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Citizens Adds Experienced Bankers to its Life Sciences Team
July 10, 2025Citizens Capital Markets & Advisory today announced the additions of Daniel Berenson and Frankie Beardslee to its life sciences investment banking team. Berenson joins the bank as a Managing Director while Beardslee joins as a Director.
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RelPro Appoints Maria Grineva As Chief Data Officer
July 10, 2025RelPro, the fast-growing business development and relationship management solution for Financial & Professional Services, announced today it has appointed Maria Grineva as its Chief Data Officer. In her role, Grineva is leading RelPro’s data innovation and operations as the company executes data and Artificial Intelligence initiatives to support its clients.
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Tiger Group and Liquid Asset Partners Offer CNC Machines and Other Manufacturing Equipment in Two July Sales
July 10, 2025Manufacturers can acquire useful assets such as CNC lathes and mills, grinding systems, bar feeders, heat treat furnaces and much more in separate online auctions closing on July 15 and July 29. Bidding is now underway in the sales conducted by Tiger Group and Liquid Asset Partners.
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B. Riley Securities Serves as Exclusive Financial Advisor to Pool Works, LLC
July 10, 2025B. Riley Securities, Inc. ("BRS"), a leading middle market investment bank, is pleased to have served as exclusive financial advisor to Pool Works, LLC (“Pool Works” or the “Company”) in connection with the Company’s successful acquisition by a Texas based private equity firm focused on investing in and growing service businesses.
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WSFS Names Frank McGrane, Executive Vice President, Chief Credit Officer
July 10, 2025WSFS Bank, the primary subsidiary of WSFS Financial Corporation (Nasdaq: WSFS), has named Frank McGrane as Executive Vice President, Chief Credit Officer (CCO). He will report to Christine Davis, Executive Vice President, Chief Risk Officer.
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Altenburg Advisory Advises Argenta Global in Securing a $50m Multi-jurisdictional Asset-Backed Lending (ABL) Facility Provided by Macquarie Group
July 10, 2025The debt facility is provided by Macquarie Group’s Specialised and Asset Finance division, a part of its Commodities and Global Markets business (Macquarie). The funding provided for Argenta will refinance existing debt, support ongoing working capital requirements, and fund the group’s CAPEX programme.
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Genesis HealthCare Sets New Course to Strengthen Future
July 10, 2025Genesis HealthCare, Inc., along with its subsidiaries, announced today that it has taken steps to implement a financial restructuring to secure the long-term delivery of its mission.
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Kraft Heinz Extends $4 Billion Revolving Credit Facility Maturity to 2030
July 10, 2025Kraft Heinz Co (NASDAQ:KHC), currently trading near its 52-week low of $25.44, announced Tuesday that it has amended its existing credit agreement, extending the maturity date of its $4.0 billion revolving credit facility by one year to July 8, 2030.
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Trinity Capital Inc. Provides $35 Million in Growth Capital to INSHUR as the On-Demand Economy Booms
July 10, 2025Trinity Capital Inc. (NASDAQ: TRIN) ("Trinity Capital"), a leading alternative asset manager, today announced the commitment of $35 million in growth capital to INSHUR, a leader in innovative insurance solutions for the on-demand economy.
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Priority Technology Holdings, Inc. Announces Launch of New Senior Credit Facilities
July 9, 2025Priority Technology Holdings, Inc. (NASDAQ: PRTH) ("Priority" or the "Company"), the payments and banking solution that streamlines collecting, storing, lending and sending money to unlock revenue opportunities, today announced that it has launched an effort to issue new senior credit facilities, including $70 million in a revolving credit facility and $1.0 billion in a term loan.
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AlixPartners Announces Strategic Alliance with River Logic for Next Generation Manufacturing Footprint and Value Chain Optimization
July 9, 2025River Logic, a global leader in network design and optimization, announced today a strategic alliance with AlixPartners, a results-driven consulting firm specializing in helping businesses capitalize on opportunities and tackle critical challenges. AlixPartners assists companies in gaining a competitive edge by implementing strategies to streamline supply chains—from product development and management to the design of global supply chains, which includes manufacturing and delivery.
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B. Riley Financial Amends Senior Credit Facility with Oaktree
July 9, 2025B. Riley Financial, Inc. (NASDAQ: RILY) ("B. Riley" or the "Company"), a diversified financial services company, today announced that it has entered into an amendment to its senior secured credit agreement ("Term Loan Facility") with funds managed by Oaktree Capital Management, L.P. ("Oaktree").
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BHI Provides $50 Million to Southern Land Company for the Construction of Capella, a 22-Story, 272-Unit Apartment Complex in the Symphony Park District of Las Vegas
July 9, 2025BHI, the U.S Branch of Bank Hapoalim, B.M. and a full-service commercial bank, announced that it has closed on a $50 million construction loan with Southern Land Company to develop Capella, a 22-story, 272 unit apartment complex in the Symphony Park District of Las Vegas.
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Loeb Announces James Mills, Jr. Joins as Vice President of Business Development, West Coast Head
July 9, 2025James Mills, Jr. has joined the team at Loeb as Vice President of Business Development, head of West Coast. With nearly two decades of experience as an industrial machinery and equipment auctioneer, agent and USPAP appraiser, James brings a deep understanding of asset valuation, liquidation strategy, and auction execution.
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Flagstar Bank Expands Specialized Industries Group to Accelerate Industry-Focused, Relationship-Led C&I Loan Growth
July 9, 2025Flagstar Bank, N.A., (the "Bank") a subsidiary of Flagstar Financial, Inc. (NYSE: FLG) (the "Company"), today announced a significant expansion of its Specialized Industries Group, a major milestone in its long-term growth and transformation strategy. This group comprises 12 distinct industry verticals, each focused on serving the debt finance and banking needs of a specific sector.
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BofA Names Julie Schmelzle President of Southwest Florida
July 9, 2025Bank of America has named Julie Schmelzle, senior relationship manager, Global Commercial Banking, president of Bank of America Southwest Florida. She succeeds Gerri Moll, who successfully led the market since 1997 and is retiring at the end of July after 41 years with Bank of America.
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Tilson Makes Significant Progress in Plan to Strengthen Business
July 9, 2025Tilson Technology Management ("Tilson" or "the Company"), a national leader in network development and information infrastructure professional services, today announced that it has received final Court approval for the financing to support operations throughout the Chapter 11 process. Today's approval will enable Tilson to maintain its operational momentum and continue delivering excellent service to its stakeholders.
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Linqto Files for Voluntary Chapter 11 to Protect and Maximize Stakeholder Value Through Court-Supervised Restructuring
July 9, 2025Linqto, Inc., along with Linqto Texas LLC, Linqto Liquidshares LLC, and Linqto Liquidshares Manager LLC (collectively, “Linqto”) today announced that Linqto filed for voluntary Chapter 11 proceedings in the U.S. Bankruptcy Court for the Southern District of Texas (the “Court”).
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Wolters Kluwer Achieves Top Five Global Ranking for Excellence in Artificial Intelligence by Chartis Research
July 9, 2025Wolters Kluwer has earned a top five global ranking from Chartis Research for excellence in artificial intelligence (AI) innovation in the Chartis RiskTech AI 50 2025 report. The report explores the broad landscape of AI development and adoption in risk management and compliance in the financial services industry, showcasing the leading work of technology providers in this dynamic and rapidly evolving environment.
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SACP Provides Revolver as Part of Allbirds Financing Strategy to Support Growth Plans
July 9, 2025Allbirds, Inc. (NASDAQ: BIRD) (the "Company" or "Allbirds"), a global lifestyle brand that innovates with sustainable materials to make better products in a better way, today announced the following financing agreements that are expected to optimize working capital and enhance financial flexibility to support the Company's long-term growth plans.
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Citizens Adds Experienced Bankers to its Life Sciences Team
July 10, 2025Citizens Capital Markets & Advisory today announced the additions of Daniel Berenson and Frankie Beardslee to its life sciences investment banking team. Berenson joins the bank as a Managing Director while Beardslee joins as a Director.
-
RelPro Appoints Maria Grineva As Chief Data Officer
July 10, 2025RelPro, the fast-growing business development and relationship management solution for Financial & Professional Services, announced today it has appointed Maria Grineva as its Chief Data Officer. In her role, Grineva is leading RelPro’s data innovation and operations as the company executes data and Artificial Intelligence initiatives to support its clients.
-
Tiger Group and Liquid Asset Partners Offer CNC Machines and Other Manufacturing Equipment in Two July Sales
July 10, 2025Manufacturers can acquire useful assets such as CNC lathes and mills, grinding systems, bar feeders, heat treat furnaces and much more in separate online auctions closing on July 15 and July 29. Bidding is now underway in the sales conducted by Tiger Group and Liquid Asset Partners.
-
B. Riley Securities Serves as Exclusive Financial Advisor to Pool Works, LLC
July 10, 2025B. Riley Securities, Inc. ("BRS"), a leading middle market investment bank, is pleased to have served as exclusive financial advisor to Pool Works, LLC (“Pool Works” or the “Company”) in connection with the Company’s successful acquisition by a Texas based private equity firm focused on investing in and growing service businesses.
-
WSFS Names Frank McGrane, Executive Vice President, Chief Credit Officer
July 10, 2025WSFS Bank, the primary subsidiary of WSFS Financial Corporation (Nasdaq: WSFS), has named Frank McGrane as Executive Vice President, Chief Credit Officer (CCO). He will report to Christine Davis, Executive Vice President, Chief Risk Officer.
-
Altenburg Advisory Advises Argenta Global in Securing a $50m Multi-jurisdictional Asset-Backed Lending (ABL) Facility Provided by Macquarie Group
July 10, 2025The debt facility is provided by Macquarie Group’s Specialised and Asset Finance division, a part of its Commodities and Global Markets business (Macquarie). The funding provided for Argenta will refinance existing debt, support ongoing working capital requirements, and fund the group’s CAPEX programme.
-
Genesis HealthCare Sets New Course to Strengthen Future
July 10, 2025Genesis HealthCare, Inc., along with its subsidiaries, announced today that it has taken steps to implement a financial restructuring to secure the long-term delivery of its mission.
-
Kraft Heinz Extends $4 Billion Revolving Credit Facility Maturity to 2030
July 10, 2025Kraft Heinz Co (NASDAQ:KHC), currently trading near its 52-week low of $25.44, announced Tuesday that it has amended its existing credit agreement, extending the maturity date of its $4.0 billion revolving credit facility by one year to July 8, 2030.
-
Trinity Capital Inc. Provides $35 Million in Growth Capital to INSHUR as the On-Demand Economy Booms
July 10, 2025Trinity Capital Inc. (NASDAQ: TRIN) ("Trinity Capital"), a leading alternative asset manager, today announced the commitment of $35 million in growth capital to INSHUR, a leader in innovative insurance solutions for the on-demand economy.
-
Priority Technology Holdings, Inc. Announces Launch of New Senior Credit Facilities
July 9, 2025Priority Technology Holdings, Inc. (NASDAQ: PRTH) ("Priority" or the "Company"), the payments and banking solution that streamlines collecting, storing, lending and sending money to unlock revenue opportunities, today announced that it has launched an effort to issue new senior credit facilities, including $70 million in a revolving credit facility and $1.0 billion in a term loan.
-
AlixPartners Announces Strategic Alliance with River Logic for Next Generation Manufacturing Footprint and Value Chain Optimization
July 9, 2025River Logic, a global leader in network design and optimization, announced today a strategic alliance with AlixPartners, a results-driven consulting firm specializing in helping businesses capitalize on opportunities and tackle critical challenges. AlixPartners assists companies in gaining a competitive edge by implementing strategies to streamline supply chains—from product development and management to the design of global supply chains, which includes manufacturing and delivery.
-
B. Riley Financial Amends Senior Credit Facility with Oaktree
July 9, 2025B. Riley Financial, Inc. (NASDAQ: RILY) ("B. Riley" or the "Company"), a diversified financial services company, today announced that it has entered into an amendment to its senior secured credit agreement ("Term Loan Facility") with funds managed by Oaktree Capital Management, L.P. ("Oaktree").
-
BHI Provides $50 Million to Southern Land Company for the Construction of Capella, a 22-Story, 272-Unit Apartment Complex in the Symphony Park District of Las Vegas
July 9, 2025BHI, the U.S Branch of Bank Hapoalim, B.M. and a full-service commercial bank, announced that it has closed on a $50 million construction loan with Southern Land Company to develop Capella, a 22-story, 272 unit apartment complex in the Symphony Park District of Las Vegas.
-
Loeb Announces James Mills, Jr. Joins as Vice President of Business Development, West Coast Head
July 9, 2025James Mills, Jr. has joined the team at Loeb as Vice President of Business Development, head of West Coast. With nearly two decades of experience as an industrial machinery and equipment auctioneer, agent and USPAP appraiser, James brings a deep understanding of asset valuation, liquidation strategy, and auction execution.
-
Flagstar Bank Expands Specialized Industries Group to Accelerate Industry-Focused, Relationship-Led C&I Loan Growth
July 9, 2025Flagstar Bank, N.A., (the "Bank") a subsidiary of Flagstar Financial, Inc. (NYSE: FLG) (the "Company"), today announced a significant expansion of its Specialized Industries Group, a major milestone in its long-term growth and transformation strategy. This group comprises 12 distinct industry verticals, each focused on serving the debt finance and banking needs of a specific sector.
-
BofA Names Julie Schmelzle President of Southwest Florida
July 9, 2025Bank of America has named Julie Schmelzle, senior relationship manager, Global Commercial Banking, president of Bank of America Southwest Florida. She succeeds Gerri Moll, who successfully led the market since 1997 and is retiring at the end of July after 41 years with Bank of America.
-
Tilson Makes Significant Progress in Plan to Strengthen Business
July 9, 2025Tilson Technology Management ("Tilson" or "the Company"), a national leader in network development and information infrastructure professional services, today announced that it has received final Court approval for the financing to support operations throughout the Chapter 11 process. Today's approval will enable Tilson to maintain its operational momentum and continue delivering excellent service to its stakeholders.
-
Linqto Files for Voluntary Chapter 11 to Protect and Maximize Stakeholder Value Through Court-Supervised Restructuring
July 9, 2025Linqto, Inc., along with Linqto Texas LLC, Linqto Liquidshares LLC, and Linqto Liquidshares Manager LLC (collectively, “Linqto”) today announced that Linqto filed for voluntary Chapter 11 proceedings in the U.S. Bankruptcy Court for the Southern District of Texas (the “Court”).
-
Wolters Kluwer Achieves Top Five Global Ranking for Excellence in Artificial Intelligence by Chartis Research
July 9, 2025Wolters Kluwer has earned a top five global ranking from Chartis Research for excellence in artificial intelligence (AI) innovation in the Chartis RiskTech AI 50 2025 report. The report explores the broad landscape of AI development and adoption in risk management and compliance in the financial services industry, showcasing the leading work of technology providers in this dynamic and rapidly evolving environment.
-
SACP Provides Revolver as Part of Allbirds Financing Strategy to Support Growth Plans
July 9, 2025Allbirds, Inc. (NASDAQ: BIRD) (the "Company" or "Allbirds"), a global lifestyle brand that innovates with sustainable materials to make better products in a better way, today announced the following financing agreements that are expected to optimize working capital and enhance financial flexibility to support the Company's long-term growth plans.

