Sentences with phrase «serve as a financial advisor»

LLC served as financial advisors, and Sullivan & Cromwell LLP and Stibbe served as legal advisors to Spirit.

UBS served as a financial advisor to Medopad, overseeing the deal.

Lazard and Allen & Company served as financial advisors to Aetna.

Barclays and Goldman Sachs served as financial advisors to CVS and Centerview Partners provided financial advice to the CVS board.

Evercore served as financial advisor to Aetna's board.

David has served as a financial advisor to several food companies during his career, and anticipates that we will see many more.

Morgan Stanley served as financial advisor to Deutsche Telekom.

Brian came to Buckingham Strategic Wealth in 2012 after serving as a financial advisor for Edward Jones.

Lazard and Allen & Company LLC are serving as financial advisors to Aetna and Evercore is serving as financial advisor to Aetna's Board of Directors.

Barclays and Goldman Sachs are serving as financial advisors to CVS Health, and Centerview Partners also provided financial advice to the CVS Health Board of Directors.

He enjoys serving as a financial advisor to a broad range of clients and utilizing SBA lending programs that best meet their corporate profile and financial goals.

LLC is serving as financial advisor and Faegre Baker Daniels LLP is serving as legal counsel to BWW.

Barclays is serving as financial advisor and White & Case LLP is serving as legal counsel to ARG.

Barclays Capital Inc. served as financial advisor to MTGE Special Committee, and Cooley LLP served as legal counsel.

Ladenburg Thalmann Financial Services, Inc. will be serving as financial advisor to NHF in connection with the spin - off.

Raymond James & Associates and Cascadia served as financial advisors to DiscoverOrg.

Credit Suisse served as financial advisor to Dr Pepper Snapple and Morgan, Lewis & Bockius LLP is serving as Dr Pepper Snapple's legal advisor.

The financial vehicle to use for a deferred compensation plan is largely a matter of financial advice AND we aren't purposing to serve as a financial advisor in raising this question for this or any other article.

Lazard and Citigroup are serving as financial advisors and Cravath, Swaine & Moore LLP is serving as legal counsel to Starwood.

UniCredit served as the financial advisor of Laško and of the selling group.

BofA Merrill Lynch served as financial advisor, Kirkland & Ellis served as legal counsel, and Ernst & Young provided accounting advice to Madison Dearborn.

John Lynch serves as financial advisor to the firm's managing committee and is a practicing member of the Finance and Business Transactions Practice Groups.

The Eastdil Secured group of Wells Fargo Securities LLC and BofA Merrill Lynch served as financial advisors to MPG.

Steve Kohn, Dave Karson, Chris Moyer and John Spreitzer of Cushman & Wakefield's Equity, Debt & Structured Finance group served as financial advisor to an affiliate of Abbell Associates, which developed the property in 1959 and has owned it since.

Jones Lang LaSalle Securities LLC served as financial advisor to Steadfast, while Morris, Manning & Martin LLP served as its legal counsel.

Not exact matches

Lazard served as sole financial advisor to the sellers, and Eubelius and Gibson Dunn & Crutcher LLP served as legal advisors to the sellers.

With their 30 - year history, CDFIs are the original impact investors, serving as lenders, financial intermediaries and technical advisors in «risky» areas to prepare the ground for mainstream capital.

«Paula would have to be open to sharing a lot of personal and financial information to get the most out of it, but the mentors would basically serve as a panel of advisors on an unpaid basis for a year, to help her grow her business.»

Find a financial advisor or banker who can serve as a mentor, someone committed to helping you succeed, offering access to capital and other business owners.

Goldman Sachs International served as exclusive financial advisor and Taylor Wessing LLP as legal advisor to Outfit7 and its shareholders.

Morgan Stanley (MS) served as lead financial advisor to EMC, while J.P. Morgan (JPM) served as lead financial advisor to Dell and Silver Lake.

Director, Scripps Translational Science Institute; Chief Academic Officer, Scripps Health; Professor of Genomics, The Scripps Research Institute, La Jolla, California; Editor - in - Chief, Medscape Disclosure: Eric J. Topol, MD, has disclosed the following relevant financial relationships: Serve [d] as a director, officer, partner, employee, advisor, consultant, or trustee for: AltheaDX; Biological Dynamics; Cypher Genomics (Co-founder); Dexcom; Genapsys; Gilead Sciences, Inc.; Portola Pharmaceuticals; Quest Diagnostics; Sotera Wireless; Volcano Received research grant from: National Institutes of Health; Qualcomm Foundation

Guggenheim Securities, Goldman, Sachs & Co., Centerview Partners and Moelis & Company are serving as Pfizer's financial advisors for the transaction, with Wachtell, Lipton, Rosen & Katz, Skadden, Arps, Slate, Meagher & Flom LLP and A & L Goodbody acting as its legal advisors.

It serves consultants and institutional investors, such as defined benefit and defined contribution plans, endowments, and financial advisors.

J.P. Morgan is acting as exclusive financial advisor to MVW, Kirkland & Ellis LLP is serving as legal advisor.

He served as Controller for an investment advisor within The Hartford that managed $ 50 billion in assets and also served as the Financial Operations Principal for two of The Hartford's largest broker - dealers.

LLC served as lead financial advisors to Albertsons Companies and Schulte Roth & Zabel LLP acted as legal advisor.

Wells Fargo Securities served as First Eagle's and GSO's financial advisor.

Perhaps the criminalization in other countries of the inexplicable business model used by the vast majority of American «financial advisors» will serve as an example of what real reform looks like and suggest to Americans that financial advice is in fact not «free,» that financial advisors are actually true professionals, and that it's infinitely safer for your wallet and better for your peace of mind to be invoiced by your advisor and never have to wonder if you got good advice or just a good sales pitch.

Kirkland & Ellis and Klehr Harrison Harvey Branzburg are serving as VER's legal counsel, with AlixPartners as its restructuring advisor and PJT Partners as its financial advisor.

As a financial advisor, he qualified for six Managing Partner's Conferences and served as a visiting veteran, new financial advisor support specialist, Level 3 support specialist and mentor to new financial advisorAs a financial advisor, he qualified for six Managing Partner's Conferences and served as a visiting veteran, new financial advisor support specialist, Level 3 support specialist and mentor to new financial advisoras a visiting veteran, new financial advisor support specialist, Level 3 support specialist and mentor to new financial advisors.

He has served on many local, state and national boards of directors, including as president of both the Golden Gate and East Bay Chapters of the Society of Financial Service Professionals, president of the National Association of Insurance and Financial Advisors (NAIFA)-- San Francisco, and as a member of the National Board of Directors of The Society of Financial Service Professionals.

Barclays served as the lead financial advisor to Tenneco and provided a fairness opinion to Tenneco's Board of Directors.

During his time as a financial advisor, Carani served in several regional leadership roles, completed three asset - sharing programs and attended 11 Managing Partner's Conferences.

In addition to running a successful branch, Kirley served as a regional leader from 1991 to 1994, with responsibility for financial advisors in Southern Michigan, including the Detroit metropolitan area.

The Edward Jones Trust Company works in partnership with local professionals and your financial advisor, who serve as the local contact and face of the Trust Company.

If an investor's situation involves complex financial planning issues that extend beyond allocating investments and related services, they might be better served with a more traditional advisor who provides advice in areas such as estate planning.

Zepponi & Company served as the exclusive financial advisor to the owners of King Estate in their sale of the Acrobat brand.

LLC served as lead financial advisor to Keurig.

BDT & Company, AFW LP, J.P. Morgan Securities LLC and Bank of America Merrill Lynch also acted as financial advisors to Keurig with Skadden, Arps, Slate, Meagher & Flom LLP serving as legal counsel and McDermott Will & Emery LLP serving as tax counsel.