Columbia Banking System buys Pacific Premier for $2B, merging it with Umpqua Bank to strengthen its Western US presence under the Columbia Bank name.
UBS Wealth Management USA names David Schachter Managing Director in Los Angeles, citing his dedication to exceptional wealth management advice & client service.
Following triple-digit growth, RIA custodian Altruist raises $152M Series F funding, valuing it at $1.9B. Discover why investors are backing their modern platform.
First Legal, a leading litigation support firm, appoints Bob Rowe as President. The experienced legal industry executive will oversee national operations.
Triple Threat – BMO’s Dynamic Los Angeles Leadership Trio Ready for New Challenges and Opportunities
A trio of high-powered banking executives has joined new-to-Southern- California BMO Financial Group in Los Angeles to lead the $1.5 trillion bank’s wealth management, commercial banking and California operations.
California Coast Credit Union and San Diego County Credit Union announce their intent to merge, forming a major financial institution in Southern California.
Shout! Studios acquires Gravitas Ventures, significantly expanding its content library with 3,300+ titles and strengthening its global distribution capabilities.
A-Mark Precious Metals Inc., an El Segundo-based precious metals company, entered an agreement to acquire a 90% stake in AMS Holding LLC for $62 million.
Clearlake Capital Group, a Los Angeles-based private equity firm, announced plans to acquire data and analytics firm Dun & Bradstreet for $4.1 billion in cash.
City National Bank has officially appointed Joe Yurosek to serve as the new president of its Commercial Banking division.
