Private Equity Wire

APRIL 30, 2024

Genstar Capital, a private equity firm focused targeted segments of the healthcare, financial services, industrials and software industries, has added pharma executive Keith Martino to its strategic advisory board. In his new role, Martino will advise Genstar on its healthcare vertical.

Private Equity Firms 78

Private Equity Firms Private Equity Firms Venture Capital Consultants 78

Private Equity Insights

NOVEMBER 6, 2023

Guidehouse, a leading global provider of consulting services to the public sector and commercial markets, entered into a definitive agreement to be acquired by an affiliate of Bain Capital Private Equity (“Bain Capital”) for $5.3bn. Guidehouse has been owned by Veritas Capital since 2018.

Capital 130

Capital Consultants Consulting Legal 130

Private Equity Insights

OCTOBER 18, 2023

Get the week’s top news delivered directly to your inbox – Sign up for our newsletter Sign up Serving the healthcare, financial services, industrial and agriculture, retail and distribution, transportation and public sectors, Kin + Carta became the first publicly traded business on the London Stock Exchange to earn B Corp accreditation.

Consultants 130

Consultants Consulting Stock Exchanges Private Companies 130

Private Equity Wire

MAY 10, 2024

Lower mid-market private investment firm Ethos Partners will sell UK compliance consultancy Cosegic to international mid-market private equity firm MML Capital.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Hedge Funds Consultants 52

FinSMEs

FEBRUARY 7, 2024

AArete, a Chicago, IL-based global management and technology consulting firm, acquired Legerity, a technology consulting firm based in Norfolk, Virginia. The acquisition will expand AArete’s technology solutions and capabilities for its clients in healthcare, financial services and the public sector.

Consultants 62

Consultants Consulting Financial Services 62

FinSMEs

APRIL 8, 2024

Accenture (NYSE: ACN) has acquired Axis Corporate, a Barcelona, Spain-based management and technology business consulting firm specialized in financial services. The amount of the deal was not disclosed.

Consultants 62

Consultants Consulting Financial Services Companies 62

AltAssets

FEBRUARY 21, 2024

Thoma Bravo is reportedly considering an $8bn sale of consulting firm JD Power, five years after buying into the business. The PE firm is working with a financial advisor to find a buyer according to Bloomberg, which cited unnamed sources.

Consultants 77

Consultants Consulting Financial Services Buyout 77

The Motley Fool

SEPTEMBER 14, 2023

Finally, Amazon Web Services (AWS) has led the cloud infrastructure and platform services (CIPS) market for 12 consecutive years, and its current market share rivals that of Microsoft 's Azure and Alphabet 's Google Cloud combined. Amazon reported encouraging financial results in the second quarter.

Financial Services 246

Financial Services Shareholders Consultants Consulting 246

FinSMEs

JANUARY 10, 2024

Marlabs, a Piscataway, NJ-based digital solutions company, acquired Onebridge, an Indianapolis, IN-based data consulting firm. Led by Paul Rothwell, CEO, Onebridge is a data consulting firm serving healthcare, life sciences, manufacturing, financial services, and […] The post Marlabs Acquires Onebridge appeared first on FinSMEs.

Consultants 62

Consultants Consulting Financial Services Companies 62

The Motley Fool

MARCH 21, 2024

Investors are largely focused on what's to come and sent shares of the consulting giant down 8% as of 11:45 a.m. Revenue was flat in Europe and down slightly in North America, and large sectors, like communications and financial services, saw sales declines. Europe and North America are falling behind Accenture earned $2.77

Consultants 130

Consultants Consulting Financial Services Returns 130

Walkner Condon Financial Advisors

MAY 9, 2024

Read more on what impact this will have on financial services and Clint’s comments HERE. You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only.

Consultants 59

Consultants Consulting Education Legal 59

The Motley Fool

AUGUST 23, 2023

Additionally, Amazon Web Services has led the cloud computing market for 12 consecutive years, an achievement that consultancy firm Gartner attributes to the unparalleled breadth and depth of its cloud services portfolio. Discover Financial Services is an advertising partner of The Ascent, a Motley Fool company.

Hedge Funds 246

Hedge Funds Financial Services Consultants Consulting 246

The Motley Fool

APRIL 1, 2024

UiPath has over 10,800 customers worldwide, including financial services leader FiServ and audio-streaming service provider Spotify. Its partner network includes consulting giants Accenture , Cognizant , and Deloitte.

Consultants 189

Consultants Consulting Financial Services Returns 189

The Motley Fool

JANUARY 29, 2024

The former is the most valuable financial services brand in the world, and the latter traces its roots back to Thomas Edison. Visa is also investing across its three focus areas: consumers payments, commercial and account-based payments, and value-added services like acceptance, analytics, and consulting solutions.

Portfolios 244

Portfolios Hedge Funds Investing Consultants 244

FinSMEs

FEBRUARY 14, 2024

ResultsCX, a Fort Lauderdale, FL-based provider of transformational CXM (Customer Experience Management) services to global brands, acquired Huntswood, a Berkshire, UK-based consulting and customer solutions company. The amount of the deal was not disclosed.

Consultants 62

Consultants Consulting Financial Services Banks 62

FinSMEs

NOVEMBER 28, 2023

-based digital transformation consulting firm that specializes in Salesforce solutions. Financial terms of the transaction were not disclosed. Founded in 2008 and led by Ajay Batish, CEO, Incapsulate designs and implements Salesforce solutions for organizations in the public sector and financial services industries.

Consultants 57

Consultants Consulting Financial Services 57

The Motley Fool

JUNE 25, 2023

Another quarter of decelerating growth Accenture provides IT services to five major industries: communications, media, and tech (17% of its third-quarter revenue), financial services (19%), health and public services (20%), products (30%), and resources (14%). Image source: Getty Images. YOY = Year-over-year.

Consultants 246

Consultants Consulting Financial Services Investors 246

Indigo Marketing Agency

MARCH 21, 2024

By ranking higher in search results for relevant keywords, you increase your chances of being discovered by potential clients actively seeking financial services. This, in turn, can lead to more inquiries, consultations, and ultimately, conversions. What Are the Key Elements of an Effective SEO Strategy?

Consultants 89

Consultants Consulting Financial Services Investing 89

Private Equity Wire

JANUARY 2, 2024

EY has expanded its tax team with the appointment of two new partners, Elliott Morley and Gabriel Iliuta, as the firm gears up for an anticipated increase in client demand for specialist private credit advice, according to a report by Consultancy.

Taxes 77

Taxes Consultants Consulting Financial Services 77

The Motley Fool

APRIL 21, 2024

Shopping around is smart, because there are many other annuities out there than the particular ones a given financial services company is offering you. Don't be afraid to consult a financial advisor about your overall retirement plan, too, as retirement is such a critical topic.

Consultants 130

Consultants Consulting Taxes Financial Services 130

Private Equity Wire

DECEMBER 19, 2023

He has spent over 22 years working in financial services, with particular expertise in hedge funds and private equity. Previously, Perras was Head of Client Operations and Executive Director at MUFG Alternative Fund Services (Cayman). Perras joins Calderwood with significant experience in the investment fund space.

Hedge Funds 86

Hedge Funds Consultants Consulting Financial Services 86

The Motley Fool

JANUARY 22, 2024

These include nonprofits, certain publicly traded companies, financial services companies like banks and broker-dealers in securities, insurance companies, and accounting firms. These businesses could include LLCs, corporations, and other business entities. Some types of businesses are exempt from BOI Reporting.

Legal 246

Legal Taxes Liabilities Banks 246

Private Equity Wire

JULY 13, 2023

Rueda has more than 30 years of experience in major financial institutions, including consulting, financial services, insurance, as we all PE and VC. Most recently, Rueda served as CFO and Vice-Chairman of the Executive Board at financial services provider NN Group.

Financing 52

Financing Finance Capital Private Equity Firms 52

Private Equity Wire

JUNE 23, 2023

Fund IV has already closed on its first two investments – FS Vector, a Washington, DC-based strategic consulting firm that delivers a range of advisory and advocacy solutions to companies in the innovative financial services ecosystem including lending, payments, fintech, insurance, and other financial services companies, and JSI, a provider of specialty (..)

Private Equity Firms 52

Private Equity Firms Private Equity Firms Consultants Consulting 52

The Motley Fool

JUNE 27, 2023

After testing the waters with ApplePay, Apple Card, and, most recently, Apple Pay Later, it's certain that Apple will make a serious entrance into financial services. According to Boston Consulting Group, fintech is projected to grow from $245 billion to $1.5 FY = fiscal year. trillion globally by 2030.

Consultants 246

Consultants Consulting Public Companies Stakes 246

Private Equity Insights

DECEMBER 22, 2023

” Alvarez & Marsal, Boston Consulting Group, Nextfed, and PricewaterhouseCoopers served as advisors to Carlyle and Insight Partners. Insight is excited to partner with the Exiger management team and Carlyle to drive the next phase of growth at Exiger as they scale up.”

Buyout 130

Buyout Consultants Consulting Legal 130

Indigo Marketing Agency

MAY 8, 2024

The TMP Growth process includes: Strategy Consultation: It all starts with a strategy consultation. Click here to set up your free strategy consultation. At Indigo Marketing Agency, we know what audiences who need financial services are looking for, and we’re happy to help.

Consultants 52

Consultants Consulting Prospects Education 52

The Motley Fool

NOVEMBER 28, 2023

MercadoLibre The bull case for MercadoLibre centers on its strong presence in Latin America's e-commerce , financial services, and digital advertising markets. According to consultancy McKinsey, the region is primed for robust economic expansion driven by the adoption of digital technologies.

Consultants 189

Consultants Consulting Accounting Financial Services 189

The Motley Fool

AUGUST 8, 2023

I don't always love to see financial experts taking the wheel of a technology business, but Robbiati is quite the renaissance man, with CFO and CEO stints across the telecom , financial services, and technology consulting sectors.

Consultants 130

Consultants Consulting Financial Services Funds 130

Sara Grillo

APRIL 26, 2024

I remember I used to get free training on technology and many other aspects of financial services because I worked for JPMorgan right out of school. First… If you want my help on a one-on-one basis, let’s set up some time for a consultation! I’m also available for consulting on a hourly basis if you need additional support.

Investment Firms 52

Investment Firms Consultants Consulting Investing 52

The Motley Fool

FEBRUARY 13, 2024

In May, Chainlink published a number of potential use cases of how it might be able to leverage the new AI trend, including those involving supply chain logistics, financial services, and healthcare. The Boston Consulting Group (BCG) projects this could be a $16 trillion market opportunity by 2030, and for good reason.

Financing 130

Financing Finance Leveraging Assets 130

Indigo Marketing Agency

DECEMBER 19, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of our personal heroes and mentors. Check out his Twitter feed here.

Education 116

Education Consultants Consulting Financial Services 116

The Motley Fool

MARCH 24, 2024

Technology Select Sector SPDR ETF (NYSEMKT: XLK) : This ETF casts a broader net, including semiconductors, IT consultants, software, computers, and more. Health Care Select Sector SPDR ETF (NYSEMKT: XLV) : This ETF spans healthcare equipment and supplies, healthcare providers and services, biotechnology, and pharmaceutical industries.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Consultants Consulting 130

The Motley Fool

MARCH 24, 2024

However, with consulting firm McKinsey projecting the cybersecurity industry to grow from $150 billion today to between $1.5 Through its business-to-business product, Clear Verified, the company has partnered with enterprises in pro sports leagues, e-commerce, retail, financial services, hospitality, and healthcare.

Initial Public Offering 130

Initial Public Offering Consultants Consulting Prospects 130

The Motley Fool

SEPTEMBER 16, 2023

On a global level, this surveillance could have numerous use cases in deterring fraud, illegal activities, or any other financial debauchery. Meanwhile, VAS also provides its clients with insights, consulting, merchant loyalty, and marketing services using the company's immense transactional data. still looks enticing.

Consultants 130

Consultants Consulting Financial Services Banks 130

Private Equity Wire

JUNE 21, 2023

Key elements of the Managed Performance Services offering include: portfolio and fund performance calculations; composite management and performance calculations; and GIPS compliance oversight and verification management.

Portfolios 59

Portfolios Consultants Consulting Financial Services 59

Sara Grillo

DECEMBER 11, 2023

I’m a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. But before we get to the podcast… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. Can I get a whoo hoo on that?

Consultants 59

Consultants Consulting Due Diligence Education 59