BHI, the U.S Branch of Bank Hapoalim, B.M., appointed Dana Zeller as Chief Operating Officer. Zeller will report directly to CEO, Gil Karni, and join the BHI Senior Management Team.  Zeller will have oversight across all facets of BHI from Operations... Read Story

Colbeck Capital Management, a leading middle-market private credit firm focused on strategic lending, announced that Gregory Budetti, former Director of Capital Partnerships and Investor Relations at Closed Loop Partners, LLC, has joined Colbeck as... Read Story

nFusion Capital announced that experienced analyst Ashton Bennett has joined their team as Senior Vice President of Underwriting as of December 2, 2024. She is based in their Phoenix Office. In previous posts she has demonstrated steadfast leadership... Read Story

EisnerAmper announced that Navin Sethi has joined the firm as a Tax Partner in its Financial Services Group.With 25 years of experience, Navin specializes in serving hedge, venture, and private equity funds. He has deep expertise in leading tax... Read Story

Siena Lending Group announced that after highly distinguished careers within the commercial finance industry, Chief Executive Officer (CEO) Dave Grende and Chief Risk Officer (CRO) Steven Sanicola will retire effective February 16, 2025. Both Grende... Read Story

Rosenthal & Rosenthal announced that Dan Chang has joined Rosenthal as Senior Business Development Officer. With 18 years of experience in commercial finance, Chang joins Rosenthal’s West Coast team and will help with the firm’s continued expansion... Read Story

Alvarez & Marsal (A&M) announced the appointment of Kyle Lemmon as a Managing Director within its Private Equity Performance Improvement (PEPI) group focused on the firm’s Transformation Services offering. Lemmon, who specializes in helping clients... Read Story

SLR Equipment Finance announced Bryan Anderson has joined the company as a Senior Vice President, Vendor Sales. In his role, Anderson will help grow SLR's leasing and lending activities with equipment dealers in the central region of the U.S. He... Read Story

BriteCap Financial announced the appointment of Pushkar Choudhuri as Chief Financial Officer. Choudhuri brings more than twenty years of experience in financial planning, corporate finance & investment banking.“I’m thrilled to welcome Pushkar to the... Read Story

Associated Bank announced the appointment of Steven Zandpour to its Executive Leadership Team (ELT), effective January 1, 2025.Zandpour, 48 will be executive Vice President, Deputy Head of Consumer and Business Banking, Associated Bank, reporting... Read Story

WSFS Financial Corporation, the parent company of WSFS Bank, announced several promotions within the Commercial Banking and Risk leadership teams, effective January 1, 2025, as the Company prepares for its next phase of growth.Jim Gise will become... Read Story

KeyCorp announced that all required regulatory approvals have been received for completion of The Bank of Nova Scotia's ("Scotiabank") strategic minority investment in Key as announced on August 12, 2024.  The Board of Governors of the Federal... Read Story

Alvarez & Marsal (A&M) has appointed Joseph C. Sponholz, Esq. as Managing Director and Leader of the new North American Transport and Logistics Infrastructure Group within its INFRA team in the US. The arrival of Sponholz supports A&M INFRA’s... Read Story

Umpqua Bank, a subsidiary of Columbia Banking System announced the hire of David Navarro as Senior Vice President, Southern Nevada Commercial Banking Market Leader. A Las Vegas native, Navarro is responsible for expanding Umpqua Bank's regional... Read Story

IDB Bank appointed Chris Dowd as its new Senior Vice President and Head of Specialty Finance. In this role, he will lead a portfolio in excess of $1 billion across key national business segments including Sponsor & Leverage Finance, Syndications... Read Story

Amerisource Business Capital announced the appointment of Collin Mackie as Regional Market Manager in the Southeast. Mackie has over 16 years of experience in commercial finance. Prior to joining Amerisource Business Capital, he spent 7 years as a... Read Story

Rosenthal & Rosenthal announced that Patrick Norton has joined Rosenthal as EVP and Head of Equipment Leasing. Norton brings more than 25 years of experience in commercial finance, structuring underwriting and managing bank portfolios. He has a... Read Story

Peapack-Gladstone Financial Corporation and Peapack-Gladstone Bank, announced that Paula Gambino has joined the Bank as a Senior Vice President, Head of SBA.  Based in the Bank’s Headquarters in Bedminster, New Jersey, Gambino plays a key role in... Read Story

The Huntington National Bank hired industry veteran Christopher Wood to grow its capital markets activities that help corporate and sponsor-owned companies finance investments, acquisitions and other strategic transactions.Wood will serve as... Read Story

BriteCap Financial announced the appointment of Dave Lafferty as Chief Credit Officer. Dave has 30 years of experience in credit, risk, underwriting, and portfolio management.“We are thrilled to welcome Dave Lafferty to the BriteCap team and the... Read Story

Wolters Kluwer appointed Mark Sherwood as Executive Vice President & Chief Information Officer (CIO). Sherwood will oversee the overall enterprise technology infrastructure of Wolters Kluwer with a focus on advancing the digital DNA, delivering next... Read Story

M&T Bank appointed Shannon Lazare as its New Jersey Regional President. Lazare will lead the bank's local growth and community engagement initiatives throughout New Jersey. She succeeds Tom Comiskey who, after serving as M&T's New Jersey Regional... Read Story

TD Bank named Ralph Bumbaca as Regional President of Metro New York, including New York City, Long Island, Hudson Valley, Upstate New York, Northern New Jersey and Fairfield County, CT. He is based in Manhattan.As Regional President of Metro New York... Read Story

Encina Lender Finance expanded its investment team with the addition of two structured credit industry veterans.  The new hires – Ashish Sinha (Managing Director) and Avi Azour (Principal) – report directly to Geoff Beard (ELF’s CEO & CIO) and are... Read Story

KKR announced a newly promoted group of 41 Managing Directors, effective January 1, 2025.“We are proud to recognize and celebrate the advancement of these exceptional leaders at KKR. These promotions reflect not only each individual’s professional... Read Story

MUFG announced executive leadership changes within its Securities business.Denis McHugh has been appointed Chief Executive Officer for MUFG Securities Americas Inc. (MUSA), effective February 1, 2025. McHugh will replace Yasutaka Suehiro, who will... Read Story

WSFS Financial Corporation, the parent company of WSFS Bank, announced that accomplished financial marketing leader Lynn Hobson has joined WSFS as Chief Marketing Officer effective December 2, 2024. WSFS’ former Chief Marketing Officer Justin Dunn... Read Story

Hogan Lovells announced that Jay Singer joined as a tax partner in the firm’s Corporate & Finance practice group in the Washington, D.C. office. Singer, who joins from A&O Shearman advises clients on the tax aspects related to spin-offs, complex M&A... Read Story

Legacy Corporate Lending appointed T.C. Wilde as Executive Vice President of Portfolio and Underwriting and Head of Portfolio. Ms. Wilde will be responsible for ensuring all new and existing transactions are maintained in compliance with the firm’s... Read Story

Flatbay Capital announced the addition of Jesus Becerra, Business Development Officer in Austin, Texas. Jesus has extensive experience in banking, finance and business development.He will report directly to Central Texas Market President, Scott Deal... Read Story

Cohn & Dussi announced that Attorney Andrew B. Glaab has been promoted to Partner. Glaab, who has been with the firm since 2014, has demonstrated exceptional leadership and legal acumen, particularly in his role heading the firm’s in-house collection... Read Story

KeyBank announced that Jonathan Munro has been named senior director of business banking. In this role, Munro is responsible for building KeyBank’s future operating strategy for the business banking segment of the Consumer Bank, which includes... Read Story

Amerisource Business Capital announced the appointment of Grant Flamang as Regional Market Manager in the Midwest. With over a decade of experience in the finance industry, Grant brings a wealth of expertise in business development. Based in... Read Story

Webster Bank announced that Adam Hoffman has joined Webster as executive managing director, Head of Treasury Management. Hoffman is responsible for leading all facets of Treasury Management and Commercial Card, including Sales, Client Delivery and... Read Story

U.S. Bank announced Kristy Carstensen as the new leader of its Global Treasury Management business. In this position, Carstensen heads the unit that provides comprehensive treasury management and payment solutions to the bank’s business, government... Read Story

PlainsCapital Bank announced that Jorge Vernaza has joined its Houston lending team as Senior Vice President, Senior Commercial Loan Officer.As Senior Commercial Loan Officer, Vernaza will focus on building and managing relationships with commercial... Read Story

First Foundation announced the appointment of Thomas C. Shafer as its Chief Executive Officer. Shafer’s appointment follows the retirement of Scott F. Kavanaugh, who has served the Company as CEO since 2009 and as a member of the Board of Directors... Read Story

TD Bank Group appointed Michelle Myers as Global Chief Auditor effective December 9, 2024. Ms. Myers succeeds Anita O'Dell, Senior Vice President and Global Chief Auditor and Interim U.S. Chief Auditor, who has informed the Bank of her intention to... Read Story

U.S. Bank announced a realignment of its asset-based finance organization to best serve its current clients and meet the growing demand for asset-based financing products. John Freeman was named Head of Sales & Originations for U.S. Bank Asset Based... Read Story

Alvarez & Marsal (A&M) announced the hiring of Gaurav Malhotra within its North American Commercial Restructuring practice as a Managing Director and Executive Committee member. Mr. Malhotra’s appointment builds on the recent addition of Managing... Read Story

Bank of America named Ed Siaje President of Bank of America Detroit. As president and head of the market, he will connect clients, teammates and communities to the full power of the franchise and drive integration across the bank’s eight lines of... Read Story

Fifth Third Bank announced Matt Nipper as Northern Ohio RegionPpresident. Nipper succeeds Tom Partridge, who is serving as group regional president.As Region President, Nipper is responsible for the growth and strategic alignment of the Bank’s... Read Story

Cadence Bank announced that Brad Silcox has joined the organization as Executive Vice President and President of Asset Management and Trust. Silcox has spent the past 20 years at Wilmington Trust, a subsidiary of M&T Bank, in various executive... Read Story

eCapital appointed Chris Huntington as SVP, Business Development Officer within its ABL Group. Based in Boston, Massachusetts, Huntington will enhance the company’s presence on the East Coast, bringing a wealth of specialty finance experience to the... Read Story

Provident Bank announced the addition of six experienced lenders in the commercial banking space: Matthew Moresco, Matthew Skilton, Gerald Bresser, Michael Valenzano, Patrick Beaner, and Daniel Decker. These strategic hires come as part of the... Read Story

KeyBank expanded its commercial banking business in Chicago and Southern California to serve more middle market clients with their differentiated platform – which includes a full range of commercial lending and capital markets capabilities as well as... Read Story

BOK Financial hired Terry McKinney as Senior Vice President and ABL Portfolio Manager in asset-based lending. McKinney brings more than 25 years of experience in portfolio management and lending. “We’re thrilled to have Terry join our team,” said... Read Story

Flatbay Capital announced the addition of Stephanie Roehm, marketing representative and brand ambassador in the Dallas-Fort Worth area. Roehm has extensive experience in real estate, sales and recruitment. She will report directly to Dallas-Fort... Read Story

Provident Bank announced the addition of Mohamed Najam as Vice President, Senior Relationship Manager with the bank’s mortgage warehouse lending team, as the bank continues to bolster its specialty lending business, specifically in the mortgage... Read Story

Alvarez & Marsal (A&M) announced the addition of Elan Ben-Avi as a Managing Director in its North America Commercial Restructuring (NACR) practice. Ben-Avi’s arrival underscores the practice’s ongoing talent investments, and enhances the firm’s... Read Story

PlainsCapital Bank announced that Travis Smart has joined its Fort Worth lending team as Senior Vice President, Senior Commercial Loan Officer. He will be based at the Bank’s Downtown Fort Worth location at 801 Houston Street. In his new role, Smart... Read Story

Hancock Whitney named Matt Mouledous managing director of its asset based lending (ABL) division, Hancock Whitney Business Capital.Matt MouledousIn this role, Mouledous, who previously served as a senior portfolio manager for the bank will manage the... Read Story

SLR Business Credit announced the addition of Mark J. Simshauser as Senior Vice President. In this role, Simshauser will have the responsibility of supporting and financing SME’s through the Northeast United States.“Having the past professional... Read Story

EverBank has expanded its commercial banking footprint with the launch of a new Southern California division. This business will be led by Stephanie Buckley, an industry veteran who will serve as Senior Vice President and Regional Commercial Banking... Read Story

Franklin Capital announced that Bob Seidenberger has joined Franklin Capital as Vice President of Sales. Seidenberger will focus on advancing Franklin Capital’s growth strategy and growing our sales team. With almost 20 years in commercial finance... Read Story

Houlihan Lokey announced that Brad Boggess has joined as a Managing Director in its Capital Markets Group. Based in Atlanta, Boggess will leverage his deep finance and operational expertise as well as his senior-level relationships with countless... Read Story

Roth Capital Partners announced the appointment of Michael Guzman and Salomon Kamalodine as Managing Directors and Co-Heads of Innovations Investment Banking.Before joining ROTH, Guzman was a Managing Director in investment banking at B. Riley... Read Story

Change Capital, a national commercial finance firm headquartered in New York, announced the appointment of Bill Kirth as Senior Regional Vice President. Based in Salt Lake City, Kirth brings over 30 years of experience in business development and... Read Story

Northern Trust Asset Management (NTAM), a global investment management firm, has named Jan Rohof as Director of Quantitative Solutions, Asia Pacific (APAC), based in Melbourne.Rohof will lead Northern Trust Asset Management’s quantitative investment... Read Story

Ultimate Finance strengthened its Northern team as it continues its mission to be the Funding Partner of Choice and support more businesses than ever before with access to five star rated funding solutions.Earlier this year the funder promoted... Read Story

Prudential Financial announced the appointment of Jacques Chappuis as President and CEO of PGIM, its $1.4 trillion global investment management business, effective May 1, 2025.Chappuis will report to Andrew Sullivan, head of International Businesses... Read Story

Alvarez & Marsal appointed Matthew Goldberg as a Managing Director and U.S. co-leader, of the firm’s Alternative Investments Services group, alongside Managing Director and Global Practice Leader, Mark McMahon. Mr. Goldberg’s arrival continues the... Read Story

Needham Bank announced that Brad Buckley joined the Commercial & Industrial Lending team as Senior Vice President, Senior Relationship Manager, Middle Market. Reporting to Brian Sutton, Senior Vice President, Director of Middle Market, Buckley is... Read Story

Holland & Knight has strengthened its Financial Services Team with the addition of Patricia “Tricia” Duffy as a partner in Washington, D.C. Ms. Duffy represents sponsors, equity investors, developers, and lenders in the development, construction, and... Read Story

William Blair announced the expansion of its Equity Capital Markets investment banking team with the addition of veteran investment banker Ilya Blanter. He joins as a managing director and head of equity-linked capital markets in New York, where he... Read Story

Truist Financial hired Kerry Jessani as head of mid-corporate banking. Jessani will build and lead a coverage team focused on delivering industry-based expertise and solutions to private and public companies across the U.S.Mid-corporate banking will... Read Story

CIBC Innovation Banking has appointed Paul McKinlay and Patrick Martin as Executive Managing Directors and Co-Heads, effective November 1, 2024, as Mark Usher retires from his position as President and Executive Managing Director.CIBC Innovation... Read Story

Ameris Bank promoted Brian Parks to the newly created role of head of Wholesale Banking, reporting to Ameris Bank President Lawton Bassett.Parks will be based in Atlanta and oversee Treasury Management, Industry Specialty Banking, Commercial Real... Read Story

Grant Thornton has appointed new leaders in two markets. Nathan Dreyfus, a principal in the firm’s Risk Advisory Services practice, has taken the helm of Grant Thornton’s Silicon Valley office. Dreyfus succeeds Amanda McCarty, who is now the firm’s... Read Story

Alvarez & Marsal (A&M) announced the appointment of John Fiorentino as a Managing Director within the firm’s Private Equity Performance Improvement (PEPI) group. Mr. Fiorentino’s expertise unlocking procurement and supply chain-driven value creation... Read Story

Ares Capital Corporation announced that James (“Jim”) R. Miller was appointed as Co-President to serve alongside current Co-President, Kort Schnabel. Concurrently, Ares Capital’s Board of Directors was expanded by one member. Mitchell (“Mitch”)... Read Story

Associated Bank announced the appointment of Phillip Trier and Gregory Warsek to its Executive Leadership Team, effective November 1, 2024. Phillip Trier, 46, will serve as executive vice president, head of Corporate and Commercial Banking... Read Story

Flagstar Bank, a subsidiary of Flagstar Financial, announced the appointment of two senior leaders to its technology and risk teams. The additions will enhance oversight of technology and credit processes, ensuring alignment with industry and... Read Story

Alvarez & Marsal (A&M) announced the appointment of Christopher Chatfield as Managing Director within its Disputes and Investigations (DI) practice. Mr. Chatfield will lead A&M’s new Broker-Dealer Investigations and Compliance (BDIC) specialization... Read Story

WSFS Bank, the primary subsidiary of WSFS Financial Corporation announced that James (Jim) Wechsler has been named Executive Vice President, Chief Commercial Banking Officer, effective January 1, 2025. In his new role, Wechsler will join the... Read Story

Evercore announced that Katrina Niehaus has joined the firm as a senior managing director to lead the firm’s structured finance effort, based in New York.Daniel Mendelow, co-head of U.S. Investment Banking, said, “Katrina is a trusted expert in the... Read Story

Gridiron Capital announced the following Investment and Accounting & Finance team additions: Caroline Sizer as Vice President of Portfolio Analytics, Paul Addeo as Accounting Manager, Elisa Gashaj as Tax Manager, and Will Atkins and Jemarc Walters as... Read Story

Ankura Consulting Group, a global expert services and advisory firm, announced that Steven Richards, who currently leads Ankura’s Global Risk, Forensics & Compliance business group, will now assume the newly created position of Global Head of Legal... Read Story

Comvest Credit Partners announced that Kevin Blitz has joined the direct lending investment platform as a Managing Director. Blitz is responsible for originating, structuring and managing debt investments across Comvest’s targeted investment... Read Story

Bloomberg reported that JPMorgan Chase & Co. named Michelle Herrick the next head of its commercial real estate business, succeeding Al Brooks.According to the Bloomberg report, Herrick was named deputy head of the business earlier this year, and... Read Story

Houlihan Lokey announced that Clinton Miyazono has joined the firm as a Managing Director in its Capital Markets Group. Miyazono will supplement the firm’s credit capabilities and augment the Chicago office. Miyazono brings nearly two decades of... Read Story

Ankura Consulting Group appointed Regina Lee as the Global Leader of its Risk, Forensics & Compliance business.    Lee has more than 25 years of experience leading successful teams at global consulting firms. Her impressive background encompasses a... Read Story

MidFirst Business Credit, a subsidiary of MidFirst Bank, the largest privately owned bank in the nation, appointed John Nooney as President. Dennis Schlesner, former President of MidFirst Business Credit, retired on October 1, 2024.Nooney brings over... Read Story

Clifford Chance hired partners David Schultz and Matthew Hinker, further strengthening its Private Equity and Restructuring & Insolvency practices. They join from O'Melveny. Schultz has more than 20 years' experience representing private equity... Read Story

Jeffrey Tyo has joined Gordon Brothers as Managing Director, Commercial & Industrial. In this role, Tyo will expand Gordon Brothers’ presence on the West Coast by developing and strengthening the firm’s relationships with corporate clients, lenders... Read Story

Portage Point Partners added Ryan Senter as a Managing Director in the Performance Improvement practice. With a career spanning more than 25 years, Senter has focused on advising organizations on performance improvement, mergers and acquisitions and... Read Story

Mitsubishi HC Capital America announce that Paul Slocum has joined the company as Vice President of Sales for the technology finance team. Slocum will be responsible for the origination and structuring of supply chain and purchase order finance... Read Story

First Citizens Bank appointed Michelle Draper to Chief Marketing Officer (CMO). Most recently, Draper served as Chief Marketing and Sales Strategy Officer of Silicon Valley Bank (SVB), a division of First Citizens Bank.In her role serving the First... Read Story

Alvarez & Marsal (A&M) announces the appointment of Jason Galloway as Managing Director to lead marketing transformation and technology offerings at A&MPLIFY, the firm’s customer and artificial intelligence (AI) advisory agency. Galloway’s joining... Read Story

CB&S Bank recently established a new loan production office in Kennesaw, Georgia. CB&S Business Capital, a division of CB&S will be focused on asset-based lending throughout the southern United States. CB&S Business Capital will be led by its... Read Story

MidOcean Partners announced that Jon Fox, former President of the alternative investment firm Värde, has joined the firm as Global Head of Capital Formation. Fox brings several decades of leadership and alternative asset management experience to... Read Story

Modern Banking Group (MBG) announced that banking industry veteran, Steven Caligor, has joined our Executive Management Team as Chief Lending Officer and Executive Vice President. In this role, Caligor will lead commercial lending operations, drive... Read Story

Ansley Park Capital announced a series of key leadership appointments and organizational changes as part of its ongoing growth strategy. Ansley Park Capital has experienced significant growth across multiple sectors, driven by its commitment to... Read Story

Prosperity Asset Management (“PAM”), an insurance-focused asset manager specializing in private and public credit opportunities and origination platforms, today announced that it has strengthened its team with two key hires. These newly created roles... Read Story

SLR Business Credit, and its parent company SLR Capital Partners, announced the addition of Travis Pocock as Senior Vice President. In his role, Pocock will be responsible for identifying and engaging asset-based lenders, accounts receivable... Read Story

Holland & Knight added Ingrid McClintock as a financial services partner in Charlotte. Most recently, Ms. McClintock was a partner at McGuireWoods.Ms. McClintock has structured, negotiated and documented senior debt financing arrangements of all... Read Story

Alvarez & Marsal Tax (A&M Tax), an affiliate of leading global professional services firm Alvarez & Marsal (A&M), has expanded its Restructuring Tax offering by appointing Howard Steinberg, Managing Director and Head of Global Restructuring Tax... Read Story

Oppenheimer & Co. announced that Christian Baetz joined the firm as a Managing Director in the firm's Consumer Investment Banking Group. He will be based out of Oppenheimer's New York office and report to Michael Cella, Managing Director and Group... Read Story

Iron Horse Credit announced the addition of Tom Harris as Business Development Officer. In his role, Tom will be responsible for identifying new territories, partnership channels and building new client relationships.“I’m thrilled to join Iron Horse... Read Story

Churchill Asset Management and Arcmont Asset Management, the U.S. and European asset management companies of Nuveen Private Capital, today appointed Moshe Bajnon as Senior Managing Director, Global Head of Private Wealth, effective October 29, 2024.... Read Story

Peapack-Gladstone Financial Corporation and Peapack-Gladstone Bank announced that Michael Anthony Guarino, Esq. has joined the Bank as a Senior Vice President, Attorney.Working out of the Bank’s Headquarters in Bedminster, New Jersey and its new... Read Story

Alvarez & Marsal  appointed Nate Brewer as a Managing Director with the firm’s Public Sector Servicesgroup and Federal practice. Brewer’s joining expands A&M’s federal sector capabilities, further empowers the firm to help government clients address... Read Story

Encina Lender Finance (“ELF”) announced several senior executive promotions and key new hires to support the company’s next stage of growth.The promotions are as follows: Geoff Beard – Chief Executive Officer & Chief Investment Officer: Geoff... Read Story

Alvarez & Marsal (A&M) has expanded its Disputes and Investigations (DI) group with the launch of the National Security, Trade and Technology (NSTT) practice, led by newly appointed Managing Directors Randall Cook and Vincent Mekles in New York, and... Read Story

Audax Private Debt announced the appointment of John Wierzba, who joined the firm as a Managing Director, Wealth Management. Wierzba is joining Audax from Stifel, Nicolaus & Co., where he most recently served as the Head of Private Assets.Wierzba... Read Story

Moritt Hock & Hamroff welcomed Sidney Balaban, Danielle Halevi, Juliette Matchton, and Sam Tanenbaum as members of its incoming class of 2024 law school graduates. Sidney joins the firm's Creditors' Rights, Restructuring & Bankruptcy and Litigation... Read Story

Asset Compliant Solutions (ACS), a provider of loan portfolio optimization services for asset-based lenders and lease finance companies, announced the appointment of Ian F. Campbell, CLFP, as Senior Vice President and Director of Operations.Campbell... Read Story

Wells Fargo named Elena M. Gallo as Government Banking Division Executive. Gallo, a 35-year financial services veteran, succeeds Mara Holley, who is retiring after leading Government Banking since 2015. Gallo is based in New York.Gallo has served as... Read Story

Wiggin and Dana announced the addition of veteran restructuring attorneys Scott Griffin and Frank Eaton to the firm’s expanding Restructuring Practice. The addition of Griffin and Eaton continues the firm’s trajectory of expansion in sophisticated... Read Story

MidCap Business Credit has appointed Ryan Ray as Senior Vice President of its business development team.  Ray has spent the last 15 years in asset-based finance in business development, most recently with Accord Financial.  Ryan will be located in... Read Story

SLR Business Credit announced that David Braff has joined the company as a Managing Director of Business Development. Braff is the newest addition to the SLR Business Credit team. Based in the San Francisco Bay Area, he will assist in expanding the... Read Story

Cascadia Capital added two new Managing Directors — Michael Del Pero and Muizz Kheraj — who will be based in its Los Angeles office. These hires reflect Cascadia’s ongoing commitment to expanding its presence in the Southern California market, while... Read Story

Gordon Brothers has added Julie Dobler as Director, North America Real Estate Services. In this role, Dobler supports Real Estate Services’ daily operations and helps implement streamlined processes, procedures and methodologies to enhance the... Read Story

William Blair has expanded the firm’s Private Capital Advisory team in Europe with the addition of Connor O’Keeffe as managing director. Based in London, O’Keeffe will focus on fund placement and advisory services for general partners (GPs)... Read Story

BriteCap Financial, a non-bank lender providing small businesses with fast, convenient financing alternatives such as working capital loans, announced the appointment of James Noel as Vice President of Strategic Partnerships. Noel brings over 20... Read Story

Kian Capital Partners (“Kian”), a lower-middle-market-focused private investment firm, announced the promotions of Carter Fields to Vice President, and Thomas Bullock and Doyle Silvia to Senior Associate. The announcement comes as the firm continues... Read Story

ORIX Corporation USA appointed Dean Dulchinos as Managing Director and Head of Real Estate Credit. Dulchinos is based in New York and reports to Jeff Abrams, Group Head of Private Credit and Real Estate and Member, Executive Committee. Dulchinos has... Read Story

Astara Capital Partners, an operationally-focused private equity firm that invests in middle market companies, announced that Sarah Robson has joined the firm as Head of Business Development. Based in New York, Sarah will be responsible for leading... Read Story

TD Bank announced Andy Bregenzer and Jill Gateman as Co-Heads of U.S. Commercial Banking. The appointments follow the Spring 2024 announcement of Chris Giamo's retirement from TD Bank after 26 years of service to TD and more than 30 years in... Read Story

Moritt Hock & Hamroff announced that David J. Borkon has joined the firm as a Partner in its Corporate, M&A and Securities practice group. He is located in the firm's Garden City office.  Prior to joining the firm, Borkon was a Partner at Forchelli... Read Story

Alvarez & Marsal Tax, an affiliate of leading global professional services firm Alvarez & Marsal (A&M) appointed Michael Nissan as a Senior Advisor within its Compensation & Benefits practice. Mr. Nissan’s hire expands A&M’s M&A offering to structure... Read Story

Cascadia Capital announced that Thomas Mills has joined the firm as a Managing Director in its Capital Markets Advisory Group. Mr. Mills brings more than 20 years of experience in debt capital markets, raising capital for clients in a wide variety of... Read Story

Womble Bond Dickinson announced that Derek W. Edwards has joined the firm’s Nashville office as a partner in the Business Litigation Practice Group. Edwards has over 20 years of experience as a trusted advisor to retail banks and equity-backed... Read Story

Peapack-Gladstone Financial Corporation and Peapack Private, a division of Peapack-Gladstone Bank, announced that Vanessa Tortorice has joined Peapack Private’s New York City location as Senior Managing Director. Tortorice joins a team of... Read Story

FGI Worldwide, a global leader in the commercial finance industry, announced the hiring of Sara Bell as Director, FGI Risk. Based in Los Angeles, Ms. Bell will focus on developing relationships and new business opportunities on the West Coast for... Read Story

Miller & Chevalier Chartered announced that Brian Gleicher has joined the firm as a Member in the Tax Controversy and Litigation practice. Gleicher brings decades of experience in guiding multinational corporations through complex tax issues. "I'm... Read Story

Siena Lending Group announced that Jackson Bunn has joined the team as Vice President, New Business Originations within the Healthcare Division. Bunn has 11 plus years of diverse experience across ABL and Real Estate finance in the Healthcare sector... Read Story

Sterlington PLLC announced that Paul Jebely has joined the firm as Partner and Vice Chair, International. Widely regarded as the top private aviation attorney globally serving UHNWIs, Jebely has also advised on multibillion-dollar M&A, restructuring... Read Story

WSFS Bank, the primary subsidiary of WSFS Financial Corporation promoted Terry Kistler to Senior Vice President, Regional Manager of the Southern Delaware region, reporting to Shelly Kavanagh, Senior Vice President and Director of Retail Delivery.As... Read Story

TD Bank Group and Chief Executive Officer, Bharat Masrani, announced his intention to retire on April 10, 2025, after 38 years at the Bank and more than a decade as CEO. In line with TD Bank Group's succession plan, the Board of Directors announced... Read Story

Bank of America announced that David Dowd has been named president of Bank of America Asheville. As president, Dowd will be head of the market and responsible for connecting clients, teammates and communities to the full power of the franchise... Read Story

As part of its mission to help asset-based lenders and lease finance companies operate more successfully, Asset Compliant Solutions announced the appointment of Chris Norman, a 16-year veteran of the firm with 33-years’ recovery experience, to the... Read Story

The Huntington National Bank announced that Mike Maeser has been named regional president in Minnesota, effective immediately. He steps into the role following an extensive career in the financial services industry, including the last three years in... Read Story

White Oak Commercial Finance (“WOCF”), an affiliate of White Oak Global Advisors, announced the hiring of two new executives: Matthew DeBernardo as Managing Director of Originations, and Blake Voyles as Head of Lower Middle Market Underwriting. The... Read Story

Star Mountain Capital announced that Lloyd A. Sprung has joined as Senior Advisor. Mr. Sprung has 25+ years of private debt, restructuring and investment advisory experience including raising over $10 billion in private debt and structured equity... Read Story

UMB Bank, a subsidiary of UMB Financial Corporation, announced the expansion of its CLO Trustee and Loan Administration team with the hire of Henry Brigham, Willis Hwang and David Knecht. They join a seasoned team led by Senior Vice Presidents Alex... Read Story

ArentFox Schiff announced the addition of partner Scott B. Lepene to its Financial Restructuring & Bankruptcy practice in the firm’s New York office. Lepene has nearly two decades of experience handling matters involving insolvency and restructuring... Read Story

Alvarez & Marsal Tax (A&M Tax), an affiliate of leading global professional services firm Alvarez & Marsal (A&M) has expanded into Canada with the addition of Managing Directors Jocelyn Blanchet, Carla Hannemann, Nicole Le Dressay, and Ines Pasagic.... Read Story

Aequum Capital added James Farrell as its new Executive Director of Credit and Portfolio Management. With a distinguished career spanning over 35 years in commercial finance, particularly in senior secured asset-based lending, turnaround management... Read Story

Cascadia Capital, a leading independent investment bank, announced that Don More has joined the firm as a Managing Director in its Technology & Software investment banking group. Based in New York, More brings extensive expertise as one of the... Read Story

BRG announced the opening of offices in Rome and Milan as it expands its European footprint with a team of economists focused on regulated industries, led by Managing Director Dr Francesco Lo Passo, who joins with Managing Director Marcella Fantini... Read Story

Customers Bank, the $21 billion asset subsidiary of Customers Bancorp, is laying the groundwork for continued deposit growth in commercial and specialty banking divisions, enhancing its C-suite to incorporate significant, top-level expertise and... Read Story

Clifford Chance has hired Om Pandya as a Capital Markets partner in Houston. Pandya, who joins from Latham & Watkins, has extensive experience advising issuers, private equity sponsors and financial institutions in registered and unregistered... Read Story

Chatham Asset Management, a private investment firm, has established a CLO management business, CTM Asset Management (“CTM”), and made a significant capital commitment to build the business and support its initial CLO issuance. CTM will be managed as... Read Story

Pathlight Capital appointed Doug Nicholson as Managing Director. In this role, Nicholson will collaborate with the originations team to source new transactions.Nicholson joins Pathlight from JPMorgan Chase, where he served as a Portfolio Manager in... Read Story

CIBC President and CEO Victor Dodig announced senior leadership appointments that position the bank to continue executing on its client-focused strategy and build on its momentum in creating sustainable value for all stakeholders."We're driving... Read Story

CohnReznick announced that two new principals have joined its valuation advisory services practice. Brad Hirsch, ABV, will serve as the practice leader and Anthony Doughty, CFA, joins as a principal. Both Hirsch and Doughty are based in Chicago and... Read Story

BRG announced the appointment of Michael Seelhof, a renowned expert in investment and commercial arbitration, who joins the firm's New York office. Seelhof brings three decades of experience in valuation and financial analysis supporting counsel... Read Story

Cambridge Savings Bank (CSB), a full-service mutual bank with a customer-first approach and over $7 billion in assets, announced that Daniel Carey has been promoted to Senior Vice President, Chief Financial Officer (CFO). Previously the Head of... Read Story

Following its recent merger with Cambridge Trust and as part of its enhanced focus on product development, wealth management and private banking, Eastern Bank is pleased to announce that Executive Vice President Sujata Yadav has been named Chief... Read Story

Banc of California, a wholly owned subsidiary of Banc of California, announced that Chris Hague has joined the company as Executive Vice President and Head of Specialty Finance. In this role, Hague oversees the bank’s teams in Lender Finance... Read Story

William Blair announced the addition of Derek Smith as managing director to the firm’s Financial Services practice in Chicago. He will focus on merger-and-acquisition and capital-raising transactions for public and private companies in the insurance... Read Story

Hilco Enterprise Valuation Services (HEVS) announced the strategic expansion of its Dispute Advisory practice with the addition of John Kim as Managing Director and Florian Leka as Director. These appointments underscore HEVS's commitment to growth... Read Story

Legacy Corporate Lending announced the appointment of David Smith as Managing Director of Originations. Smith will be based in New York and will be responsible for leading the origination and structuring of new transactions in the Northeast region.... Read Story

Holland & Knight has strengthened its Financial Services Team with the addition of Paul Libretta as a partner in New York. Libretta represents issuers, investors, borrowers, lenders, sellers, buyers, hedge funds, private credit funds and other... Read Story

Best Lawyers in America has recognized 10 Moritt Hock & Hamroff lawyers in its 2025 edition. Seven lawyers were included in The Best Lawyers in America and three lawyers were included in The Best Lawyers: Ones to Watch in America.Best Lawyers in... Read Story

Breslin, Young & Slaughter (BY&S) has made a significant move by expanding into Traditional Asset Based Lending due diligence. This new initiative reflects the copmpany's commitment to leveraging its experience, expertise, and dedication in the... Read Story

Linda Bursic has joined Affinius Capital as Managing Director in the firm’s Global Investors Group, where she will be responsible for capital raising activities throughout North America. “Linda’s adeptness in growing and building relationships aligns... Read Story

RB Global announced the appointment of Steve Lewis as Chief Operating Officer, effective Sept. 3, 2024. Lewis brings extensive senior leadership experience in operations and supply chain management, as well as a honed approach to driving business... Read Story

VSS Capital Partners (“VSS”), a private investment firm investing in the healthcare, education, and business services industries, announced that David Fann has joined the firm as Senior Managing Director and Head of Investor Relations. Fann brings... Read Story

Horizon Technology Finance Management, the manager and investment adviser for Horizon Technology Finance Corporation, and an affiliate of Monroe Capital, announced four senior members of its origination team have been promoted to new or expanded... Read Story

Comvest Partners announced the promotions of three key leaders of Comvest Credit Partners, its direct lending investment platform. Robert O’Sullivan has been appointed as Chief Executive Officer; Jason Gelberd as Chief Operating Officer; and Greg... Read Story

Alvarez & Marsal Tax, an affiliate of Alvarez & Marsal (A&M), has expanded its Portfolio Tax Services (PTS) offering and its West Coast presence with the appointments of Managing Directors Brian Charbonnier and Christopher White. This expansion... Read Story

Capstone Partners, a leading middle market investment banking firm, announced a significant appointment within its management team. Ken Wasik, Managing Director and Head of Consumer Products Banking, will now also serve as Co-Head of Investment... Read Story

Blank Rome announced that Fraser Collin has joined the firm’s Boston office as a partner in the Corporate, M&A, and Securities group. Fraser will focus his practice on advising clients on mergers and acquisitions (“M&A”), and private equity and... Read Story

The Keystone Group named Mike Topa as Executive Advisor and Christopher Capers as Senior Principal.Topa has extensive C-level experience encompassing private equity portfolio companies as both an investor as well as an operating executive. ... Read Story

IDB Bank appointed Jeremy Cramer as its new Senior Vice President and Head of California Commercial Real Estate (CRE). In this role, he will lead balance sheet CRE lending across the Bank's west coast operations, overseeing loan originations, asset... Read Story

Woodsboro Bank announced the promotion of key leaders in the organization.Effective August 21st, current Executive Vice President & Chief Commercial Banking Officer, Richard Ohnmacht, will assume the role of President and Chris Clemons, current... Read Story

Alvarez & Marsal Tax (A&M Tax), an affiliate of Alvarez & Marsal (A&M), announced the appointment of Sean Trahan as Managing Director within its Transfer Pricing line of service. Following the hiring of Managing Directors Dan Peters and Matt DeFelice... Read Story

A&O Shearman added Alyssa Simon as a partner in its U.S. Debt Finance practice based in the global law firm’s New York office. Simon was most recently at a leading investment bank in both London and New York where she was an executive director in... Read Story

Cascade Partners announced that Shareef Simaika has joined our team as a Managing Director, focused on leading the company's Detroit restructuring practice. With over 20 years of experience in restructuring advisory, Shareef brings a wealth of... Read Story

Gordon Brothers welcomed Kasey Fagan to drive business development in the Midwest.In this role, Fagan will accelerate Gordon Brothers’ continued growth in the region by providing integrated solutions across the firm’s expanded asset services, lending... Read Story

Ameris Bank welcomed two commercial banking industry veterans to its well-established team. Bill Kilburg joins Ameris as Senior Vice President, Relationship Manager and Patrick Murphy will serve as Senior Vice President, Government Relationship... Read Story

WSFS Bank, the primary subsidiary of WSFS Financial Corporation announced Randy Royther as Senior Vice President, Director of Interest Rate Hedging, reporting to Neil Orechiwsky, Senior Vice President and Managing Director of Capital Markets.Royther... Read Story

BY&S announced significant updates to its leadership team, welcoming Anthony Hope, John Nicholas, and Evan Watts as partners at BY&S as of January 1, 2024. Their promotions reflect their extensive expertise, dedication, and valuable contributions to... Read Story

Houlihan Lokey announced that Geoff Rhizor has joined as a Managing Director. Based in San Francisco, Rhizor will join the Technology Group where he will focus on the social impact/nonprofit and office of the CFO software sectors and will collaborate... Read Story

After several key strategic hires at National Business Capital (“NBC”), the company announced the hire of yet another seasoned industry veteran, Vincent Campbell. Campbell brings 30+ years of industry experience to the team, including senior... Read Story

Stonebriar Commercial Finance announced two additions to its originations team. James Paterson and Vince Cornell joined Stonebriar as Managing Directors responsible for the development and management of relationships with clients, prospects and... Read Story

Cascadia Capital, a leading investment bank serving middle-market clients, announced the addition of Jordan Finkler as Managing Director in the firm’s growing Business Services group. Finkler is the third Managing Director to be added to the Services... Read Story

nFusion Capital announced that Daniel J. Karas has joined their team as EVP of Asset Based Lending. Karas is responsible for spearheading the strategic expansion of the Asset Based Lending division. “Dan’s proven track record of developing and... Read Story

Advantage Business Capital, a subsidiary of Central Bank, welcomed two new employees to their growing team. Liz Castillo, Senior Vice President, is Houston, Texas based and Lauren Hogan, Marketing Specialist, is Austin, Texas based.Liz Castillo has... Read Story

GoldenTree Asset Management, a global asset management firm with approximately $55 billion in assets under management, announced the hiring of Avineet Punhani as Principal. He will be based in the firm’s New York office and will report to Grady Frank... Read Story

Eagle Bancorp, the Bethesda, MD-based holding company of EagleBank, announced Chief Credit Officer Janice “Jan” Williams will be retiring from EagleBank on June 30, 2025. Williams’ longstanding dedication and exceptional contributions have... Read Story

Berkeley Research Group (BRG) announced that Michael Hollerich has joined the firm's Financial Institution Advisory practice as a managing director in Dallas. Hollerich brings over 25 years of leadership experience in financial services risk and... Read Story

Perkins Coie announced that David Delafield will be joining the firm on September 16 as its new chief financial officer (CFO). Delafield will lead the strategic financial planning for Perkins Coie’s international operations with annual revenue of... Read Story

Alvarez & Marsal (A&M) has appointed Dina Hernandez as Managing Director and the first Chief People Officer (CPO) for its Global Transaction Advisory Group (Global TAG) and Corporate Transactions Group (CTG). In the newly established role, Ms.... Read Story

Cambridge Savings Bank (CSB), a full-service mutual bank with a customer-first approach and over $7 billion in assets, announced that Ian Brandon has been promoted to Executive Vice President, Chief Commercial Banking Officer (CCBO).Brandon’s... Read Story

Regions Bank announced Ronnie Smith, head of the company’s Corporate Banking Group, will retire at the end of the year following more than four decades of service to Regions and its predecessor banks.Brian Willman, head of Commercial Banking for... Read Story

TD Bank announced that Chris Ward has been named Regional President of the Mid-South Metro, which includes Delaware, Maryland, the District of Columbia, Virginia, North Carolina and South Carolina.In this role, Ward will head TD Bank's Mid-South... Read Story

Alvarez & Marsal’s (A&M) Health Industry Group announced the appointment of John Coyle as a Managing Director in the group’s  Health Systems practice. Coyle’s hire marks the latest milestone of the Healthcare Industry Group’s talent and capabilities... Read Story

Goetz Fitzpatrick inducted Adam H. Koblenz, Esq., into the partnership, marking a significant expansion in expertise and leadership within the firm. Koblenz transitions from Sahn Ward Braff Koblenz Coschignano PLLC, where his role as a named partner... Read Story

TriState Capital Bank announced Tim Merrell has joined the company as Senior Vice President, Relationship Manager, for its Philadelphia office. In this role, Merrell is responsible for the development and growth of middle-market Treasury Management... Read Story

TD Bank promoted Scott Daigle to North Florida Commercial Market President to support continued growth efforts in the region, which includes the greater Orlando, Tampa/St. Petersburg, Jacksonville, Gainesville, Ocala, Daytona, Lakeland and Melbourne... Read Story

Truist Financial Corporation announced that Steve Hagerman will be its new chief information officer. Hagerman will join Truist on Oct. 28, reporting to Chairman & CEO Bill Rogers. Based at Truist headquarters in Charlotte, Hagerman will lead the... Read Story

Holland & Knight has strengthened its Financial Services Team with the addition of Nneoma Maduike as a partner in the New York office. Ms. Maduike was previously a partner with Otterbourg P.C., where she was co-head of the Lender Finance practice.“We... Read Story

U.S. Bancorp, parent company of U.S. Bank, announced that Arijit Roy will become the newest member of its Managing Committee, a group of 16 executives with various responsibilities for the organization’s revenue lines, enabling functions and... Read Story

Mitsubishi HC Capital America is strengthening its working capital team with the appointment of Lawrence Ridgway as Senior Business Development Director, Business Finance. Ridgway will be spearheading the origination and structuring of asset-based... Read Story

TAB Bank appointed Tami Fisher as its new Chief Information Officer (CIO). She joins TAB Bank with nearly two decades of extensive experience developing and executing enterprise strategies to optimize operations and technology outcomes.As CIO, Fisher... Read Story

eCapital appointed Matthew Tobin as SVP, Business Development Officer within its ABL Group. Based in Los Angeles California, Tobin will enhance the company’s presence on the West Coast, bringing a wealth of specialty finance experience to the role.... Read Story

Rosenthal & Rosenthal announced that William Garcia, Kathleen Waldropt and David Zimmerman have joined Rosenthal’s Southeast team.  With more than six years of underwriting experience in the commercial finance industry, Garcia joins as VP, Recourse... Read Story

WSFS Bank, the primary subsidiary of WSFS Financial Corporation announced the expansion of its Capital Markets team with the hires of Michael Burnap and Christian Gil as Senior Vice Presidents, Directors of Trade Finance, reporting to Neil Orechiwsky... Read Story

Perkins Coie announced that private funds partner Kerry Potter McCormick has joined the firm’s Corporate and Financial Regulation practices in New York. Kerry is the latest private funds partner to join the firm in New York following the addition of... Read Story

Benoit Geurts has joined Gordon Brothers as Managing Director, Intellectual Property, EMEA.   In this role, Geurts partners with the firm’s corporate recovery and global valuations teams to provide valuation, advisory and monetisation services for... Read Story

Houlihan Lokey announced that Andrew Atherton has joined the firm’s FinTech Group as a Managing Director. Atherton is based in San Francisco and will cover multiple FinTech sectors as well as FinTech-adjacent enterprise software companies, working... Read Story

WSFS Bank, the primary subsidiary of WSFS Financial Corporation announced the hire of John Heiser as Senior Vice President and Senior Private Banking Relationship Manager, reporting to Cheryl Vaughan, Senior Vice President, Private Banking... Read Story

Texas Capital Bancshares, the parent company of Texas Capital, announced that Todd Jordan has joined Texas Capital as Austin Market President and leader of Austin Middle Market Banking. In his new role, Jordan is responsible for delivering... Read Story

Bank of America named Drew Slocum as President of Bank of America Wisconsin. Slocum will lead the Wisconsin market and will be responsible for connecting clients, teammates and communities to the bank’s eight lines of businesses and the full power of... Read Story

Eisner Advisory Group has admitted 23 new partners effective August 1, 2024.“These outstanding professionals possess deep expertise, a client-centric mindset, and a dedication to continuous learning that is so critical for success in today’s... Read Story

Monomoy Capital Partners announced six well-deserved promotions across the Monomoy Investment, Operating and Origination Teams. These individuals’ collective efforts have been integral to the firm’s successes, and the company looks forward to the... Read Story

Mitsubishi HC Capital America announced that Daniel Harari has joined the company as Senior Vice President, Corporate Development – M&A and Investments.With 25 years’ experience in M&A and strategic advisory, Harari will be responsible for advancing... Read Story

Adam Reese is no stranger to the commercial real estate industry. His experience includes lending, originations, underwriting and brokerage in Denver, New York, and Kuala Lumpur, Malaysia. In his 18 years, he’s held the positions of Vice President... Read Story

Womble Bond Dickinson announced that Jon Levin has joined the firm’s Huntsville, Alabama, office as a partner in the Corporate and Securities group. Levin has practiced government contracts law for over two decades. He has successfully represented... Read Story

First Citizens Bank announced that its Middle Market Banking group is expanding in the Northeastern U.S., leveraging its deep middle market expertise to provide a full-suite of financial solutions to midsize businesses across the region. Since its... Read Story

Grant Thornton admitted its annual class of new partners and principals, and promoted a group of professionals to managing directors.In total, Grant Thornton Advisors LLC, which provides non-attest services, admitted nine new principals and promoted... Read Story

Wingspire Capital announced the expansion of its product mix with the creation of a dedicated Healthcare Finance capability that will offer a full suite of flexible capital solutions delivered with Wingspire’s trademark level of creativity... Read Story

Washington Trust announced the promotion of Scott McCaughey to Senior Vice President and Team Leader within the Commercial Banking division. In his new role McCaughey, a 30-year banking professional, will oversee the Bank's Commercial & Industrial... Read Story

First Citizens Bank announced that Eugene Weissberger has been appointed as a managing director in the Sponsor Finance group, where he will be focused on supporting financial sponsors and family offices in the Midwest and on the West... Read Story

AlixPartners announced that Neal Ganguli has rejoined the firm as a Partner and Managing Director in the Automotive and Industrial Practice. Ganguli brings more than 25 years of experience helping automotive and private equity clients across the... Read Story

Rainstar Capital Group hired Chris Griffith to its middle market team as Managing Director to head up the Florida market. Rainstar Capital Group’s CEO - Kurt Nederveld made the following statement, "We are excited to have Chris expand the Rainstar... Read Story

Flatbay Capital has added Matthew Melvin to the team. Melvin started his career in banking as a commercial credit analyst for Woodforest National Bank in 2005. Upon leaving Woodforest, he moved into a commercial lender role at a de novo bank, Lone... Read Story

Capify, a leading SME lender, has appointed Jamie Stewart as Director of Strategic Initiatives. Jamie, the founder and former MD of Think Business Loans, brings extensive experience and SME expertise to Capify. In his role at Think, he successfully... Read Story

Womble Bond Dickinson announced that Ryan Thompson has joined the firm’s New York office as an of counsel in the Finance, Bankruptcy, and Restructuring group. Thompson concentrates his practice on equipment finance, commercial lending, floorplan... Read Story

Trinity Capital announced the appointment of Josh Ruben as Managing Director of Life Sciences. Ruben, an established leader with over a decade of experience in investment banking, has a long track record of supporting life science companies with over... Read Story

Franklin Capital announced that Emily Reeves has joined the company as Vice President of Sales. In this role, Reeves will be responsible for growing Franklin’s sales team and driving the growth of the company's sales efforts.With over five years of... Read Story

Pinnacle Financial Partners has named Charissa Sumerlin the firm’s Chief Credit Officer. She succeeds Harvey White, who served as Interim Chief Credit Officer following the sudden death of Tim Huestis in late 2023. The Board of Directors unanimously... Read Story

WSFS Bank, the primary subsidiary of WSFS Financial Corporation, announced the hire of Stacey Ioia as Senior Vice President, Director of Enterprise Fraud Risk Management, reporting to Michael Dzielak, Senior Vice President, Director of Financial... Read Story

Blank Rome announced that Ryan T. Purpura, Matthew “Matt” D. Lea, and Ryan A. Haddad have joined the firm as partners and members of the Energy industry team. All three partners bring significant experience in the energy sector, with a focus on oil... Read Story

Alvarez & Marsal Tax, an affiliate of Alvarez & Marsal (A&M), announced the appointment of Jose Manuel Ramirez as a Managing Director joining the Latin America Complex Transaction Tax team in New York. Ramirez brings over 30 years of experience... Read Story

Star Mountain Capital announced that James Camarda has joined as a Managing Director in Star Mountain’s Tampa, Florida office.Camarda brings two decades of expertise in the alternative investment sector, having collaborated with some of the world’s... Read Story

SLR Capital Partners announced that Scottie Bevill has joined the firm as a Senior Advisor. Most recently, Bevill led Global Income Strategies for the Teachers’ Retirement System of the State of Illinois as Senior Investment Officer, overseeing all... Read Story

Cambridge Savings Bank (CSB), a full-service mutual bank with a customer-first approach and nearly $7 billion in assets, announced that Kevin McGuire, previously the Chief Information Officer (CIO), has been appointed as the new Chief Operating... Read Story

Gordon Brothers has expanded the firm’s leasing and lending teams.As part of this expansion, Elijah Kaplan, Managing Director, Lending, and Steve Sanders, Managing Director, Equipment Finance, Eastern Region, have recently joined Gordon Brothers to... Read Story

Plante Moran promoted the following 25 new partners and two affiliated entity members: Matthew Bohdan, risk and accounting advisory services, Southfield Eric Bowers, Plante Moran Financial Advisors, East Lansing Amanda Carrigan, risk and... Read Story

Alvarez & Marsal (A&M) announced the appointment of Managing Director Harry Kim within its rapidly growing Life Sciences (LS) group. Kim’s appointment follows on A&M's Life Science offering investments demonstrated by recent Managing Director hires... Read Story

Webster Financial Corporation, the holding company for Webster Bank, announced its Board of Directors approved both the appointment of William (Neal) Holland, as Executive Vice President, Finance of both the Company and the Bank, and the election of... Read Story

eCapital appointed Peter Dahill as Chief Financial Officer (CFO). This strategic move demonstrates eCapital’s commitment to bolstering its executive team and advancing its fintech roadmap while ensuring seamless leadership succession. Current CFO... Read Story

Grant Thornton named Lawrence Griff to lead the firm’s Retail industry practice and Kelly Schindler to head up its Manufacturing industry practice. In their roles, Griff and Schindler will oversee the growth and operations of their respective... Read Story

In recognition of both its comprehensive advanced technology services and the depth of knowledge and expertise of Managing Director Michael Osment, Getzler Henrich & Associates formalized its Analytics, Artificial Intelligence, and Advanced... Read Story

Provident Bank announced that Vik Venkataraman has joined the organization as a Senior Relationship Manager to lead Provident’s expansion in the middle-market healthcare services space.“I am pleased to welcome Vik to the team,” said Roberto Camacho... Read Story

Greenberg Traurig has expanded its Corporate, Investment Management, and Financial Regulatory & Compliance practices with the addition of two in-house counsels from major investment firms. Shareholder Patrick J. Kassen joins from Blackstone, where he... Read Story

Oppenheimer announced the continued expansion of its Fixed Income Division with the addition of 10 more High Yield and Distressed Debt Team members.The additions coincide with a more challenging credit environment and expansion of the firm's... Read Story

ABN AMRO announced the appointment of Barbara Stam as CEO of ABN AMRO Asset Based Finance (ABF). Stam’s background, experience, and career achievements to date mean she is well-positioned to lead ABF into the future.Stam brings a broad background in... Read Story

Star Mountain Capital announced that Curtis Glovier has increased his involvement with Star Mountain from a Senior Advisor to a full-time role of Managing Director and Strategic Portfolio Officer.“It has been a pleasure working with Curtis personally... Read Story

TD Bank appointed Steve Moroney as its Commercial Market President for Connecticut and Rhode Island. Moroney is based in New Haven, CT.“Steve is a long-tenured TD colleague and dedicated people leader with immense commercial banking and small... Read Story

Sunwest Bank added Robert Faver as its new Executive Vice President, Managing Director of Commercial Banking. In this pivotal role, Faver will steer the commercial lending and sales platform of the Bank across multiple states and divisions. His... Read Story

Hilco Global announced the appointment of Ian Fredericks as the new Chief Executive Officer (CEO) of its Consumer – Retail platform, effective July 1, 2024.  Fredericks will oversee Hilco Merchant Resources, Hilco Wholesale Solutions, Restore Capital... Read Story

Wells Fargo announced that Alexandra Barth has joined the Corporate & Investment Bank (CIB) as co-head of Leveraged Finance within the Banking division. She will co-lead the Leveraged Finance team with Trip Morris. She reports to Tim O’Hara, head of... Read Story

Mitsubishi HC Capital America announced that Michael Ollio has joined the company as Director of Capital Markets.Ollio will be focused on funding equipment finance transactions and portfolios for capital markets partners, particularly those involving... Read Story

Blank Rome announced that Jeffrey “Jeff” A. Fickes and Christopher “Chris” J. DePizzo have joined the firm’s New York office as partners in the Corporate, M&A, and Securities group. They bring extensive experience representing businesses and... Read Story

Cahill Gordon & Reindel announced that Peter Williams will join the firm on July 15 as a partner in New York, where he will serve as Co-Head of the Private Credit practice.Williams joins from KKR Credit where he was a Managing Director on the Credit... Read Story

Grant Thornton named Jim Wittmer the managing principal of the firm’s Atlantic Coast region. In this role, Wittmer will oversee Grant Thornton’s teams in Arlington, Virginia, Washington, D.C., Baltimore, Pittsburgh and Philadelphia, where he is based... Read Story

The PNC Financial Services Group announced that Carole L. Brown has elected to retire as head of Asset Management Group, effective Aug. 1. Brown will remain with PNC as a senior advisor through early 2025.“I am grateful for Carole’s many... Read Story

Flushing Financial Corporation, the parent holding company for Flushing Bank, announced Gary Raisig has joined the bank as Senior Vice President and Group Sales Executive for the Business Banking team. Reporting to the Director of Business Banking... Read Story

Amerant Bank named Jesse Flowers as EVP, Palm Beach Market President. Flowers, an integral part of the financial services industry in the Palm Beach market, brings over two decades of experience in banking, specializing in servicing clients seeking a... Read Story

First Fed Bank, subsidiary of First Northwest Bancorp, announced Kyle Henderson has been promoted to Chief Credit Officer. Henderson joined First Fed as Deputy Chief Credit Officer in 2023."Kyle Henderson is a respected banking leader with an... Read Story

nFusion Capital announced that award-winning sales executive Alexandra S. Scoggin has joined the company as a Senior Executive Vice President. For over 18 years, Scoggin has worked with entrepreneurs, management teams, and sponsors of small and... Read Story

National Business Capital ("NBC") continues to grow and solidify its position in the non-bank specialty finance market, announcing Francois Bouville's hire as Director of Institutional Partnerships.Bouville brings nearly 30 years of industry... Read Story

HighVista Strategies, an alternative asset manager pursuing specialized investments in public and private markets, announced a further expansion of the firm’s leadership. Nick Boston (Compliance), Niels Peetz-Larsen (Public Markets), Adam Posner... Read Story

Wiggin and Dana announced that Miami-based restructuring partner Tamara Van Heel has joined the firm in South Florida, further expanding its platform in the state following the launch of a new Boca Raton office earlier this year.??  “As a Miami... Read Story

FirstBank elevated several leaders, including its new Chief Risk Officer (CRO) Jennifer Payne.Payne has been with the bank for 23 years, and has worked in various leadership roles across the company, including President of Compliance and, most... Read Story

Cohn & Dussi announced the addition of two new associate attorneys to their team, based in the Boston office. The firm specializes in Creditor's Rights, Workouts and Bankruptcy, Equipment Leasing & Finance, Corporate & Financial Services, Commercial... Read Story

U.S. Bancorp, parent company of U.S. Bank, announced that Tim Welsh, vice chair of Consumer and Business Banking, intends to leave the organization after seven years to focus on his many community activities and additional career interests.“During... Read Story

Live Oak Bancshares announced that its Board of Directors has appointed Michael J. Cairns as Chief Credit Officer, effective August 1, 2024. Cairns will serve as CCO for both Live Oak Bancshares and Live Oak Bank and succeeds Steven J. Smits who has... Read Story

Further strengthening its growing presence in California, Citizens Financial Group announced that Michael Walker has joined the company to lead its team serving middle market companies across the state.Walker, based in San Francisco, has more than 45... Read Story

Womble Bond Dickinson announced that Phyllis A. Guillory has joined the firm’s Houston office as a partner in the Corporate and Securities group, where her practice will focus on complex tax issues and cross-border transactions. Her extensive... Read Story

Mitsubishi HC Capital America announced the hiring of Riley Thompson as Vice President, Head of Direct Sales.  As part of Mitsubishi HC Capital America’s overall strategy to expand the direct leasing portfolio, Thompson will be responsible for... Read Story

ORIX Corporation USA announced the appointment of Nik Singhal as Managing Director and Group Head of Direct Lending within its Private Credit business. Singhal is based in New York and will report to Jeff Abrams, Group Head of Private Credit and Real... Read Story

Mark Forrest has joined Citizens as a senior vice president on the asset-based lending team to bring additional local focus and expertise as Citizens continues to grow its presence in the Midwest and West regions. He will serve as a trusted advisor... Read Story

Encina Lender Finance hired structured credit industry veteran Geoff Beard as Co-CEO to lead the firm’s Consumer/SMB Vertical. Beard will work in partnership with Co-CEO Edward Chang, who will lead ELF’s Commercial Vertical, and will be opening a new... Read Story

Houlihan Lokey announced that Kenny Kraft has joined the firm’s Consumer, Food & Retail Group as a Managing Director. Based in Atlanta, Kraft will oversee the firm’s coverage efforts across the retail and multi-unit sector, adding expertise in... Read Story

HSBC announced that Danielle Johnson has been appointed Global Head of Institutional Client Group (ICG) within the Global Banking and Markets business. In this role, she will be responsible for strengthening the coverage of institutional clients... Read Story

EisnerAmper announces that Michael Braverman, Partner, has been named the firm's National Leader of Transaction Advisory Services (“TAS”) and Leader of Forensic, Litigation, and Valuation Services (“FLVS”) at the firm's New York office. ith more than... Read Story

Mitsubishi HC Capital America announced the expansion of its Commercial Finance Credit team with the addition of two seasoned credit professionals. Cary Downer joins as Vice President - Credit, bringing 27 years of industry experience, and Todd... Read Story

Alvarez & Marsal Tax (A&M Tax), an affiliate of leading global professional services firm Alvarez & Marsal (A&M), announced the appointment of Adam Uttley as Managing Director and Portfolio Tax Services (PTS) group Leader in the US. Uttley’s hire... Read Story

FNB Corporation, the parent Company of First National Bank, announced it has enhanced its Bank Operations with a single, streamlined reporting structure. The updates are designed to enable FNB to more effectively apply automation, drive efficiency... Read Story

Amerant Bank named industry veteran Mike Nursey as EVP, Central Florida Market President. Nursey will be responsible for the strategic execution of Amerant Bank’s growth strategy in Hillsborough, Pinellas counties as well as other key markets... Read Story

Alvarez & Marsal (A&M) announced the appointment of Ben YoKell as a Supply Chain Services practice Managing Director within its Corporate Performance Improvement (CPI) group. YoKell’s hire demonstrates CPI’s continued commitment to expanding its... Read Story

Citizens Financial Group announced that Don McCree, Head of Commercial Banking, has been appointed as Senior Vice Chair of Citizens.Chairman and CEO Bruce Van Saun commented: “This appointment recognizes Don’s strong performance and leadership since... Read Story

Bank of America named Michael Garand as President of Bank of America Worcester. As president, Garand will lead the Worcester market and will be responsible for connecting clients, teammates and communities to the bank’s eight lines of businesses and... Read Story

eCapital announced the appointment of Matthew Shearer as Senior Vice President of Channel Sales. This strategic move aims to expand eCapital's reach by embedding its financing solutions within third-party platforms and digital marketplaces. “We are... Read Story

Momnt, a fintech company specializing in real-time lending and payment solutions, appointed Chris Bracken as CEO. This follows recent significant capital investments from Saluda Grade Ventures, Rockefeller Asset Management, and TruStage Ventures and... Read Story

First Citizens Bank announced that its Middle Market Banking group has named Tao Sung as director and relationship manager in the Los Angeles region. Based in the Santa Monica office, Sung will focus on leading his team to develop new business in the... Read Story

Alvarez & Marsal’s (A&M) Corporate Performance Improvement (CPI) group announced the expansion of its Telecommunications & Digital Infrastructure (TDI) practice led by newly appointed, 30-year industry veteran, Managing Director Andy Walker. The... Read Story

Alvarez & Marsal (A&M) announced the appointments of James Guyton, Frank Orlowski and Rena Rosenberg, as Managing Directors within its rapidly expanding Life Sciences (LS) business unit. These strategic hires underscore A&M’s commitment to provide... Read Story

Lathrop GPM announced that partner Laurie Huotari has rejoined the firm's Business Transactions Practice Group in Minneapolis."With substantial experience across a range of corporate matters, Laurie is a high caliber, strategic addition to our... Read Story

Pritzker Private Capital (“PPC”), a leader in family direct investing, announced that Anna Edgcomb has rejoined the firm as Vice President – Manufactured Products and Alyson Brown has joined the firm as Vice President – Services. Ms. Edgcomb and Ms.... Read Story

Valley National Bancorp, the holding company for Valley National Bank, appointed John P. Regan as Senior Executive Vice President—Chief Risk Officer effective June 24, 2024. Regan will succeed Raja A. Dakkuri, who is leaving Valley to pursue another... Read Story

Meridian Capital Group, one of the nation’s leading commercial real estate finance, investment sales and retail leasing advisors, named Melissa Martinez as the firm’s first Chief Risk Officer, effective June 17, 2024.Martinez has more than 20 years... Read Story

Harris Williams, a global investment bank specializing in M&A and private capital advisory services, announced that Sam Hendler is rejoining the firm as a managing director focusing on healthcare IT, based in the Boston office. Hendler was previously... Read Story

Enterprise Bancorp and Enterprise Bank announced the retirement of Chief Executive Officer John “Jack” P. Clancy Jr., a position he has held since 2007. Clancy, named an honorary director of the company by its Board of Directors, will serve as an... Read Story

Wells Fargo Capital Finance appointed two senior leaders responsible for asset-based lending Originations and Syndications, further reinforcing its focus on providing valuable advice and expertise for the company’s commercial clients who are... Read Story

Alvarez & Marsal has appointed Preston Parker, former KPMG Global Leader for its Deal Advisory and Strategy Integration & Separation practice, as Managing Director and Leader of its new Corporate Transactions Group (CTG). Leveraging A&M’s world-class... Read Story

Rockland Trust recently expanded its Asset Based Lending Team with the appointment of William Walsh as Vice President, Relationship Manager. In this role, Walsh is responsible for cultivating and nurturing relationships with clients across the team’s... Read Story

Moritt Hock & Hamroff welcomed Julia DeFazio, Douglas Notaris and Pacika Guerra to its 2024 Summer Associates & Legal Interns Program. Julia and Douglas join the firm as Summer Associates while Pacika joins as a Legal Intern. "We are excited to... Read Story

U.S. Bancorp announced expanded leadership roles for Stephen Philipson and Felicia La Forgia as part of an effort to strategically position the bank’s Wealth, Corporate, Commercial and Institutional Banking (WCIB) team. They will continue to report... Read Story

Cambridge Savings Bank (CSB), a full-service mutual bank with a customer-first approach and nearly $7 billion in assets, announced that Angela Conti will be joining the leadership team as Head of Consumer and Small Business Banking. In her newly... Read Story

FTI Consulting announced the appointment of Peter Dumas as a Managing Director in the Lender Services practice within the firm’s Corporate Finance & Restructuring segment.Dumas, who is based in Dallas, joins with nearly four decades of experience in... Read Story

Alvarez & Marsal (A&M) announced the appointment of Rosco Newsom as an Aerospace, Defense, Aviation and Space (ADAS) practice Managing Director within the firm’s Private Equity Performance Improvement Group (PEPI). The addition of Newsom, who... Read Story

Configure Partners has hired Connor Barth as Director.  A tenured investment banking professional, Barth brings over a decade of credit advisory and placement experience to the platform, having delivered exceptional financing results for companies... Read Story

Legacy Corporate Lending appointed Carlos Acedo as the Company’s Vice President of Finance. Acedo will report to Legacy Chief Executive Officer Clark Griffith and will play a key role in shaping the financial strategies of the company.Acedo brings to... Read Story

Finance attorneys Paul Severin, Kristin Bacchus and Patricia Whitten have joined Holland & Knight’s nationally recognized Financial Services Practice Group in Los Angeles as partners. They were previously partners with Loeb & Loeb, where Mr. Severin... Read Story

Mercantile Bank Corporation implemented the following resignations and appointments, in furtherance of its previously announced management succession plan, effective as of June 1, 2024:Robert B. Kaminski, Jr. has retired as President and Chief... Read Story

First Business Financial Services, parent company of First Business Bank, announced Brad Quade’s recent promotion to Executive Vice President & Chief Credit Officer.Expanding on his earlier role as Chief Credit Officer, Quade’s new responsibilities... Read Story

EquipNet, a member of the 3S Circular Network, added Marc Swirsky as the Managing Director of the organization’s industrial business. Swirsky joins as a tenured and experienced professional, known in the manufacturing industry for his expertise in... Read Story

Clarus Capital announced that veteran leverage finance executive Patrick McAuliffe has joined its Sponsor Coverage effort. McAuliffe brings decades of sponsor finance experience to Clarus, having led sponsor coverage efforts and as a member of the... Read Story

Alvarez & Marsal (A&M) announced the appointment of Los Angeles-based John A. Taylor as a Managing Director in its Disputes and Investigations practice. Taylor’s joining expands A&M’s West Coast footprint and deepens its disputes capabilities in... Read Story

Blank Rome announced the expansion of the firm’s newly opened Boston office with the addition of partners Stephen “Steve” D. Brook and Robert “Rob” Y. Chow, and senior counsel William “Bill” V. Sopp, who join the Corporate, M&A, and Securities group.... Read Story

Wiggin and Dana announced it will open an office in Boston in June, formalizing its long-time presence in a key market for clients in industries including life sciences, technology, healthcare, financial services, and aerospace and defense. The... Read Story

Republic Business Credit announced the addition of Tuyet-Van T. Nguyen to its New Orleans team. Nguyen assumes the role of Senior Vice President, Head of Field Examination & Governance, and will lead all third-party and internal field examination... Read Story

Wintrust Commercial Finance (WCF) announced a new group, Renewable Energy Finance, that will focus on financing solutions for solar and other renewable energy projects. To execute this initiative, Brian DePonte has been hired as Senior Vice President... Read Story

First Citizens Bank's Middle Market Banking group named Erik Langeland as a relationship manager and market leader focused on building new business in Northern California.Langeland will be responsible for developing and maintaining a portfolio of... Read Story

Womble Bond Dickinson announced the addition of partner Louis Froelich to the Capital Markets group. Froelich joins in New York, where he has worked in legal and business roles for the better part of two decades.Froelich advises hedge, private equity... Read Story

Barclays appointed David King as Global Head of Technology M&A. King will be based in San Francisco, will report to Ihsan Essaid, Global Head of M&A, and will work in close partnership with Kristin Roth DeClark, Global Head of Technology Investment... Read Story

Star Mountain Capital announced that Bryan Johnson has joined as a Managing Director based in Star Mountain’s Los Angeles office, one of its team’s 20+ locations nationwide.With over $4 billion in assets under management (committed capital including... Read Story

Dechert announced the addition of Gerald "Gerry" Brown as a partner in its financial services practice group, bolstering the firm's service offerings in fund formation. Brown will be based in Dechert's New York office."As we continue to expand our... Read Story

WSFS Financial Corporation, the parent company of WSFS Bank, announced that David Burg will join the Company as Executive Vice President, Chief Financial Officer on August 15, 2024. In this role, Burg will be responsible for leading the Company's... Read Story

Churchill Asset Management and Arcmont Asset Management, the U.S. and European asset management companies of Nuveen Private Capital, announced the continued expansion of their U.S. client coverage capabilities with the appointment of Marc Gonyea and... Read Story

Republic Business Credit is expanding its Houston office to support the firm’s regional leader and SVP, Business Development, Houston, William Kemp. This expansion will boost Republic’s client base and help the company take on new factoring and... Read Story

Webster Bank announced that Jeffery Wacker has joined the bank’s Asset Based Lending division as Managing Director of Large Corporate Asset Based Lending (ABL) Originations. In his role, Wacker will have geographic coverage responsibility for the... Read Story

CohnReznick announced the expansion of its Value360 practice’s strategic lifecycle solutions with the establishment of a dedicated Merger Integration and Carve-out Services practice. Delivering on its commitment to drive value creation for financial... Read Story

Caleb Smith has joined Gordon Brothers as Managing Director, North America Real Estate Services. In this role, Smith oversees Real Estate Services’ daily operations through the implementation of streamlined processes, procedures and methodologies and... Read Story

Haynes and Boone added Real Estate Finance Partner Daniel Mallet to the firm’s Orange County office. Mallet joins the firm from Sheppard Mullin, where he worked for the last five years.Mallet is the seventh partner to join the rapidly growing Orange... Read Story

Gordon Brothers opened two new offices in Dubai and Auckland, expanding the firm’s presence in the Middle East and Asia Pacific. Gordon Brothers has been active in the Middle East since 2023 and provides holistic solutions across asset services and... Read Story

Womble Bond Dickinson (US) announced that Merrick Benn has been elected US Chair and CEO, effective January 1, 2025. Currently a member of the firm’s Global Board, Benn will succeed Betty Temple, who has served as US Chair and CEO since 2016. They... Read Story

David Zolot, a high-impact investment professional who brings nearly 25 years of experience in corporate, IP and consumer-brand strategy, has joined Tiger Capital Group as Managing Director, Brand Strategies. A veteran of the consumer branded space... Read Story

Citizens Financial Group announced that Jim Weiss has joined Citizens as Florida market president to bring additional local focus and expertise as Citizens continues to grow its presence in Florida.Weiss, based in Tampa, has more than 30 years of... Read Story

Mitsubishi HC Capital America announced that Steve Weislogel has been promoted to Senior Vice President, Head of Technology Finance.  The Technology Finance division offers a unique end-user funding solution that encompasses both channel and accounts... Read Story

First Citizens Bank's CIT Commercial Services subsidiary named Don Norman as a vice president and senior portfolio and relationship manager in its Western Region. In his new role, Norman will be responsible for managing a portfolio of clients while... Read Story

PlainsCapital Bank recently announced that Jud Miller has joined its commercial lending team as Senior Vice President, Senior Commercial Loan Officer.  With over two decades of diverse financial services experience spanning commercial banking... Read Story

Wells Fargo & Company announced that Fernando Rivas has been named SEVP and Co-CEO of Corporate & Investment Banking (CIB), reporting to Wells Fargo CEO Charlie Scharf and joining the company’s Operating Committee, effective today. Rivas and Jon... Read Story

Jason P. Shanahan, a 24-year veteran of the asset-based lending and consumer finance industries, has joined Tiger Finance as a Managing Director.From his base in Tiger's Boston office, Shanahan will focus on identifying both secured debt financing... Read Story

First Citizens Bank announced that its CIT Commercial Services subsidiary has named Jason Goldberg as a regional sales manager dedicated to increasing new business in the Northeast.Goldberg will be responsible for managing a team of business... Read Story

Alvarez & Marsal (A&M) Health Industry Group appointed Mark Sugrue as a Senior Director in its Health System practice. Sugrue’s hiring marks the next milestone of the Healthcare Industry Group’s growth strategy, and building on the momentum of recent... Read Story

Triumph, a member of the Triumph Financial portfolio of brands, appointed Todd A. Witmer as the new SVP, Business Development Officer for its asset-based lending group. In this role, Witmer will play a pivotal role in forging strategic partners and... Read Story

Republic Business Credit added an experienced finance expert to their team in New Orleans. Danielle Wright-Madison, who began her career as a financial analyst and most recently served as a field exam manager for a major national banking institution... Read Story

Alvarez & Marsal (A&M)appointed Houston-based Managing Director Teal Reamer in its Talent Organization & People Management (TOP) practice within the firm’s Corporate Performance Improvement (CPI) group. Ms. Reamer’s hire reflects CPI’s dedicated... Read Story

Colbeck Capital Management announced that Jared Talisman has joined the firm as a Managing Director and Head of Originations. Talisman most recently served as a Managing Director at Principal Alternative Credit, where he led and managed the sourcing... Read Story

Peapack-Gladstone Financial Corporation and Peapack Private, a division of Peapack-Gladstone Bank, announced that Jerry Dominguez has joined Peapack Private’s New York City location as Senior Managing Director.  Dominguez is responsible for providing... Read Story

U.S. Bancorp, parent company of U.S. Bank, announced that Gunjan Kedia will be its new President, reporting to Andy Cecere, who will retain the title of Chairman and CEO.In this role, Kedia, 53, will oversee the company’s three business lines... Read Story

Comerica announced Floyd Kessler has been named to the new role of Executive Vice President, Chief Business Risk and Controls Officer. Kessler will report to Peter Sefzik, Chief Banking Officer.Kessler will lead the Business Risk and Controls Office... Read Story

Grant Thornton announced a new leader for the Chicago market. Arla Lach, an Audit and Assurance partner who has been with Grant Thornton nearly 25 years, will succeed Mark Sullivan. Sullivan is retiring after a successful, decades-long career... Read Story

As part of its continued expansion of its lending business, Gordon Brothers has hired Mark Bohntinsky as Global Head of Credit. Bohntinsky oversees Gordon Brothers’ credit quality, setting portfolio strategy and partnering with key lending... Read Story

Christopher J Murphy III, Chairman and CEO of 1st Source Corporation and Chairman of 1st Source Bank announced that as part of 1st Source’s long-term succession planning, the Board of 1st Source promoted Andrea G. Short to President of 1st Source... Read Story

Sunflower Bank hired four experienced commercial banking teams in Southern California. Southern California’s commercial banking market will be the largest market for Sunflower Bank and provides an opportunity to continue the expansion of its... Read Story

Ann Huynh has joined Getzler Henrich & Associates as a Managing Director and Co-Head of the firm’s Houston office. Huynh has over two decades of expertise in corporate restructuring, energy investment banking, and strategic financial advisory. With a... Read Story

Blank Rome announced that the firm has expanded its national platform with the opening of a new office in Boston, anchored by 13 partners with leading corporate, finance, mergers and acquisitions (“M&A”), tax, litigation, and cannabis practices.... Read Story

Republic Business Credit announced the addition of Brian Resutek as Senior Vice President, Southeast Regional Manager. Resutek brings nearly two decades of experience in factoring, commercial finance, banking and business development. He joins a team... Read Story

Houlihan Lokey announced that Erik Kistler has joined the firm’s Healthcare Group as a Managing Director. Based in New York, Kistler will cover selected areas within healthcare retail multi-site, physician practices, and pharma services.Kistler joins... Read Story

BHI, the U.S division of Bank Hapoalim, appointed Nisan Blum as Chief Risk and Compliance Officer. Blum will report directly to CEO, Gil Karni, and join the Senior Management Team.Blum joins BHI most recently from Cross River Bank where he served as... Read Story

Triumph Financial appointed Jamie Paterson as the Executive Vice President, Chief Operating Officer – Banking Operations of its TBK Bank, SSB subsidiary. In his role, Paterson will be responsible for overseeing operational excellence for the bank.... Read Story

Scotiabank announced that Travis Machen has been appointed CEO and Group Head of its Global Banking and Markets (GBM) business, effective May 6, 2024.In this role, Machen will be responsible for leading the execution of a global banking business... Read Story

First Business Bank added Kristen Palmer to its subsidiary, First Business Specialty Finance, as Vice President and a Business Development Officer in its Accounts Receivable Financing group.“We are very excited to have Kristen on our team,” said Bill... Read Story

Stapleton Group announced the opening of its eighth office, in Austin, TX, and that Betsy Landoll has been promoted to Director. “Given the volume of engagements we have in Texas, the time is right to open an office in the state,” said David... Read Story

Moritt Hock & Hamroff announced the addition of three attorneys continuing the growth that the firm has experienced over the past year.  Nafisa Ahmed joins as an Associate in the firm's Not-For-Profit Group and Natalia Thomas joins as Counsel in the... Read Story

Ravinia Capital announced that veteran investment banker Ken Hachikian is joining the firm as Managing Director, effective immediately. Hachikian is an experienced Investment Banker to middle market companies focusing on sales of companies and debt... Read Story

First Citizens Bank's Middle Market Banking group has named Sana Moheet as a relationship manager focused on building new business in Texas and the surrounding areas.Moheet will be responsible for establishing and maintaining a portfolio of middle... Read Story

Change Capital appointed Paul Durosko as Senior Vice President and Head of Lending Operations. With over three decades of experience in the commercial finance and lending industry, Durosko brings a wealth of expertise to the firm, an innovative and... Read Story

Silver Creek Capital Management announced that Nathan Kelso has joined the Firm as Chief Technology Officer. For more than a decade, Kelso was Chief Information Security Officer of Research Affiliates, a global leader in smart beta and asset... Read Story

Alvarez & Marsal's Corporate Performance Improvement (CPI) Group announced the appointments of New York-based Managing Director Annie Peabody and Dallas-based Managing Director Peter Andrews within its Corporate Transformation Services (CTS) practice... Read Story

Stradley Ronon launched an office in Southern California, underscoring the firm’s strategic growth plan in key markets throughout the United States. The office — the firm’s ninth and the first on the West Coast — will be led by partner-in-charge... Read Story

The Board of Directors of Renasant Corporation implemented the next step of the Company’s management succession plan, designating Kevin D. Chapman to become Chief Executive Officer of the Company and Renasant Bank effective May 2025. Chapman will... Read Story

Peapack-Gladstone Financial Corporation and Peapack Private, a division of Peapack-Gladstone Bank, announced that Greg Tamberlane has been appointed as Senior Vice President, Head of Commercial Bank Operations New York, continuing to lead the... Read Story

First Business Bank announced Paige Runyard’s promotion to Assistant Vice President – Senior Credit & Portfolio Manager within its Accounts Receivable Financing team, part of First Business Specialty Finance, LLC. In this position, Runyard manages a... Read Story

Alvarez & Marsal (A&M) expanded its CFO Services Group offering with appointment of Managing Directors Gregg Nicoll, Vikas Kumar, and Sean Kracklauer within its Corporate Performance Improvement (CPI) practice. Messrs. Nicoll’s, Kumar’s and... Read Story

B. Riley Farber, a wholly owned subsidiary of B. Riley Financial announced the addition of Ryan Adlington as Senior Managing Director, based in Calgary, Alberta.Adlington is an experienced restructuring and turnaround expert with more than 20 years... Read Story

eCapital announced Edward Irvin as the newest member of its business development team. Irvin's appointment strengthens the Company's presence in the Southwest and West Coast regions, enhancing its ability to serve clients. Assuming the role of SVP... Read Story

VSS Capital Partners (“VSS”), a private investment firm investing in the healthcare, education, and business services industries, announced that Michael Gebhardt has joined as a Principal. Gebhardt will focus on sourcing new investment opportunities... Read Story

WSFS Bank has hired Brooke Moyer as Senior Vice President and Director of Loan Syndications, reporting to Jim Gise, Senior Vice President, Middle Market, Syndications and Capital Markets.In his role, Moyer will be responsible for arranging, pricing... Read Story

First Horizon Corporation announced Thomas Hung, Executive Vice President, Head of Franchise Finance, will be named Senior Executive Vice President, Chief Credit Officer, effective Oct. 1, 2024. Hung will succeed Susan Springfield, Senior Executive... Read Story

New York Community Bancorp appointed four distinguished leaders to its executive management team, effective immediately. These strategic appointments signify the Company's commitment to enhancing its operational capabilities, fortifying its risk and... Read Story

First Horizon Corporation announced Tracy Bell has been promoted to the Chief Investment Officer of First Horizon Advisors Inc., the Wealth Management subsidiary of First Horizon.In this role, Bell will lead the First Horizon Advisors investment team... Read Story

Post Road Equipment Finance (“PREF”, formerly known as Encina Equipment Finance) announced Linda Jacobson has joined its Operations team as Vice President.In her new role with PREF, Jacobson will be responsible for key operations functions related to... Read Story

Bloomberg reported that Citigroup named Shane Azzara as sucessor to Shapleigh Smith as head of asset-based and transitional finance. According to the Bloomberg report, Azzara has worked at Citi for nearly 30 years and was promoted to managing... Read Story

First Horizon Corporation has named Martin de Laureal as President of First Horizon Advisors, Inc. the Wealth Management subsidiary of First Horizon, and head of Private Banking for the company. In his new role, de Laureal's responsibilities include... Read Story

BHI, the U.S division of Bank Hapoalim, has appointed Jacob (JJ) Weinstein as Head of CRE and Healthcare.  Weinstein will report directly to CEO, Gil Karni, and join the BHI Executive Team.  Weinstein has extensive knowledge of the real estate... Read Story

Banc of California, a wholly owned subsidiary of Banc of California, promoted several leaders in Community Banking, which provides in-market relationship lending and treasury management solutions through its network of branches and regional... Read Story

Gordon Brothers promoted Joe Massaroni to Managing Director, Eastern Regional Sales Manager.  In his new role, Massaroni leads the eastern regional business development team. He will continue to work closely with asset-based lenders, private equity... Read Story

Customers Bank onboarded 10 experienced commercial and business banking teams in New York, California and Nevada. The hiring drive is expected to accelerate the Bank’s deposit growth potential and represents significant investment in its Single Point... Read Story

Peapack-Gladstone Financial Corporation and Peapack Private, a division of Peapack-Gladstone Bank, continue to move into New York City with the hiring of Andrew F. Corrado and more than 10 teams of commercial and private bankers. Corrado, fresh off... Read Story

Houlihan Lokey announced today that Michael Schwartz has joined as a Managing Director in its Capital Markets Group. Based in New York, Mr. Schwartz will support and enhance the firm’s private capital financing efforts across all industry... Read Story

Hyper Valuation Services, a division of HYPERAMS announced that Jarrett Levy has joined the firm as Director of Business Development. In his new role at HVS, Levy will focus on driving continued and future sales growth of HVS’ appraisal business... Read Story

Evolution Credit Partners Management, an alternative credit firm with approximately $3 billion in assets under management, announced John-Carl ("J.C.") Barone will be joining the Firm as a Managing Director. Barone brings a two-decade track record in... Read Story

FirstBank recently named Adam Sands the Chief Banking Officer (CBO). Sands will assume the majority of the responsibilities formerly held by the company’s President, including supporting the bank’s markets, customers, loan and deposit production as... Read Story

The Hedaya Capital Group announced that industry veteran Louis G. Barone has joined the Company as Senior Advisor to The Hedaya Capital Group. In this role, he is responsible for leading and executing new business development strategies and growth... Read Story

Alvarez & Marsal’s Global Transaction Advisory Group (Global TAG) announced the establishment of an Executive Office, marking a significant period along its historically remarkable growth trajectory. Accompanying the pivotal development is the... Read Story

According to a Reuters report, JPMorgan Chase reorganized the leadership in its global banking division, installing new leaders in capital markets and investment banking, according to a memo seen by Reuters on Thursday.According to the report, the... Read Story

Houlihan Lokey announced an additional expansion of its Private Funds Group (PFG) with the appointment of a team of four managing directors from Greenhill & Co. to significantly strengthen its U.S. Primary practice. The additions establish Houlihan... Read Story

CohnReznick announced that Ashish Jalan has joined the firm as President–Global Operations effective April 1, 2024. In this newly created role, Jalan will oversee the resource management, talent development, operational effectiveness, and client... Read Story

Raven Capital Management announced that Josh Green, President, CEO and Founder of Raven, has appointed Dimitri Cohen to the position of Chief Investment Officer of Raven Credit, effective April 2nd, 2024. Cohen, a principal at Raven since 2019, has... Read Story

Revitalization Partners announced that former corporate executive and senior advisor Richard von Riesen has joined the RP team.Mr. von Riesen brings more than 30 years of experience in CEO, COO, and CFO roles as a senior financial, strategic planning... Read Story

Wingspire Equipment Finance announced the appointment of Craig Shipley as its new Chief Commercial Officer (CCO). Shipley brings to the team a wealth of experience in sales and operations leadership and a well-established history of driving strategic... Read Story

Alvarez & Marsal (A&M) announced the appointment of Mallory Van Horn as a Managing Director within the firm’s Healthcare Industry Group’s Health Plans and Managed Care practice. Ms. Van Horn’s hire represents the next phase of the group’s growth... Read Story

King & Spalding announced that John Ryan has joined the firm as a partner in its Finance and Restructuring practice group. Ryan is based in the firm’s New York office.Ryan, who joins the firm from Capital One, brings a broad-based skillset spanning... Read Story

Peapack-Gladstone Financial Corporation, a division of Peapack-Gladstone Bank, announced that Joanne Gagliardi has joined its commercial banking team as a Senior Managing Director.  With the Bank’s expanded footprint in New York City, Gagliardi joins... Read Story

nFusion Capital announced that Tree Buckingham has joined their team as EVP Head of Asset Based Lending. Buckingham is responsible for spearheading the strategic expansion of the Asset Based Lending division. Demonstrating steadfast leadership and a... Read Story

Encina Private Credit (“EPC”) announced two key new senior hires to the originations team to expand the platform’s business development efforts.  Mark Patchell joined EPC as Senior Managing Director, and Brian Tammaro was added as Managing... Read Story

Chiesa Shahinian & Giantomasi PC (CSG Law) announced that Sol W. Bernstein has joined the firm as Of Counsel with the Corporate & Securities Group and the Banking & Finance Team.“Sol is well-known in the New York and New Jersey banking legal... Read Story

Cadence Bank announced changes to its organizational structure, as well as new and increased responsibilities for several key executives, that will build on the company's success, create efficiencies and position it for future growth. Hank Holmes... Read Story

Houlihan Lokey announced that Abhishek Jain has joined its Transaction Advisory Services (TAS) practice as a Managing Director. Mr. Jain, based in Chicago, will further strengthen the firm’s financial due diligence capabilities, with a primary focus... Read Story

TAB Bank has appointed Justin Hatch as its Chief Lending Officer, effective immediately. In his new role, Hatch will oversee the lending activities of TAB Bank’s working capital lending products, including asset-based lending, factoring, lending... Read Story

Western Alliance Bank announced the appointment of Katie McDowell and Jon VanDerMeid to the organization’s Commercial and Industrial Banking team. McDowell assumes the role of Senior Vice President, Relationship Manager to support the organization’s... Read Story

US Capital Global announced the appointment of John Tesoriero as Vice President at its New York City office. With nearly three decades of experience in the banking and financial services industry, Tesoriero has consistently driven revenue growth... Read Story

Houlihan Lokey anounced that Val Shapiro has joined the firm’s Financial Sponsors Group as a Managing Director to support and expand the team’s credit coverage efforts, focusing on alternative asset managers, hedge funds, credit funds, and... Read Story

Leste Group, a global alternative investment manager, announced the appointment of four executives to its senior team to support the firm’s growing North America private equity and real estate credit strategies.“Leste is continuing to prove itself as... Read Story

EisnerAmper announced new leadership appointments within its Technology and Life Sciences practices. Sector leaders are responsible for growth initiatives and team development within their verticals as well as collaborating on overall industry... Read Story

Lawrence Financial announced the appointment of Mena M. Rizk as our newest Partner. Rizk's distinguished background in originating and underwriting transactions, coupled with his unique approach to financial solutions, brings a wealth of experience... Read Story

Hilco Enterprise Valuation Services (HEVS), a provider of valuation opinions for lenders, investment firms, advisors, and corporations, appointed Joseph Mevorah as Managing Director. With an extensive background spanning three decades on Wall Street... Read Story

B. Riley Financial announced the addition of Virginia Schnippel as a Managing Director within the Corporate Advisory & Valuation Services practice at B. Riley Advisory Services."We are excited to welcome Virginia and her skills to our corporate... Read Story

Webster Financial Corporation, the holding company for Webster Bank and its HSA Bank division, announced that after 13 years with the Company, Glenn MacInnes intends to retire from his role as Executive Vice President and Chief Financial Officer... Read Story

Michael Osment has joined Getzler Henrich & Associates as a Managing Director in the Detroit office.Osment has extensive experience as a senior technology leader within the Automotive, Manufacturing, Commercial Real Estate, Retail and Education... Read Story

Siena Lending Group is announcing leadership changes that will build upon the firm's considerable in-house skills and experiences while positioning the firm for continued growth in a lending environment marked by high interest rates and continued... Read Story

Star Mountain Capital announced that Frank Porcelli has joined as Senior Advisor. Star Mountain has one of the largest teams focused on investing in established, profitable, small and medium-sized private U.S. businesses (the “lower middle-market”)... Read Story

Alvarez & Marsal Tax, an affiliate of leading global professional services firm Alvarez & Marsal (A&M), announced the appointment of UK-based Steve Henshaw, Anthony Whatling, and Tom Lobb, alongside US-based Jerry N. Smith, and Tim Trifilo as... Read Story

Briar Capital Real Estate Fund continued the expansion of its business development team with the hiring of Jonathan “JD” Davis. Working out of Briar’s Houston corporate office, Davis will be responsible for sourcing new business in Texas and the... Read Story

James H. M. Sprayregen, one of the most well-known and highly regarded dealmakers and thought leaders in the restructuring, corporate reorganization, and the M&A community, will join Hilco Global as a Vice Chairman of the privately held global... Read Story

TAB Bank announced the promotion of Terri Lins as Chief Credit Officer, effective immediately. Lins has been an integral part of the TAB Bank team for more than a decade, most recently serving as Senior Vice President and Senior Credit Officer.As... Read Story

Monroe Capital has expanded its platform to the Middle East with the appointment of Waleed Noor as Managing Director and Head of Middle East Distribution. Monroe is in the process of opening an office in Abu Dhabi. Mr. Noor will be based in Abu Dhabi... Read Story

Silver Creek Capital Management, an alternative investment boutique focused on developing unique investment solutions for institutional and sophisticated investors globally, announced that Michael Callahan has joined the Firm as Managing Director... Read Story

Barnes & Thornburg announced that a bankruptcy group, led by partners Frank W. DeBorde and Lisa Wolgast, has joined the firm’s Finance, Insolvency and Restructuring Department in Atlanta. The team includes of counsel Jason H. Watson and associate... Read Story

Comerica Bank named Tim Maiden Senior Vice President, Group Manager for its Southern Dallas Business Banking Team. He will report to Corey Bailey, Executive Vice President, Executive Director, Middle Market & Business Banking.Maiden will lead a team... Read Story

BlackArch Partners, a leading middle-market investment bank, announced that Will Mackvick has been promoted to Managing Director and Brandon Boor has been promoted to Director.Will Mackvick (“Mack”) joined BlackArch as an analyst in 2012, during the... Read Story

nFusion Capital announced that Greg Dyson has joined their team as Senior Vice President. Dyson is responsible for accounts receivable financing, asset-based lending and loan originations and developing client and referral relationships across the... Read Story

WSFS Bank hired Jamie Tranfalia as Senior Vice President and Senior Middle Market Team Leader, reporting to Jim Gise, Senior Vice President, Middle Market, Syndications and Capital Markets.In his role, Tranfalia will support and develop a team of... Read Story

PNC Bank announced Michael Thomas has been named head of Corporate & Institutional Banking (C&IB). Based in Pittsburgh, Thomas will report to Michael P. Lyons, president. Thomas succeeds Lyons in the role, after Lyons was appointed President Feb. 20.... Read Story

HSBC announced the appointment of Andrew Fullam as Chief Financial Officer (CFO) for the U.S. and Americas.In this role, he will be responsible for the region’s financial operations, including accounting, regulatory reporting, stress testing and... Read Story

Hilco Corporate Finance (HCF), Hilco Global's investment banking advisory firm, continues to strengthen its team with the appointment of two industry leaders. Josh Goldberg joins as Senior Managing Director for Consumer and Retail M&A, based in New... Read Story

Sumitomo Mitsui Banking Corporation (SMBC) has appointed Mark Corteil as Chief Risk Officer for the Americas Division.In this role, Corteil will serve on the Americas executive team and lead the firm in developing and maintaining a robust risk... Read Story

Grant Thornton welcomed Chris Scarpa to the firm’s Asset Management industry practice in Philadelphia. Scarpa joins Grant Thornton as a Tax principal, and he will use his nearly 30 years of experience to further strengthen the firm’s service... Read Story

Houlihan Lokey announced that Brent Shepherd has joined as a Managing Director in its Capital Markets Group. Based in Chicago, Shepherd will co-lead the firm’s Healthcare Capital Markets efforts alongside Managing Director Neha Shah. Shepherd joins... Read Story

Morrison Foerster, a leading global law firm, announced the arrival of Doug Mannal as a partner in the firm’s Business Restructuring + Insolvency Group in the Transactions Department, based in the New York office. Mannal brings over 20 years of... Read Story

CIBC President and CEO Victor Dodig announced senior leadership appointments to support the bank's continued execution of its client-focused strategy, deepen its leadership capabilities and enable continued business momentum."Across our bank, we have... Read Story

With former Hancock Whitney Bank President Joe Exnicios’ official retirement on March 1, after 46 years of service, Hancock Whitney has named current Chief Operating Officer D. Shane Loper to succeed Exnicios as bank president.Loper assumes the title... Read Story

Clifford Chance has hired US partners Brian J. Lohan and Maja Zerjal Fink, further strengthening its global Restructuring and Insolvency team in New York. Their practice covers all aspects of corporate reorganizations, distressed situations and... Read Story

Lendscape, a leading technology provider for all forms of secured finance, announced the appointment of Chris Coleman as Regional Commercial Director. Coleman brings extensive industry experience, having spent over fifteen years structuring complex... Read Story

The Hedaya Capital Group, a provider of flexible factoring and working capital solutions, announced that David Huber has joined the Company as Vice President, Portfolio and Operations Manager. In this role, he will manage and oversee the Company’s... Read Story

CohnReznick announced that Yvette Connor has joined the firm as Principal and Risk Advisory Practice Leader along with members of her core team. In addition to leading the practice and advising clients, she will be driving strategic growth through... Read Story

Wingspire Equipment Finance announced the promotion of Jenny Roach to Chief Operating Officer (COO). Having been instrumental in the company's journey since its inception, Jenny brings a wealth of experience and a proven track record of success to... Read Story

Legacy Corporate Lending announced that Sean Spring has joined the firm as Executive Vice President of Portfolio Management. Spring will be based in Plano, TX and will be responsible for ensuring new and existing transactions are maintained in... Read Story

Amerisource Business Capital appointed Jeff Dunbar as Regional Market Manager in the Midwest. Dunbar has over 20 years of experience in commercial finance and asset-based lending solutions to small and middle-market businesses across the country.... Read Story

Värde Partners announced the promotions of Shannon Gallagher and Tony Iannazzo to Partner. In addition to joining the firm’s partnership, Shannon will now serve as Global Head of Business Development and Investor Relations and Tony will serve as... Read Story

Carlyle Secured Lending announced that Justin Plouffe has been named President, Chief Executive Officer (CEO), and member of the Board of Directors, effective immediately. This appointment follows the resignation of Aren LeeKong from the Company to... Read Story

Following the decision of TAB Bank President and CEO Rick Bozzelli to retire, the Board of Directors has appointed Austin Strong, Chief Strategy Officer, as the new CEO and Tyler Heap, Chief Credit Officer, as President. This dual leadership... Read Story

Grant Thornton announced that Alasdair Trotter has joined the firm as national managing principal of Growth Advisory within the Advisory Services practice. Trotter assumes the role from interim leader Scott McGurl, a longstanding principal who will... Read Story

Dechert announced the addition of Brian Miner as a partner in its corporate and securities practice group, further bolstering the firm’s capabilities in middle market private equity and M&A. Mr. Miner will be based in the firm’s New York office.Miner... Read Story

Mitsubishi HC Capital Canada, a subsidiary of Mitsubishi HC Capital America, announced leadership promotions of David Gagnon as Vice President of the newly created Strategy and Sales Operations division, and Philippe Frenette as the new Vice... Read Story

FirstBank announced Jim Reuter is retiring from FirstBank after seven years as Chief Executive Officer (CEO) and 37 years with the organization. The board elected President, Kevin Classen, as the new CEO, and Chief Digital Officer (CDO), Kelly... Read Story

Alvarez & Marsal (A&M) appointed Nancy Tseng as Managing Director for Corporate M&A Services  (CMAS) practice within A&M's Corporate Performance Improvement (CPI) business. Ms. Tseng’s hire reflects A&M's commitment to expanding its strategic... Read Story

First Horizon Corporation has promoted Ashley Argo to Deputy Chief Risk Officer. Argo has held multiple roles in her 19-year tenure with First Horizon Bank in various departments including Accounting, Credit and Risk Management."Ashley has... Read Story

Wells Fargo announced that Doug Braunstein will join the company as Vice Chairman, effective February 28. Braunstein brings a broad set of financial services experiences to Wells Fargo, with particular expertise in serving as an advisor to boards and... Read Story

Ares Commercial Finance expanded its presence in Michigan with the addition of Victor Verazain as Managing Director for the Business Development and Underwriting teams. Verazain will be based in Southeastern Michigan and will assist in covering the... Read Story

Lighthouse Financial announced the promotion of Todd Miller to Executive Vice President and Chief Credit Officer. In his new role, Miller will take on the additional responsibility of ensuring the credit worthiness of the overall portfolio of... Read Story

Blank Rome welcomed four new attorneys to the firm’s White Collar Defense and Investigations group:  Bradley “Brad” Henry, a partner in New York, who will also serve as vice-chair of Blank Rome’s White Collar Defense and Investigations... Read Story

Schottenstein affiliate SB360 Capital Partners (SB360), a leading asset realization and advisory firm, announced the appointment of finance industry veteran Marc S. Price as Executive Vice President of Corporate Development. Based in the Boston... Read Story

Viswas (“Vis”) Raghavan will join Citi as Head of Banking and Executive Vice Chair of Citi, reporting to Citi Chief Executive Officer Jane Frazer, according to a Note to Colleagues posted on the Citi website. Fraser stated the following in a letter... Read Story

Gibraltar added Joe Messineo to its business development team as SVP, Northeast region. Messineo will play a critical role in leading originations across the Northeast as the company continues to capitalize on demand for non-bank financing... Read Story

Victory Park Capital (“VPC”), a global alternative investment firm specializing in private credit, announced that Stephanie Mesheski has joined the firm as Principal on the Investor Relations & Marketing team. Working alongside Sora Monachino... Read Story

Oxford Commercial Finance (OCF), a subsidiary of Oxford Bank ("the Company"), announced strategic leadership changes aimed at providing enhanced strategic direction and oversight as the company continues to expand and evolve. Current OCF President... Read Story

Star Mountain Capital announced that Warren DeKinder has joined as a Managing Director based in Star Mountain’s Dallas office, one of its team’s 20+ locations nationwide. With ~$4 billion in assets under management (committed capital including debt... Read Story

eCapital announced the appointment of industry veteran W. Calvin Navatto as SVP, Business Development Officer. Based out of the Company’s New York office, Navatto brings over three decades of experience and a wealth of industry knowledge to bolster... Read Story

John D. Baumgartner has joined Getzler Henrich & Associates as a Managing Director and Head of the firm’s Houston office.Baumgartner has over 20 years of consulting, restructuring, and corporate finance experience. He has been involved with financial... Read Story

Western Alliance Bank announced the appointment of Bret Rathwick and Michael Anthony to the organization’s Commercial and Industrial team. Rathwick assumes the role of Vice President, Relationship Manager at Western Alliance Bank’s Costa Mesa office... Read Story

The PNC Financial Services Group announced that its Board of Directors has unanimously appointed Michael P. Lyons President of the corporation and its wholly owned banking subsidiary, PNC Bank, effective immediately.Lyons will report to William S.... Read Story

Liquidity Group, a global $2.5B AUM asset manager specializing in growth-stage private credit, added three executives to lead its newly formed Financial Institutions Group (FIG). Reggie Mills, Robert Amato and Sonia Peterson now hold roles as Head of... Read Story

New England Consulting Partners, a national turnaround management firm headquartered in Boston, announced two senior-level promotions in conjunction with the company’s recent expansion into new industries and geographies, including Europe.Cynthia... Read Story

PNC Private Bank appointed David Key to lead its Houston-based team. Key will oversee a local team that specializes in providing wealth strategy, investment management, trust & estate services and credit & cash management solutions to high and... Read Story

First Business Bank announced Eric Schremp’s promotion to Vice President, Commercial Banking.Schremp has over 10 years of commercial banking experience primarily serving family businesses and closely held companies of all sizes. He joined First... Read Story

Cambridge Savings Bank (CSB) announced that it has hired Ryan Bailey as the bank’s new President and Chief Executive Officer (CEO).Bailey was hired after the bank conducted a national search to succeed current president and CEO, Wayne Patenaude, who... Read Story

TD Bank has named Don Baker Commercial Market President of Northern New England. In this expanded role, Baker will lead the commercial and small business banking teams in Maine, New Hampshire and Vermont.“Don is a well-respected and deeply... Read Story

Citizens Financial Group announced that Brendan Goode will assume the role of Chief Security Officer, effective April 29, 2024. Upon assuming the CSO role, Goode will report to Michael Ruttledge, CIO and Head of Enterprise Technology & Security. He... Read Story

Dechert announced the addition of Eliot L. Relles as a partner in its corporate and securities practice group, further enhancing the firm’s capabilities in leveraged finance and private credit. Mr. Relles will be based in the firm’s New York office.... Read Story

Natixis Corporate & Investment Banking (Natixis CIB) announced new senior appointments to the firm’s Real Estate & Hospitality (REH) Americas team. Christopher LaBianca has joined as Managing Director, Head of Conduit Origination, based in New York... Read Story

Hogan Lovells announced that Rupa Briggs has joined as a capital markets partner in the firm’s Corporate & Finance practice group in the New York office. Rupa joins from Cooley, where she represented issuers and investment banks in capital markets... Read Story

Silver Creek Capital Management announced that David Matter has joined the Firm as Co-Chief Investment Officer. Matter was most recently a Managing Director and Co-Chief Investment Officer of BlackRock Alternative Advisors (BAA), BlackRock’s Hedge... Read Story

FTI Consulting announced the appointment of Shubho Ghosh as a Senior Managing Director and Nishi Anand, Dr. Nancy Greenlee and Nirjhar Ray as Managing Directors in the Digital Transformation offering within the firm’s Corporate Finance &... Read Story

John Trendell joined Oxford Commercial Finance (OCF) as a Senior Business Development Officer.John Trendell brings a proven track record in business development and over 22 years of experience in all aspects of Asset-Based Lending (ABL) and Accounts... Read Story

First Eagle Alternative Credit (“FEAC”) announced that President Chris Flynn plans to leave the firm in early 2025. Effective immediately, Flynn will share the title of FEAC Co-President with Jim Fellows, Chief Investment Officer of FEAC. Fellows... Read Story

PlainsCapital Bank recently announced that Andrew Cunningham, CFA®, CMT®, ChFC® has been named Senior Vice President, Chief Investment Officer of The Private Bank at PlainsCapital. Cunningham succeeds Richard Wyatt, who retired at the end of 2023... Read Story

CIBC announced the promotion of Brandon Barr to Asset-based Lending (ABL) Group Head. In this new role, Barr is responsible for providing strategic guidance on portfolio related matters and evaluating new business segments, in addition to managing... Read Story

Alvarez & Marsal (A&M) announced the launch of its Financial Services Industry (FSI) practice in the US. The expansion – an addition of seven new Managing Director appointments to an existing team of six – marks the latest phase in the evolution of... Read Story

Quasar Capital Partners has appointed Tanya Fontenot as the new Vice President of Business Development. Based in Baton Rouge and with over 17 years of experience in the finance industry, Tanya brings a wealth of knowledge and a proven track record of... Read Story

Legacy Corporate Lending announced the appointment of Margaret Ceconi as Executive Vice President, Portfolio & Underwriting. Ms. Ceconi will work closely with Legacy’s originations team and will be responsible for conducting the underwriting process... Read Story

Marc Hamroff, who had been Managing Partner of Moritt Hock & Hamroff for over 25 years, is assuming the role of Chairman.  Michael Cardello III, a long-standing  member of the firm's Management Committee and former Chair of the Litigation practice... Read Story

Alvarez & Marsal (A&M) announced the appointment of Dallas-based Jon Eilertsen as a CFO Services practice Managing Director within its Private Equity Performance Improvement Group (PEPI) group. In alignment with A&M’s CFO Services offering, Mr.... Read Story

Capstone Partners announced the appointment of three seasoned M&A advisory professionals as new Managing Directors on its industry banking teams. Steven Dana will join the firm's Industrial Technology Investment Banking Group and Jerry Sturgill and... Read Story

William Blair announced the continued growth of the firm’s Private Capital Advisory team with the addition of Daniel Budde as a senior director based in Boston focused on fund placement and secondary advisory.“It is a pleasure to welcome Dan to... Read Story

Sumitomo Mitsui Banking Corporation (SMBC) Americas Division announced the appointment of Clarke Adams as Head of High Yield Capital Markets and Matt Burke as Head of Leveraged Finance Origination. Additionally, Clarke joins Miguel Roman as Co-Head... Read Story

Otterbourg announced that Sunni P. Beville has joined the firm as a partner in its Restructuring and Bankruptcy Department and as a Co-Leader of its Mass Torts Bankruptcy Practice Group. Ms. Beville comes to Otterbourg from Brown Rudnick, where she... Read Story

eCapital appointed Rob Wright as Chief Product Officer. Wright will refine eCapital’s technology vision and product roadmap to strengthen customer experience and accelerate company growth. This involves advancing eCapital's suite of digital finance... Read Story

Comvest Partners announced that David Gibson has joined the firm as a Managing Director. Gibson is responsible for originating, structuring and managing debt investments for Comvest Credit Partners, Comvest’s direct lending investment platform. He is... Read Story

CohnReznick elected 24 professionals to its partnership, effective February 1, 2024. The newly elected partners bring expertise across advisory, assurance, and tax and play integral roles in our industry groups, driving the firm’s world-class client... Read Story

Barnes & Thornburg announced that a commercial finance team led by partners Rick Boyd and Tyler Wolf has joined the firm’s Corporate Department. Team members include Doug Plante, of counsel, Greg Preston, an associate, and Janelle Julyan, a senior... Read Story

Alvarez & Marsal (A&M) announced the appointments of Gary Rahl and Joseph Halverson as Energy practice Managing Directors. Their joining builds on the recent appointment of Energy practice Senior Advisor Jay Johnson, expands the firm’s clean energy... Read Story

Triumph, a member of the Triumph Financial portfolio of brands and a provider of working capital financing solutions to the transportation industry, announced the appointment of Kim Fisk as EVP, Chief Operating Officer (“COO”) of its factoring... Read Story

Ares Management Corporation announced that Julie Solomon, Global Chief Operating Officer of Ares Real Estate, has been promoted to Co-Head of Real Estate alongside Bill Benjamin, current Head of Real Estate. Effective immediately, Solomon and... Read Story

Wingspire Capital announced several organizational changes. President and COO John Rosin to retire; Garlick, De Palma and Lee appointed to new roles. John Rosin, President and Chief Operating Officer of Wingspire Capital, will retire in February.... Read Story

Greystone, a leading national commercial real estate finance company, announced that Leena Amin has joined the firm as a Senior Managing Director, Structured Finance. In this role, Ms. Amin will focus on expanding the firm’s bank and alternative... Read Story

Bankruptcy and restructuring lawyer Robert M. Hirsh joined Norton Rose Fulbright as a partner in the New York office.Hirsh focuses his practice on debtor-in-possession financing, exit financing and distressed and special situation financing. In... Read Story

Grant Thornton announced that Claudia Douglass has joined the firm as a principal and Healthcare industry growth leader. Douglass, a former chief operating officer and strategy leader who brings three decades of healthcare experience to Grant... Read Story

Post Road Equipment Finance, formerly known as Encina Equipment Finance, announced that Christopher Demtschenko has joined its commercial team as a Vice President. As a Vice President, Demtschenko will primarily be responsible for new business... Read Story

Hilco Corporate Finance (HCF), Hilco Global's investment banking advisory firm, named Mark Birkett Senior Managing Director for Capital Advisory. He will be based in HCF's Chicago office.Birkett has experience raising capital for middle-market... Read Story

LBC Credit Partners (“LBC”) announced the promotion of Homyar Choksi to Deputy Chief Investment Officer. Based in LBC’s Radnor, Pennsylvania headquarters, Mr. Choksi will continue to serve on the firm’s Investment Committee and lead the originations... Read Story

Blank Rome announced five new leadership appointments, effective January 1, 2024: Regina Stango Kelbon, Business Department Co-Chair Matthew "Matt" J. Comisky, Philadelphia Office Co-Chair William “Will” J. Dorsey, Vice Practice Group Leader... Read Story

Otterbourg P.C. announced that Michael Rich has been promoted to Member of the Firm, effective January 1, 2024.Rich began his career at Otterbourg and has been an associate in the firm’s Banking and Finance Department for the past eight years –... Read Story

SC&H Capital announced Mike Fixler has joined as Managing Director.  Fixler brings more than 25 years of experience strategically advising middle-market companies and their stakeholders to the firm’s Special Situations team. His expertise is focused... Read Story

Assembled Brands, a leading asset-based lender in the consumer goods sector, announced Zach Martin as its newly appointed Managing Director, Head of Originations & Capital Markets.Bringing a wealth of experience in asset-based lending and a proven... Read Story

Second Wind Consultants announced that Sally Barton, most recently of KeyBank, is the newest member of the Second Wind team. After serving as Senior Vice President within KeyBank’s Asset Recovery Group (workout), Ms. Barton joins Second Wind in a... Read Story

Houlihan Lokey announced that Michael Hommeyer has joined as a Managing Director in its Capital Markets Group. Based in New York, Hommeyer will spearhead a new syndicate function that focuses on expanding the firm’s investor coverage, distribution... Read Story

CohnReznick announced that Michael Fussman, CIRA, CDBV has joined the firm as a managing director in its Restructuring & Dispute Resolution practice. Based in the firm’s Chicago office, Fussman has 20 years of experience overseeing teams in the... Read Story

Star Mountain Capital announced that Ravi Ugale has joined as a Managing Director and member of the firm’s investment committee for its secondaries strategies. With ~$4 billion in assets under management, alignment of interest is a core value of Star... Read Story

Abacus Finance Group announced the promotions of Joseph Lee to Senior Vice President and Austin Rendell to Vice President and the hiring of Matthew Campanella as an Analyst.“We are especially proud of the accomplishments of Joe and Austin as members... Read Story

Hilco Global appointed Richard “Rick” Maletsky as its new Executive Vice President and General Counsel. Maletsky succeeds Eric Kaup, who will be transitioning to the newly created role of Co-Chief Commercial Officer at the diversified financial... Read Story

Dechert has named global finance partner Andrew Pontano as leader of the firm’s asset finance & securitization group. Pontano's appointment reinforces the team’s strategic aim of delivering comprehensive service to clients, encompassing innovative... Read Story

Holly Pratti has joined the team at Loeb as Vice President of Business Development and brings almost a decade of experience in delivering specialized alternative lending solutions. Pratti begins her journey at Loeb brimming with excitement and... Read Story

Hilco Global announced that two of the organization’s most outstanding management leaders with 20+ years at the firm, Eric Kaup and Ben Nortman, are appointed to the newly created position of Co-Chief Commercial Officer. In their new roles, Kaup and... Read Story

Golub Capital announced that Andrea Picard will be joining the Firm as Co-Head of Global Institutional Sales in March. Picard has over 30 years of industry experience and is joining the Firm after more than a decade in institutional sales leadership... Read Story

First Citizens BancShares announced that Gregory L. Smith has joined the company as an executive officer and Chief Information & Operations Officer (CIOO) for BancShares and its subsidiary, First-Citizens Bank & Trust Company ("First Citizens Bank").... Read Story

First Citizens Bank's Middle Market Banking group has named April Chow and Marc Einerman as managing directors and relationship managers dedicated to supporting business growth. Chow will serve the Southern California market and will be responsible... Read Story

BizCap added Jeffrey K. Scott as Managing Director, based in Los Angeles. With an illustrious career spanning three decades in banking, finance, and advisory roles at esteemed institutions, Scott brings unparalleled expertise and strategic vision to... Read Story

Peapack-Gladstone Financial and Peapack-Gladstone Bank appointed Philip Prudenti, CAMS as Vice President, Head of KYC and Client Onboarding at Peapack-Gladstone Bank. He joins the Company’s experienced team of risk and compliance professionals... Read Story

Peapack-Gladstone Financial and Peapack-Gladstone Bank announced the appointment of Rich Johnston as President, Peapack Capital, a subsidiary of the Bank, which focuses on equipment finance and leasing.  Johnson is now responsible for overseeing all... Read Story

First Business Bank added Cooper Wage to its Southeast Wisconsin office as Vice President – Commercial Banking.Wage joins First Business Bank with over 12 years of commercial banking experience. He focuses on helping privately held businesses within... Read Story

eCapital appointed Kash Ahmad as Chief Credit Officer, Factoring Group. In this critical role, Ahmad, an experienced global finance expert, will be responsible for overseeing the credit and operational functions of the Company’s North American... Read Story

Bank of America has named Naveed Shujaat President of Bank of America Central Florida. He succeeds Steve Alch, who has decided to step away from the role after nearly a decade to focus on his leadership position as Merrill Southeast Division... Read Story

Daniel O’Brien has joined Getzler Henrich & Associates as a Managing Director in the firm’s New York Office.With over 38 years of experience, O’Brien provides restructuring services to corporate debtors, lenders, federal and municipal governments... Read Story

KeyCorp announced that Darrin Benhart, Deputy Chief Risk Officer, has been named the bank's Chief Risk Officer, effective January 1, 2024. Benhart  succeeds Mark Midkiff, whose long-planned retirement was announced in November and who will remain at... Read Story

Mitsubishi HC Capital America announced that Anand Rao has joined the company as Managing Director, Private Credit for the Structured Finance division.With more than 20 years’ experience in leveraged finance, distressed investments and restructurings... Read Story

FGI Worldwide hired Greg McBride as Director, FGI Risk. Based out of the Chicago office, McBride will focus on originating new business opportunities for FGI’s credit insurance brokerage and risk advisory division by developing relationships... Read Story

Greystone, a leading national commercial real estate finance company, announced that banking industry veteran Steven Caligor has joined the firm as a Senior Managing Director of Structured Finance. In this new role, he will focus on managing and... Read Story

Trinity Capital announced that, as part of the Company's long-term succession plan, its Board of Directors has named Michael Testa as Chief Financial Officer, effective immediately. He succeeds David Lund, who will remain on the team as a consultant... Read Story

Moritt Hock & Hamroff added Sean E. Mitchell to its Fort Lauderdale office, illustrating the firm's continued growth and expansion in Southeast Florida. Mitchell joins the firm as Counsel in its Secured Lending and Real Estate Practice Groups. "My... Read Story

Ares Commercial Finance announced that Ian Maccubbin has joined its Business Development and Underwriting teams as a Principal. Maccubbin will be based in Boston and will assist in covering the Northeast market, where he will have cross-functional... Read Story

White & Case has expanded its Global Mergers & Acquisitions (M&A) Practice and Global Private Equity Industry Group with the addition of Taurie Zeitzer as a partner in New York. Zeitzer joins the Firm as Co-Head of its Global Private Equity Industry... Read Story

O2 Investment Partners announced the promotion of Sean Darin to Principal.Luke Plumpton announced the promotion of Darin: “I am very excited to announce the promotion of Sean [Darin] to Principal. Since joining as an Associate in 2016, Sean has been... Read Story

Houlihan Lokey announced that both Dudley Baker and Kerr Robertson have joined the firm’s Healthcare Group as Managing Directors. Baker is based in Dallas covering healthcare information technology (HCIT), while Robertson is based in Charlotte... Read Story

Haversine Funding has appointed Vince Mancuso as its new Managing Director. Mancuso brings over 25 years of rich experience in commercial finance, enhancing Haversine’s expertise and strategic capabilities."We're excited to have Vince Mancuso join... Read Story

Barclays has appointed Ryan Voegeli as Head of Investment Banking for Canada. Voegeli will be based in Toronto.Voegeli has twenty years of investment banking experience, and joins Barclays from CIBC Capital Markets where he was Head of Global... Read Story

Alvarez & Marsal announced the integration of LQ Consulting and Management with A&M’s INFRA practice in Canada and appointed Pierre Légaré as Managing Director and Leader of INFRA Canada along with Senior Directors Arshya Qureshi  and Gordon Lung.... Read Story

FTI Consulting announced the promotion of 25 professionals within the firm’s Corporate Finance & Restructuring segment to Senior Managing Director.  “The Corporate Finance & Restructuring segment is expanding the depth of our expertise, investing in... Read Story

Obra Capital, an asset management firm with a specialized approach to alternative investing, announced that Anthony J. Annino will be joining as Senior Managing Director, Head of Longevity. In this role, Annino will be responsible for overseeing the... Read Story

Rockefeller Capital Management announced that Alexandra Lebenthal, a 39-year veteran in financial services and industry leader, has joined the firm as a Managing Director and Senior Banker.In her new position, Lebenthal will lead efforts within... Read Story

Western Alliance Bank announced Lynne Biggio Herndon has been appointed as the bank’s new Chief Credit Officer."We are excited to welcome Lynne to the Western Alliance team," said Ken Vecchione, President and Chief Executive Officer of Western... Read Story

Moritt Hock & Hamroff announced that Sofia Fayer, Ilona Posner, Caitlyn Ryan and Michael Schwab have been elevated to Partner, and Karen Davakis, Marshall Dworkin, Grace Lee, Dan Lust and Michael Wickersham have been elevated to Counsel, effective... Read Story

Steven Sonberg, managing partner of Holland & Knight, announced that 46 attorneys in the firm have been elected to partnership effective Jan. 1, 2024. Thirty-six associates and 10 senior counsels from various offices throughout the firm have been... Read Story

Stonepeak, an alternative investment firm specializing in infrastructure and real assets, today announced that Jack Howell and Luke Taylor have been named Co-Presidents of the firm, a promotion from their former roles as Co-Chief Operating Officers.... Read Story

Armstrong Teasdale announced that effective January 1, 2024, Richard (Rick) W. Engel, Jr. has been elected managing partner. Engel, who has worked closely with outgoing Managing Partner Patrick Rasche over the years in various leadership positions... Read Story

Joseph R. Williams, President and CEO of County National Bank (CNB) in Michigan, announced the recent additions of Matt Chrome as Vice President – Chief Credit Officer and Rachel Garrett as Branch Manager of its Horton Road office in Jackson.Chrome... Read Story

BCB Bancorp, the holding company for BCB Community Bank, announced Michael A. Shriner has been named President and Chief Executive Officer of BCB Bancorp and BCB Community Bank, effective Jan. 1, 2024. Retiring President and Chief Executive Officer... Read Story

1st Capital Bancorp, holding company and parent company of 1st Capital Bank, appointed Joel Keller to Executive Vice President and Chief Financial Officer.Chief Executive Officer Samuel Jimenez announced today that Joel Keller has been named... Read Story

PlainsCapital Bank announced that Larry Smith has joined The Private Bank at PlainsCapital as Senior Vice President and Senior Portfolio Manager. “We are pleased to welcome Larry to The Private Bank and believe his expertise will greatly benefit our... Read Story

Fulton Financial Corporation has named Angela Snyder President of Fulton and Fulton Bank and a director of Fulton Bank, effective Jan. 1, 2024.“Angela is an incredible asset to our organization,” said Fulton Chairman and CEO Curt Myers. “She has... Read Story

Trinity Capital announced the appointment of Ryan Kaeding as Managing Director, Life Sciences in San Diego, California. Kaeding, a veteran in the venture ecosystem, has been supporting venture capital-backed growth-stage companies for 20+ years."We... Read Story

Fifth Third Bancorp announced the following executive leadership changes that will take effect January 2, 2024.The Board of Directors voted to appoint Tim Spence chairman of the board. Spence succeeds Nick Akins, who has been elected lead independent... Read Story

Houlihan Lokey announced that Keith Kushin has joined the firm as a Managing Director in its Transaction Opinions and Board Advisory practices. Kushin is based in New York and will expand the firm’s transaction opinions services for its clients in... Read Story

First Citizens Bank announced that its Equipment Finance business has named Joy Shanks as senior vice president and head of business development dedicated to supporting and growing equipment finance vendor acquisition business. Shanks will be... Read Story

FTI Consulting announced the appointment of Go Matsumoto as a Senior Managing Director within the Corporate Finance & Restructuring segment in Tokyo. In addition, Eiji Michihiro joined the segment in Tokyo as a Senior Advisor.Mr. Matsumoto has more... Read Story

Wells Fargo announced that Frederick O. Terrell will join the Corporate & Investment Bank (CIB) as vice chairman of Investment Banking on January 2, 2024. He will serve as a member of CIB’s senior leadership team delivering strategic and... Read Story

SLR Equipment Finance announced Jeffrey Schaefer has joined the company as Associate Vice President, Direct Sales.  In his role, Schaefer will help grow SLR Equipment Finance’s leasing and lending activities in Texas, Louisiana, New Mexico, Colorado... Read Story

Alvarez & Marsal (A&M) announced the appointment of Nashville-based Scott Moresco as a Managing Director within its Tax practice.  Moresco’s hire builds on A&M’s integrated platform and enhances the firm’s ability to solve tax matters pertaining to... Read Story

Encina Private Credit (“EPC”) announced Mike Hensinger has been named Chief Executive Officer, effective immediately. Hensinger has also joined the EPC Board of Directors. Hensinger joined EPC in June 2022 as President and Chief Commercial Officer to... Read Story

Houlihan Lokey announced that Rob Kordas has joined the firm as a Managing Director in its Industrials Group. Kordas is based in Chicago and will lead coverage of the energy field services and equipment sector. Kordas joins from RBC Capital Markets... Read Story

Hilco Global announced the appointment of two Hilco operating company leaders to the role of Co-President at the holding company.  New Co-President’s Neil Aaronson and Henry Foster are both longtime leaders within the global diversified financial... Read Story

Guggenheim Securities, the investment banking and capital markets division of Guggenheim Partners, announced that Brent Surber has joined the firm as a Senior Managing Director to strengthen its capital markets capabilities within its investment... Read Story

FTI Consulting has expanded its Energy & Industrials Business Transformation practice with the appointments of Satish Damodaran and Alejandro Vanags as Senior Managing Directors within the firm’s Corporate Finance & Restructuring segment.“In the face... Read Story

Briar Capital Real Estate Fund announced the hiring of Larry Ellis as Senior Vice President, Business Development. Based in Houston, TX, Ellis will be responsible for sourcing new business in Texas and the Southwest United States. Ellis brings with... Read Story

Legacy Corporate Lending announced the addition of a new team member, Donna Dawson as the firm’s Senior Director of Operations. Ms. Dawson will be based in Plano, TX and will be responsible for ensuring all new and existing transactions are... Read Story

TD Bank Group announced changes to its Senior Executive Team, that reflect the strength of the Bank's leadership bench.Ray Chun becomes Group Head, Canadian Personal Banking, effective immediately. Most recently, Chun served as Group Head, Wealth... Read Story

Commercial Finance Partners announced the hiring of Karen Small as Senior Business Development Officer for the Midwest Region. With over 25 years of experience in financial services, Small has worked as a Field Examiner for Michigan National Bank... Read Story

Wells Fargo named Darlene Goins as head of Philanthropy and Community Impact and President of the Wells Fargo Foundation. She will be responsible for the company’s philanthropic strategy in housing access and affordability, financial health, small... Read Story

USCB Financial Holdings, Inc., the holding company for U.S. Century Bank, announced William “Bill” Turner, a bank executive with more than 35 years of credit experience, has been named the Bank’s new Executive Vice President and Chief Credit Officer.... Read Story

Carrie Goldfeder, a seasoned credit executive with over 25 years of credit and corporate finance experience across all facets of loan production, credit performance and portfolio management, has joined Old National Bank, the wholly-owned banking... Read Story

Alvarez & Marsal announced the appointment of Los Angeles-based Arthur Mattousch as a Managing Director in its Private Equity Performance Improvement Group (PEPI). Mattousch's hire underscores A&M's continuous effort to enhance its strategic... Read Story

White Oak Commercial Finance, an affiliate of White Oak Global Advisors, announced that Christopher Gouskos will join the ABL team at White Oak Commercial Finance as a Managing Director, Originations, departing from his previous similar role as... Read Story

Mitsubishi UFJ Financial Group (MUFG) announced Geoff Paul has joined the bank as Managing Director and Head of Equity Capital.In this newly created role, Paul will be responsible for developing MUFG's Equity Private Placements (EPP) business... Read Story

Wells Fargo announced that Clay Hale has joined the Corporate & Investment Bank (CIB) as co-head of Equity Capital Markets (ECM) within the Banking division. He will co-lead the ECM team alongside Jill Ford, who joined the Company in September of... Read Story

TD Bank Group announced the significant expansion of its Global Financial Institutions ("FIG") Investment Banking coverage in the US as well as other product areas, including Equity Sales, Equity Capital Markets, Debt Capital Markets, and Equity... Read Story

First Citizens Bank's Middle Market Banking business has named Nathan Pusey as managing director and Northeast market executive and John Tyson as managing director and relationship manager. Both will be based in Boston to support the expansion of... Read Story

Following the announcement of Kenneth Kaestner’s appointment to Lakeland’s Asset Based Lending team in October, the Bank is proud to announce Diane Williams has also joined the team serving as Vice President, Senior Relationship Manager.Williams... Read Story

Dykema announced the addition of Christopher Cahill as a Senior Counsel in the firm’s Corporate and Finance Practice Group resident in the firm’s Chicago office. Cahill joins Dykema from Aegis Law and after practicing as a Partner with L&G Law Group... Read Story

Huntington National Bank has expanded its Huntington Business Credit team with the addition of a Washington, D.C.-based group focused on asset-based lending in the healthcare industry. Huntington Business Credit provides companies with working... Read Story

Brown Rudnick announced that Peter Farrell has joined its Washington, D.C., office as a partner in the Tax group. Farrell’s practice focuses on corporate tax, income tax planning, international tax, spin-offs and mergers and acquisitions. He brings... Read Story

H.I.G. Capital announced that Jenny Nelson, Jennie Park, and Joe Tremblay have joined the firm’s Capital Formation Group. Jenny and Joe join as Managing Directors, based in California, and Jennie Park has joined as a Principal, based in New... Read Story

Sumitomo Mitsui Banking Corporation (SMBC), a member of SMBC Group, announced that Paul Burke has joined the firm to lead a newly created Capital Solutions Group.Based in New York, Burke will work across the SMBC Americas Division banking businesses... Read Story

Accord Financial announced the hiring of Ryan Ray, an experienced asset-based lending (ABL) and equipment professional to the Accord Financial team. “Ryan is well-regarded within the financing community for expertise in asset valuations, his... Read Story

Alvarez & Marsal appointed Craig Savage as a Healthcare Industry Group Managing Director and Leader of its Health Plans and Managed Care practice. Recognized for his commercial and government-funded health plans and payers expertise, Savage’s... Read Story

RainStar Capital Group, a Michigan based national debt advisory firm, promoted Managing Director Tom Kessel to the role of Team Leader of the Middle Market lending division.  RainStar Capital Group led by CEO - Kurt Nederveld made the following... Read Story

Hogan Lovells announced that Michael Bonsignore has joined the Corporate & Finance practice group in Washington, D.C. as a partner in the firm’s Infrastructure, Energy, Resources, and Projects (IERP) practice area. He joins from Clifford Chance.   ... Read Story

New Mountain Finance Corporation, the publicly traded credit BDC arm of New Mountain Capital, announced the appointment of Kris Corbett as Chief Financial Officer, effective November 27, 2023.“We are pleased to welcome Kris Corbett to the New... Read Story

GoldenTree Asset Management, a global asset management firm with over $51 billion in assets under management, announced the hiring of Shawn Mathew as Partner and Head of Corporate Strategy, a newly created role. Mathew will be based in the firm’s... Read Story

TD Bank announced Mike Nursey has been named its North Florida Commercial Market President to support continued growth efforts in the region, which includes the greater Orlando, Tampa/St. Petersburg, Jacksonville, Gainesville, Ocala, Daytona... Read Story

BerryDunn, a full-service assurance, tax, and consulting firm, announced the hiring of Erik Olson as the dedicated practice lead for Transaction Advisory Services.The team provides in-depth financial data analysis to help businesses plan and... Read Story

PGIM, the $1.2 trillion global investment management business of Prudential Financial, Inc., has hired Sancia Dalley as a managing director in the PGIM Office of Diversity, Equity & Inclusion (DEI). In this role, Dalley will oversee the DEI... Read Story

Simpson Thacher & Bartlett promoted the following attorneys to Senior Counsel and Counsel, effective January 1, 2024.The new Senior Counsel is: Amanda H. McGovern, Private Funds / Family Office (New York)The new Counsel are: Adrienne V. Baxley... Read Story

First Bank, the wholly owned subsidiary of First Bancorp and the largest North Carolina headquartered community bank, announced changes to its executive leadership structure in order to more effectively execute its strategic vision. Effective... Read Story

Pathlight Capital announced the hiring of Laura Hegarty as Managing Director, Investor Relations. Hegarty will focus on fundraising initiatives for the $2.7B private credit firm.Hegarty brings with her over 20 years of experience in business... Read Story

First Financial Northwest, the holding company for First Financial Northwest Bank, announced Dalen D. Harrison was promoted to Executive Vice President and Chief Banking Officer of the Bank.The promotion is in recognition of the breadth and depth of... Read Story

Simpson Thacher & Bartlett has elevated the following attorneys to Partner, effective January 1, 2024: Louis H. Argentieri, M&A (New York) Andrew Bechtel, Banking and Credit (London) Lindsey C. Bohl, Litigation / Antitrust (Washington... Read Story

Associated Bank announced the appointment of Phillip Trier as the company's Executive Vice President, Commercial Banking Group Leader. In his new role, Trier will focus on accelerating core Commercial Middle Market business development across the... Read Story

Alvarez & Marsal (A&M) announced the appointment of Managing Director Brooke Hopkins in the firm’s Disputes and Investigations (DI) practice. Specializing in global and internal investigations, as well as internal controls remediation, compliance... Read Story

Hanover Bancorp, the bank holding company for Hanover Community Bank, announced the appointment of Joseph Burns to the position of Executive Vice President, Chief Lending Officer.In his new role, Burns will lead the Bank’s commercial banking... Read Story

US Capital Global announced that Colleen Gray has joined the group as Senior Vice President at the group’s headquarters in San Francisco, CA. Ms. Gray has over 25 years of operations and financial management experience with emerging, high-growth... Read Story

Truist Financial Corporation announced continued progress in the company's transformation journey with the creation of a chief operating officer position, the naming of a new chief consumer & small business banking officer and the hiring of a new... Read Story

Star Mountain Capital announced that Gregory Summe has joined as Senior Advisor.Summe has 30+ years of experience as an investor, operator and C-level executive with additional leadership experience through serving as a board member for multiple... Read Story

Hilco Real Estate has added Alan Shaw as Executive Vice President of the organization and Co-CEO of its Real Estate Asset Management division. Shaw's appointment further signals HRE's commitment to expanding its offerings and depth of experience.... Read Story

First Citizens Bank announced that its Middle Market Banking business has named Matthew Tollenaer as a managing director and market leader dedicated to originating and cultivating business in Atlanta and the surrounding region.Tollenaer will be... Read Story

City National appointed Howard Hammond as CEO. Kelly Coffey has been named CEO, City National Entertainment. Both appointments are effective Nov. 27.Hammond brings to City National more than 30 years of financial services experience, including 15... Read Story

Pantheon announced the upcoming launch of the Pantheon Global Private Equity Fund (PGPE), the latest addition to the firm’s growing global private wealth platform. PGPE is an open-ended, evergreen fund that seeks to provide private and institutional... Read Story

Farmers & Merchants Bank of Long Beach announced key changes to its executive management team and promotions to new roles, reinforcing the bank’s strategic vision and next stage of growth and development. The transition marks the culmination of F&M’s... Read Story

Churchill Asset Management announced that Paul Sadlowski and Pranai Cheroo have joined the firm as Principals on the senior lending origination team. Both will report to Kevin Meyer, Managing Director, Head of Origination, Senior Lending.Sadlowski... Read Story

Ares Capital Corporation announced that Ares Capital’s Chief Accounting Officer, Vice President and Treasurer, Scott Lem, has been appointed as its new Chief Financial Officer, effective February 15, 2024. Mr. Lem succeeds Penni Roll, who plans to... Read Story

Access Capital announced the promotion of Raphael Torres to the position of Executive Vice President (EVP) and Head of Business Development.Torres’s journey with Access Capital began less than a year ago, and his immediate and substantial impact on... Read Story

Alvarez & Marsal (A&M) promoted Restructuring & Turnaround practice Managing Director Erin McKeighan as co-head of its Case Management Services group, serving alongside Managing Director, Julie Hertzberg. Ms. McKeighan’s promotion reflects the firm’s... Read Story

Alvarez & Marsal (A&M) announced the appointments of Joe Shepley and Michael Sugrue as Managing Directors with its Disputes and Investigations practice.  Shepley’s and Sugrue’s hiring furthers A& M’s ability to address the market’s growing data... Read Story

Alvarez & Marsal’s (A&M) Aerospace, Defense, Aviation & Space (ADAS) practice enters its third year of doubling in growth, with the appointments of Pablo Wangermann and Joseph Perovich as Managing Director and Senior Director respectively. As part of... Read Story

Western Alliance Bank announced that Craig Hirson has been appointed as the organization’s Commercial Banking Market Executive for Greater Los Angeles and Orange County.“Craig’s expertise in the greater Los Angeles and Orange County markets will... Read Story

Marathon Capital announced the launch of its Equity Research Group with the addition of Alex Kania, as Lead Analyst. Equity research complements Marathon Capital’s growing Equity Capital Markets business launched in 2022. In addition to Alex, Chandni... Read Story

Valley National Bank hired Robert Danziger, a 30-year corporate finance veteran, as Managing Director, First Senior Vice President, and Head of the Bank’s Syndicated Finance business. Based both in New York and at Valley’s headquarters in Morristown... Read Story

PNC Bank announced Kate Kelly will retire from PNC as Regional President for the Twin Cities region Dec. 15. Succeeding Kelly is Kelly McQueen, an experienced banking executive. McQueen will be a dual role leader as the bank’s Twin Cities Regional... Read Story

CohnReznick announced that Kimberly Kilkenney has joined the firm as Principal and Chief People Officer. In this role, Kilkenney will collaborate with firm leadership to execute on the strategy of providing a best in class people experience across a... Read Story

Alvarez & Marsal (A&M) announced that Chris George will join its Healthcare Industry Group  as a Managing Director to lead its  Health Systems Practice. George’s appointment builds on the Healthcare Industry Group’s legacy of provider expertise and... Read Story

Heritage Global Valuations (“HGV”), a division of Heritage Global Inc., a leading appraisal and liquidation firm, has appointed Gina Griffin as Senior Vice President. With a remarkable career spanning more than two decades, Griffin brings a wealth of... Read Story

Moritt Hock & Hamroff announced the addition of four attorneys across three of its offices, continuing the significant growth that the firm has experienced this year. B. George Walker joins as Counsel and Amber J. Mannings and Jessica Huang join as... Read Story

Portage Point Partners announced that Chris Sweet will join the firm on November 27th as Managing Director, Head of Debt Capital Advisory (DCA). Portage Point's intense focus on building its investment banking practice with only the highest caliber... Read Story

Blank Rome announced that Stephanie K. Hor-Chen has joined the firm’s Chicago office in the Finance, Restructuring, and Bankruptcy group as a partner. Hor-Chen focuses her practice on insolvency and restructuring and has extensive transactional and... Read Story

Ares Commercial Finance announced that Lindsay Gray has joined its Business Development team as a Managing Director. Based in Florida, Ms. Gray is responsible for business development and origination, with a focus on direct lending, commercial... Read Story

Star Mountain Capital announced that Eric Kirsch has joined as Senior Advisor.Kirsch has 40+ years of investment and advisory experience at leading global financial institutions. Most recently he served for over a decade as Global Chief Investment... Read Story

Grant Thornton named Lisa Heacock its new market managing partner for Portland and the Seattle metro area. Heacock has served in a succession of leadership roles for the firm along the West Coast, and she possesses more than 25 years of experience in... Read Story

CAN Capital appointed Richard G. Irwin as Chief Financial Officer (CFO). Irwin has been in senior financial leadership positions for the past decade and has been in the financial industry for the past 30 years.“Rich is joining CAN at the perfect time... Read Story

KeyBanc Capital Markets ("KBCM"), the corporate and investment banking arm of KeyCorp, announced the appointment of Ben Rechkemmer to head of Native American Financial Services (NASF). Rechkemmer is based in Michigan and will report to Mike Jackson... Read Story

Orion Mountainspring has rejoined Orrick as a partner in the firm’s Structured Finance group in New York.Mountainspring brings deep experience in securitizations and other asset-based financings in the fintech and solar energy spaces, aligning with... Read Story

William Blair announced the continued expansion of the firm’s Private Capital Advisory team, with the addition of Sprague Von Stroh as managing director. Based in San Francisco, Von Stroh joins from the Credit Suisse Private Fund Group and will focus... Read Story

Commercial Finance Partners promoted John Buanno to President. Buanno has been with Commercial Finance Partners since 2019, leading the growth of the company’s direct lending platform; tripling the client volume since his arrival.  Primarily focused... Read Story

River City Bank's President and CEO Steve Fleming announced the restructure of the bank's risk management department, which will be implemented Nov. 1, 2023. The reorganization will create a completely independent internal audit department... Read Story

The Board of Directors of Morgan Stanley announced that Co-President Edward (Ted) Pick will become the Firm’s Chief Executive Officer, effective January 1, 2024. James Gorman will become Executive Chairman. Mr. Pick will also join Morgan Stanley’s... Read Story

Regions Financial announced that, following a 34-year career in the financial services industry, Ward Cheatham will retire as head of Corporate Specialized Banking and a member of Regions’ Executive Leadership Team at the end of 2023. Regions’... Read Story

Access Capital announced that Natasha Vaughn has been promoted to the position of Collateral Analyst.With an impressive tenure since 2007, Natasha’s dedication and leadership have been evident during her career at Access Capital, most recently as... Read Story

Cahill Gordon & Reindel announced that Andrew E. Lee, Tristan E. Manley, Juliana Obregon, Javier Ortiz, Matthew E. Rosenthal, Sean R. Tierney and Miles Wiley have been elected to the partnership, effective January 1, 2024.“We are thrilled to welcome... Read Story

Cambridge Savings Bank (CSB), a full-service mutual bank with a customer-first approach and more than $6 billion in assets, announced the appointment of Michael Richardson to the role of Vice President, Relationship Manager, on the Asset-Based... Read Story

Western Alliance Bank announced Dillan Knudson has been appointed as the organization’s Head of Commercial Banking for Arizona.“Dillan brings outstanding depth and breadth of experience in the region to this role,” said Ken Vecchione, President and... Read Story

Kian Capital Partners (“Kian”), a lower-middle-market-focused private investment firm, announced that Jimbo Izlar has joined the firm as a Vice President to support Kian’s expansion after the closing of its oversubscribed third fund, KGP III, earlier... Read Story

Alvarez & Marsal (A&M) appointed John Jibilian as a Managing Director in its Public Sector Services’ (PSS) Education practice. Jibilian’s hire highlights the firm’s commitment to helping institutions of higher education maximize investments and drive... Read Story

First Internet Bank announced that Joseph Reynolds has joined the organization as Vice President, Senior Business Development Officer. His broad-based financial services background further enhances the experience and expertise of the Bank’s Small... Read Story

eCapital Corp. announced the appointment of David Gladu as President, Head of Factoring Group, North America. In the new role, Gladu will lead the expansion and advancement of eCapital's substantial factoring portfolio and divisional... Read Story

EverBank, formerly TIAA Bank, announced the addition of five experienced leaders to its recently launched Fund Finance division.As EverBank expands its capabilities in fund finance under the leadership of industry veterans Jeff Johnston and Mike... Read Story

CohnReznick announced that Dan Meers has joined the firm as a Managing Director in its Technology+ practice. Meers will assume the role of data and analytics leader for the practice, initially focusing on delivering technology and data solutions to... Read Story

nFusion Capital announced that William Brice Reid has joined their team as Senior Vice President. Brice will be responsible for receivables purchasing, asset-based lending and loan originations and developing client and referral relationships across... Read Story

Michael Burden and Al Williams have joined Gordon Brothers, the global asset experts, as Co-Heads of North America Real Estate Services. Burden and Williams will lead the growth and expansion of Gordon Brothers’ real estate services platform... Read Story

Clifford Chance has hired corporate M&A partner Cephas Sekhar in its Houston office. Sekhar's appointment sees the Houston team grow to 11 partners following its opening in June, which marked the expansion of the firm's global Energy & Infrastructure... Read Story

Citizens announced the appointment of Mark Valentino as Head of Business Banking and Witt Nicholson as Head of Consumer Strategy.Valentino, who will be based in Massachusetts, is rejoining Citizens from LA Downtown Medical Center, a three-campus... Read Story

Natixis Corporate & Investment Banking announced the appointment of Bhaswar (Joy) Chatterjee as Global Head of Real Assets and Global Trade Syndicate.In his new role, Chatterjee will have a particular focus on loan distribution for Infrastructure &... Read Story

Clarus Capital hired Jake Skivington to join its sponsor origination effort. Skivington will be located in the firm’s New York office.Prior to joining Clarus, Skivington was a Managing Director on the Leveraged Finance team at Guggenheim Securities... Read Story

Alvarez & Marsal (A&M) announced the appointment of Atlanta-based Kirk Waldrop as a Managing Director within its Corporate Performance Improvement practice. Waldrop’s extensive supply chain services and corporate transformation experience underscores... Read Story

TD Bank announced Jill Gateman as Head of Middle Market Products & Services within TD's Commercial Bank.Gateman will lead TD's Commercial Bank Middle Market growth strategy, focusing on deepening market penetration in TD's existing markets while... Read Story

Meridian Bank announced the retirement of Joseph Cafarchio, Chief Credit Officer, effective October 13, 2023. Cafarchio has served in the position since Meridian’s inception in 2004.Prior to joining Meridian, Carfachio had a long career in the... Read Story