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INVESTMENT MANAGEMENT

COLONY BANK LAUNCHES INVESTMENT PROGRAM IN PARTNERSHIP WITH AMERIPRISE FINANCIAL

Colony Bank and Ameriprise Financial | August 20, 2022

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Georgia-based Colony Bank recently launched a new wealth management program with Ameriprise Financial as its broker-dealer. Following an extensive search, Colony selected the Ameriprise Financial Institutions Group to provide digitally-enabled, personalized financial advice and investment solutions to its customers. With 37 locations throughout Georgia, the bank will operate its wealth management program under the brand Colony Financial Advisors. “We were drawn...

Read More

FINANCIAL MANAGEMENT,FINTECH

FORMFREE AND TAKE3TECH PARTNER TO BRING ACCOUNTCHEK ASSET, INCOME AND EMPLOYMENT VERIFICATION TO THE LOANMAPS MORTGAGE TECHNOLOGY PLATFORM

FormFree | August 25, 2022

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FormFree® today announced it has partnered with Take Three Technologies (Take3Tech) to make its AccountChek® automated asset, income, and employment verification solutions available within LoanMAPS™, an all-in-one loan origination platform that encompasses a loan origination system (LOS), point-of-sale system (POS), customer relationship management system (CRM), compliance monitoring and report generation. The integration enables loan originators to text or email bor...

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GREAT ROCK CAPITAL PROVIDES $20M SENIOR SECURED CREDIT FACILITY TO HORSBURGH & SCOTT

Great Rock Capital | July 21, 2020

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Great Rock Capital, an asset-focused commercial finance company specializing in middle market lending, today announced the close of a $20 million senior secured credit facility with Horsburgh & Scott, a manufacturer of mission critical, custom engineered gears and gearboxes utilized in heavy industrial machinery. The capital provides Horsburgh & Scott with additional liquidity to support their growing platform. The tailored facility includes a traditional term loan, as well as a revolver...

Read More

FINANCIAL MANAGEMENT,INVESTMENT MANAGEMENT

INVESTMENT BANKING FIRM OUTCOME CAPITAL LAUNCHES ADVISORY PRACTICE

Outcome Capital | August 26, 2022

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Outcome Capital, a highly specialized life science and healthcare investment banking group, today announced the formal launch of an Advisory Services Practice in response to demand from client companies and their Boards for earlier access to Outcome’s broad scientific, clinical, financial and strategy capabilities. The firm’s advisory services will include bespoke tax and accounting solutions provided by Michaele Esdale, PhD, CPA, who joined the firm earlier this year. Read More

news image

INVESTMENT MANAGEMENT

COLONY BANK LAUNCHES INVESTMENT PROGRAM IN PARTNERSHIP WITH AMERIPRISE FINANCIAL

Colony Bank and Ameriprise Financial | August 20, 2022

Georgia-based Colony Bank recently launched a new wealth management program with Ameriprise Financial as its broker-dealer. Following an extensive search, Colony selected the Ameriprise Financial Institutions Group to provide digitally-enabled, personalized financial advice and investment solutions to its customers. With 37 locations throughout Georgia, the bank will operate its wealth management program under the brand Colony Financial Advisors. “We were drawn...

Read More
news image

FINANCIAL MANAGEMENT,FINTECH

FORMFREE AND TAKE3TECH PARTNER TO BRING ACCOUNTCHEK ASSET, INCOME AND EMPLOYMENT VERIFICATION TO THE LOANMAPS MORTGAGE TECHNOLOGY PLATFORM

FormFree | August 25, 2022

FormFree® today announced it has partnered with Take Three Technologies (Take3Tech) to make its AccountChek® automated asset, income, and employment verification solutions available within LoanMAPS™, an all-in-one loan origination platform that encompasses a loan origination system (LOS), point-of-sale system (POS), customer relationship management system (CRM), compliance monitoring and report generation. The integration enables loan originators to text or email bor...

Read More
news image

GREAT ROCK CAPITAL PROVIDES $20M SENIOR SECURED CREDIT FACILITY TO HORSBURGH & SCOTT

Great Rock Capital | July 21, 2020

Great Rock Capital, an asset-focused commercial finance company specializing in middle market lending, today announced the close of a $20 million senior secured credit facility with Horsburgh & Scott, a manufacturer of mission critical, custom engineered gears and gearboxes utilized in heavy industrial machinery. The capital provides Horsburgh & Scott with additional liquidity to support their growing platform. The tailored facility includes a traditional term loan, as well as a revolver...

Read More
news image

FINANCIAL MANAGEMENT,INVESTMENT MANAGEMENT

INVESTMENT BANKING FIRM OUTCOME CAPITAL LAUNCHES ADVISORY PRACTICE

Outcome Capital | August 26, 2022

Outcome Capital, a highly specialized life science and healthcare investment banking group, today announced the formal launch of an Advisory Services Practice in response to demand from client companies and their Boards for earlier access to Outcome’s broad scientific, clinical, financial and strategy capabilities. The firm’s advisory services will include bespoke tax and accounting solutions provided by Michaele Esdale, PhD, CPA, who joined the firm earlier this year. Read More