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Recent Activities

Activities between Nov. 15, 2024, 11:56 p.m. and Nov. 22, 2024, 11:56 p.m. from: Proxy Adviser.

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Apolo IV Acquisition Corp. and Marviken Ontario Inc. enter into Merger Agreement

Document Date: Nov. 21, 2024, 3:29 a.m. / Source: GlobeNewswire
Activity Class: CorporateFinanceActivity / Type: Merger / Region: Canada
Protagonist: Document Extract: TORONTO, Nov. 20, 2024 (GLOBE NEWSWIRE) - Apolo IV Acquisition Corp. (TSXV: AIV.P) ("Apolo") and Marviken Ontario Inc. ("Marviken") in cooperation with BotOptions (UK) PLC, a financial institution specialising in the issuing of debt instruments, are pleased to announce that, further to its news release dated October 22, 2024, it has entered into a definitive merger agreement dated November 19, 2024 (the "Merger Agreement") with Marviken, Marviken ONE AB ("Marviken Sweden") and Apolo IV Amalco Inc. ("Apolo Subco") , a wholly - owned subsidiary of Apolo, in connection with the proposed business combination of Apolo Subco and Marviken, which transaction (the "Proposed Transaction") is intended to constitute Apolo's "Qualifying Transaction" (within the meaning of Policy 2.4 - Capital Pool Companies of the TSX Venture Exchange (the "Exchange") ).
Document Source: https://www.globenewswire.com/news-release/2024/11/21/2984875/0/en/Apolo-IV-Acquisition-Corp-and-Marviken-Ontario-Inc-enter-into-Merger-Agreement.html (archive.org page / archive.org listing)


Q2 Announces Enhanced Partnership with Larky to Deliver Personalized Marketing Experiences

Document Date: Nov. 19, 2024, 3 p.m. / Source: Business Wire
Activity Class: PartnershipActivity
Partnership: Document Extract: This strategic partnership will enable financial institutions to communicate with account holders using uniquely tailored push notifications that seamlessly incorporate geolocation capabilities to ensure timely and relevant outreach. Larky's nudge® solution, which has been integrated into the Q2 Mobile Banking Platform, delivers turnkey deep-linked mobile push notifications, sending account holders directly to the corresponding location within their mobile banking app or to a website URL. Financial institutions can select popular campaigns from the nudge® library or create their own campaigns with the help of AI-powered nudge® Assist. The expanded partnership between Larky and Q2 will help deliver a stronger collaboration between all parties. " We 're excited about our expanded partnership with Larky to help our financial institution customers deliver more personalized marketing experiences to their account holders ," said Johnny Ola, senior vice president of Q2 Innovation Studio at Q2.
Document Source: https://www.businesswire.com/news/home/20241119471550/en/Q2-Announces-Enhanced-Partnership-with-Larky-to-Deliver-Personalized-Marketing-Experiences (archive.org page / archive.org listing)


Paxos to Acquire Finnish E-Money Institution Membrane Finance

Document Date: Nov. 19, 2024, 2 p.m. / Source: PR Newswire
Activity Class: CorporateFinanceActivity / Type: Acquisition / Region: Republic of Finland
Buyer: Target: Document Extract: Paxos to Acquire Finnish E-Money Institution Membrane Finance.
Document Source: https://www.prnewswire.com/news-releases/paxos-to-acquire-finnish-e-money-institution-membrane-finance-302310043.html (archive.org page / archive.org listing)


BlueHub Loan Fund Secures $86.8M with Second Public Bond Issuance

Document Date: Nov. 18, 2024, 8:11 p.m. / Source: PR Newswire
Activity Class: CorporateFinanceActivity / Type: Ipo
Vendor: Participant: Document Extract: BOSTON, Nov. 18, 2024 /PRNewswire/ - BlueHub Capital today announces its affiliate, BlueHub Loan Fund, a leading national nonprofit community development financial institution (CDFI) , successfully issued $ 86.8 million of Sustainability Bonds in its second public debt offering.
Document Source: https://www.prnewswire.com/news-releases/bluehub-loan-fund-secures-86-8m-with-second-public-bond-issuance-302308985.html (archive.org page / archive.org listing)


BlueHub Loan Fund Secures $86.8M with Second Public Bond Issuance

Document Date: Nov. 18, 2024, 8:11 p.m. / Source: PR Newswire
Activity Class: CorporateFinanceActivity / Type: Investment
Target: Document Extract: BlueHub Loan Fund Secures $ 86.8M with Second Public Bond Issuance.
Document Source: https://www.prnewswire.com/news-releases/bluehub-loan-fund-secures-86-8m-with-second-public-bond-issuance-302308985.html (archive.org page / archive.org listing)


The Great American Group Launches as New Independent Business Following Formation of Partnership between Oaktree and B. Riley

Document Date: Nov. 18, 2024, noon / Source: PR Newswire
Activity Class: PartnershipActivity
Partnership: Document Extract: The launch of the GA Group as an independent business follows the completion of the transactions between B. Riley and Oaktree previously announced on October 14, 2024. Prior to the closing, B. Riley undertook a pre-closing internal reorganization resulting in the contribution of all of the interests in B. Riley's Appraisal and Valuation Services, Retail, Wholesale & Industrial Solutions and Real Estate businesses into Great American Holdings, LLC, a newly formed holding company ("Great American NewCo") . At the closing, B. Riley received total consideration consisting of approximately $ 203 million in cash, subject to certain purchase price adjustments, Class B Preferred Units of Great American NewCo with an initial aggregate liquidation preference of approximately $ 183 million, and Class A Common Units of Great American NewCo representing approximately 47 % of the total outstanding common units. B. Riley expects to record a gain on its investment in GA Group of approximately $ 235 million in its fourth quarter 2024 financial results. Bryant Riley, Chairman and Co-Chief Executive Officer of B. Riley, said, "We are excited about this new partnership with Oaktree, which has the scale and expertise in alternative investments to power GA Group's next chapter of growth and success.
Document Source: https://www.prnewswire.com/news-releases/the-great-american-group-launches-as-new-independent-business-following-formation-of-partnership-between-oaktree-and-b-riley-302308406.html (archive.org page / archive.org listing)


The Great American Group Launches as New Independent Business Following Formation of Partnership between Oaktree and B. Riley

Document Date: Nov. 18, 2024, noon / Source: PR Newswire
Activity Class: PartnershipActivity
Partnership: Document Extract: The Great American Group to Leverage 30-Year Track Record to Provide Industry-Leading Valuation, Appraisal, Asset Disposition and Real Estate Services. B. Riley to Recognize Gain of Approximately $ 235 Million on Transaction in Fourth Quarter 2024 Results. LOS ANGELES, Nov. 18, 2024 /PRNewswire/ - B. Riley Financial, Inc. (NASDAQ: RILY) ("B. Riley" or the "Company") , a diversified financial services company, and funds managed by Oaktree Capital Management, L.P. ("Oaktree") , today announced the launch of a partnership between B. Riley and Oaktree in the Great American ("GA") Group, an industry-leading provider of valuation, appraisal, asset disposition and real estate services. The launch of the GA Group as an independent business follows the completion of the transactions between B. Riley and Oaktree previously announced on October 14, 2024. Prior to the closing, B. Riley undertook a pre-closing internal reorganization resulting in the contribution of all of the interests in B. Riley's Appraisal and Valuation Services, Retail, Wholesale & Industrial Solutions and Real Estate businesses into Great American Holdings, LLC, a newly formed holding company ("Great American NewCo").
Document Source: https://www.prnewswire.com/news-releases/the-great-american-group-launches-as-new-independent-business-following-formation-of-partnership-between-oaktree-and-b-riley-302308406.html (archive.org page / archive.org listing)


Sound Credit Union Expands Partnership with Candescent to Drive Growth and Innovation

Document Date: Nov. 19, 2024, 1 p.m. / Source: Business Wire
Activity Class: PartnershipActivity / Region: Tacoma
Partnership: Document Extract: To help enable this scale, Sound has broadened its partnership with Candescent, adding digital account opening and onboarding as well as compelling self-service features such as credit score and continuous verification. " Providing our members with intuitive, robust experiences remains a top priority at Sound, and we are committed to maintaining and elevating these high standards of service as we continue grow ," said Nancy Sternitzky, Senior Vice President and Chief information Officer at Sound Credit Union. " Candescent has proven to be a strong, strategic partner, and we are confident that expanding our collaboration and adding more innovative features and services will allow us to deliver more personalized and secure experiences to our members ." " Sound is a leading credit union prioritizing digital-first innovation that continues to strengthen member loyalty and fuel growth ," said Brendan Tansill, Chief Executive Officer, Candescent. " By expanding our partnership, the credit union will benefit from sophisticated features and functionality, data-driven insights and the agile innovation enabled by our modern architecture.
Document Source: https://www.businesswire.com/news/home/20241119522232/en/Sound-Credit-Union-Expands-Partnership-with-Candescent-to-Drive-Growth-and-Innovation (archive.org page / archive.org listing)


Cameron Funkhouser joins SEDA Expert's Trade Surveillance Practice

Document Date: Nov. 20, 2024, 2:17 p.m. / Source: GlobeNewswire
Activity Class: RoleActivity / Type: Starting / Region: New York City
Role: Person: Organization: Document Extract: New York, NY, Nov. 20, 2024 (GLOBE NEWSWIRE) - SEDA Experts LLC, a leading expert witness firm providing world-class financial expert witness services, announced today that Cameron Funkhouser joined the firm as Managing Director.
Document Source: https://www.globenewswire.com/news-release/2024/11/20/2984534/0/en/Cameron-Funkhouser-joins-SEDA-Expert-s-Trade-Surveillance-Practice.html (archive.org page / archive.org listing)


Growth Resources Draw Advisor with $110 Million to Ameriprise Financial from LPL

Document Date: Nov. 21, 2024, 4:07 p.m. / Source: Business Wire
Activity Class: RoleActivity / Type: Moving To
Role: Person: Organization: Document Extract: Ameriprise Financial, Inc. (NYSE: AMP) today announced that financial advisor Steve Salmon, MBA, recently joined the firm's independent channel from LPL Financial with $ 110 million in assets.
Document Source: https://www.businesswire.com/news/home/20241121714939/en/Growth-Resources-Draw-Advisor-with-110-Million-to-Ameriprise-Financial-from-LPL (archive.org page / archive.org listing)


Provident Bank Strengthens Human Resources Team with Senior Vice President to Drive the Bank's People Development Strategy

Document Date: Nov. 21, 2024, 1 p.m. / Source: GlobeNewswire
Activity Class: RoleActivity / Type: Starting / Region: Bailiwick of Jersey
Role: Person: Organization: Document Extract: ISELIN, N.J., Nov. 21, 2024 (GLOBE NEWSWIRE) - Provident Bank, a leading New Jersey - based financial institution, is pleased to announce that Kim Strignile has joined the Human Resources team as Senior Vice President, HR Business Partner Director.
Document Source: https://www.globenewswire.com/news-release/2024/11/21/2985140/0/en/Provident-Bank-Strengthens-Human-Resources-Team-with-Senior-Vice-President-to-Drive-the-Bank-s-People-Development-Strategy.html (archive.org page / archive.org listing)


Global Advisory Firm Wachsman Names Industry Leader Karen Clyne as Managing Director, America

Document Date: Nov. 20, 2024, 2 p.m. / Source: Business Wire
Activity Class: RoleActivity / Type: Starting / Region: United States
Role: Person: Organization: Document Extract: Wachsman, a global communications leader in emerging technology, financial services, digital assets and cryptocurrency, has appointed Karen Clyne as Managing Director, America.
Document Source: https://www.businesswire.com/news/home/20241120319385/en/Global-Advisory-Firm-Wachsman-Names-Industry-Leader-Karen-Clyne-as-Managing-Director-America (archive.org page / archive.org listing)


Jared Copinga, CRPC®, Joins Prime Capital Financial

Document Date: Nov. 19, 2024, 2 p.m. / Source: Business Wire
Activity Class: RoleActivity / Type: Continuing / Region: Salt Lake City
Role: Person: Organization: Document Extract: Prime Capital Financial, formerly Prime Capital Investment Advisors, proudly announces the addition of Salt Lake City, Utah - based financial advisor Jared Copinga.
Document Source: https://www.businesswire.com/news/home/20241118780122/en/Jared-Copinga-CRPC%25C2%25AE-Joins-Prime-Capital-Financial (archive.org page / archive.org listing)

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