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Recent Activities

Activities between Nov. 15, 2024, 7:44 p.m. and Nov. 22, 2024, 7:44 p.m. from: Working Capital Financing.

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Prism Worldwide Raises $40 Million in Series A and A1 Funding Co-Led by Columbia Pacific Advisors and former Costco CEO Jim Sinegal

Document Date: Nov. 19, 2024, 2:12 p.m. / Source: PR Newswire
Activity Class: CorporateFinanceActivity / Type: Investment / Region: Kirkland
Investor: Target: Document Extract: Prism Worldwide Raises $ 40 Million in Series A and A1 Funding Co - Led by Columbia Pacific Advisors and former Costco CEO Jim Sinegal.
Document Source: https://www.prnewswire.com/news-releases/prism-worldwide-raises-40-million-in-series-a-and-a1-funding-co-led-by-columbia-pacific-advisors-and-former-costco-ceo-jim-sinegal-302310084.html (archive.org page / archive.org listing)


Finacity Facilitates an up to USD 50 Million Lender Finance Programme for Volo Fin Pte Ltd

Document Date: Nov. 18, 2024, 2 p.m. / Source: GlobeNewswire
Activity Class: CorporateFinanceActivity / Type: Investment / Region: Republic of Singapore
Investor: Participant: Target: Document Extract: STAMFORD, Conn., Nov. 18, 2024 (GLOBE NEWSWIRE) - Finacity Corporation, a White Oak Global Advisors Company ("Finacity") , announced today that it has successfully facilitated a new Lender Finance Program for Volo Fin Pte Ltd ("Volo Fin") , a leading cross-border factoring company headquartered in Singapore.
Document Source: https://www.globenewswire.com/news-release/2024/11/18/2982842/0/en/Finacity-Facilitates-an-up-to-USD-50-Million-Lender-Finance-Programme-for-Volo-Fin-Pte-Ltd.html (archive.org page / archive.org listing)


Luma Financial Technologies and iPipeline Collaborate to Streamline Annuity and Life Insurance Solutions for Financial Advisors and Agents

Document Date: Nov. 18, 2024, 2 p.m. / Source: Business Wire
Activity Class: PartnershipActivity
Partnership: Document Extract: Through this collaboration, Luma and iPipeline have developed a fully integrated solution that streamlines and simplifies workflows for Brokerage General Agencies (BGAs) , Independent Marketing Organizations (IMOs) , and broker-dealers, while enhancing accuracy and control. The solution is designed to drive efficiencies at every stage of the annuity and life insurance sales journey. The integrated solution from Luma and iPipeline will simplify every stage of the annuity and life insurance process, from education and product comparison to transaction management and lifecycle support. Agents will now be able to access a comprehensive suite of tools, including error-free applications, e-signatures, and customizable configurations, designed to optimize workflow efficiency and enrich the overall client experience. " Our collaboration with iPipeline underscores our commitment to providing innovative technology that enhances the efficiency and effectiveness of advisors and agents handling annuity and life insurance solutions for their clients ," said Jay Charles, Managing Director, Head of Insurance Products at Luma Financial Technologies. ``
Document Source: https://www.businesswire.com/news/home/20241118897832/en/Luma-Financial-Technologies-and-iPipeline-Collaborate-to-Streamline-Annuity-and-Life-Insurance-Solutions-for-Financial-Advisors-and-Agents (archive.org page / archive.org listing)


Guggenheim Securities Appoints Fares Noujaim as Co-Chairman

Document Date: Nov. 18, 2024, 3:59 p.m. / Source: GlobeNewswire
Activity Class: RoleActivity / Type: Starting / Region: United States
Role: Person: Organization: Document Extract: NEW YORK, Nov. 18, 2024 (GLOBE NEWSWIRE) - Guggenheim Securities, the investment banking and capital markets division of Guggenheim Partners, announced today that Fares Noujaim has been appointed Co-Chairman of Guggenheim Securities.
Document Source: https://www.globenewswire.com/news-release/2024/11/18/2982957/36636/en/Guggenheim-Securities-Appoints-Fares-Noujaim-as-Co-Chairman.html (archive.org page / archive.org listing)

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