• Westlake Capital Finance Issues $40M Credit Facility, Expands to Additional Asset Class
    June 9, 2022
    Westlake Capital Finance (WCF), the commercial lending entity & subsidiary of Westlake Technology Holdings, funded a $40 Million revolving credit facility with one of country’s top solar companies, highlighting WCF’s expansion into the solar loan asset class.
  • Niko Tsitsos Joins SLR Healthcare ABL
    June 9, 2022
    SLR Healthcare ABL is pleased to announce that Niko Tsitsos is joining the team as a director. Tsitsos brings more than ten years’ experience in asset-based lending. In his most recent role, he served as business development officer at a non-bank healthcare lender.
  • KLA Announces $1.5 Billion Sustainability-Linked Revolving Credit Facility
    June 8, 2022
    KLA Corporation (NASDAQ: KLAC) today announced the successful closing of an inaugural $1.5 billion sustainability-linked revolving credit facility. The new five-year facility reinforces the company's commitment to its environmental, social, and governance (ESG) programs and goals. JPMorgan Chase is administrative agent and lead arranger on the transaction, and other joint bookrunners include Bank of America Securities, Inc., Citibank, N.A. and Wells Fargo Securities, LLC.
  • MidCap Business Credit LLC Completes a $5 Million Asset Based Credit Facility to Crozier Welding LLC
    June 8, 2022
    MidCap Business Credit LLC., announced today that it has completed a $5 million asset-based credit facility to Crozier Welding LLC. Founded in 1980 and headquartered in Coshocton, OH, the company specializes in the design and manufacturing of oil and gas production equipment.
  • Rich Martinez to Join Greystone as Executive Managing Director
    June 8, 2022
    Greystone, a leading national commercial real estate finance company, announced Rich Martinez will join the firm as an Executive Managing Director, Multifamily Sales & Production in mid-June. In this newly created role, he will focus on new business growth for Greystone’s expanding multifamily platform as well as enhancing and optimizing the firm’s joint venture relationship with Cushman & Wakefield
  • Vistage Partners with Gridiron Capital to Accelerate Growth and Expansion Worldwide
    June 8, 2022
    Vistage Worldwide, Inc. (“Vistage” or “the Company”), the world’s largest CEO coaching and peer advisory organization for small and midsize businesses (SMB), today announced that its management team has partnered with Gridiron Capital (“Gridiron”), an investment firm focused on partnering with founders, entrepreneurs, and management teams, to acquire the Company from Providence Equity Partners (“Providence”).
  • Debbie Thomas Joins Accord Financial as Vice President, Credit, U.S. Equipment Finance
    June 8, 2022
    Accord Financial Corp., one of the U.S. and Canada’s leading independent finance companies ("Accord") (TSX: ACD) announced the hiring of Debbie Thomas as Vice President, Credit, managing the credit functions of the U.S. Equipment Finance team. Her responsibilities include proposing optimal financing solutions for Accord clients, with a focus on balancing risk appetite with new originations.
  • ACON Investments Sells $263 Million Stake in Funko, a Leading Pop Culture Lifestyle Brand, to a Consortium Led by The Chernin Group
    June 8, 2022
    Winston & Strawn advised Acon Investments in the sale of the majority of its stake in Funko, Inc. (Nasdaq: FNKO), a leading pop culture lifestyle brand, to a consortium led by The Chernin Group ("TCG") for $263 million in an all secondary transaction. ACON Investments has been an investor in Funko since acquiring Funko, LLC in 2015.
  • TAB Bank Appoints Richard L. Bozzelli as Its New President, Chief Executive Officer and Director to Expand its Business Model
    June 8, 2022
    TAB Bank, a technology-driven, online bank serving small to medium size businesses and consumers, announced today that its Board of Directors named Rick Bozzelli as President, Chief Executive Officer and Director. Bozzelli has served as the Chairman of the Board of Directors at TAB Bank and TAB Holdings since January 2019.
  • Law Firm Fasken Ranks #1 for M&A, Capital Markets, Private Equity in Canadian Q1 2022 League Tables
    June 8, 2022
    The Canadian law firm Fasken further strengthened its position as a leading advisor in M&A, private equity, and capital markets deals in the first quarter of 2022. Fasken ranked #1 on completed M&A deals with any Canadian involvement as measured by both deal value and deal count, according to Refinitiv: #1 Any Canadian Involvement Completed - by Deal Value (up from #11 in Q1 2021) #1 Any Canadian Involvement Completed - by Deal Count (up from #2 in Q1 2021)
  • Citizens Financial Group Completes Acquisition of DH Capital
    June 8, 2022
    Citizens Financial Group, Inc. (NYSE: CFG or “Citizens”) today announced that it has completed its previously announced acquisition of DH Capital LLC, a private investment banking firm serving companies in the Internet infrastructure, software and next generation IT services, and communications sectors.
  • Moritt Hock & Hamroff Welcomes Frank A. Mazzagatti, Ph.D., Esq.
    June 8, 2022
    The law firm of Moritt Hock & Hamroff has announced that Frank A. Mazzagatti has joined the firm as a Partner in the Corporate and Healthcare Practice Groups, resident in the Garden City office.
  • J D Factors Announces Factoring Facilities
    June 8, 2022
    J D Factors announced it provided the following factoring facilities: $200,000 to a transportation company in Alberta; $100,000 to a transportation company in Alberta; $150,000 to a transportation company in Texas; $200,000 to a transportation company in Virginia...
  • Crossroads Financial Announces Lines of Credit
    June 8, 2022
    Crossroads Financial announced it provided a $5.8 million inventory revolving line of credit for a producer, direct seller and distributor of wines.
  • White Oak Healthcare Finance Provides Financing to California Specialty Pharmacy to Support Acquisition by Assured Healthcare Partners
    June 8, 2022
    White Oak Healthcare Finance, LLC (“White Oak”) today announced it acted as sole lender and administrative agent of a senior credit facility to California Specialty Pharmacy (“CSP” or the “Company”) to support the acquisition by Assured Healthcare Partners (“AHP”). CSP is a specialty infusion pharmacy platform focused on managed care.
  • CohnReznick Expands Capabilities of Growing Transactions and Turnaround Advisory Practice with Addition of Four Senior Leaders
    June 8, 2022
    CohnReznick LLP, one of the leading advisory, assurance, and tax firms in the United States, today announced four senior-level additions to its Transactions and Turnaround advisory team, strengthening its capabilities to meet key client needs. Anthony (Tony) Enlow and Ryan McCaslin join the firm as partners in the Transactions group. Christopher Livingstone and Arthur Simonson join as Managing Directors in Project Finance and Consulting.
  • Gordon Brothers Supports Tuesday Morning’s Continued Growth with $10M Term Loan Commitment
    June 8, 2022
    Gordon Brothers, the global advisory and investment firm, has provided Tuesday Morning a $10 million committed term loan to increase the company’s liquidity and support its continued growth. Tuesday Morning, a publicly traded off-price retailer of housewares, home furnishings and seasonal décor, will use the funds to refinance and pay off existing debt and for working capital purposes.
  • Financial Services Business Transformation Expert Manoj Daga Joins FTI Consulting as a Managing Director
    June 8, 2022
    TI Consulting, Inc. (NYSE: FCN) today announced the appointment of Manoj Daga as a Managing Director in the Business Transformation practice within the firm’s Corporate Finance & Restructuring segment. Mr. Daga, who is based in New York, brings more than 25 years of experience leading large-scale transformations and managing global business operations across the mortgage, consumer finance, retail banking and payments industries, as well as private equity portfolio companies.
  • NOG Announces New Five-Year Reserves-Based Lending Facility with Significant Borrowing Base Increase
    June 8, 2022
    Northern Oil and Gas, Inc. (NYSE: NOG) (the “Company” or “NOG”) today announced that on June 7, 2022, it entered into an amended and restated credit agreement governing its reserves-based revolving credit facility with Wells Fargo, as administrative agent, and a syndicate of 14 lenders.
  • LiquidX Announces Strategic Investment by Citi
    June 8, 2022
    LiquidX, the leading global fintech platform for digitization, monetization, and risk mitigation for working capital, trade finance, and insurance assets today announced a strategic investment from Citi, one of the largest trade finance banks in the world. The funding round was led by Broadridge, LiquidX’s largest strategic investor.
  • Westlake Capital Finance Issues $40M Credit Facility, Expands to Additional Asset Class
    June 9, 2022
    Westlake Capital Finance (WCF), the commercial lending entity & subsidiary of Westlake Technology Holdings, funded a $40 Million revolving credit facility with one of country’s top solar companies, highlighting WCF’s expansion into the solar loan asset class.
  • Niko Tsitsos Joins SLR Healthcare ABL
    June 9, 2022
    SLR Healthcare ABL is pleased to announce that Niko Tsitsos is joining the team as a director. Tsitsos brings more than ten years’ experience in asset-based lending. In his most recent role, he served as business development officer at a non-bank healthcare lender.
  • KLA Announces $1.5 Billion Sustainability-Linked Revolving Credit Facility
    June 8, 2022
    KLA Corporation (NASDAQ: KLAC) today announced the successful closing of an inaugural $1.5 billion sustainability-linked revolving credit facility. The new five-year facility reinforces the company's commitment to its environmental, social, and governance (ESG) programs and goals. JPMorgan Chase is administrative agent and lead arranger on the transaction, and other joint bookrunners include Bank of America Securities, Inc., Citibank, N.A. and Wells Fargo Securities, LLC.
  • MidCap Business Credit LLC Completes a $5 Million Asset Based Credit Facility to Crozier Welding LLC
    June 8, 2022
    MidCap Business Credit LLC., announced today that it has completed a $5 million asset-based credit facility to Crozier Welding LLC. Founded in 1980 and headquartered in Coshocton, OH, the company specializes in the design and manufacturing of oil and gas production equipment.
  • Rich Martinez to Join Greystone as Executive Managing Director
    June 8, 2022
    Greystone, a leading national commercial real estate finance company, announced Rich Martinez will join the firm as an Executive Managing Director, Multifamily Sales & Production in mid-June. In this newly created role, he will focus on new business growth for Greystone’s expanding multifamily platform as well as enhancing and optimizing the firm’s joint venture relationship with Cushman & Wakefield
  • Vistage Partners with Gridiron Capital to Accelerate Growth and Expansion Worldwide
    June 8, 2022
    Vistage Worldwide, Inc. (“Vistage” or “the Company”), the world’s largest CEO coaching and peer advisory organization for small and midsize businesses (SMB), today announced that its management team has partnered with Gridiron Capital (“Gridiron”), an investment firm focused on partnering with founders, entrepreneurs, and management teams, to acquire the Company from Providence Equity Partners (“Providence”).
  • Debbie Thomas Joins Accord Financial as Vice President, Credit, U.S. Equipment Finance
    June 8, 2022
    Accord Financial Corp., one of the U.S. and Canada’s leading independent finance companies ("Accord") (TSX: ACD) announced the hiring of Debbie Thomas as Vice President, Credit, managing the credit functions of the U.S. Equipment Finance team. Her responsibilities include proposing optimal financing solutions for Accord clients, with a focus on balancing risk appetite with new originations.
  • ACON Investments Sells $263 Million Stake in Funko, a Leading Pop Culture Lifestyle Brand, to a Consortium Led by The Chernin Group
    June 8, 2022
    Winston & Strawn advised Acon Investments in the sale of the majority of its stake in Funko, Inc. (Nasdaq: FNKO), a leading pop culture lifestyle brand, to a consortium led by The Chernin Group ("TCG") for $263 million in an all secondary transaction. ACON Investments has been an investor in Funko since acquiring Funko, LLC in 2015.
  • TAB Bank Appoints Richard L. Bozzelli as Its New President, Chief Executive Officer and Director to Expand its Business Model
    June 8, 2022
    TAB Bank, a technology-driven, online bank serving small to medium size businesses and consumers, announced today that its Board of Directors named Rick Bozzelli as President, Chief Executive Officer and Director. Bozzelli has served as the Chairman of the Board of Directors at TAB Bank and TAB Holdings since January 2019.
  • Law Firm Fasken Ranks #1 for M&A, Capital Markets, Private Equity in Canadian Q1 2022 League Tables
    June 8, 2022
    The Canadian law firm Fasken further strengthened its position as a leading advisor in M&A, private equity, and capital markets deals in the first quarter of 2022. Fasken ranked #1 on completed M&A deals with any Canadian involvement as measured by both deal value and deal count, according to Refinitiv: #1 Any Canadian Involvement Completed - by Deal Value (up from #11 in Q1 2021) #1 Any Canadian Involvement Completed - by Deal Count (up from #2 in Q1 2021)
  • Citizens Financial Group Completes Acquisition of DH Capital
    June 8, 2022
    Citizens Financial Group, Inc. (NYSE: CFG or “Citizens”) today announced that it has completed its previously announced acquisition of DH Capital LLC, a private investment banking firm serving companies in the Internet infrastructure, software and next generation IT services, and communications sectors.
  • Moritt Hock & Hamroff Welcomes Frank A. Mazzagatti, Ph.D., Esq.
    June 8, 2022
    The law firm of Moritt Hock & Hamroff has announced that Frank A. Mazzagatti has joined the firm as a Partner in the Corporate and Healthcare Practice Groups, resident in the Garden City office.
  • J D Factors Announces Factoring Facilities
    June 8, 2022
    J D Factors announced it provided the following factoring facilities: $200,000 to a transportation company in Alberta; $100,000 to a transportation company in Alberta; $150,000 to a transportation company in Texas; $200,000 to a transportation company in Virginia...
  • Crossroads Financial Announces Lines of Credit
    June 8, 2022
    Crossroads Financial announced it provided a $5.8 million inventory revolving line of credit for a producer, direct seller and distributor of wines.
  • White Oak Healthcare Finance Provides Financing to California Specialty Pharmacy to Support Acquisition by Assured Healthcare Partners
    June 8, 2022
    White Oak Healthcare Finance, LLC (“White Oak”) today announced it acted as sole lender and administrative agent of a senior credit facility to California Specialty Pharmacy (“CSP” or the “Company”) to support the acquisition by Assured Healthcare Partners (“AHP”). CSP is a specialty infusion pharmacy platform focused on managed care.
  • CohnReznick Expands Capabilities of Growing Transactions and Turnaround Advisory Practice with Addition of Four Senior Leaders
    June 8, 2022
    CohnReznick LLP, one of the leading advisory, assurance, and tax firms in the United States, today announced four senior-level additions to its Transactions and Turnaround advisory team, strengthening its capabilities to meet key client needs. Anthony (Tony) Enlow and Ryan McCaslin join the firm as partners in the Transactions group. Christopher Livingstone and Arthur Simonson join as Managing Directors in Project Finance and Consulting.
  • Gordon Brothers Supports Tuesday Morning’s Continued Growth with $10M Term Loan Commitment
    June 8, 2022
    Gordon Brothers, the global advisory and investment firm, has provided Tuesday Morning a $10 million committed term loan to increase the company’s liquidity and support its continued growth. Tuesday Morning, a publicly traded off-price retailer of housewares, home furnishings and seasonal décor, will use the funds to refinance and pay off existing debt and for working capital purposes.
  • Financial Services Business Transformation Expert Manoj Daga Joins FTI Consulting as a Managing Director
    June 8, 2022
    TI Consulting, Inc. (NYSE: FCN) today announced the appointment of Manoj Daga as a Managing Director in the Business Transformation practice within the firm’s Corporate Finance & Restructuring segment. Mr. Daga, who is based in New York, brings more than 25 years of experience leading large-scale transformations and managing global business operations across the mortgage, consumer finance, retail banking and payments industries, as well as private equity portfolio companies.
  • NOG Announces New Five-Year Reserves-Based Lending Facility with Significant Borrowing Base Increase
    June 8, 2022
    Northern Oil and Gas, Inc. (NYSE: NOG) (the “Company” or “NOG”) today announced that on June 7, 2022, it entered into an amended and restated credit agreement governing its reserves-based revolving credit facility with Wells Fargo, as administrative agent, and a syndicate of 14 lenders.
  • LiquidX Announces Strategic Investment by Citi
    June 8, 2022
    LiquidX, the leading global fintech platform for digitization, monetization, and risk mitigation for working capital, trade finance, and insurance assets today announced a strategic investment from Citi, one of the largest trade finance banks in the world. The funding round was led by Broadridge, LiquidX’s largest strategic investor.
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