StrategyCorps Announces Appointment of New President and Chief Financial Officer
Nashville, TN – May 1, 2025 – StrategyCorps, LLC (“StrategyCorps”), the industry-leading provider of deposit analytics and retail and small business checking-related solutions, announces the appointment of Vincent Bezemer as President and Philip Green as Chief Financial Officer (CFO). These key executives join the existing StrategyCorps leadership team as [...]
North Square Investments Completes Acquisition of Foundry Partners Through Its CS McKee Affiliate
Chicago, IL (April 28, 2025) – North Square Investments announced it has completed the acquisition of Foundry Partners through its majority-owned affiliate CS McKee. The announcement was made by Mark Goodwin, the Co-Founder and Chief Executive Officer of North Square Investments, who said Foundry Partners will be merged into [...]
Barings and Kline Hill Partners Co-Lead the Closing of Estancia Capital Partners’ Continuation Vehicle for R&T Deposit Solutions
CHARLOTTE, N.C. -- Barings and Kline Hill Partners (“Kline Hill”) today announced that they had served as co-lead investors in Estancia Capital Partners’ single asset continuation vehicle to support the continued growth of R&T Deposit Solutions (“R&T”). Headquartered in New York, R&T is the second largest deposit sweep administrator [...]
Soltis Investment Advisors Hires Carson Group’s Jeffrey Harris for M&A
Soltis Investment Advisors, a St. George, Utah-based registered investment advisor with over $10 billion in client assets, is looking to ramp up its acquisition efforts by hiring Jeffrey Harris away from acquisitive RIA Carson Group. Harris, who has done M&A work with Carson for about eight years, will take a [...]
North Square Preferred and Income Securities Fund Named a LSEG Lipper Fund Awards USA 2025 Winner
Chicago, IL (March 14, 2024) – The North Square Preferred and Securities Income Fund (ORDNX) has been named a LSEG Lipper Fund Awards USA 2025 Winner for its consistently strong risk-adjusted three-, five-, and 10-year performance relative to its peers in the Best Flexible Income Funds classification, Lipper has [...]
Soltis Investment Advisors Appoints Neal Simon and Clive Cholerton to Board of Directors
ST GEORGE, UT – Soltis Investment Advisors (“Soltis”), a Registered Investment Adviser (“RIA”) with more than $10 billion of client assets, today announced Neal Simon and Clive Cholerton have been appointed to its Board of Directors. The appointments help to strengthen Soltis’ leadership position as it continues to scale operations and meet the needs of [...]