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Pierce
Fowler
Director, Real Estate Investment Banking
Read more
about Velocity-2023-02-01
$75.0 Million
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Velocity Financial, Inc.
Senior Notes
Sole Placement Agent
East Coast Financial Services Conference
Nov 13 - 15, 2024
|
Naples, FL
Naples, FL
Insurance and Asset & Wealth Management Summit
Oct 24, 2024
|
New York, NY
New York, NY
Global Exchange and Trading Conference
Jun 05, 2024
|
New York, NY
New York, NY
Upper Midwest Bank Strategy Conference
Apr 30, 2024
|
Minneapolis, MN
Minneapolis, MN
Western Financial Services Conference
Feb 28 - Mar 01, 2024
|
Las Vegas, NV
Las Vegas, NV
Read more
about PublicTrust-2023-12-29
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Public Trust Advisors, LLC
Public Trust Advisors has entered into a strategic partnership with Flexpoint Ford
Financial Advisor
Read more
about NeedhamBank-2023-12-28
$410.0 Million
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The Needham Bank
Initial Public Offering
Sole Marketing Agent
Read more
about Evergreen-2023-12-26
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Evergreen - UNI
WT Holdings has sold Evergreen flexible Bonding Solutions to Accretive, a division of Assured Partners
Financial Advisor
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