Finance Yorkshire

Hightower Advisors | August 11, 2020

Hightower today announced it has made a strategic investment in Teak Tree Capital Management, a $600 million advisory business in Fort Worth, Texas, that specializes in financial planning and research-driven investment strategies designed to protect and grow wealth. Founded in 2009, Teak Tree has seven employees, including three advisors, serving entrepreneurs, business professionals, and multi-generational families. Teak Tree’s mission is to educate clients, organize and simplify th...

Lambert, Casteel Schoenborn | January 14, 2020

Lambert & Co., a top-10 investor relations firm and a top-5 private equity communications agency nationally, today announced the acquisition of Casteel Schoenborn Investor Relations & Corporate Communications. The deal marks Lambert's seventh transaction and second in the last two months. The transaction advances Lambert's strategy to be the nation's leading integrated investor relations and public relations firm for emerging and established market leaders through...

NCR Corporation | February 09, 2021

NCR Corporation, today announced that they acquired Terafina, which is a leading and well-known solution provider for account opening, and onboarding. NCR Corporation is a leading and well-known provider of technology and software banks and financial institutions. Terafina enlarges NCR marketing capabilities and sales in its industry foremost platform for Digital First Banking to enterprise income growth across customer and commercial market sections. Mixing the client onboarding ...

Ivy Lender | May 04, 2020

Ivy Lender has called out banks and fintechs for exploiting the Paycheck Protection Programme (PPP). SBA has tried to tackle the unequal treatment to small businesses many of which are now suing major banks.