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Recent Activities

Activities between Nov. 15, 2024, 8:06 p.m. and Nov. 22, 2024, 8:06 p.m. from: Business Advisory And Expert Services Firm.

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Vident Asset Management Congratulates Brown Advisory on the Launch of Its First ETF

Document Date: Nov. 19, 2024, 2 p.m. / Source: Business Wire
Activity Class: PartnershipActivity / Region: United States
Partnership: Document Extract: Vident acts as sub-advisor for BAFE, the first ETF from Brown Advisory, a fund designed to provide investors with exposure to domestic equities utilizing Brown Advisory's proprietary "Flexible Equity" methodology which seeks to provide long-term performance in value names in both growth and value market cycles. In bringing this fund to market, Brown Advisory and Vident partnered to utilize a 351 transaction to convert a number of Brown's separately managed accounts into this single new ETF, given the potential that the ETF wrapper has to provide improved tax treatment and other benefits for Brown Advisory clients. " We are thrilled to help welcome our colleagues at Brown Advisory to the fast-growing ETF ecosystem ," said Amrita Nandakumar, President of Vident. " Both of our firms have a commitment to putting the client first in all that we do, so it has been a true pleasure to work with their team on the journey from idea to launch day. We congratulate them on the launch of BAFE, which adds a powerful new portfolio construction tool to the building blocks available for advisors and investors ."
Document Source: https://www.businesswire.com/news/home/20241119291443/en/Vident-Asset-Management-Congratulates-Brown-Advisory-on-the-Launch-of-Its-First-ETF (archive.org page / archive.org listing)


Brown Advisory Selects SEI to Launch First ETF

Document Date: Nov. 18, 2024, 2 p.m. / Source: PR Newswire
Activity Class: PartnershipActivity / Region: United States
Partnership: Awarded: Document Extract: OAKS, Pa., Nov. 18, 2024 /PRNewswire/ - SEI® (NASDAQ: SEIC) today announced that Brown Advisory selected the Advisors' Inner Circle Fund® (AIC) series trust as its operational platform to launch the Brown Advisory Flexible Equity ETF (NASDAQ: BAFE) , the firm's first ETF. A fundamental active strategy focused on U.S. companies, Brown Advisory's Flexible Equity ETF is managed by a tenured team with an existing footprint in mutual funds and separately managed accounts (SMAs) . Brown Advisory's fund launches as the U.S. ETF market maintains a strong growth rate, reaching a record high of $ 10 trillion at the end of September.1 Institutional asset managers, such as Brown Advisory, have driven growth in recent years, bringing to market established strategies and entering the market with significant assets due to the conversion of SMAs or mutual funds. The BAFE ETF was launched through the conversion of taxable SMAs. Chris Bartlett, Head of the Institutional business of Brown Advisory, said:
Document Source: https://www.prnewswire.com/news-releases/brown-advisory-selects-sei-to-launch-first-etf-302306332.html (archive.org page / archive.org listing)


Vertex Acquires CBBG Group

Document Date: Nov. 19, 2024, 5 a.m. / Source: PR Newswire
Activity Class: CorporateFinanceActivity / Type: Acquisition / Region: Dubai
Buyer: Participant: Target: Document Extract: DUBAI, UAE, Nov. 19, 2024 /PRNewswire/ - The Vertex Companies, LLC ("Vertex") , a portfolio company of Wind Point Partners ("Wind Point") , is pleased to announce the acquisition of CBBG Group Construction Expert Services, Ltd ("CBBG") , a highly respected construction expert services firm with specific expertise in construction disputes and arbitration, including delay claims, disruption claims, quantum, expert determination and technical consulting.
Document Source: https://www.prnewswire.com/news-releases/vertex-acquires-cbbg-group-302308894.html (archive.org page / archive.org listing)


Bluewave Technology Group Expands Northeast Footprint with the Acquisition of Comtel Group, Inc.

Document Date: Nov. 19, 2024, 2 p.m. / Source: prweb
Activity Class: CorporateFinanceActivity / Type: Acquisition
Buyer: Target: Document Extract: Bluewave Technology Group Expands Northeast Footprint with the Acquisition of Comtel Group, Inc.
Document Source: https://www.prweb.com/releases/bluewave-technology-group-expands-northeast-footprint-with-the-acquisition-of-comtel-group-inc-302307566.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)


Bailey & Company Announces Strategic Hire of Industry-Leading Healthcare Analyst as Director of Market Development

Document Date: Nov. 20, 2024, 5:58 p.m. / Source: Business Wire
Activity Class: RoleActivity / Type: Starting
Role: Person: Organization: Document Extract: In a strategic move to elevate thought leadership and strengthen market differentiation, Bailey & Company announced today the appointment of Rebecca Springer, Ph.D., former lead healthcare analyst at PitchBook, as director of market development.
Document Source: https://www.businesswire.com/news/home/20241120083373/en/Bailey-Company-Announces-Strategic-Hire-of-Industry-Leading-Healthcare-Analyst-as-Director-of-Market-Development (archive.org page / archive.org listing)


LBMC Names Anna Maddox as Chief People Officer, Continuing its Commitment to Talent Development and Growth

Document Date: Nov. 19, 2024, 2 p.m. / Source: GlobeNewswire
Activity Class: RoleActivity / Type: Starting / Region: Nashville
Role: Person: Organization: Document Extract: Nashville, Tenn., Nov. 19, 2024 (GLOBE NEWSWIRE) - LBMC, one of the nation's top 40 accounting and business consulting firms, is pleased to announce that Anna Maddox has been named Chief People Officer.
Document Source: https://www.globenewswire.com/news-release/2024/11/19/2983712/0/en/LBMC-Names-Anna-Maddox-as-Chief-People-Officer-Continuing-its-Commitment-to-Talent-Development-and-Growth.html (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)

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