2023 Asset & Wealth Manager Transaction Review and 2024 Forecast
$30.5 Million
Eagle Point Income Company Inc.
Eagle Point Income Company, Inc.
Series C Term Preferred
Active Bookrunner
$42.0 Million
Trinitas
Trinitas Capital Management, LLC
Senior Unsecured Notes Offering
Sole Placement Agent
Envoi
AlTi
Envoi LLC
Envoi has been acquired by AlTi Tiedemann Global
Financial Advisor
$47.0 Million
Touchstone
First National
Touchstone Bankshares, Inc.
Touchstone Bankshares, Inc. has agreed to merge with First National Corporation
Financial Advisor
Flexpoint
Accuserve
Flexpoint Ford
Flexpoint Ford has announced a majority investment in Accuserve
Financial Advisor
$43.0 Million
CSC
CSC Leasing Company, Inc
Reopened Senior Unsecured Notes
Sole Placement Agent
$27.0 Million
Financial
SDN
NFP
Financial Institutions, Inc.
Financial Institutions, Inc. has divested SDN Insurance to NFP Property & Casualty Services, Inc.
Financial Advisor
Christine Foster
Read more information about Christine Foster
Christine
Foster
Director, Financial Services
Arrow
berkshire bank
berkshare hills
Arrow Financial Corporation
Arrow Financial Corporation has agreed to acquire one branch in Whitehall, NY from Berkshire Bank, a subsidiary of Berkshire Hills Bancorp
Financial Advisor
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