Newsroom

Spry Digital, a leading developer of high-quality websites, web apps, and brand identities, is proud to announce the appointment of Wayne Turley II to the position of President and Chief Operating Officer. Turley’s deep investment in Spry Digital’s future signifies his exemplary leadership and increased ownership stake in the company, reflecting his commitment and investment in Spry Digital's continued success. Turley will lead the company's day-to-day operations in his new role, overseeing all aspects of delivery, sales, finance, and back-office functions, while working closely with the other owners: CEO and founder Sheila Burkett, Beth Gunter, CRO, and a staff of employees who collectively own the company.

Turley’s tenure at Spry Digital spans over five years, during which he assumed the Director of Project Management role, accelerating project management practices and increasing efficiency. Over the years, he demonstrated exceptional leadership and a commitment to excellence, leading to his initiative to expand the client delivery arm of the company. His strategic vision and dedication to employee growth and development have been instrumental in shaping Spry Digital's success.

Reflecting on his journey at Spry, Turley stated, "My focus is making sure that our employees have what they need to feel welcome within the company and have a growth plan. When the team is happy and members know they're contributing, the other elements of the company's growth take care of themselves."

In his new role, Turley is committed to furthering Spry Digital's mission of delivering innovative solutions while fostering a culture of inclusivity. He stated, “By championing inclusivity, we drive innovation and create a workplace where every individual feels valued, empowered, and inspired to contribute their best. A place where they can grow and build a successful career is critically important."

Turley's strategic leadership style and commitment to excellence have already yielded significant achievements for Spry Digital. Under his guidance, the company has experienced substantial growth, with 80% of its sales target met for 2024, positioning Spry Digital for continued success in the digital innovation landscape.

Outside of Spry Digital, Turley is actively involved in various philanthropic endeavors, including serving on the St. Louis Children's Hospital development board and co-founding the nonprofit organization Catherine Cares, which is dedicated to providing support to families with babies facing life-threatening diagnoses.

Speaking to his increased ownership, Turley expressed gratitude and excitement for the opportunity to assist in leading Spry Digital into its next growth phase. He stated, "I'm excited. I love being able to look at the progress that we've made and where we're going and seeing so many opportunities that will allow our team to achieve our goals."

Please join us in congratulating Wayne Turley II on his well-deserved appointment to President and COO of Spry Digital.

Learn more about Spry Digital at https://sprydigital.com.

About Spry Digital

Spry Digital, founded in 2010, is driven by a commitment to innovation and impact. From its inception, the company has sought to redefine the digital landscape by offering unique value to clients, fostering a supportive environment for employees to thrive, and cultivating a culture centered around community engagement. Spry Digital prioritizes embracing challenges, continuous learning, and fostering open communication, guided by its core values. The company emphasizes demonstrating initiative, perseverance, and nurturing teamwork to achieve the best outcomes. By embodying these principles, Spry Digital empowers its team to excel in delivering high-quality solutions for clients while fostering a collaborative and inclusive work environment where every individual's contributions are valued and celebrated.

Media Contact

Sheila Burkett

Sheila.Burkett@sprydigital.com

Builders Capital recently closed a transaction with InterVest Capital Partners, forming a strategic partnership that results in a commitment of up to $500 million in growth capital and InterVest acquiring a strategic minority interest in Builders.

“We are thrilled to partner with InterVest, one of the leading specialty finance investment platforms,” said Robert Trent, CEO of Builders Capital. “We plan to use the capital to aggressively expand our platform and continue to provide creative financing solutions to our homebuilding customers.”

“We have tremendous confidence in the Builders Capital team and their 15-year track record as the leading private construction lender to homebuilders,” said Michael Gontar, CEO of InterVest Capital Partners.

“Builders Capital is well positioned to capitalize on the supply and demand imbalance that exists throughout the U.S. for new construction single family homes,” said Robert Rothschild, SVP of InterVest Capital Partners. “We look forward to partnering with Builders to expand their platform and become the lender of choice to the homebuilding industry.”

“We have formed capital partnerships totaling almost $3 billion over the past twelve months to prepare for major growth,” said Arik Prawer, Builders Capital Co-President, and head of Capital Markets. “Our ability to secure access to significant capital with high quality partners like InterVest evidences the strength of our industry leading platform and the incredible market opportunity in both the near- and long-term.”

Guggenheim Securities, LLC acted as financial advisor and Perkins Coie acted as legal advisor to Builders Capital. Piper Sandler & Co. acted as financial advisor and O’Melveny & Myers acted as legal advisor to InterVest Capital Partners.

To learn more about Builders Capital and the construction loans they offer to builders and developers, visit builderscapital.com.

About Builders Capital

Builders Capital is the nation's largest private construction lender, offering innovative financing solutions to a wide spectrum of developers and homebuilders. Loan products include options for Acquisition, Development, Construction, and Bridge financing, in the form of single-asset loans, portfolio loans, and revolving credit facilities. In addition to financing opportunities, Builders Capital borrowers can leverage national accounts for material purchase discounts, and access cutting-edge technology for project management, accounting, and BIM technology tools. Builders Capital is headquartered in Puyallup, Washington, with an East Coast headquarters in Fort Lauderdale, Florida, and regional sales offices across the country. The management team at Builders Capital brings over 100 years of expertise in residential construction lending, home building, real estate development, and loan servicing. Learn more at: builderscapital.com.

About InterVest Capital Partners

InterVest Capital Partners, formerly Wafra Capital Partners, is a leading global alternative investment firm specializing in asset-based lending, leasing, and other structured finance verticals. Since 1999, the InterVest management team has established numerous successful investment vehicles with aggregate committed capital exceeding $19 billion (USD).

Media Contact

Trisha Hudson

trisha.hudson@builderscapital.com

The ALIVE Podcast Network, the media-tech company that's amplifying Black voices and actively contributing to a more inclusive media landscape, announced  today, that its founder, Angel N. Livas is featured on Inc.’s 2024 Female Founders List. This prestigious list honors a bold group of 250 women whose innovations and ideas are shaping the world into a better place.

"Being a part of Inc.’s 2024 Female Founders List is a tremendous honor," said Livas. "It validates the importance of our mission to stimulate the Black creative economy, while amplifying their voices."

Each year, Inc. editors review thousands of applications highlighting female founders who are challenging the status quo and tackling some of the world’s biggest problems. The list features women who have overcome challenges and lifted those around them, while leading impactful organizations across the country.

“The past year, for many, will go down as one of the hardest ever—between a funding freeze and ad-spending pull back. The female founders on this year’s list are a testament to what triumph over adversity looks like," said Diana Ransom, Inc. Executive Editor.

The ALIVE Podcast Network is currently raising its seed round after successfully raising a half a million dollar pre-seed. The two-year old, Techstars portfolio company, powered by JP Morgan, currently has thousands of users on their proprietary app (available in iOS and Android) and millions of listeners. Just last month the network added five new shows, bringing their line-up to just under four dozen podcasts. Listeners can find various genres, from the true crimes hit podcast "No Tears for Black Girls," to "Conversations in the Champagne Room with Charrisse Jackson-Jordan," from the hit BRAVO show Real Housewives of Potomac.

Livas being included on the Inc. Female Founders List is a testament to her vision  and the company' commitment to being a one-stop-shop for lovers of Black culture and a safe space for its creatives to authentically share their stories. 

For more information on the ALIVE Podcast Network please visit: https://alivepodcastnetwork.com.

About ALIVE Podcast Network

The ALIVE Podcast Network is the first Black-woman owned podcast network to build a proprietary mobile application to amplify black voices. With a focus on ensuring its creators maintain creative control and ownership, the ALIVE Podcast Network proudly resides at the intersection of community, culture, and compensation for its creatives. For more information, visit our website: https://alivepodcastnetwork.com and be a part of the community that's keeping the Black Creative economy ALIVE.

About Inc.

The world’s most trusted business-media brand, Inc. offers entrepreneurs the knowledge, tools, connections, and community to build great companies. Its award-winning, multi-platform content reaches more than 50 million people each month across a variety of channels, including websites, newsletters, social media, podcasts, and print. For more information, visit www.inc.com.

Mixpanel, the pioneer of event analytics, today announced that it has received the 2024 Google Cloud Industry Solution Partner of the Year Award for Industry Solution - Technology: Line of Business Applications. Mixpanel is being recognized for their achievements in the Google Cloud ecosystem, helping joint customers get answers from their product, marketing, and business data and make better decisions.

In the past year, Mixpanel has delivered significant co-innovation with Google Cloud, enhancing the integration between Mixpanel’s analytics capabilities and Google Cloud’s BigQuery. A notable advancement is the creation of Mixpanel's Warehouse Connector for BigQuery, which simplifies the integration with Google Cloud, allowing customers to quickly extract insights from their data.

Google Cloud’s BigQuery allows teams to centralize their data in a single, scalable repository, enabling data consistency and integrity for accurate analysis. Mixpanel makes this data analysis more accessible. The integration of these two solutions through Warehouse Connectors enables product and marketing teams to perform exploratory analysis without advanced technical skills, leading to faster and more informed decisions. 

This partnership has allowed joint customers to harness the full potential of their data, driving impactful decisions across product and marketing teams without the need for specialized technical skills or waiting on data teams.

"Google Cloud's Partner Awards celebrate the transformative impact and value that partners have delivered for customers," said Kevin Ichhpurani, Corporate Vice President, Global Ecosystem and Channels at Google Cloud. "We're proud to announce Mixpanel as a 2024 Google Cloud Partner Award winner and recognize their achievements enabling customer success from the past year."

"Mixpanel is building analytics for everyone, and partnering with Google Cloud has undoubtedly helped us bring our solution to more teams and companies so they can learn from their data," said Mixpanel CEO Amir Movafaghi. "Customers benefit from an open ecosystem that lets them use the best tool for their needs. That’s why we’re proud to be a part of a partner ecosystem that allows for industry-leading solutions like Mixpanel and BigQuery to work together seamlessly."

About Mixpanel

Mixpanel is event analytics for builders who need answers from their data at their fingertips. When everyone in the organization can see—and learn from—the impact of their work, they are poised to make better decisions. Companies like Netflix, Pinterest, sweetgreen, samsara, Uber, and Yelp use Mixpanel to understand their customers, measure progress, and endeavor to make better decisions.

Media Contact

Daniel Bean

PR@mixpanel.com

ALL3D, an AI-powered 3D virtualization platform, is featured in House Beautiful as the potential design “way of the future.” House Beautiful invited five interior designers, Serena Dugan, Heather Peterson, Kiyonda Powell, Nadia Watts, and Anita Yokota, to put ALL3D’s tech to the test in a 3D renderings showcase. Given the same bedroom, each designer was invited to reimagine the space and embrace 2024’s pattern-on-pattern trend. The results, writes House Beautiful Associate Editor Kelly Allen, "will make you wish you could jump right into the screen—sort of like a cartoon leaping into a painting."

The feature is a significant milestone for House Beautiful in demonstrating its ongoing commitment to reader and designer experience as well as cutting-edge design trends. "This technology is allowing House Beautiful to respond in real time to a trend we see happening and show our audience through a designer’s eye multiple ways it can come to life," says Carisha Swanson, Director of Special Projects for House Beautiful and HearstLab Scout. "The idea of taking the exact same space and seeing it translated five different ways is not just inspirational, it’s actionable. Our audience better understands what the trend is and the visual impact it can have in their own homes. Doing this in a physical space would not only take an incredible amount of time and resources, but would hinder our ability to quickly react to what we’re seeing in the broader design world."

"I was amazed with the speed and accuracy that we were able to create custom furnishings with this platform. There’s a real beauty to seeing these ideas come to life so quickly, while also being able to immediately make changes and pivot if you don’t like it. This gives designers the freedom to dream big in a way you normally can’t, given the constraints of a build in the real world," says Nicolas Neubeck, Creative Director, House Beautiful.

Amra Tareen, ALL3D’s founder and CEO, who previously led product and innovation at Decorist and Bed Bath and Beyond respectively, is revolutionizing the home design and goods space by shifting from physical to virtual-first design experiences. With ALL3D, products are virtually designed, created, customized, showcased, and sold all before a physical product could be manufactured and/or shipped.

"We are thrilled to partner with House Beautiful to show off the full potential of ALL3D’s SaaS platform as a virtual photo studio. Our range of output formats includes 3D images, 360s, AR, and videos that can be used across social media, website, and print—all at a fraction of the cost and time of doing it in the physical world," says Tareen about the extent and benefits of ALL3D’s capabilities.

"We continue to be impressed by Tareen, ALL3D, and the exciting design collaboration possibilities within the Hearst ecosystem and beyond. This is the perfect example," says Katie Bailey, HearstLab’s Senior Director. HearstLab, Hearst’s venture arm that invests exclusively in women-led tech companies, invested in ALL3D in 2022.

Looking ahead, ALL3D will continue to invest in research and development to maintain their technology’s edge and remain a design industry leader, including differentiated generative AI capabilities. They’re also excited to reach new audiences as not only a design tool but also a sustainable solution by shifting from physical to virtual-first.

For more information on ALL3D, please visit https://all3d.ai/ 

About ALL3D

ALL3D is a browser-based self-serve platform that uses artificial intelligence to enable the creation of hyperrealistic, low cost, and reusable product images, virtual spaces, and tours, helping businesses create better visualization and more beautiful brands. Founded by Amra Tareen, ALL3D is the only all-in-one solution for the virtualization of physical products and spaces. 

About House Beautiful

House Beautiful (www.housebeautiful.com) is the trusted authority on home design, with an audience of more than 25.3 million (Source: 2021 comScore Multi-Platform © MRI-Simmons (9-21/S21). Since 1896, House Beautiful has inspired readers to believe that a beautiful life begins at home. With alluring photography, candid conversations with top designers, and original decorating ideas, House Beautiful invites readers to dream and do. House Beautiful is published by Hearst Magazines, a unit of Hearst, a leading global diversified media, information, and services company. Hearst Magazines’ portfolio of more than 25 powerful brands in the U.S. inspires and entertains audiences across all media platforms.

About HearstLab

HearstLab provides cash investments and services to early-stage, women-led start-ups innovating across fintech, data analytics, health, transportation, enterprise technology, and media. Its mission is to close the gap in VC funding for women by helping founders build sustainable and highly scalable businesses. With access to Hearst resources across more than 360 businesses, HearstLab’s breadth of services includes assistance with privacy and security, software development, legal services, financial analysis, and marketing and design support. To learn more about HearstLab, visit HearstLab.com and connect with us on LinkedIn.

Media Contact

Nico Gendron

nico.gendron@hearst.com

Copper Property CTL Pass Through Trust (“the Trust”) has filed a Form 8-K containing its monthly report for the period ended March 31, 2024 and Q4 2023 Master Lease JCP store performance disclosures. An aggregate total distribution of $23.60 million or $0.314653 per trust certificate will be paid on April 10, 2024, to certificateholders of record as of April 9, 2024.

Additional information, including the Trust’s Monthly and Quarterly Reports, as well as other filings with the Securities and Exchange Commission (“SEC”) can be accessed via the Trust’s website at www.ctltrust.net.

About Copper Property CTL Pass Through Trust

Copper Property CTL Pass Through Trust (the “Trust”) was established to acquire 160 retail properties and 6 warehouse distribution centers (the “Properties”) from J.C. Penney as part of its Chapter 11 plan of reorganization. The Trust’s operations consist solely of owning, leasing and selling the Properties. The Trust’s objective is to sell the Properties to third-party purchasers as promptly as practicable. The Trustee of the trust is GLAS Trust Company LLC. The Trust is externally managed by an affiliate of Hilco Real Estate LLC. The Trust is intended to be treated, for tax purposes, as a liquidating trust within the meaning of United States Treasury Regulation Section 301.7701-4(d). For more information, please visit https://www.ctltrust.net/.

Forward Looking Statement

This news release contains certain “forward-looking statements”. All statements other than statements of historical fact are “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. These statements may be identified by the use of forward looking terminology such as “anticipate,” “believe,” “continue,” “could,” “estimate,” “expect,” “intend,” “may,” “might,” “our vision,” “plan,” “potential,” “preliminary,” “predict,” “should,” “will,” or “would” or the negative thereof or other variations thereof or comparable terminology and include, but are not limited to, the Trust’s expectations or beliefs concerning future events and stock price performance. The Trust has based these forward-looking statements on its current expectations, assumptions, estimates and projections. While the Trust believes these expectations, assumptions, estimates and projections are reasonable, such forward-looking statements are only predictions and involve known and unknown risks and uncertainties, many of which are beyond its control. These factors, including those discussed in the Trust’s Registration Statement on Form 10 filed with the Securities and Exchange Commission (the “SEC”), may cause its actual results, performance or achievements to differ materially from any future results, performance or achievements expressed or implied by these forward-looking statements. For a further list and description of such risks and uncertainties, please refer to the Trust’s filings with the SEC that are available at www.sec.gov. The Trust cautions you that the list of important factors included in the Trust’s SEC filings may not contain all of the material factors that are important to you. In addition, in light of these risks and uncertainties, the matters referred to in the forward-looking statements contained in this news release may not in fact occur. The Trust undertakes no obligation to publicly update or revise any forward-looking statement as a result of new information, future events or otherwise, except as otherwise required by law.

Media Contact

Jessica Cummins

+1 847-313-4755

jcummins@hilcoglobal.com

Plant Drives & Systems, specializing in systems integration for variable-frequency drives and automated systems, is pleased to announce its acquisition by AES, Inc., an esteemed industrial equipment solutions provider.

Plant Drives & Systems, based in Chattanooga, TN, specializes in systems integration for variable-frequency drives and automated systems. Since 2010, the company has prioritized delivering high-quality service to its customers. The acquisition will help grow the current facility and expand their service geographically.

AES, Inc., established in 1992, is a renowned industrial equipment solutions provider based in Mount Airy, NC. With over 120+ employees, it is a powerhouse providing industrial electronic, hydraulic, and mechanical equipment repair services and new and used equipment sales. Its impeccable reputation is a testament to its commitment to quality, and it is thrilled to welcome Plant Drives & Systems into its fold.

“This is an exciting time for Plant Drives & Systems and AES. As one unified team, we will become an even stronger service provider within our industry.” —Nicholas Cooke, CEO, AES, Inc.

“To echo Mr. Cooke, joining these two companies will enable them to service their customers better and become an incredible force in their respective industries. This is what we strive for when representing our clients. Congratulations to all.” —Matthew Kekelis, Senior Director, Benchmark International

Americas: Sam Smoot at +1 (813) 898 2350 / Smoot@BenchmarkIntl.com

Europe: Michael Lawrie at +44 (0) 161 359 4400 / Lawrie@BenchmarkIntl.com

Africa: Anthony McCardle at +27 21 300 2055 / McCardle@BenchmarkIntl.com

About Benchmark International

Benchmark International is a global M&A firm that provides business owners with creative, value-maximizing solutions for growing and exiting their businesses. Benchmark International has handled over $11 billion in transaction value across various industries from offices across the world. With decades of M&A experience, Benchmark International’s transaction teams have assisted business owners with achieving their objectives and ensuring the continued growth of their businesses. The firm has also been named the Investment Banking Firm of the Year by The M&A Advisor and the Global M&A Network as well as the #1 Sell-side Exclusive Privately-held M&A Advisor in the World by Pitchbook and Refinitiv's Global League Tables.

Media Contact

Brittney Zoeller

+1 813-898-2350

zoeller@benchmarkintl.com

Flash, the leading digital ecosystem provider connecting drivers to parking and EV charging experiences, today announced Annette Clayton, chairwoman and former CEO of Schneider Electric, has joined the company’s board of directors. Ms. Clayton has decades of automotive, technology and energy industry experience and brings an extensive track record guiding corporate strategy and operations for growth companies and pioneering startups.

“We are incredibly fortunate to welcome Annette to our board of directors,” said Dan Sharplin, Flash’s CEO and Chairman. “She is an accomplished leader who has dedicated her career to companies that are transforming their respective industries, and her talents and expertise will be invaluable to our next chapter of growth, particularly when it comes to meeting the needs of modern drivers through the next wave of EV adoption.”

Ms. Clayton joins Flash’s board of directors after recently concluding her tenure as CEO of Schneider Electric North America. During that time, Ms. Clayton led business strategy for the region, representing 30,000 employees and sales of more than $11 billion in fiscal year 2022.

“Working with innovators like Flash that reimagine an industry is the work I love,” said Ms. Clayton regarding her appointment. “I have followed Flash’s evolution from its startup days and think the current moment is among its most exciting – Flash has done the heavy lifting and is poised to bring all the players together to set the new standard for a first-of-its-kind digital ecosystem.”

Ms. Clayton currently serves on the public boards of Duke Energy, NXP Semiconductors, Oshkosh Corporation and Nordson Corporation. Ms. Clayton’s prior board service includes National Electrical Manufacturers Association, National Association of Manufacturers and many of Schneider Electric’s Energy-as-a-Service joint ventures. She was also a member of Rewiring America’s CEO’s for Electrification coalition for business leaders.

Prior to Schneider Electric, she served in senior management roles for Dell, where she led the transformation of its global supply chain and fulfillment model, and General Motors Corporation, including president of Saturn Corporation, where she oversaw strategic direction, financial accountability, and profitability. Ms. Clayton holds a bachelor’s degree in general engineering from Wright State University, a master’s degree in engineering management from the University of Dayton and has completed the London Business School executive development program.

About Flash

Flash is a pioneering technology company bringing seamless parking and EV charging experiences to drivers through a first-of-its-kind digital ecosystem. Flash’s platform connects reservable parking and charging in the apps drivers use every day with garage, surface lot, event, and valet parking locations — connected and controlled via a cloud-based operating system with unrivaled intelligence. Customer-obsessed brands partner with Flash to deliver digital, easy-to-use, reliable, and increasingly frictionless experiences to drivers eager to pay for a solution that eliminates wasted time, excess emissions, and stress from driving. The solution has arrived. Visit www.flashparking.com to learn more.

Media Contact

Ray Young

+1 512-694-6097

ray@razorsharppr.com

Callan Family Office, a registered investment advisor serving ultra-high-net-worth families, family offices, foundations and endowments across the United States, announced it has passed $5 billion in assets under management, just over two years operating as an independent RIA.

Callan Family Office, which was founded in February 2022, reported client assets of just over $5 billion in March, all from organic client and partner growth.

“We started Callan Family Office because we believed that ultra-high-net-worth families could benefit from a truly independent, entrepreneurial approach from partners who take full accountability for all aspects of family wealth,” said Jack Ginter, Partner and Chief Executive Officer of Callan Family Office. “We have been honored that families have turned to us for our institutional level of investment research and access, our planning services, and other family office support. Best of all, we are just getting started.”

While other firms have grown through acquisition or taken outside capital, Callan Family Office is owned by its 23 partners – all of whom have years of experience exclusively serving the unique needs of ultra-high-net-worth families. As of March 30, the firm maintained an average client size of $100 million.

Callan Family Office works closely with Callan LLC, which advises more than $3 trillion in assets. Through a licensing arrangement and partnership, Callan LLC – which has no ownership in Callan Family Office – gives clients access to institutional-quality research, education, and private-market deal flow that is rare among other RIAs.

Within the past 12 months, Callan Family Office has also expanded its service offerings. Last year, the firm launched its Endure program for family governance and education. Endure offers a dedicated and highly experienced team of consultants that provide advice on strategies and practices that facilitate alignment, communication, and decision-making within families and across generations. This includes advice on preparing for family business transitions, navigating family dynamics, philanthropy, preparing and educating next generations, and developing or enhancing family governance practices.

Earlier in 2024, Calllan Family Office expanded financial administration services to its clients and to other single-family offices. These enhanced services include bill pay, cash management, reconciliation, and customized reporting.

“Our team knows that every decision we make has to be in the best interests of the families and institutions that trust us with their multifaceted needs,” Ginter said. “We believe our growth validates our independent approach, and we look forward to the next chapter as we continue to build Callan Family Office.”

About Callan Family Office

Independently owned and operated, Callan Family Office was founded by experienced wealth professionals to provide investment management, thoughtful personalized advice, and holistic financial planning to ultra-high-net-worth families, foundations, and endowments. The firm's principals have spent their careers serving ultra-high-net-worth clients and institutions.

Callan Family Office has agreements with Callan LLC to use the Callan ® tradename in providing investment advisory services to the ultra-high-net-worth market segment and to access Callan's institutional quality research, education, and investment guidance experience. Callan Family Office and Callan LLC are independent, unaffiliated investment advisory firms separately registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.

Callan Family Office (CFO) is the exclusive trademark licensee of Callan LLC. Callan LLC provides products and services to CFO. Clients of CFO are not clients of Callan LLC, and the parties are not affiliated. CALLAN, CFO and the other Callan trademarks and service marks are registered and/or unregistered trademarks of Callan LLC and may not be used without its permission. INVESTMENT ADVISORY SERVICES AND PRODUCTS PROVIDED TO CLIENTS OF CFO ARE PROVIDED SOLELY BY CFO AND NOT BY OR ON BEHALF OF CALLAN LLC. REPRESENTATIVES OF CFO ARE EMPLOYEES AND AGENTS OF CFO AND NOT EMPLOYEES OR AGENTS OF CALLAN LLC.

Media Contact

Callan Family Office

info@callanfo.com

Novidea, creator of the cloud-based, data-driven enterprise insurance management platform for brokers, agents, MGAs/MGUs, carriers, and wholesalers, has added Jeff Heine as chief revenue officer (CRO). Heine will be instrumental in driving global revenue and further aligning Novidea’s sales, marketing, and other revenue-focused functions to achieve the company’s business and growth objectives.

Heine brings 20 years of Property and Casualty (P&C) insurance industry expertise to the role. Most recently, he served as CRO at Betterview, a remote property intelligence platform that turns data into actionable insights for P&C insurance carriers (acquired by Nearmap). Before that, Heine was CRO at Groundspeed Analytics, an AI-powered ingestion and data solution for the commercial P&C industry (acquired by Insurance Quantified). Heine has other related experience including Guidewire Software and Adsensa (now Coupa Software).

"Jeff is an accomplished CRO in the Insurtech market with proven experience building high-performing global teams, establishing scalable processes, and leading growth initiatives. His talents will be invaluable as Novidea continues to scale up its global operations,” said Roi Agababa, CEO of Novidea. “Jeff joins our strong leadership team to help guide the company's journey and to continue to deliver industry-leading innovation, quality, and value to our customers worldwide.”

With the addition of Heine, Novidea further strengthens its global leadership team, adding to the recent strategic hires of Erez Nissim as chief technology officer (CTO), Eran Ben Ezer as chief financial officer (CFO), and Yaniv Cohen as chief customer officer (CCO). By assembling a team of exceptional talent, Novidea reinforces its position as a top innovator in the global insurance technology landscape.

“I’ve spent the last two decades helping insurance brokers and carriers better assess and price risk, manage core processes and systems, and create efficiencies. I came to Novidea because I wanted to help reduce the friction brokers and carriers still experience in the insurance placement process and contribute to an innovative fast-growing company,” Heine said. “I look forward to helping our customers grow their businesses and create a better insurance experience for policyholders. I am excited to join a company that has the right team and technology to make insurance more accessible to businesses and consumers through better use of data and insights."

About Novidea

Novidea is the leading Insurtech provider of a cloud-native, data-driven insurance management system. With its open API architecture, Novidea enables brokers, agents, MGAs, and carriers to modernize and manage the customer journey end-to-end and drive growth across the entire insurance distribution lifecycle. Novidea's streamlined and automated platform fully integrates front, middle, and back offices. The Novidea platform boosts operational efficiency while providing a seamless digital experience for team members and customers alike. Insurance businesses benefit from a 360-degree view of customers and policies and can access data and actionable insights anytime, anywhere, and on any device. Novidea supports more than 100 customers across 22 countries.

Media Contact

Michelle Barry

+1 603-809-2748

michelle.barry@chameleon.co

Expanding its leadership in high security backup and recovery for HPC and demanding IT environments, Bacula Systems today named Aristide Caraccio, its Senior VP of Sales and Marketing, as President & CEO of Bacula Systems Corp.

“Aristide is a dynamic, values-driven business leader who has a diverse background of experiences and an excellent track record of delivery in the IT industry. He has led Bacula’s sales and marketing activities worldwide for some years now and helped build the industry leading reputation we have for customer satisfaction in some of the world’s most security conscious and demanding organizations worldwide. The Board looks to Aristide to further develop the organization to realize the full potential of Bacula Systems Corp, delivering growth and value for its customers, employees and shareholders,” said Frank Barker, Chairman of Bacula Systems SA.

Caraccio joined Bacula in 2011, and has been instrumental in developing Bacula’s customer base in the United States and globally, including large organizations such as NASA, Warner Bros. Discovery and Navisite.

“I am excited by Bacula’s unique ability to protect large, complex and high performance IT environments, and its disruptive positioning in helping users to avoid vendor lock-in. The opportunity for Bacula has never been bigger than it is today and I am honored to lead Bacula Systems Corp as it helps organizations to modernize their backup strategy, lower costs, and achieve much better protection against ransomware and other attacks,” said Caraccio.

“I am delighted to have Aristide leading Bacula Systems Corp. His vision and drive will help us to bring a more secure, flexible, scalable, powerful and cost-effective backup and security solution to more customers so they can replace outdated and overpriced legacy backup systems. Aristide has the right industry and commercial knowledge to leverage our unique software and lead Bacula Systems Corp as it further develops market share in North America, Canada and Latin America,” said Gopal RajGuru, CEO of Bacula Systems SA.

About Bacula Systems

Bacula Enterprise is a highly scalable backup and recovery software for large organizations, data centers and MSPs. www.baculasystems.com

Media Contact

Rob Morrison

+41 21 641 60 80

rob.morrison@baculasystems.com

Green Lantern Solar, an innovative and trusted renewable energy developer, today announced the promotion of Alan Pratt to the position of Vice President of Operations.

With a proven track record as Green Lantern Solar’s Director of Operations for 10 years and deep experience in EPC roles before then, Alan brings exceptional leadership qualities and a steadfast commitment to the company’s mission.

In his new capacity, Alan will take charge of Green Lantern Solar’s Engineering Team and other critical areas such as the Operations and Maintenance (O&M) division. 

“Alan’s exemplary leadership and deep-rooted dedication to Green Lantern Solar have consistently propelled our organization forward,” said Scott Buckley, President of Green Lantern Solar. “We are confident that under his guidance, our Engineering and O&M departments will continue to excel and contribute significantly to our strategic objectives.”

Alan’s promotion coincides with the retirement of Peter Edlund, who has been an integral part of Green Lantern Solar’s success for nearly a decade. Peter’s contributions have been instrumental in building a strong company and shaping the company’s growth.

“Peter’s retirement marks a significant milestone for Green Lantern Solar,” Buckley continued. “His expertise, dedication and leadership have made a lasting impact on our company and its trajectory. We extend our heartfelt appreciation to Peter for his years of dedicated service.”

During his tenure, Peter led Green Lantern Solar’s Engineering, Procurement and Construction (EPC) division and the O&M division. He oversaw the successful completion of more than 125 community-scale solar projects and earned industry recognition, including the 2023 Solar Builder Community Solar Project of the Year.

“We express our deepest gratitude to Peter for his invaluable contributions,” Buckley added. “We wish him every success and fulfillment in his well-deserved retirement — or, as he likes to call it, ‘graduation.’ His hard work and good humor will be missed.”

About Green Lantern Solar

Green Lantern Solar is a vertically integrated regional renewable energy development company emphasizing the development of community solar projects and commercial solar solutions for municipal, education, healthcare and government entities. Green Lantern works with landowners to revitalize and re-develop low-value sites such as brownfields, landfills, quarries/pits/extraction sites and other challenging real estate. The company currently provides a full suite of services: development, financing, construction and operations, maintenance and asset management. For more information, visit www.greenlanternsolar.com on LinkedIn and @GrnLntrnSolar on X (Twitter).

Media Contact

Leah Wilkinson

+1 703-907-0010

leah@wilkinson.associates 

Information overload from ad campaigns, email marketing, and a company’s website means that buyers are equipped with more than a basic understanding of a product or service well before a sales meeting. This means sellers need deeper product knowledge and easy access to proprietary company information to win new customers. However, the current sales tech stack does not support this foundational shift in the role of sales and presales teams.

AI platform for sales SiftHub has today raised $5.5 million in seed funding to help sales and presales teams discover knowledge and generate responses to customer needs immediately. The funding round was led by Matrix Partners India and Blume Ventures with participation from Neon Fund and executive operators and founders from Superhuman, Cloudflare, DevRev, RazorPay, and SuperOps.

SiftHub’s AI platform is changing how sales and presales teams discover up-to-date information and generate accurate responses grounded in company knowledge. No more “I’ll get back to you”s that could lead to a lost opportunity. One-click integrations with workplace apps such as CRM, content repository, knowledgebase, and more allow SiftHub to bring all enterprise knowledge into a single, accessible hub. Its unified semantic search capabilities make it easy to find the right information at the right time without toggling between screens.

“After speaking to 200+ leaders, it dawned on me that it’s completely unreasonable to expect sales and presales professionals to memorize all the ins and outs of the product in order to be able to respond to clients with complex technical details. Trying to find up-to-date accurate information when it is scattered across Slack, Gmail, Drive, HubSpot, Confluence, and more is incredibly difficult. The fact that sales spends only 30% of their time selling cries for a change - and that’s where our platform comes in,” said Manisha Raisinghani, founder of SiftHub.

SiftHub is uniquely positioned to deliver secure, private, access-controlled answers that trace back to the source. Using RAG technology and fine-tuned LLMs with industry-specific knowledge training, SiftHub allows companies to generate personalized responses with zero hallucinations. This guarantees increased transparency and reduced risk and inspires absolute trust to use AI for all their needs.

Now, sales teams can finally focus on what they do best - selling! SiftHub simplifies the usually time-consuming back-and-forth between sales and various other teams as a deal progresses. With its easy-to-use project management and seamless workflow automation capabilities, the platform helps streamline collaboration between teams as they complete infosec questionnaires, vendor assessment forms, RFPs, and RFIs.

SiftHub was founded in July 2023 by Manisha Rasinghani, a second-time founder. Before SiftHub, she co-founded LogiNext as CTO and raised over $50M from Tiger Global and others.

“GenAI is not just a technology, it’s a revolution in productivity. It unlocks the ability to solve a legacy problem in a modern way improving efficiency by 80%,” added Manisha Raisinghani, “By integrating GenAI with advanced workflow automation and collaborative capabilities, we’re providing an end-to-end solution for our users. From the moment the first information request is received to the closure of each sale with satisfactory responses, SiftHub will remain a trusted partner for sales organizations.”

Pranay Desai, Managing Director at Matrix Partners India, commented: "Buyers have become smarter and engage sales later in the buying journey, with more advanced questions. As a result, the expectation from sales teams has changed - they need to know advanced product, technical, and legal information to get the win. Sales and presales teams lack the necessary tooling to handle this new selling environment. We are excited by SiftHub's vision to use AI to manage product knowledge so that sales can focus on relationships."

Sanjay Nath, Partner at Blume Ventures, said: “SiftHub is Manisha’s second venture in the SaaS space. Armed with over a decade of entrepreneurial experience and an impressive track record, Manisha and her team are building a game-changing AI platform to transform the entire sales and presales process. We are excited to back the SiftHub team and be a part of their ambitious journey.”

About SiftHub

Founded by Manisha Raisinghani, SiftHub is an AI platform that acts as a central hub to collate and sift through all your content scattered across multiple repositories and tools. Through accelerated knowledge discovery and automated response creation, SiftHub empowers your sales and pre-sales teams to improve win rates and close deals faster. Headquartered in the United States, SiftHub also has an R&D office in Mumbai, India.

About Matrix Partners India

Founded in 2006, Matrix Partners India invests in companies targeting the consumer and enterprise market at the seed, early and early growth stages. The firm has invested in several enterprise technology companies such as MoEngage (Customer engagement platform), Toddle (Teaching & learning platform), SuperOps.ai (AI-powered PSA-RMM platform), Rocketlane (Customer onboarding platform), Murf AI (Synthetic speech technology), 100ms (Live video infrastructure) and Atomicwork (Employee success solution) amongst others. Other marquee investments include Dailyhunt (Local language platform), Five Star Business Finance (SME lending), OfBusiness (B2B commerce, fintech), Ola (Mobility), Ola Electric (Electric vehicles), OneCard (Mobile-first credit card), Oxyzo (Tech-enabled smart financing), Razorpay (Payments), Country Delight (D2C dairy & fresh foods brand), GoKwik (E-commerce enablement platform), Jupiter (Neobank), and Mosaic Wellness (Health & wellness), among others. Matrix Partners India has advisory offices in Bangalore, Delhi and Mumbai. Further information is available at www.matrixpartners.in. To know more about our investment philosophy & ideologies, check out the #MatrixMoments podcast series.

About Blume Ventures

Blume Ventures is an early-stage India-focused venture fund that backs startups with both funding as well as active mentoring. Blume typically invests in Seed and pre-Series A rounds in tech-led startups led by founders obsessed with solving hard problems for the Indian market and from India for the world. Blume presently invests out of Fund IV, a $300M vehicle supported by leading institutional LPs and family offices. With the close of Fund IV, Blume now has an AUM (Assets Under Management) of over $600m, managed by an investment team based across Bengaluru, Mumbai, Delhi, and San Francisco. Some of the leading startups we have backed included Purplle, Unacademy, Spinny, slice, Carbon Clean, and GreyOrange.

Media Contact

Bilal Mahmood

+44 7714 007257

b.mahmood@stockwoodstrategy.com

Reflection Analytics, a technology company delivering ESG investment evaluation, reporting and advisory services, announced today that its Reflect software platform has been named to the prestigious WealthTech100 list of the world’s most innovative technology providers that are transforming the operations of investment firms, private banks and financial advisors.

Reflect is the first and only platform for investor-focused ESG analysis, serving asset managers, financial advisors and investors/institutions across six key areas: advisory, due diligence, compliance, portfolio management, auditing and reporting. Reflect’s inclusion on the WealthTech 100 comes within Reflect’s first year as a compliance tool.

“This recognition by the WealthTech100 is validation for Reflect,” said Jason Britton, founder and chief executive officer of Reflection Analytics. “The Names Rule requires funds generally aligned with ESG terms to have a minimum of 80 percent of its holding invested in what the average investor would consider the plain English meaning of those terms. Reflect is basically a lie detector that investors and fund managers can use to determine whether funds comply with that common-sense, truth-in-advertising standard.”

Launched today by FinTech Global, a specialist research firm, The WealthTech100 shines a spotlight on the WealthTech companies that every stakeholder in the wealth management industry should know about. The finalists were picked by a panel of analysts and industry experts, and judges were tasked with reviewing a list of more than 1,300 companies, with FinTech Global providing detailed information on each company to aid the decision process.

To make the list, the panel looked for companies that are helping address some of the biggest challenges and opportunities within wealth management. The list highlights the leading companies in areas such as client acquisition, financial planning, portfolio management and digital brokerage.

"As the great wealth transfer takes place, wealth management firms are seeking ways to update their operations to meet the demands of future customers,” said FinTech Global director Richard Sachar. “While older generations preferred a human-touch, younger generations place quick, simple and digital processes at the top of their requirements. The WealthTech100 list provides senior decision-makers with a guide on the best vendors in the market and practical examples of how the latest AI advancements are transforming the investment industry.”

Launched just two months after the SEC expanded Rule 35d-1, the “Names Rule,” to include ESG terms, Reflect is the market’s only “Names Rule"-compliant software, providing an investor-focused rating that scores companies across 250 data points in 18 ESG sub-themes while also offering asset managers a portfolio management tool to ensure continuous compliance.

Under the SEC’s expanded rule, asset managers have 24 months from September 2023 to begin reporting on their alignment, demonstrating that 80% of their investments are in securities that reflect the terms in their name, or risk regulatory fines and fees. Unlike other ESG rating companies, which focus on only financial materiality and from the corporation’s management perspective, Reflect assesses companies from the perspective of an investor’s understanding and reasonable expectations.

Beyond its use as a compliance tool, Reflect is designed to support values-based investing. The Reflect platform allows advisors, investors and institutions to review portfolios based on ESG components that are most important to them while also identifying types of companies to avoid, such as those associated with weapons or alcohol.

After analyzing an investment portfolio, Reflect provides a real-time, percentage-match score, rating investments across 18 sub-themes ranging from “not aligned” to “strongly aligned.” Reflect can also weigh an existing portfolio against a curated list of investments, allowing individuals and institutions to compare assets via a side-by-side analysis.

A full list of the WealthTech100 and detailed information about each company is available to download for free at www.WealthTech100.com.

About Reflection Analytics

Reflection Analytics’ patent-pending software—Reflect—is the only ESG ratings tool designed to serve asset managers, financial advisors and investors/institutions across six key areas: advisory, due diligence, compliance, portfolio management, auditing and reporting. Unlike other ESG software, which are reliant on rating methodologies rooted in the corporate perspective, Reflect analyzes 250 data points from an investor-focused viewpoint. As the industry’s only “Names Rule-compliant tool,” Reflect helps portfolio managers meet new compliance standards, with the SEC’s expansion of the “Names Rule” to include ESG funds taking effect in less than two years. Reflect maintains comprehensive self-reported and third-party data on 6,500 companies, or 98% of the global market cap. For more information, visit: www.reflectvalues.com.

Media Contact

Peter Page

ppage@vocatusllc.com

Boundless is excited to announce a significant milestone in its mission to provide lightning-fast, reliable, fiber-optic broadband at affordable pricing to the residents and businesses of Cape Cod, with a major boost from the Town of Falmouth.

On Monday, March 25, the Municipal Light Plant (MLP) recommended Boundless as the preferred provider to bring broadband competition to the Town of Falmouth. The Board of Selectman directed the MLP to continue its discussions with Boundless to help facilitate its entry into the Falmouth broadband market and determine what community benefits the town could also expect from Boundless.

The MLP’s recommendation of Boundless follows a comprehensive multi-year evaluation of its broadband landscape. Beginning with a thorough market feasibility study, Falmouth issued a Request for Information (RFI) that attracted responses from seven broadband applicants. After completing its evaluation process, Boundless emerged as the frontrunner for introducing fiber broadband competition in Falmouth.

"We are excited to partner with Boundless to enhance broadband competition and accessibility in Falmouth," stated Ed Swartz, Acting Chair of Falmouth Municipal Light Plant. "Our residents and businesses demand affordable, high-speed, fiber-based broadband, and we are eager to take this significant step toward meeting those needs."

Jeff Seidenfaden, CEO of Boundless, expressed enthusiasm about the town’s actions, stating, "Boundless is gratified by the MLP’s recommendation and is looking forward to bringing fiber competition to the second largest and one of the most influential communities on Cape Cod. We understand that other Cape Cod communities are looking to Falmouth as a model, and we are committed to expedited deployment and delivering super-fast “Boundless” broadband access."

Boundless’ partnership with Falmouth underscores its dedication to bridging the digital divide and empowering communities with cutting-edge broadband solutions.

About Boundless

Boundless is a fiber internet connectivity provider serving the Northeast. Our team has over 100 years of experience working in the internet industry. Imagine a world where every community is seamlessly connected to boundless opportunities in the digital realm. That's the vision that drives us at Boundless. We are your neighborly internet partner offering a 100% fiber network that is future-proof technology, with honest pricing, never promotional, and no hidden fees. For more information about Boundless, please visit https://goboundless.com/falmouth/.

About the Municipal Light Plan

The Municipal Light Plant, established by the Town Meeting, is dedicated to exploring all options to bring reliable and affordable broadband services to the residents and businesses of Falmouth. The establishment of the Falmouth Broadband Municipal Light Plant in 2023, modeled after successful implementations of municipal utility services across Massachusetts, signified a proactive step towards enhancing Falmouth's broadband capacity. For more information about the MLP and the fiber-to-the-home project, please visit https://www.falmouthma.gov/1447/Falmouth-Broadband-MLP

Media Contact

Julie Seff

media@goboundless.com

Callan Family Office, a registered investment advisor serving ultra-high-net-worth families, family offices, foundations and endowments across the United States, announced it has been selected as a finalist in three different categories for the Eleventh Annual Family Wealth Report Awards 2024.

Callan Family Office is a finalist in Multi-Family Office (New Entrant), Women in Wealth Family Office (Individual) for Partner and Head of Legacy Planning Amy Jucoski, and Outstanding CEO (Chief Executive Officer) for Jack Ginter.

“Being selected as finalists in these categories by the judges of the Family Wealth Report Awards is an honor, and a credit to the hard work of our entire team,” said Jack Ginter, chief executive officer of Callan Family Office. “We started this firm with the unique needs of family offices in mind, so this recognition is a validation of our place in the industry as an entrepreneurial and independent firm.”

The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America.

“Every winning entrant has been subjected to a rigorous and independent judging process and should be rightly proud of the success they have achieved this year,” said . Stephen Harris, ClearView Financial Media’s CEO, and publisher of Family Wealth Report. “This year we have seen a marked increase in entrants and interest in all our global awards programs and the Family Wealth Report Awards are no exception. These awards give organizations and individuals the opportunity to clarify their strategic thinking, have it independently validated, be recognized internally and externally and to celebrate in style with their peers.”

Winners will be announced on May 2, 2024, at the Gala Ceremony at the Mandarin Oriental Hotel in New York.

About Callan Family Office

Independently owned and operated, Callan Family Office was founded by experienced wealth professionals to provide investment management, thoughtful personalized advice, and holistic financial planning to ultra-high-net-worth families, foundations, and endowments. The firm's principals have spent their careers serving ultra-high-net-worth clients and institutions.

Callan Family Office has agreements with Callan LLC to use the Callan ® tradename in providing investment advisory services to the ultra-high-net-worth market segment and to access Callan's institutional quality research, education, and investment guidance experience. Callan Family Office and Callan LLC are independent, unaffiliated investment advisory firms separately registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.

About ClearView Financial Media Ltd (“ClearView”)

ClearView Financial Media was founded by Chief Executive Stephen Harris in 2004 to provide high- quality, ‘need to know’ information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events and awards program.

Media Contact

Callan Family Office

info@callanfo.com

In an era where the pace of innovation accelerates daily, NAFA Fleet Management Association (NAFA) is excited to spotlight a cornerstone event at the Institute & Expo (I&E) 2024: the OEM Panel Discussion.

Esteemed leaders from Toyota, Stellantis, GM Envolve and Ford Pro will gather on Tuesday, April 23, to highlight the future of the automotive industry, and its next phase of evolution that will impact every driver, in every fleet, and on every road.

“Bringing together the brightest minds from leading OEMs, the OEM Panel Discussion at I&E stands as a testament to our commitment to providing fleet professionals with forward-looking insights and strategies,” said Bill Schankel, CAE, CEO of NAFA. “This year, we’re diving into the transformative trends that are not just reshaping our industry but also the way we think about mobility, sustainability and technological integration in fleet management.”

The esteemed panelists include:

• Tom DeLuise, Senior Manager Commercial and Government Fleet Sales, Toyota
• Eric Swanson, Vice President, Commercial Sales, East Region, Stellantis
• Robert Wheeler, GM Envolve Area Sales Manager, GM Envolve
• Greg Wood, Commercial & Government Sales General Manager, Ford Pro
  
  

This panel promises to deliver invaluable insights into the future of fleet management, making it a must-attend session for those looking to stay ahead in an ever-evolving industry landscape. I&E attendees can also look forward to an array of education sessions spanning emerging technologies, operations management, strategy and sustainability, among other topics. From EV integration to regulatory compliance and beyond, the I&E education tracks are meticulously designed to address both the diverse needs of fleet professionals and the pressing challenges shaping the industry today.

Tuesday’s General Session will also feature an exclusive keynote address by Ted Cannis, CEO of Ford Pro, titled “Ford Pro – Our Learnings: Grow Productivity, Reduce Risk.”

Prospective exhibitors are encouraged to secure their space early to ensure prime placement in the I&E Expo Hall. For more information about reserving an exhibit booth, please visit NAFA’s website. Sponsorship opportunities can be secured here. This year’s current sponsors include Bestpass Inc., FASTER Asset Solutions, Geotab, Holman, Legend Fleet Solutions, Merchants Fleet, Motive, Samsara, Shell Fleet Solutions, Stellantis, U.S. Bank Voyager, WEX and Wheels, Inc.

About NAFA Fleet Management Association

NAFA Fleet Management Association is the membership organization for professionals who manage the mobility requirements of vehicle fleets that include commercial, public safety, trucks, and buses of all types and sizes, and a wide range of military and off-road equipment for corporations, governments, universities, utility fleets, and law enforcement in North America and across the globe. NAFA’s members are responsible for the specification, acquisition, maintenance, repair, fueling, risk management, and remarketing of more than 4.8 million vehicles that drive an estimated 84 billion miles each year. NAFA’s members control assets and services well above $122 billion each year.

For more information, please visit www.nafa.org, and communicate with NAFA on LinkedIn, Facebook, and X.

Media Contact

Keaveny Hewitt

khewitt@onwrdupwrd.com

919-622-5276

PS International designs, engineers, and delivers peak-performance oil-water separators with supporting lift stations and specialty tanks for industrial and commercial wastewater treatment. The company serves a diversified customer base that includes contractors and resellers in the industrial and commercial markets in the U.S. and abroad.

PS International also offers a complete line of electrical accessories to control high oil level alarms, leak detection systems, automatic oil and water pump-out systems, automatic inlet shut-off valves, and freeze protection.

"The last week was a grind! The experience was a rollercoaster ending with quite a flurry of activity. Thank you for helping to make this a great experience!" —Scott L. Miller, PS International, Inc.

Rockford Separators has supplied quality separation systems for over 55 years. Architects, engineers, building officials, health agencies, plumbing contractors, and others have come to rely on Rockford for the utmost quality, precision engineering, and quick turnaround time.

"Kevin and the Benchmark International team were incredibly helpful in facilitating our transaction with PS International. They found ways to keep the momentum up and helped us close a mutually beneficial transaction." —Andrew Hranka, Rockford Separators

"We are grateful to have been a part of this transaction between two exceptional companies. PS International has proven to be a leader in the OWS space, and Rockford Separators has been delivering superior products and services for over 55 years. This was a great fit for both companies, and we expect that it will catapult their business to new levels." —Kevin Barrett, Transaction Director, Benchmark International

Americas: Sam Smoot at +1 (813) 898 2350 / Smoot@BenchmarkIntl.com

Europe: Michael Lawrie at +44 (0) 161 359 4400 / Lawrie@BenchmarkIntl.com

Africa: Anthony McCardle at +27 21 300 2055 / McCardle@BenchmarkIntl.com

About Benchmark International

Benchmark International is a global M&A firm that provides business owners with creative, value-maximizing solutions for growing and exiting their businesses. Benchmark International has handled over $11 billion in transaction value across various industries from offices across the world. With decades of M&A experience, Benchmark International’s transaction teams have assisted business owners with achieving their objectives and ensuring the continued growth of their businesses. The firm has also been named the Investment Banking Firm of the Year by The M&A Advisor and the Global M&A Network as well as the #1 Sell-side Exclusive Privately-held M&A Advisor in the World by Pitchbook and Refinitiv's Global League Tables.

Media Contact

Brittney Zoeller

+1 813-898-2350

zoeller@benchmarkintl.com

Atomik Research, the in-house market research agency within 4media group, is thrilled to announce the appointment of Anna Ginovker as its new Senior Vice President (SVP) of Research. Bringing with her an impressive portfolio of experience, Anna is set to spearhead the company's primary research services, both qualitative and quantitative, focusing specifically on B2B and healthcare/pharmaceutical communications research.

Anna joins Atomik Research after a distinguished tenure at The Harris Poll (formerly part of Harris Interactive Inc. and Nielsen), where she most recently held the position of Vice President of Research. Her career is marked by more than two decades of dedication to the research industry, during which she has honed her skills in designing, implementing and analyzing extensive research programs both domestically and globally.

"Anna's appointment marks a significant milestone for Atomik Research," said Alex Hinojosa, Executive Director of Atomik Research U.S. "Her vast experience and proven track record in leading research initiatives make her an invaluable asset to our team. We are confident that under her leadership, our capabilities will reach new heights, further enhancing the strategic insights we provide to our clients."

Anna's expertise encompasses a wide array of quantitative and qualitative research methodologies, serving a diverse clientele that includes corporations, non-profits and academic institutions. She has made significant contributions to thought leadership, health outcomes, and health policy and communications research programs, having designed and led groundbreaking studies across more than 30 countries. Additionally, she has co-authored a number of academic journal publications and presented at domestic and international conferences.

"Anna's depth of experience and passion for data-driven insights are a perfect match for our ambitious goals at Atomik Research U.S.," said Ed Cyster, Global CEO of 4media group. "Her leadership will not only enrich our offerings but also strengthen our position as leaders in the field of PR research."

Anna is a graduate of the Leonard N. Stern School of Business at New York University, where she earned a B.S. in Marketing and Management. Her career journey has included her co-founding InQuiro International, Inc., an international research consultancy, and holding research positions at Research International and BAI Global (currently part of Ipsos).

As the new SVP of Research at Atomik Research, Anna intends to leverage her extensive knowledge and experience to drive innovation and growth within Atomik Research, ensuring the continued delivery of unparalleled insights and value to its clients. Following the launch of 4media4health in January, Anna’s arrival at Atomik Research also heralds an opportunity for healthcare communications professionals to lead with novel, mediagenic data in their media outreach.

About Atomik Research

Atomik Research, a division of 4media group, is a full-service creative market research company that focuses on powering intelligent communications through delivering insightful qualitative and quantitative research results that get people talking. With a focus on B2B and healthcare/pharmaceutical sectors, Atomik Research empowers businesses with actionable insights, facilitating informed decision-making and strategic planning. Visit us online at atomikresearch.com.

About 4media group

As an integrated communications agency, 4media group has been storytelling on behalf of the world’s most notable brands and organizations since 2008. Using insights to inform our approach, we create the best achievable outcomes for our clients through marketing strategies, social media, influencer programs, broadcast media tours, video production, news distribution, public service announcements and public relations. We’re a global company with headquarters in London, UK and Bentonville, Arkansas, with satellite offices spanning from Los Angeles to New York City. We work as one company, one culture for our clients every day. Visit us online at 4media-group.com.

Media Contact

Jaimee Davis

jaimee.davis@4media-group.com

BridgeFT, a cloud-native, API-first wealth infrastructure software company that enables financial institutions, fintech innovators and registered investment advisors (RIAs) to deliver better, data-driven outcomes for their clients, announced today that it has successfully completed its SOC (System and Organization Control) 2 Type II audit.

Developed by the American Institute of Certified Public Accountants (AICPA), a SOC 2 information security standard is a report that validates controls relevant to security, availability, integrity, confidentiality, and privacy. The SOC 2 Type II certification ensures service providers meet a standard degree of security control in areas including organization and management, communications, risk management and monitoring of controls.

The audit was completed with the help of Johanson Group LLP, a premier certification body helping organizations to obtain and maintain global compliance standards. Johanson Group attested to BridgeFT’s information security controls meeting the leading industry standards for financial services. Throughout the process, Johanson Group measured the availability, security, and integrity of BridgeFT’s WealthTech API and its data processing systems to ultimately determine whether effective safeguards and controls are in place. SOC 2 has a rigorous requirement on how companies handle customer data and information, and it is considered one of the highest standards for security accreditation.

With this achievement, BridgeFT maintains its adherence to one of the most stringent, industry-accepted compliance frameworks for service organizations and provides additional assurance to its clients, through an independent auditor, that its business process, information technology and risk management controls are properly designed and operating as intended.

“Achieving SOC 2 compliance is a major milestone for our company and an important indicator of how seriously we take data security,” said BridgeFT CEO Joe Stensland. “We’re committed to delivering the highest level of data security and privacy, and SOC 2 is a key part of that commitment. We’ll continue to invest in our modern, API-first platform infrastructure to ensure that our clients can trust us with their most sensitive data.”

BridgeFT’s WealthTech API is the industry’s first WealthTech-as-a-Service platform, offering a robust and open API to AI and trade-ready, multi-custodial data, advanced analytics and application services. BridgeFT’s WealthTech API empowers clients to reimagine the potential of their financial data and technology stack by eliminating the need for individual data feeds from a range of custodians and back-office providers, allowing wealth management firms and fintech companies to create differentiated, next-generation applications.

About BridgeFT

BridgeFT is a cloud-native, API-first WealthTech infrastructure platform that enables registered investment advisors (RIAs), financial institutions, and FinTech innovators to deliver better, data-driven outcomes for their clients. More than 300 leading firms trust BridgeFT to automate critical back-office operations and power their digital wealth management ecosystems—seamlessly aligning essential wealth data, proactive client insights and reporting, and portfolio management automation to deliver a truly personalized client experience. From an integrated advisor platform to flexible, open APIs, BridgeFT delivers the infrastructure needed for success. Reimagine your approach to wealth infrastructure at bridgeft.com.

Media Contact

media@bridgeft.com