July 9, 2025
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Marshall & Stevens Acquires D.R. Payne & Associates to Expand Advisory Services

Marshall & Stevens, a leading independent provider of valuation advisory, transaction consulting, and litigation support services, has announced the acquisition of D.R. Payne & Associates (DRPA), an Oklahoma City-based financial consulting firm. This strategic move represents the firm’s eighth acquisition since 2023, significantly strengthening its nationwide capabilities in fiduciary advisory, forensic accounting, restructuring, and more. The leadership of DRPA will continue in their roles, reinforcing continuity for clients and deepening Marshall & Stevens’ consulting bench.

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PRWeb05 mins
Marshall & Stevens Acquires D.R. Payne & Associates to Expand Advisory Services

Cross River Launches Global Payments Solution for SMBs & Fintechs

Cross River Bank, a leading technology infrastructure provider offering embedded financial solutions, has announced the launch of its International Payments platform, aimed at simplifying and accelerating cross-border transactions for fintechs and small to medium-sized businesses (SMBs). In partnership with Aion, a modern business finance platform, Cross River leverages its proprietary banking core, flexible API stack, and robust compliance infrastructure to streamline international payments through multiple rails, making global financial operations more accessible, secure, and efficient.

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Businesswire05 mins
Cross River Launches Global Payments Solution for SMBs & Fintechs

JPMorganChase Commits $14.5M to Modernize Benefits Access

JPMorganChase has announced $14.5 million in philanthropic commitments to drive innovation in public and workplace benefits systems, aiming to improve financial health outcomes for millions of low- to moderate-income (LMI) Americans. The firm’s latest initiative expands its efforts to bridge the gap between wages and long-term wealth building, enabling broader access to critical support systems such as retirement plans, emergency savings, and education benefits. This funding reinforces JPMorganChase’s broader goal of advancing inclusive economic opportunity and financial resilience across the U.S.

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Businesswire05 mins
JPMorganChase Commits $14.5M to Modernize Benefits Access

Focus Financial Names Birenbaum President, Ferri COO

Focus Financial Partners, a leading partnership of independent fiduciary wealth management firms, has announced the elevation of two key executives: Adam Birenbaum as President and Justin Ferri as Chief Operating Officer. Both appointments underscore the company’s continued evolution toward an integrated, client-first business model. With over $450 billion in client assets across more than 60…

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Businesswire03 mins
Focus Financial Names Birenbaum President, Ferri COO

Argo Infrastructure Raises $2B to Power Portfolio Growth

Argo Infrastructure Partners, a premier North American mid-market asset manager founded by Jason Zibarras, has announced the successful recap of a series of strategic financings across its expansive portfolio. With a focus on essential infrastructure—including utilities, renewable energy, and digital infrastructure—Argo has raised approximately $2 billion over the past 12 months. These transactions strengthen the capital structures of its 18 portfolio companies, supporting investment, growth, and long-term value creation.

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Businesswire04 mins
Argo Infrastructure Raises $2B to Power Portfolio Growth

Instant Financial Partners with Symply to Modernize QSR Payroll

Instant Financial, a pioneer in modern payment solutions and earned wage access (EWA), has entered a strategic partnership with Symply, a platform designed to streamline hiring, onboarding, and payroll for quick-service restaurants (QSRs). This collaboration designates Instant as Symply’s exclusive payments partner, bringing flexible and digital wage solutions to an expanding base of frontline employers.

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PRWeb03 mins
Instant Financial Partners with Symply to Modernize QSR Payroll

Prospera Financial Launches Flexible Financial Planning Service

Dallas-based independent broker-dealer Prospera Financial Services Inc. has introduced its new service, Planning Your Way, a comprehensive financial planning offering designed to assist advisors in delivering tailored financial plans. This program provides advisors with flexibility in choosing the appropriate level of support from paraplanners to meet the needs of their clients.

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PR Newswire03 mins
Prospera Financial Launches Flexible Financial Planning Service

Growers Edge Secures New Funding to Drive Climate-Smart Ag Finance

Growers Edge, a leading provider of modern financial tools for the agricultural industry, has announced the first close of a new funding round. Co-led by S2G Investments, Cibus Capital, and Lowercarbon Capital, the round also includes participation from Otter Creek, iSelect, and Jeff Ubben, founder of ValueAct Capital. This strategic capital injection aims to scale Growers Edge’s innovative financial products, extend its reach to more retailers and lenders, and boost the adoption of climate-smart agriculture across the U.S.

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EIN Presswire04 mins
Growers Edge Secures New Funding to Drive Climate-Smart Ag Finance