Edward Jones has created Edward Jones Ventures, a new capability designed to support innovation through venture investing. Edward Jones Ventures identifies new ideas, opportunities and emerging technologies – prioritizing the viability of ideas that can meet client needs and serve new client segments.
Mo’ Bettahs Hawaiian Style Food, the category-defining fast casual concept serving up authentic Hawaiian plate lunch, today announced it has sold a majority stake to Blue Marlin Partners and Trive Capital. Savory Fund, Mo’ Bettahs’ founders, and Crewe Capital will retain significant minority stakes.
(Crewe), one of the nation’s leading boutique investment banks, exclusively guided Aero-mark, LLC, a private investment firm, in the sale of Certified Aviation Services, LLC (CAS), a leading aircraft maintenance repair and overhaul (MRO) service provider.
Triple Ring Technologies (“Triple Ring”), The Co-Development Company for Medical Device and Life Sciences, proudly announces a significant growth capital investment from 1315 Capital, a Philadelphia -based, healthcare-focused growth equity firm. The company was advised by Rob King and Crewe Capital, out of their New York office.
Crewe Capital (Crewe), one of the nation’s leading boutique investment banks, is pleased to announce it has brought on Brian Basil to lead its investment banking efforts in Michigan as managing director. For more than 25 years, Basil has provided strategic mergers and acquisition advisory services across a broad range of industries. He joins a carefully curated team of investment bankers who have advised on hundreds of transactions, aggregating more than $250 billion in total value.
Wealthy clients have an increased chance of encountering roadblocks during the tax form filing process. Wealth advisor Megan Slatter shares insight on the importance of being organized with Jeff Stimpson at Financial Advisor Magazine.
Our Partner Louise Goudy Willmering was on Schwab Network yesterday discussing market moves, where to look for opportunities, and 2024 economic expectations with Nicole Petallides:
“I think it is healthy for the yield curve to have some positive slope to it, and there should be some risk-reward payoff for holding those long-duration bonds.”
Amid tightening financial conditions, bank loans have declined. With steady rates from the Fed should business owners use credit cards to supplement growth? Managing Partner Ryan Halliday weighs in via CNBC.com
Since the Roth 401(k) launched in 2006, Congress has made adjustments, making it harder for the general public to follow and make adjustments of their own. Wealth Advisor Megan Slatter connected with Ben Mattlin at Financial Advisor Magazine to discuss the role advisors can have in helping clients navigate the differences between a Roth 401k and traditional 401(k).
As expected, the Fed held on interest rates this week. CIO Dustin Thackeray offered insight on the fight against inflation via Kiplinger.
