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Notes on the Blickling Homilies in Modern Philology, vol. The how to exchange cryptocurrency between exchanges are brown, but from certain points of view they are ruby red. Jun 25, Read on for more detail here. Jun 24, Read on for more details. Jun 22, This combination creates one of the largest compliance consulting firms for the financial services industry in the U.

For more on the acquisition, check out the announcement here. Jun 21, Read here for the full article. Jun 08, In its seventh acquisition since , Foreside continues to expand its reach to hedge funds and private equity firms. Read the details here. May 27, This strategic investment will enable a full suite of commerce experiences including PayFac capabilities, and engagement models for technology partners and merchants.

Please read here for the details. May 13, Partner Spencer Hoffman recently spoke with FundFire about the fund administration market Partner Spencer Hoffman recently spoke with FundFire about the fund administration market, including acquisition appetite fueled by demand for additional outsourced services.

For more on his insights, check out the article here. May 10, Read the full story here! May 04, Apr 30, Listen here. Apr 21, Apr 14, Charles Taylor Adjusting Grows U. Apr 13, Mar 17, Headquartered outside of Philadelphia with four additional operations centers across the country, UniversalCIS provides a leading technology platform that offers credit data and origination solutions to over 4, clients in the North American mortgage market including banks, non-bank mortgage lenders, credit unions and mortgage brokers.

The platform is integrated into approximately 60 loan origination systems and serves as the first interaction point for clients in the loan application process. SharperLending operates as an independent business unit as a wholly owned subsidiary of UniversalCIS. Steve Ozonian, an advisor to Lovell Minnick and industry veteran, will also join the board.

Lovell Minnick Partners seeks to invest in management-driven, growth-oriented companies that span the supply chains of investment products, insurance products, credit products and payments. Foreside announces acquisition of the regulatory compliance business of JG Advisory Group, LLC Foreside is growing and excited to announce the acquisition of the regulatory compliance business of JG Advisory Group, LLC, a comprehensive regulatory solutions provider for hedge funds and private equity funds.

Read more about their insights on patient-centric models and the importance of improved access, transparency and cost effectiveness for patients. Mar 04, Foreside has been working with ETF clients since , supporting multiple fund and firm launches. Click here to read more. Mar 02, With Erika and her team set to lead and energize these efforts, Pathstone is set to further establish itself as a real thought leader in this critically important area.

By combining the fantastic work these two great firms have been leading separately, the world of ESG and Impact investing gets a new, stronger advocate and champion. Other Cornerstone staff, including Chief Investment Officer Craig Metrick and Chief Impact Strategist Katherine Pease, will join the Pathstone team, contributing their significant experience, thought leadership, rigorous analysis, and dedicated client service.

About Pathstone Pathstone is an independently operated and partner-owned multigenerational family office that offers strategic wealth management and customized investment services to high-net-worth and ultra-high-net-worth individuals and families, family offices, and select institutions. With decades of experience as trusted advisors, we employ an advocacy-focused model that empowers our clients to define and achieve their unique long-term goals and support their legacy.

For more information, please visit www. The mission of the firm is to enable investors to achieve targeted impact goals without sacrificing investment performance. Cornerstone works with families and individuals, foundations and endowments, multifamily offices, and other registered investment advisors to develop and manage customized investment strategies to achieve bespoke financial and impact objectives.

Feb 19, Click here to read our latest e-newsletter! Feb 12, Click this link to read more! Jan 29, Jan 28, Lovell Minnick Plans Exit from Capital Lovell Minnick will be pursuing a planned exit from portfolio company Capital, a Denver-based boutique alternative asset management firm, to capitalize on strategic opportunities in the marketplace with Hamilton Lane as the acquiring party. Jan 27, Jan 26, Founded in and based in Atlanta, CMC serves financial services firms that offer securities products through full-service brokerage operations, investment banking, and investment advisory services.

Foreside previously acquired ICSGroup, a regulatory compliance services firm serving the asset management industry November ; Quasar Distributors, U. CMC provides an array of compliance and accounting service solutions designed to help improve business performance. Foreside works with pooled investment products, investment advisors, broker-dealers, global asset managers and other financial institutions.

Jan 25, Charles Taylor acquires remaining stake in Otak to take full ownership of the Tide insurance technology platform Charles Taylor, the leading provider of services and technology solutions to the global insurance market, today announced that it has acquired the remaining minority stake in Otak, an insurance technology platform business specialising in delegated authority solutions. With this acquisition, Charles Taylor moves to full ownership of Otak and its product Tide, from owning a controlling majority stake previously.

Tide is cloud-based data streamlining solution that was developed by Charles Taylor and Otak. It automates the handling of delegated authority information to help the global insurance market reduce processing and compliance costs, improve data integrity and make data-driven decisions. Click here to learn more about Charles Taylor. Jan 22, Lovell Minnick's Spencer Hoffman spoke with Investment News on opportunities in the fintech and regtech space Lovell Minnick's Spencer Hoffman spoke with Investment News on opportunities in the fintech and regtech space amidst heightened regulation for wealth management firms.

Read more here about his viewpoints for fintech and data security expansion this year. Jan 07, Click to read the full article. Jan 06, Click here to read more about his outlook for dealmaking activity in the year ahead. TPA and Insurance Management Services Through Acquisition of Aegis Corporation Lovell Minnick is pleased to announce that Charles Taylor, a provider of services and technology solutions to the global insurance market, announced today that it has acquired Aegis Corporation Aegis , a Wisconsin based leader in mutual management and third-party claims administration.

Read here for more details! Spencer Hoffman interviewed for the Wall Street Journal Pro Private Equity Lovell Minnick's Spencer Hoffman spoke with The Wall Street Journal about opportunities in the private equity space, including the favorable environment for add-on acquisitions that led to over 20 add-on deals across our portfolio in Dec 21, Dec 18, Read here for more details on the company's accomplishments. Dec 16, Both Mr. Creasy and Ms. Keating currently serve as Chairs to LMP portfolio companies.

He has over 40 years of experience in the global non-life insurance industry, focused on the London international insurance marketplace and Lloyd's of London. Creasy previously held roles as Chief Executive and Chairman of the Kiln Group, was a founder director of the Lloyd's Franchise Board and has been a Lloyd's regulatory committee member.

Throughout his career, Mr. Val Soranno Keating is the Executive Chairwoman of Engage People, a LMP portfolio company and a technology-driven alternative payments platform servicing the global loyalty and incentive industry. Keating has over 30 years of experience across multiple industry segments including financial services, consumer, B2B and digital industries.

Prior to Barclaycard, Ms. Keating spent 16 years at American Express where she was a member of the Global Management Committee and led multiple business units. Dec 09, Read the article here. Dec 03, This report from Forrester, one of the most influential research and advisory firms in the world, offers insight into the diverse set of vendors that exist in the loyalty space, organized by size, functionality, geography and vertical market focus. It emphasizes the value of using loyalty marketing to develop loyalty strategies, design and manage loyalty programs and measure loyalty marketing efforts.

The technology company is able to provide this capability by leveraging an innovative set of APIs to create a network that links financial institutions and retailers with loyalty customers. Engage People currently partners with 4 of the 6 largest banks in Canada, as well as companies like Priceline and Best Buy. To learn more about Engage People and these findings, visit www.

About Engage People Engage People is a global technology provider that redefines the way customers spend loyalty reward points. Serving as the conduit between banks, retailers and their customers, Engage People allows consumers to make everyday purchases with loyalty points, giving them the flexibility to buy what they want — whenever they choose.

By offering pay with points, Engage People unlocks loyalty points that have been accumulated but not spent. Top banks and retailers around the world rely on Engage People for its first-of-its-kind loyalty ecosystem. With headquarters in Toronto, Ontario, Canada and offices in the U.

For more information visit: www. Dec 01, Nov 20, He will lead the execution of the supply chain finance platform strategy, including sales, business development and marketing, as well as establishing key networks with partners, suppliers, and buyers. Shah brings more than 15 years' experience in the procurement and supply chain space to this position. Prior to that, Shah led platform partnerships, channels, and new market entry at Taulia, a firm that specializes in working capital optimization and supply chain financing.

Under Vikas' leadership, we will focus on further growing our presence in the market and building important new relationships with both buyers and suppliers of all sizes. It is the first supply chain finance platform built to serve not just the very largest buyers and suppliers but also smaller companies. With a heavy focus on product functionality, data science, and user experience, the platform makes it easier and more seamless for corporations to access working capital liquidity that is much needed, especially given the global economic climate.

Unlike other platforms, LSQ FastTrack is built to immediately deliver funds, often in as little as one day. That's what is most obviously missing today in the industry. Shah is based in San Francisco Bay, California. Offering invoice financing and LSQ FastTrack, a technology-based supply chain finance solution, LSQ provides clients with a simple, secure, and honest funding experience. LSQ blends human insights with the analytical power of technology to develop products that give customers the means to accelerate the flow of business.

Learn more about our solutions at www. Nov 19, For more than twenty years, Billhighway has been focused on providing financial management solutions for component-based organizations. Joining forces allows Billhighway and Impexium to better serve customer needs, develop innovative product solutions, and expand capabilities to additional market segments. We look forward to working together to bring new and impactful solutions to the market.

The acquisition allows Billhighway to expand on their current AMS integration strategy to bring new solutions to market for component-based associations. These integrations with the Billhighway platform allow associations to increase the performance of their components to better serve members and increase revenue, while simultaneously increasing visibility into that performance across their entire component ecosystem.

Billhighway and Impexium currently have an existing integration that is serving component-based associations. We continue to be committed to all of our great AMS and member management partners equally and without preference — it will always be about what options and solutions are best for the customer, and there are many great AMS solutions, all offering various strengths and capabilities. For over 20 years Billhighway has provided component-based organizations the tools to increase component performance and ROI while creating data visibility across your entire organization.

This empowers you and your components to better serve members and grow your organization. By combining enterprise-level functionality with the benefits of a software-as-a-service model, we help associations transform their business by serving members more intelligently and profitably, strengthening the alignment of strategies and operations, creating value for key relationships, and reducing the cost, time, and risks of chapter, membership, and technology initiatives.

Nov 16, Nov 02, Please read here for the full press release. Oct 21, Oct 19, Oct 16, Oct 08, Foreside Launches New Technology Solutions for Registered Investment Advisors, Broker Dealers, and Asset Managers Products address Code of Ethics and personal account monitoring, best execution, education and training, advertising reviews, and cybersecurity PORTLAND, Maine — October 8, — Foreside Financial Group, a global provider of regulatory and compliance service and technology offerings for firms in the global asset and wealth management industry, is introducing a robust collection of technology-based compliance solutions, all accessible via an expanded client portal.

Each new solution is designed to streamline compliance and create efficiencies by employing the latest technology available to meet the unique needs of its individual clients. Foreside is launching several solutions that will improve the compliance function in vital areas such as personal account monitoring, best execution review, delivery of education and training to staff, advertising and marketing review, and cybersecurity.

Employees access the web-based solution to review and verify personal trade activity, request pre-clearance approval, and perform reporting functions as required by the firm. Firms are provided a comprehensive and tailored list of online courses, which can be accessed by employees at a time that is most convenient for them With decades of compliance experience, Foreside will continue to expand course offerings, including soon to be released CCO training courses.

This proprietary internet-based solution facilitates marketing material review for investment advisors and broker-dealers. The web-based software provides real-time workflow management over the review cycle, with full transparency. These cybersecurity solutions provide tailor-made cybersecurity consulting programs, managed detection and response MDR , penetration tests, and more, enabling Foreside clients to be proactive with cyber risk management.

Jason Barg interviewed for Digital Insurance Jason Barg discusses the role that investors can play in helping the insurance industry thrive and embrace digital transformation post-pandemic in a byline for Digital Insurance. Read the full article here.

Sep 23, Standout features include: Fully customizable brokerage, team and agent websites with the latest consumer search options including polygon map search, search by school catchment area, filtering by lifestyle data, search by travel time as well as recommended listings based on your search criteria. A robust lead gen engine featuring unlimited custom landing pages and IDX squeeze pages as well as built-in paid Google and Facebook advertising options via an integrated Marketplace.

Intelligent, customizable lead routing and accountability options at the brokerage and team levels to optimize lead conversion. A smart, AI-powered CRM and app with dynamic lead follow up and automated nurturing campaigns to engage more leads and sphere of influence contacts.

Integrated and branded digital, print and social media marketing templates and options. Flexible, customization options at the brand, brokerage, agent and team levels including lead routing, smart numbers, listing marketing, etc. The CORE Team Add-On accounts are uniquely suited to top teams providing custom website branding opportunities, full database ownership and privacy, independent lead routing and more.

Sep 18, Solutions Before, Solutions After , a full-service engineering and architectural firm. SBSA allows us to provide high-quality broad-based engineering and technical support to our clients, from design, testing, and repairs, to forensic investigations and litigation support.

The firm works primarily with clients in the construction, legal and insurance sectors, specializing in forensic engineering, construction management, new and re-design of properties. Dating back to , Charles Taylor now employs over 3, staff in more than locations spread across 30 countries in Europe, the Americas, Asia Pacific, the Middle East and Africa.

Charles Taylor believes that it holds a distinctive position in its markets in that it can provide professional services and technology solutions in order to support every stage of the insurance lifecycle and every aspect of the insurance operating model. Charles Taylor serves a diversified blue-chip international customer base that includes national and international insurance companies, mutuals, captives, MGAs, Lloyd's syndicates and reinsurers, along with brokers, distributors and corporate insureds.

Sep 15, As a result of this partnership, loyalty program members will be able to browse Best Buy's catalog, which consists of over 80, products, through Engage People's Podium platform. Podium gives financial institutions FIs the ability to offer more products to loyalty program members so they can pay with points for the items they want or need.

The addition of Best Buy's catalog comes at a time when consumers are increasingly demanding more choice from their loyalty programs, as outlined by Engage People's recent loyalty program customer survey. We're excited to add Best Buy's products into the mix to deliver more choices to our loyalty program members. To find out more about Engage People and its suite of award-winning technology offerings, visit www.

Serving as the conduit between banks, retailers and their customers, Engage People allows consumers to make everyday purchases with loyalty points, giving them the flexibility to buy what they want - whenever they choose. Sep 10, For our employees, Pathstone provides additional opportunities for growth and greatly enhances our ability to attract and retain talent. Their commitment to building and strengthening their client relationships is one we embrace at Pathstone, and it felt like a natural fit to join forces.

About Pathstone: Pathstone is an independently operated and partner owned multigenerational family office that offers strategic wealth management and customized investment services to high-net-worth and ultra-high-net worth individuals and families, family offices, and select institutions. For more information, please visit: www.

We provide unbiased and objective financial advice to high-net-worth and ultra-high-net worth individuals, families and private foundations. Alignment of interests is core to all of ouour relationships, and we make every decision a client-first decision. Sep 09, Aug 27, He is a nationally recognized expert on management, strategy, and transition issues within the financial services industry.

Having started his career as a journalist, he eventually shifted into senior executive roles with a variety of firms. With Mark now joining our Board, he has come full circle with the firm. Having both Mark and Ron as independent Board members will be extremely beneficial to our business's long-term vision and growth.

I have known Pathstone and the team for many years and have watched them grow and be recognized as an innovating force in the family office and wealth management business. With the addition of Mark's experience and deep appreciation for our industry leadership and innovation, Pathstone will continue the great path of being recognized as a national fiduciary advisory firm.

Cordes joined the Pathstone Board as an independent member. Before co-founding the Cordes Foundation, a foundation that focuses on impact investing and social entrepreneurship, he was cofounder and CEO of AssetMark, a leading U. The signing of this transaction establishes our presence on the island and represents a key step in executing our strategy in the Crown Dependencies.

Our decision to proceed with this transaction resulted from the ongoing evaluation of our business to ensure the right offerings, operating structure and competitive positioning for our clients and for our long-term success. The divestment of the Isle of Man operation was a natural conclusion of this assessment and results in a simpler group with a clear focus on non-life insurance services across our core claims services, technology and insurance management offerings.

I am delighted that we are joining Monument Re and look forward to playing our part in driving further growth. Change of control of the companies will follow satisfaction of customary closing conditions, including receipt of regulatory approvals. Fenchurch Advisory Partners acted as financial adviser to Charles Taylor.

Monument Re operates as a reinsurer and acquirer of European asset-intensive portfolios. Through this strategy, Monument Re assumes asset-based risks within its risk appetite and efficiently operates these businesses or portfolios. To learn more, please visit www. Aug 24, Aug 14, The company is humbled by the prospect of positively impacting so many American workers, their families, and the U.

Aug 12, Aug 11, Arjun has a strong track record of building high performing teams that have consistently delivered technology-led benefits for clients. This client focus, coupled with his deep technology expertise, will really help us define the next chapter of success for not only our InsureTech business but also Charles Taylor as a whole.

Aug 05, The company announced today a major new Innovation Investment focused on accelerating the use of technology to dramatically enhance the experience of real estate professionals and consumers across the entire home transaction lifecycle. The program was financed through additional investment in the Company by management and its financial partner, Lovell Minnick Partners.

The new innovation program is a natural continuation of this effort and will be dedicated to making targeted technology advancements to both front and back office platforms, as well as expanding marketplace offerings and consumer-facing applications by leveraging and integrating technologies including machine learning and artificial intelligence AI.

Built on a modern, scalable and flexible architecture, kvCORE enables every brokerage to create their own unique technology ecosystem through custom branding, robust integrations and high-quality add-on solutions. With an accomplished leadership team and over employees, Inside Real Estate brings the resources, scale and vision to deliver ongoing innovation and success to their growing customer base. Aug 03, Jul 31, Cornerstone, headquartered in Bellevue, WA, was founded in with the sole purpose of equipping wealthy individuals and families to make sound financial decisions and achieve long-term financial results desired by the client.

It will have significant positive long-term impact and will position us to continue to thrive going forward. Cornerstone Advisors, Inc. For more information please visit: www. About Cornerstone: Cornerstone Advisors Inc. Cornerstone was founded in with the sole purpose of equipping wealthy individuals and families to make sound financial decisions and achieve the long-term financial results they desire.

The privately-held firm is headquartered in Bellevue, WA with additional offices in Seattle and Anchorage with 65 employees throughout the region serving more than families. Jul 30, Additionally, Foreside has partnered with BlueVoyant to offer Penetration Testing, Incident Response, and a full range of cybersecurity consulting services. BlueVoyant services utilize large real-time datasets with industry-leading analytics and technologies. About Foreside Foreside delivers comprehensive advice and best-in-class technology solutions to clients in the global asset and wealth management industries.

Jul 27, For more information, visit nationalautocare. While data elements are important, people elements are even more important. This is an important acquisition because it is an investment in both data and people. ATTOM multi-sources property tax, deed, mortgage, foreclosure, environmental risk, natural hazard, and neighborhood data for more than million U.

About Home Junction Inc. Based in San Diego, CA, Home Junction is a data technology company that specializes in real estate data and boundary licensing, custom websites created with WordPress real estate themes, WordPress real estate plugins and additional services. The company provides an extensive number of data layers on home sales, neighborhoods, schools, school attendance zones, demographics, home value estimates, geospatial boundaries, and other information. Jul 01, Click here to read the full article.

Jun 30, The modern pricing tool, dashCMA, helps real estate agents win more listings and secure more accepted offers by facilitating simple yet compelling pricing discussions with buyers and sellers. A Inman Innovator Award nominee, dashCMA drastically simplifies the process of creating and presenting a Comparative Market Analysis CMA by delivering key data points in an elegant and interactive format that takes minutes, not hours.

Traditionally, CMA products have an overwhelming amount of unstructured details and instead of serving their purpose of educating, they often leave clients more confused about home pricing. By structuring the most pertinent data into a simple, yet comprehensive dashboard, dashCMA facilitates pricing conversations that establish trust and easier decision making between agents and their clients. We look forward to integrating dashCMA into our ecosystem to provide even more cutting-edge technology to our clients, and to expand its reach across our growing footprint of top agents, teams and brokerage partners.

Jun 19, Jun 17, Jun 16, For over three decades, Brown has been a transformative leader responsible for steering large global insurance businesses to achieve excellent performance in terms of both client outcomes and financial results.

Brown has a strong track record of building and leading high performing teams and was selected from an international pool of exceptional candidates. An outstanding leader with deep insurance knowledge, Brown has worked as an underwriter, a broker and a manager and has built an excellent reputation for leadership, through concentrated focus on clients, people and communications. During his tenure, he successfully led the team of the Corporate Solutions business to expand their product solutions and their client base.

He has also held underwriting roles in commercial lines at global insurance carriers, including Zurich and AIG. He is a highly regarded CEO with impressive insurance experience at the board and executive level within major insurance market organisations and an outstanding leader of people.

Above all he is a great cultural fit for our organization having also spent time in multiple markets around the world in people-focused businesses. We are confident that under his operational and strategic guidance Charles Taylor will continue to grow its distinctive market position as the provider of professional services and technology solutions supporting every stage of the insurance lifecycle and operating model.

I believe that this will be truer than ever over the coming years as current market conditions drive more rapid operating model change. Charles Taylor has an outstanding reputation for superior client service and a great culture. Dating back to , Charles Taylor now employs approximately staff in more than locations spread across 30 countries in Europe, the Americas, Asia Pacific, the Middle East and Africa. Charles Taylor believes that it holds a distinctive position in its markets in that it is able to provide professional services and technology solutions in order to support every stage of the insurance lifecycle and every aspect of the insurance operating model.

Their industry-leading compliance offerings combined with our turnkey, modern platform will help entrepreneurial advisors successfully make the transition to independence. This cloud-based platform simplifies the wealth management process by allowing advisors to seamlessly manage all aspects of their business.

Their third-party model marketplace features investment solutions from some of the industry's most trusted asset managers, including J. Each level of support provides a dedicated consultant, supported by a team of compliance professionals, to deliver proactive services and continuous support to your firm. With over advisors and more than 60, accounts on its platform today, GeoWealth provides advisors flexible portfolio management, performance reporting, billing and risk profiling.

GeoWealth also offers a diversified lineup of turnkey model portfolios. May 22, He has also held several leadership roles in the payment and financial technology space throughout his career. He has a strong and innovative background in the real estate industry, specifically focused on digitally transforming transactions. Stefanie Shelley is an Advisor and Board Director and has been a long time business executive in the financial services and financial technology industries.

Stefanie was also a Board Director at Green Bancorp, a regional bank that was owned by private equity firms, grown significantly and taken public over a number of years. Some of the areas in which we specialize include financial and insurance technology; payments; specialty finance; insurance brokerage and services; asset and wealth management; and related business services. May 21, Please click here to read more. May 08, Apr 23, Financial Planning: Will PE stick with firms through down times?

Mar 20, Brad Armstrong Quoted in Bloomberg News Caution and care are a priority when making investment decisions, especially in financial services. Mar 18, Institutional Investor: Dealmaking in a Pandemic With the health of our communities as a top priority, Lovel Minnick has been hunkered down all across the U. We have also been focused on keeping the wheels keep turning.

Our partner, Brad Armstrong talked with Institutional Investor on deal-making in a pandemic, read it here. Headquartered in Orlando, Florida, Seaside is a premier commercial lender with a strong wealth management platform. Its high-touch customer service is delivered to high net worth individuals and middle-market businesses through a network of 14 branches located in key Florida metro markets.

In Mr. Overall, he has more than 38 years of executive experience in regional banking. Following completion of the acquisition, Mr. Additionally, the financial returns of the transaction are not reliant on high cost savings or on revenue synergies.

However, we do believe these opportunities will exist as we will be able to offer expanded products and services through our combined franchise. We believe that we have been successful at that. However, to continue growing and to become more profitable, we needed to access more permanent capital and lower cost funding. Our partnership with the United team provides just that, as well as the opportunity to expand the products and services that both United and Seaside bring to the partnership.

I believe that the synergies that exist between our commercial lending businesses will result in tremendous success for both sides. The stock portion of the merger consideration is based upon. About United Community Banks, Inc. It operates principally through United Community Bank, its bank subsidiary, which specializes in personalized community banking services for individuals, small businesses and companies.

Services include a full range of consumer and commercial banking products, including mortgage, advisory, and treasury management. Respected national research firms consistently recognize United for outstanding customer service. For five of the past six years, J. About Three Shores Bancorporation, Inc. Three Shores Bancorporation, Inc.

Through its affiliated companies, Three Shores Bancorporation, Inc. Actual results may prove to be materially different from the results expressed or implied by the forward-looking statements. Forward-looking statements are subject to numerous assumptions, risks and uncertainties that change over time and could cause actual results or financial condition to differ materially from those expressed in or implied by such statements.

If one or more events related to these or other risks or uncertainties materialize, or if the underlying assumptions prove to be incorrect, actual results may differ materially from the forward-looking statements. Accordingly, shareholders and investors should not place undue reliance on any such forward-looking statements.

Any forward-looking statement speaks only as of the date of this communication, and neither United nor Three Shores undertakes any obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law. New risks and uncertainties may emerge from time to time, and it is not possible for United or Three Shores to predict their occurrence or how they will affect United or Three Shores.

United and Three Shores qualify all forward-looking statements by these cautionary statements. The registration statement also will contain the prospectus of UCBI to register the shares of UCBI common stock to be issued in connection with the merger. This communication does not constitute an offer to sell, the solicitation of an offer to sell or the solicitation of an offer to buy securities, nor shall there be any sale of securities in any jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of such jurisdiction.

This communication is also not a solicitation of any vote or approval with respect to the proposed transactions or otherwise. Free copies of this document may be obtained as described above. Feb 26, Read Our Latest e-Newsletter Click here for our latest updates! The Private Asset Management Awards recognize the top wealth advisors, consultants, investment professionals, legal firms, and other key service providers in the private asset management space.

These highly sought-after PAM awards provide a platform for top firms within the sector, to showcase the incredible achievements they have accomplished. At Foreside, our goal is to help clients get ahead of regulatory concerns by partnering with regulators to find solutions.

About Foreside: Foreside delivers best-in-class technology solutions and comprehensive advice to clients in the global asset management industry. For 15 years, our suite of services and platform-based model have helped us automate and simplify compliance and distribution for clients.

We work with global asset managers, investment advisors, broker-dealers, and other financial institutions. Foreside is headquartered in Portland, Maine, with numerous regional offices, including those in New York and Boston. Feb 13, With Priceline, Engage People loyalty program members can pay for the entire breadth of offerings from Priceline including flights, car rentals and hotels with loyalty points.

For more information about how to collaborate with Priceline, contact Kayla Dickin at Kayla. Dickin priceline. About Engage People Inc. Engage People is a global technology provider that redefines the way customers spend loyalty reward points.

Priceline offers exclusive discounts on hotels, flights, alternative accommodations, rental cars, cruises and packages. We offer more than a million lodging properties, helping travelers find the right accommodation at the right price. We negotiate great deals every day, and put our best pricing on the Priceline app. Our deep discounts on hotels, flights, rental cars and more are also distributed through our partnership brand, Priceline Partner Network.

With free cancellation for many rates, hour customer assistance and the option for both pre-paid and pay upon arrival reservations, Priceline helps millions of travelers be there for the moments that matter. For us, every trip is a big deal. Feb 05, Barclays Capital Inc. TriState Capital is not selling any stock in this transaction and will not receive any proceeds from the secondary offering.

The shares are being offered pursuant to a shelf registration statement File No. The offering is being made only by means of a prospectus supplement and accompanying prospectus. Potential purchasers of TriState Capital common stock should consider carefully the information contained in the preliminary prospectus supplement and the accompanying prospectus and other documents that TriState Capital has filed with the SEC that are incorporated by reference into the preliminary prospectus supplement for more complete information about TriState Capital and the offering.

This press release shall not constitute an offer to sell or the solicitation of an offer to buy any securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.

Any forward-looking statements speak only as of the date of this press release and are based on information available to TriState Capital as of the date of this release. Jan 21, The acquisition will support the continuation of Charles Taylor's successful growth strategy, with a focus on expanding client relationships, broadening specialist capabilities and the range of services and technology solutions, deepening geographic coverage, and reinvesting in quality of service and technology.

Lovell Minnick understands these foundations, and I welcome their commitment to working with the management team to drive the business forward over the next stage of its history. We are delighted to support the management team in continuing the development of the business they have built over the past years. Dating back to , Charles Taylor now employs approximately 3, staff in more than locations spread across 30 countries in Europe, the Americas, Asia Pacific, the Middle East and Africa.

Further information is available at www. Dec 17, Financial terms of the private transaction were not disclosed. Headquartered in Novi, Michigan, Fortis provides payment technology and processing capabilities to developers and businesses throughout North America. Fortis supports hundreds of developers, software providers, and channel partners and provides services to merchants throughout North America. Butzel Long was counsel to Fortis. About Fortis Payments Systems Fortis Payments Fortis provides payments technology and merchant solutions to businesses and software developers across North America.

Fortis has a focus on technology enabled solutions through a White Glove service approach and a mission to help small and mid-sized businesses scale through innovation. Fortis provides payments and financial technology solutions to thousands of businesses processing billions of dollars annually.

Nov 25, The transaction is expected to close sometime in the first quarter of The acquisition will make Foreside one of the largest third-party fund distributors globally. Quasar has carved out a niche during the past 20 years that has opened it up to growth opportunities outside of U. We have historically had a strong working relationship with Foreside and expect that relationship to continue into the future given the complementary nature of our businesses.

Bank Global Fund Services. The firm acquired Compliance Advisory Services, a leading regional compliance firm, in October, and NCS Regulatory Compliance, a comprehensive provider of outsourced compliance and regulatory services, in January. About U. Bancorp U.

Bank, the fifth-largest commercial bank in the United States. The Minneapolis-based bank blends its relationship teams, branches and ATM network with mobile and online tools that allow customers to bank how, when and where they prefer. Visit U. Bank at www. Nov 05, Under the terms of the transaction, Pathstone will remain independent and it will continue to be managed by its existing leadership team.

Inclusive of its legacy firms, Pathstone has been actively investing in sustainable and socially responsible investing strategies for nearly two decades and today has one of the most attractive ESG and impact investing platforms we have seen in the wealth management industry. They helped guide us through two material acquisitions that propelled the growth of our firm. We wish them well and appreciate their support in helping us reach this exciting milestone.

This is the next chapter of the Pathstone story that will continue to honor the trust and responsibility we have been granted by our clients. About Pathstone Founded in , Pathstone provides integrated and customized family office, wealth and investment services to multi-generational families, single family offices, high net worth individuals and institutions, such as charities and foundations, via a technology-enabled open architecture investment platform.

Oct 15, It gives us the opportunity to expand our wide-range of partnership offerings to a diverse range of clients. We are eager to work beside fellow expert compliance professionals to provide world-class service for clients while reaching our growth goals.

We feel confident Foreside will maintain the same level of professional expertise and precision we at CAS have strived to provide to our clients for over 25 years. About Foreside Foreside delivers best-in-class technology solutions and comprehensive advice to clients in the global asset management industry. For 15 years, our suite of services and platform-based model have helped us automate and simplify compliance and marketing for clients.

We work with pooled investment products, investment advisors, broker-dealers, global asset managers and other financial institutions. Foreside is headquartered in Portland, Maine with numerous regional offices, including those in New York and Boston. CAS is a nationally-known regulatory compliance consulting firm. CAS has long provided authoritative and practical advice in compliance matters and other important issues facing financial institutions.

CAS' clients range in size from small community institutions to multibillion-dollar regionals. Oct 14, Headquartered in Troy, Mich. Founded in , the Company is a leader in serving MBOs, which have more than , members nationwide. The Company has been highly focused on bringing together the best technology solutions and services to better serve its clients.

About Billhighway Got Chapters? Billhighway gives chapter-based organizations the tools to automate and simplify operations while creating data visibility across entire organizations. This empowers them and their chapters to focus more on member value and organizational growth. Our partner-centric approach offers clients flexible solutions to address challenges and achieve results that help them thrive and grow. The award was announced on October 10th at a ceremony in New York City.

The Fund Intelligence Operations and Services Awards recognize outstanding contributions made by business, operations, and technology leaders at asset management and service provider firms over the past year. Our firm pairs best-in-class technology with comprehensive and customized consulting advice to help firms in the investment management space continue to innovate, improve, and grow.

ForesideConnectTM is one of the many technology tools Foreside has in place to align parties on compliance and timeline initiatives. The transaction brings together two highly experienced and tenured midstream energy pioneers with strong track records and complementary investment philosophies anchored in fundamental research. Most importantly, we have been actively collaborating to ensure a smooth transition for our clients. About Tortoise Tortoise invests in essential assets — those assets and services that are indispensable to the economy and society.

With a steady wins approach and a long-term perspective, Tortoise strives to make a positive impact on clients and communities. For additional information, please visit tortoiseadvisors. Sep 20, This announcement should be read in conjunction with, and is subject to, the full text of the Rule 2.

This announcement and the Rule 2. The content of the websites is not incorporated into, and does not form part of, this announcement. Certain terms used in this announcement are defined in the Rule 2. Under the terms of the Offer, each Charles Taylor Shareholder at the Scheme Record Time will be entitled to receive: For each Charles Taylor Share held pence in cash In addition, under the terms of the Offer, Charles Taylor Shareholders will be entitled to receive the previously declared Interim Dividend of 3.

The Offer Price represents: a premium of approximately In order to become effective, the Scheme must be approved by a majority in number of the Charles Taylor Shareholders voting at the Court Meeting, either in person or by proxy, representing at least 75 per cent. In addition, at the General Meeting to implement the Scheme a special resolution to approve the adoption of the Amended Charles Taylor Articles must be passed by Charles Taylor Shareholders representing at least 75 per cent.

Charles Taylor is a leading international provider of professional services and technology solutions to numerous clients across the global insurance market. It operates 24 hours a day across the globe to support every stage of the insurance lifecycle and every aspect of the insurance operating model.

With approximately 3, employees spanning 30 countries, Charles Taylor brings together the skills and expertise of people across the organisation to deliver the best possible outcomes to its clients. Lovell Minnick has significant experience of investments in similar businesses to Charles Taylor, and is confident in the overall prospects of Charles Taylor's businesses and the sectors in which it operates.

Lovell Minnick considers the Charles Taylor team to have built a high quality business and intends to support Charles Taylor by leveraging its expertise and experience of investing in global financial services companies, including related technology and business service companies. Charles Taylor is a high-quality business, operating in a sector Lovell Minnick has a strong track record of investing in and we believe that partnering with Lovell Minnick to pursue a shared vision to grow the platform will provide benefit to clients, employees and partners.

These achievements have been founded on its people, innovation and commitment to excellent client service. I am confident that this acquisition by Lovell Minnick, a highly regarded investor with experience in our markets, will provide Charles Taylor with the opportunity to continue to deliver on its existing growth strategy. They understand the foundations and strengths of our group and we welcome their commitment to working with the management team to drive the business forward.

In order to become effective, the Scheme must be approved by a majority in number of the Charles Taylor Shareholders voting and entitled to vote at the Court Meeting, either in person or by proxy, representing at least 75 per cent.

The General Meeting will be held immediately after the Court Meeting. This announcement, the Rule 2. About Lovell Minnick Lovell Minnick is a private equity firm focused on investments in the global financial services industry, including related technology and business services companies.

Lovell Minnick has 40 team members, of whom 21 are investment professionals, operating from offices in Philadelphia, Los Angeles and New York. Lovell Minnick provides buyout and growth capital, leveraging its deep domain expertise and network of relationships to support dynamic companies in capitalising on attractive market opportunities.

Lovell Minnick focuses on developing strong working relationships with management teams and being value-added partners to help build long-term value for clients, employees and shareholders. Lovell Minnick Partners is a growth investor with significant experience in the insurance services and related technology space. Relevant examples of current and former Lovell Minnick Partners investments include: J.

Important notice This announcement and the Rule 2. The Offer will be made solely by means of the Scheme Document or any document by which the Offer is made which will contain the full terms and Conditions of the Offer, including details of how to vote in respect of the Proposed Acquisition. RBC Capital Markets is acting exclusively for Lovell Minnick and LMP Bidco and for no one else in connection with the Offer and will not be responsible to anyone other than Lovell Minnick and LMP Bidco for providing the protections afforded to its clients nor for providing advice in relation to the Offer or any other matters referred to in this Announcement.

Overseas Shareholders The release, publication or distribution of this Announcement in certain jurisdictions may be restricted by law. Persons who are not resident in the United Kingdom or who are subject to the laws of other jurisdictions should inform themselves of, and observe, any applicable requirements. Any failure to comply with the applicable restrictions may constitute a violation of the securities laws of any such jurisdiction.

To the fullest extent permitted by applicable law, the companies and persons involved in the Offer disclaim any responsibility or liability for the violation of such restrictions by any person. The Offer relates to shares of a UK company and is proposed to be effected by means of a scheme of arrangement under the laws of England and Wales.

Accordingly, the Offer is subject to the disclosure requirements, rules and practices applicable in the United Kingdom to schemes of arrangement, which differ from the requirements of US proxy solicitation or tender offer rules. In addition to any such Takeover Offer, LMP Bidco, certain affiliated companies and the nominees or brokers acting as agents may make certain purchases of, or arrangements to purchase, shares in Charles Taylor outside such Takeover Offer during the period in which such Takeover Offer would remain open for acceptance.

If such purchases or arrangements to purchase were to be made, they would be made outside the United States and would comply with applicable law, including the US Exchange Act.

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