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Recent Activities

Activities between Nov. 15, 2024, 7:33 p.m. and Nov. 22, 2024, 7:33 p.m. from: Management And Technology Advisory Firm.

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Info-Tech LIVE Goes Global in 2025: Premier IT Conference Expands With Events in Australia, EMEA, and North America

Document Date: Nov. 21, 2024, 3:06 p.m. / Source: PR Newswire
Activity Class: LocationActivity / Type: Added
Location_Added_By: Location: Document Extract: TORONTO, Nov. 21, 2024 /PRNewswire/ - Info-Tech Research Group, a global leader in IT research and advisory, has announced the international expansion of its flagship conference, Info-Tech LIVE, in 2025.
Document Source: https://www.prnewswire.com/news-releases/info-tech-live-goes-global-in-2025-premier-it-conference-expands-with-events-in-australia-emea-and-north-america-302312505.html (archive.org page / archive.org listing)


Info-Tech LIVE Goes Global in 2025: Premier IT Conference Expands With Events in Australia, EMEA, and North America

Document Date: Nov. 21, 2024, 3:06 p.m. / Source: PR Newswire
Activity Class: LocationActivity / Type: Added
Location_Added_By: Location: Document Extract: Info-Tech Research Group has announced the global expansion of its flagship event, Info-Tech LIVE, with new events set for Australia in March 2025, Las Vegas in June 2025, and the EMEA region in fall 2025.
Document Source: https://www.prnewswire.com/news-releases/info-tech-live-goes-global-in-2025-premier-it-conference-expands-with-events-in-australia-emea-and-north-america-302312505.html (archive.org page / archive.org listing)


Info-Tech LIVE Goes Global in 2025: Premier IT Conference Expands With Events in Australia, EMEA, and North America

Document Date: Nov. 21, 2024, 3:06 p.m. / Source: PR Newswire
Activity Class: LocationActivity / Type: Added
Location_Added_By: Location: Document Extract: Info-Tech Research Group has announced the global expansion of its flagship event, Info-Tech LIVE, with new events set for Australia in March 2025, Las Vegas in June 2025, and the EMEA region in fall 2025.
Document Source: https://www.prnewswire.com/news-releases/info-tech-live-goes-global-in-2025-premier-it-conference-expands-with-events-in-australia-emea-and-north-america-302312505.html (archive.org page / archive.org listing)


The RepTrak Company is Acquired by Periscope Equity

Document Date: Nov. 19, 2024, 1 p.m. / Source: PR Newswire
Activity Class: CorporateFinanceActivity / Type: Investment / Region: Chicago
Investor: Target: Document Extract: BOSTON, Nov. 19, 2024 /PRNewswire/ - The RepTrak Company™, the global leader in reputation intelligence, announced a majority recapitalization by Periscope Equity, a Chicago - based private equity firm specializing in founder - led, technology-enabled services firms.
Document Source: https://www.prnewswire.com/news-releases/the-reptrak-company-is-acquired-by-periscope-equity-302309176.html (archive.org page / archive.org listing)


BrightTower Advises Reputation Intelligence Leader RepTrak in Sale to Periscope Equity

Document Date: Nov. 19, 2024, 2:13 p.m. / Source: PR Newswire
Activity Class: CorporateFinanceActivity / Type: Investment / Region: Chicago
Investor: Participant: Target: Document Extract: NEW YORK, Nov. 19, 2024 /PRNewswire/ - The RepTrak Company™, the global leader in reputation intelligence, announced a majority recapitalization by Periscope Equity, a Chicago - based private equity firm specializing in technology-enabled advisory firms.
Document Source: https://www.prnewswire.com/news-releases/brighttower-advises-reputation-intelligence-leader-reptrak-in-sale-to-periscope-equity-302310087.html (archive.org page / archive.org listing)


MorganFranklin Consulting Launches AI-Driven Orion Managed Detection & Response Service in Partnership with Stellar Cyber

Document Date: Nov. 19, 2024, 2 p.m. / Source: Business Wire
Activity Class: PartnershipActivity
Partnership: Document Extract: MorganFranklin Consulting, a leading advisory and management firm specializing in finance, technology, and cybersecurity, announces the launch of its Orion Managed Detection & Response (MDR) service in partnership with Stellar Cyber. This collaboration brings Stellar Cyber's renowned cybersecurity technology into MorganFranklin's Orion MDR platform, providing an integrated and comprehensive approach to modern threat detection and response. The Orion MDR service from MorganFranklin Consulting features a NextGen-SIEM and Extended Detection and Response (XDR) platform that delivers enhanced threat detection, streamlined incident response, and comprehensive threat intelligence integration. Orion is designed to improve organizations' security postures while minimizing operational risks by providing automated threat hunting and actionable insights. The MDR market is growing quickly, fueled by increasingly sophisticated cyber threats and demand for proactive, comprehensive security solutions.
Document Source: https://www.businesswire.com/news/home/20241119273005/en/MorganFranklin-Consulting-Launches-AI-Driven-Orion-Managed-Detection-Response-Service-in-Partnership-with-Stellar-Cyber (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)


Front Street Capital Management Selects SEI for Custody and Advisor Technology

Document Date: Nov. 21, 2024, 2 p.m. / Source: PR Newswire
Activity Class: PartnershipActivity
Partnership: Document Extract: Michele Blood, Co-Founder and Chief Operating Officer at Front Street, summarized the firm's reasons for choosing SEI as its custodian and technology provider: " SEI's technology and advisor services capabilities are immensely important for us to provide more effective, efficient, and personal interactions and information for our growing client base, and SEI's commitment to supporting our distinctive investing activities, while continually enhancing their platform's capabilities, provided us the comfort to make the switch. SEI embodies our criteria for enduring, successful businesses, and that is also a key differentiator for us ." Highlighting the benefits of the strategic partnership, Gabriel Garcia, Head of RIA Client Strategy and Experience for SEI's Advisor business, said: " In today's landscape, tight integration across technology and operations matters-particularly when it comes to efficiently running a business while providing a connected and collaborative experience for advisors and investors.
Document Source: https://www.prnewswire.com/news-releases/front-street-capital-management-selects-sei-for-custody-and-advisor-technology-302312057.html (archive.org page / archive.org listing)


Front Street Capital Management Selects SEI for Custody and Advisor Technology

Document Date: Nov. 21, 2024, 2 p.m. / Source: PR Newswire
Activity Class: PartnershipActivity / Region: Oaks
Partnership: Awarded: Document Extract: Front Street Capital Management Selects SEI for Custody and Advisor Technology. Integrated Custody and Technology Solution Powers Connected Experience and Business Growth. OAKS, Pa., Nov. 21, 2024 /PRNewswire/ - SEI® (NASDAQ: SEIC) today announced that Front Street Capital Management (Front Street) has selected SEI for custody and technology solutions, embracing a tightly integrated, single infrastructure that provides an end-to-end experience across every aspect of an advisor's business, including a dedicated service and relationship management model. Front Street is moving more than $ 600 million in assets under management to SEI. The Montana - based registered investment advisor invests client capital exclusively in purpose-driven companies that demonstrate ultra-long-term compounding ability and core values of management integrity, employee empowerment, teamwork, passion, long-term focus, and disciplined capital allocation.
Document Source: https://www.prnewswire.com/news-releases/front-street-capital-management-selects-sei-for-custody-and-advisor-technology-302312057.html (archive.org page / archive.org listing)


Front Street Capital Management Selects SEI for Custody and Advisor Technology

Document Date: Nov. 21, 2024, 2 p.m. / Source: PR Newswire
Activity Class: PartnershipActivity
Partnership: Document Extract: Front Street invests on the assumption that great managers can continually create more customer value by cultivating cultures that demonstrate high levels of cooperation, communication, trust, and continual improvement philosophies. Michele Blood, Co-Founder and Chief Operating Officer at Front Street, summarized the firm's reasons for choosing SEI as its custodian and technology provider: " SEI's technology and advisor services capabilities are immensely important for us to provide more effective, efficient, and personal interactions and information for our growing client base, and SEI's commitment to supporting our distinctive investing activities, while continually enhancing their platform's capabilities, provided us the comfort to make the switch. SEI embodies our criteria for enduring, successful businesses, and that is also a key differentiator for us ." Highlighting the benefits of the strategic partnership, Gabriel Garcia, Head of RIA Client Strategy and Experience for SEI's Advisor business, said:
Document Source: https://www.prnewswire.com/news-releases/front-street-capital-management-selects-sei-for-custody-and-advisor-technology-302312057.html (archive.org page / archive.org listing)


Sollinda Wealth Welcomes BRS Financial to Advisory Platform

Document Date: Nov. 20, 2024, 1 p.m. / Source: PR Newswire
Activity Class: PartnershipActivity
Partnership: Document Extract: The addition of BRS Financial reflects Sollinda Wealth's selective approach to partnerships, focusing on advisors who share their commitment to authentic relationships and client-centric service. " We 're excited to welcome Rich, Gordon and the BRS team to Sollinda ," said Ryan Mumy, Co-Founder and CEO of Sollinda Wealth. " We 're pleased to be able to offer a solution that meets their unique needs and enables them to focus on client relationships. I 'm confident they 'll be a valuable addition to our advisor community ." BRS Financial will leverage Sollinda's integrated technology platform, institutional-caliber investment strategies, and comprehensive, relationship - focused operational support while maintaining their independent brand identity.
Document Source: https://www.prnewswire.com/news-releases/sollinda-wealth-welcomes-brs-financial-to-advisory-platform-302310641.html (archive.org page / archive.org listing)


Sollinda Wealth Welcomes BRS Financial to Advisory Platform

Document Date: Nov. 20, 2024, 1 p.m. / Source: PR Newswire
Activity Class: PartnershipActivity
Provided_By: Partnership: Document Extract: Sollinda Wealth Welcomes BRS Financial to Advisory Platform. MIAMI, Nov. 20, 2024 /PRNewswire/ - Sollinda Capital Management, a registered investment advisor with corporate offices in Miami and Hickory, NC, announced that BRS Financial, LLC has joined its Sollinda Wealth advisory platform effective November 15, 2024. Led by the father-son team of Richard and Gordon Jensen, BRS Financial is headquartered in Little Rock, AR, and specializes in sophisticated investment strategies. Richard Jensen co-founded BRS in 2009 after leadership roles at major financial institutions including Prudential Financial and American Express Financial Advisors. BRS Financial, LLC has joined the Sollinda Wealth advisory platform effective November 15, 2024.
Document Source: https://www.prnewswire.com/news-releases/sollinda-wealth-welcomes-brs-financial-to-advisory-platform-302310641.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)


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)


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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