities IT Financial Services 69

Global Newswire by Notified: M&A

DECEMBER 18, 2024

This strategic acquisition strengthens AI Unlimited Groups Nest Egg platform, expanding its capabilities into regulated financial services, including direct brokerage, trade execution, and compliance-integrated solutions.

Financial Services 40

Financial Services Securities Broker Trading 40

The TRADE

JULY 5, 2023

AllianceBernstein (AB) has expanded its presence in the Middle East with a new office in Dubai International Financial Centre (DIFC), becoming the latest in a string of global asset management firms to set up shop in the region. The move comes as part of AB’s strategic plan to strengthen its presence in the Middle East.

Asset Management 111

Asset Management Financial Services Financial Institution Investors 111

The TRADE

JANUARY 10, 2025

MetLife Investment Management (MIM) has reached a definitive agreement to acquire three investment teams and assets managed by Mesirow, an independent financial services firm. As part of the move, MIM is acquiring the high yield and bank loan, strategic fixed income and small-cap equity teams and certain related investment products.

Management 69

Management Investment Asset Management Investment Manager 69

Global Banking & Finance

MARCH 12, 2024

Here’s What Financial Institutions Are Missing When It Comes To CX By Elizabeth Tobey, Head of Marketing Digital Solutions, NICE As consumers demand more digital banking options and financial services, organizations grapple with uncertain global financial markets; it often feels like the banks have their hands tied.

Financial Institution 53

Financial Institution IT Financial Services Financial Market 53