Monroe Capital Adds Simon Wein to East Coast Direct Originations TeamWein brings more than 10 years of experience in direct lending and structured finance. September 30, 2026
Raymond James Names Dan Connolly Head of Technology & Services Investment BankingConnolly joins Raymond James after 27 years at William Blair. September 28, 2026
Raymond James Adds Four to Consumer & Retail Investment Banking TeamSteve Tricarico, Hub Orr and Russ Shoemaker have been hired as managing directors and Brett Schell as a director. September 24, 2026
Lenders & Private Credit Raymond James Launches Leveraged Finance & Debt Advisory GroupThe group will provide private debt placements, debt capital markets advisory, term loan B facilities and high-yield bonds. September 22, 2026
Financial Services Bain Capital-backed Envestnet Buys VestmarkThe acquisition will expand Envestnet’s capabilities across the wealth management lifecycle. September 10, 2026