DOCSLIB.ORG

Top Investors Dallas Regional Chamber

Total Page：16

File Type：pdf, Size：1020Kb

Download full-text PDF Read full-text

Load more

DALLAS REGIONAL CHAMBER | TOP INVESTORS DALLAS REGIONAL CHAMBER CHAMBER REGIONAL DALLAS Invesco Real Estate Agency LLC company Sheppard Mullin The Kroger Co. Top Investors Invitation Homes Microsoft Corporation Sheraton Dallas The Parvin Group Jackson Spalding Mohr Partners, Inc. Showcall The University of The Dallas Regional Chamber (DRC) recognizes the following companies and organizations for their membership investment at Jackson Walker LLP Munck Wilson Mandala LLP Sidley Austin LLP Texas at Arlington one of our top levels. Companies in bold print are represented on the DRC Board of Directors. For more information about the Jacobs Engineering Group Inc. MV Transportation, Inc. Silicon Valley Bank Thompson Coe beneits of membership at these levels call (214) 7466600. JBJ Management NEC Corporation of America Simmons Bank Thomson Reuters JE Dunn Construction Networking Results Inc. Slalom Thryv Jim Ross Law Group PC Nicholas Residential Smoothie King TIAA JLL 1820 Productions BGSF Corrigan Investments, Inc. Frost Brown Todd LLC Norton Rose Fulbright Soniks Consulting Services TMobile US Inc | TOP INVESTORS JLL Capital Markets NTT DATA Inc. Southern Glazer’s Wine and 7Eleven, Inc. Big 12 Conference CP&Y, Inc. Furniture Marketing Group Tom Thumb - Albertsons Jones Day Spirits A G Hill Partners LLC Billingsley Company CRIADO G6 Hospitality LLC Omni Dallas Hotel JPMorgan Chase & Co. Southern Methodist University Topgolf Entertainment Group Accenture BKD LLP Crow Holdings Gaedeke Group Omniplan, Inc. Kane Russell Coleman Southwest Airlines Town of Addison Acme Brick Company bkm Total O ice of Texas Crowe LLP George W Bush Foundation Omnitracs, LLC & Logan PC Southwest O ice Systems, Inc. Toyota Motor North America Active Network BLNelson Group LLC CSRS Gibson Dunn & Crutcher LLP Oncor KDC Real Estate Options Clearing Corporation Spectra TracyLocke AECOM Blue Cross and CyrusOne Globe Life Development & Investments Blue Shield of Texas Origin Bank Spectrum Enterprise Transwestern Aimbridge Hospitality Dallas Baptist University Goldman Sachs & Co, LLC Ketchum Public Relations ORIX Corporation USA Squire Patton Boggs Travelers Insurance Company Alaska Airlines Boeing Dallas Business Journal - Local Granite Properties Kilpatrick Townsend St. Mark’s School of Texas AlixPartners LLP BOKA Powell Business News Grant Thornton LLP & Stockton LLP OYO Hotels and Homes Trellise LLC Stantec Alkami Technology Borden Dairy Company Dallas County Community Green Brick Partners Kimberly-Clark Corporation Paciic Builders Trinity Groves, LLC College District Steinhart Family Advised Fund Allegiance Title Company Bottle Rocket Gulfstream Aerospace Kimley-Horn and Associates Pape-Dawson Trinity Industries, Inc. Brasield & Gorrie Dallas Cowboys Football Club Corporation Kirkland & Ellis Parkland Foundation Stinson Leonard Street Allie Beth Allman & Associates Ltd. Trinity Park Conservancy Brierley+Partners Gupta & Associates Inc. Kosmos Energy LLC Parkland Health Stout Alston & Bird LLP Dallas Mavericks Truist Briggs Freeman Sotheby’s Hall Group KPMG LLP and Hospital System Su olk Construction Altair Global Dallas Stars Hockey Club Turner Construction Company International Realty Harness Dickey & Pierce Kubota Tractor Corporation Paul Quinn College Sumitomo Mitsui Banking Amegy Bank of Texas Dallas Summer Musicals Corporation SMBC TXU Energy Brinker International, Inc. Hawthorne Family Fund L.A. Fuess Partners Structural Paycom Amerant Bank, N.A. Dal-Tile Corporation Talent Suite Uber Technologies, Inc. Business Jet Center Haynes and Boone, LLP Engineers Penske Motor Group American Airlines, Inc. Dannenbaum Engineering Target Headquarters Business Wise, Inc. HEB/Central Market Lancaster Economic Perkins and Will UBS Realty Investors LLC American Heart Association, Corporation Development Corporation TBK Bank BuzzBallz/Southern Champion Hedera Hashgraph Perkins Coie LLP UMB Bank N. A. Dallas Division De La Vega Development Prosperity Bank Pierpont Communication TD Ameritrade American National Bank of Texas Capital One Bank Hill & Wilkinson General UnitedHealthcare DeGolyer and MacNaughton Life School of Dallas TDIndustries Carrington, Coleman, Contractors PlainsCapital Bank University of AMN Healthcare Deloitte LLP Sloman & Blumenthal, L.L.P. Linebarger Goggan Blair & PNC TDJ Enterprises Andres Construction Services Hill+Knowlton Strategies North Texas at Dallas DENSO Products and Services Sampson, LLP Team One Cawley Partners Hillwood Development Point B University of Andrews Distributing Company Americas, Inc. Littler Mendelson, P.C. CBRE Group, Inc. Company, LLC Polsinelli Teladoc North Texas System of North Texas DFW International Airport Live Nation Telios Aon Centurion American Hilti North America Preferred Freezer Services University of Texas at Dallas Development Group DHD Films Locke Lord LLP Hilton Anatole Premier Truck Group Tenet Healthcare Arcosa Diodes Inc. Lockheed Martin USAA CENTURY 21 Judge Fite Company Hines Interests LP Texans Can Academies Armstrong Relocation Prime 45 Development LLC UT Southwestern Medical Champion Partners DLR Group | Sta elbach Lockwood, Andrews & Newnam, HKS Inc. PRSA Dallas - Public Relations Texas A&M University Ashford Hospitality Trust, Inc Dorsey & Whitney LLP Inc. Center Cherry Petersen Landry Albert HMS Society of America Texas Capital Bank Associa LLP E Smith Legacy Holdings Lyco Holdings Vari HNTB Corporation PSA Constructors, Inc. Texas Central At Home Chickasaw Nation EarthX Lyft Inc Veritex Holdings Hoar Program Management, LLC PureFlow Inc. Texas Health Aetna AT&T Children’s Health Ebby Halliday Real Estate, Inc. Lynn Pinker Cox & Hurst, LLP Verizon Wireless South Central HOK PwC Texas Health Resources Atmos Energy Corporation CHRISTUS Health Egan Nelson LLP M2 Studio HQ HollyFrontier Corporation Qatar Airways Texas Instruments Atos IT Solutions & Services CHRO Partners EMR Gold Recycling LLC MAPP Volunteers of America Texas Holmes Murphy Raytheon Company Texas Mutual Insurance Audi of America, LLC CiCi Enterprises, LP Eric A eldt Mary Kay Inc. Vox Global HOLT CAT RealCom Solutions Company Austin College Mbroh Engineering, Inc Cinemark Holdings (Cinemark Ernst & Young LLP Regions Bank Texas Scottish Rite Hospital for Weaver Howard Hughes Corporation McCarthy Building Austin Industries USA, Inc.) Estrada Hinojosa & Company, Children Weber Shandwick HPI Real Estate Services & Companies, Inc. Reimagine RedBird AustinCSI Cisco Systems Inc. Texas Woman’s University Investments/Ross Tower McGinnis Lochridge Reliant, an NRG Company Weil, Gotshal & Manges LLP AvreaFoster Citi Ewing Automotive Group Texas Women’s Foundation HR&A Advisors McGlinchey Sta ord Rent-ACenter Weitzman Axxess City Electric Supply Exxon Mobil Corporation The Beck Group HSBC Bank USA McGough Construction Rogge Dunn Group Wells Fargo Bain & Company, Inc. Clark Hill Strasburger Faegre Drinker The Boston Consulting Group HUB International McGuire, Craddock & Strother, RSM US LLP West Monroe Partners LLC Baker & McKenzie, LLP Cleaver-Brooks Sales and Service FASTSIGNS - Northeast Dallas Insurance Services The Brierley Group LLC PC Ryan LLC WFAATV Baker Botts L.L.P. ClubCorp USA, Inc. F e d E x O i c e Hudson Peters Commercial LLC McGuireWoods LLP The Brinkmann Corporation Santander Consumer USA Whitebox Real Estate Balfour Beatty Coca-Cola Southwest Beverages Fidelity Investments The Broaddus Companies Hunt Consolidated, Inc./Hunt McKissack & McKissack Scheef & Stone, LLP Bank of America Colliers International Financial Additions Oil Company The Commit Partnership Whiting-Turner Contracting McKool Smith SCHMIDT & STACY Consulting Husch Blackwell LLP Company Bank of Texas Comerica Bank Fluor Corporation Headquarters McLarty Capital Partners Engineers, Inc. The Crowther Group Whitley Penn Barnes & Thornburg Commemorative Air Force Foley Gardere LLP IBC Bank McRight-Smith Construction Scovell Family Foundation The Dallas Morning News Willis Towers Watson Baylor Scott & White Health Comprehensive Finance Inc Fox Sports Southwest IBM Corporation Medical City Dallas Hospital/ Sendero The Edelman Group Winstead PC BBVA Copart Freese and Nichols, Inc. Independent Financial Medical City Children’s Hospital Sewell Automotive Companies The Episcopal School of Dallas Bell Flight Corgan Frito-Lay North America Interceramic Methodist Health System Shackelford, Bowen, The Fairmont Hotel Women’s Foodservice Forum Bell Nunnally Corinth Properties Frost Bank International Leadership of Texas MHBT, a Marsh & McLennan McKinley & Norton LLP The Freeman Company, LLC Zinwave 22 DALLAS REGIONAL ECONOMIC DEVELOPMENT GUIDE 2020 2020 DALLAS REGIONAL ECONOMIC DEVELOPMENT GUIDE 23.
Recommended publications
  • Bob Mong, President University of North Texas – Dallas

    Bob Mong, President University of North Texas – Dallas

    The Rotary Club THE HUB of Park Cities Volume 67, Number 33 www.parkcitiesrotary.org March 18, 2016 Serving to Make a Difference Since 1948 TODAY’S PROGRAM Program Chairs of the Day: Ed Fjordbak Bob Mong, President University of North Texas – Dallas Robert Mong, recently retired editor of The Dallas Morning While serving as The Newsʼ managing editor, Mong chaired News, has been named the sole finalist for president of the Uni- the minorities committee of what is now the American Society of versity of North Texas Dallas. News Editors. He also chaired the societyʼs Human Resources During his 36-year career at The News , Mong served as the Committee. paperʼs managing editor and later as editor in chief. During his In 2014 Mong was instrumental in attracting a $250,000 time in news leadership, the paper won nine Pulitzer Prizes and grant from the Knight Foundation to create the Hispanic Families named Pulitzer finalist sixteen other times. He also gained signifi- Network. The network trains Hispanic parents in three Dallas cant business experience as the paperʼs general manager for neighborhoods to report on early childhood education issues. three years and before that as CEO and publisher of the then The News partnered with SMU to train participating parents. company owned Owensboro (Ky) Messenger- Inquirer. Mong served as chairman of The Dallas Morning News Throughout his professional career, higher education has Charities from 1998 to 2015, raising money for the hungry and been the principal outlet for his volunteer activities. He has devel- homeless in North Texas. oped volunteer ties to UNT Denton, UT-Arlington, UT-Dallas, SMU, In 2004, he won the national Empathy Award, sponsored by Austin College, UT-Austin and LSU – among other institutions.
  • Enhancing Our Position and Scale in Key Growth Markets Acquisitions of Landmark Community Bank and Triumph Bancshares, Inc

    Enhancing Our Position and Scale in Key Growth Markets Acquisitions of Landmark Community Bank and Triumph Bancshares, Inc

    Nasdaq: SFNC Enhancing our position and scale in key growth markets Acquisitions of Landmark Community Bank and Triumph Bancshares, Inc. June 7, 2021 Memphis Nashville Forward-Looking Statements Certain statements contained in this presentation may not be based on historical facts and should be considered “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements may be identified by reference to a future period(s) or by the use of forward-looking terminology, such as “anticipate,” “believe,” “budget,” “contemplate,” “continue,” “estimate,” “expect,” “foresee,” “intend,” “indicate,” “target,” “plan,” positions,” “prospects,” “project,” “predict,” or “potential,” by future conditional verbs such as “could,” “may,” “might,” “should,” “will,” or “would,” or by variations of such words or by similar expressions. These forward-looking statements include, without limitation, statements relating to the impact Simmons First National Corporation (“Company”) expects the proposed transactions (“Transactions”) with Landmark Community Bank (“Landmark”) and Triumph Bancshares, Inc. (“Triumph”) to have on the combined entities’ operations, financial condition and financial results (including, among other things, pro forma information), and the Company’s expectations about its ability to successfully integrate the combined businesses and the amount of cost savings and other benefits the Company expects to realize as a result of the Transactions. The forward-looking statements
  • No. 4:20CR568 SEP-DON

    No. 4:20CR568 SEP-DON

    Case: 4:20-cr-00568-SEP-DDN Doc. #: 2 Filed: 09/17/20 Page: 1 of 24 PageID #: 28 FILED UNITED STATES DISTRICT COURT SEP l:i'7 2020 EASTERN DISTRICT OF MISSOURI U. S. DISTRICT COURT EASTERN DISTRICT OF MO EASTERN DIVISION ST. LOUIS UNITED STATES OF AMERICA, ) ) Plaintiff, ) ) V. ) No. ) 4:20CR568 SEP-DON FRANCO SICURO, M.D., ) and ) CARLOS HIMPLER, ) ) Defendants. ) INDICTMENT The Grand Jury charges: BACKGROUND Defendants 1. At all times relevant to this indictment; defendant Franco Sicuro, M.D. ("Dr. Sicuro"), was a psychiatrist, licensed to practice in the state of Missouri. Since in or about June 2001, Dr. Sicuro has owned, operated, been the medical director, or otherwise been associated with one or more health care related businesses, including Millennium Psychiatric Associates ("MP A"), Advanced Geriatric Management ("AGM"), Centrec Care, Sleep Consultants of St. Louis, Midwest Toxicology Group ("MTG" or "Midwest"), Genotec Dx ("Genotec"), and Benemed Diagnostics. 2. At times relevant to this indictment, defendant Carlos Himpler ("Himpler") lived in St. Louis County, Missouri and described himself as a business development strategist. Since in or about June 2008, Himpler has owned and operated one or more health care related businesses, including Rest Easy of St. Louis, Sleep Consultants of St. Louis, Midwest, Genotec, 1 Case: 4:20-cr-00568-SEP-DDN Doc. #: 2 Filed: 09/17/20 Page: 2 of 24 PageID #: 29 Core Toxicology, and Core Dx. 3. At all relevant times, Dr. Sicuro and Himpler, as individuals or through their businesses, submitted and caused to be submitted reimbursement claims to health care benefit programs.
  • COMMUNITY BANK LANDSCAPE North Carolina 1St Quarter 2019

    COMMUNITY BANK LANDSCAPE North Carolina 1St Quarter 2019

    COMMUNITY BANK LANDSCAPE North Carolina 1st Quarter 2019 RESEARCH | INVESTMENT BANKING | EQUITY SALES & TRADING | FIXED INCOME | CORPORATE & PRIVATE CLIENT SERVICES TABLE OF CONTENTS SECTION DESCRIPTION I. NORTH CAROLINA BANK REGULATORY DATA II. FIG PARTNERS UPDATE 2 I. NORTH CAROLINA BANK REGULATORY DATA OVERVIEW – NORTH CAROLINA BANK REGULATORY DATA Piedmont Mountains Coastal Plain METHODOLOGY ▪ 3 regions separated by geographic KEY STATE OBSERVATIONS relevance ▪ Median loan growth of 4.69% ▪ Data as of most recent available ▪ Median NIM of 3.77% quarter as of March 31, 2019 ▪ Regulatory call report data shown for all banks NOTES FOR ALL REGIONS: Note: Texas Ratio = (NPAs + Loans 90+ PD)/ (TCE+LLR) NPAs = Nonaccrual Loans + (Loans 90+ PD ) + Restructured Loans + OREO Nonaccrual loans, Loans 90+ PD and OREO are adjusted to exclude the FDIC guaranteed portion of these assets Does not include Bank of America, NA Source: S&P Global Market Intelligence, Most Recent Available Quarter 4 NORTH CAROLINA BANKS – MOUNTAINS REGION Company Information Balance Sheet Highlights Capital Adequacy Asset Quality Financial Performance Total Total MRQ Total MRQ Lns / Leverage RBC NPA/ NPA ex Restr/ Texas LLR/ NCOs/ MRQ MRQ MRQ MRQ Assets Lns Growth Deposits Growth Dep. Ratio Ratio Assets Assets Ratio Loans Loans Net Inc. ROAA N.I.M. Efficiency Name City ($M) ($M) (%) ($M) (%) (%) (%) (%) (%) (%) (%) (%) (%) ($000) (%) (%) (%) Black Mountain SB SSB Black Mountain $40 $29 3.3 % $34 (6.4) % 85.6 % 12.74 % 31.62 % 0.00 % 0.00 % 0.0 % 0.14 % 0.00 % $41 0.41 % 3.00 % 82.9 % Entegra Bank Franklin 1,668 1,089 2.0 1,251 8.2 87.1 9.67 14.35 0.80 0.43 7.8 1.11 0.02 4,046 0.98 3.17 68.3 HomeTrust Bank Asheville 3,455 2,674 4.7 2,332 10.2 114.7 10.25 12.22 1.09 0.40 10.0 0.91 0.38 3,373 0.39 3.34 69.7 Jackson SB SSB Sylva 32 26 (1.5) 26 (1.3) 101.7 20.97 40.77 1.20 1.03 5.7 0.22 0.00 81 1.00 3.69 69.2 Lifestore Bank (MHC) West Jefferson 293 185 3.2 225 7.7 82.2 10.99 18.61 1.13 1.13 9.6 1.31 0.00 713 0.98 3.46 72.8 Morganton SB S.S.B.
  • Social Issues in Selected Recent Mergers and Acquisitions Transactions 2004-2020 Supplement

    Social Issues in Selected Recent Mergers and Acquisitions Transactions 2004-2020 Supplement

    SOCIAL ISSUES IN SELECTED RECENT MERGERS AND ACQUISITIONS TRANSACTIONS 2004-2020 SUPPLEMENT By: Michael T. Holick, Esq. Jun Won Kim, Esq. Justin Stone May 5, 2020 ____________ Copyright © 2020 Simpson Thacher & Bartlett LLP. All Rights Reserved. Mr. Holick is a member, Mr. Kim is an associate and Mr. Stone is a law clerk, of the firm of Simpson Thacher & Bartlett LLP. The authors would like to acknowledge Robert E. Spatt, who authored eight versions of this memorandum during his time as a leading M&A partner of Simpson Thacher & Bartlett LLP—his invaluable leadership, guidance and years of dedication to this memorandum will be long remembered! Also, as a renowned scholar, Mr. Spatt has published various articles on M&A subjects and regularly serves as a faculty member for leading M&A seminars and institutes as the Co- Chairman Emeritus of the Tulane Corporate Law Institute, one of the country’s leading M&A institutes. All or part of this article may have been or may be used in other materials published by the authors or their colleagues. Simpson Thacher & Bartlett LLP Social Issues In Selected Recent Mergers And Acquisitions Transactions 2004-2020 Supplement This memorandum is a supplement of an earlier memorandum (the “April 2004 Memorandum”), attached as Exhibit I, prepared by attorneys at Simpson Thacher & Bartlett LLP, that addressed social issues in selected 2003 and early 2004 mergers and acquisitions transactions (and which in turn updated a prior memorandum covering earlier periods). Readers should review the April 2004 Memorandum for a substantive review of the issues and concepts applicable to this analysis.
  • March 31, 2021

    March 31, 2021

    Units Cost Market Value US Equity Index Fund US Equities 95.82% Domestic Common Stocks 10X GENOMICS INC 126 10,868 24,673 1LIFE HEALTHCARE INC 145 6,151 4,794 2U INC 101 5,298 4,209 3D SYSTEMS CORP 230 5,461 9,193 3M CO 1,076 182,991 213,726 8X8 INC 156 2,204 4,331 A O SMITH CORP 401 17,703 28,896 A10 NETWORKS INC 58 350 653 AAON INC 82 3,107 5,132 AARON'S CO INC/THE 43 636 1,376 ABBOTT LABORATORIES 3,285 156,764 380,830 ABBVIE INC 3,463 250,453 390,072 ABERCROMBIE & FITCH CO 88 2,520 4,086 ABIOMED INC 81 6,829 25,281 ABM INDUSTRIES INC 90 2,579 3,992 ACACIA RESEARCH CORP 105 1,779 710 ACADIA HEALTHCARE CO INC 158 8,583 9,915 ACADIA PHARMACEUTICALS INC 194 6,132 4,732 ACADIA REALTY TRUST 47 1,418 1,032 ACCELERATE DIAGNOSTICS INC 80 1,788 645 ACCELERON PHARMA INC 70 2,571 8,784 ACCO BRANDS CORP 187 1,685 1,614 ACCURAY INC 64 483 289 ACI WORLDWIDE INC 166 3,338 6,165 ACTIVISION BLIZZARD INC 1,394 52,457 133,043 ACUITY BRANDS INC 77 13,124 14,401 ACUSHNET HOLDINGS CORP 130 2,487 6,422 ADAPTHEALTH CORP 394 14,628 10,800 ADAPTIVE BIOTECHNOLOGIES CORP 245 11,342 10,011 ADOBE INC 891 82,407 521,805 ADT INC 117 716 1,262 ADTALEM GLOBAL EDUCATION INC 99 4,475 3,528 ADTRAN INC 102 2,202 2,106 ADVANCE AUTO PARTS INC 36 6,442 7,385 ADVANCED DRAINAGE SYSTEMS INC 116 3,153 13,522 ADVANCED ENERGY INDUSTRIES INC 64 1,704 7,213 ADVANCED MICRO DEVICES INC 2,228 43,435 209,276 ADVERUM BIOTECHNOLOGIES INC 439 8,321 1,537 AECOM 283 12,113 17,920 AERIE PHARMACEUTICALS INC 78 2,709 1,249 AERSALE CORP 2,551 30,599 31,785 AES CORP/THE 1,294 17,534 33,735 AFFILIATED
  • NASDAQ Stock Market

    NASDAQ Stock Market

    Nasdaq Stock Market Friday, December 28, 2018 Name Symbol Close 1st Constitution Bancorp FCCY 19.75 1st Source SRCE 40.25 2U TWOU 48.31 21st Century Fox Cl A FOXA 47.97 21st Century Fox Cl B FOX 47.62 21Vianet Group ADR VNET 8.63 51job ADR JOBS 61.7 111 ADR YI 6.05 360 Finance ADR QFIN 15.74 1347 Property Insurance Holdings PIH 4.05 1-800-FLOWERS.COM Cl A FLWS 11.92 AAON AAON 34.85 Abiomed ABMD 318.17 Acacia Communications ACIA 37.69 Acacia Research - Acacia ACTG 3 Technologies Acadia Healthcare ACHC 25.56 ACADIA Pharmaceuticals ACAD 15.65 Acceleron Pharma XLRN 44.13 Access National ANCX 21.31 Accuray ARAY 3.45 AcelRx Pharmaceuticals ACRX 2.34 Aceto ACET 0.82 Achaogen AKAO 1.31 Achillion Pharmaceuticals ACHN 1.48 AC Immune ACIU 9.78 ACI Worldwide ACIW 27.25 Aclaris Therapeutics ACRS 7.31 ACM Research Cl A ACMR 10.47 Acorda Therapeutics ACOR 14.98 Activision Blizzard ATVI 46.8 Adamas Pharmaceuticals ADMS 8.45 Adaptimmune Therapeutics ADR ADAP 5.15 Addus HomeCare ADUS 67.27 ADDvantage Technologies Group AEY 1.43 Adobe ADBE 223.13 Adtran ADTN 10.82 Aduro Biotech ADRO 2.65 Advanced Emissions Solutions ADES 10.07 Advanced Energy Industries AEIS 42.71 Advanced Micro Devices AMD 17.82 Advaxis ADXS 0.19 Adverum Biotechnologies ADVM 3.2 Aegion AEGN 16.24 Aeglea BioTherapeutics AGLE 7.67 Aemetis AMTX 0.57 Aerie Pharmaceuticals AERI 35.52 AeroVironment AVAV 67.57 Aevi Genomic Medicine GNMX 0.67 Affimed AFMD 3.11 Agile Therapeutics AGRX 0.61 Agilysys AGYS 14.59 Agios Pharmaceuticals AGIO 45.3 AGNC Investment AGNC 17.73 AgroFresh Solutions AGFS 3.85
  • Midcap Financial Secures Credit Facility and Strategic Relationship with Silicon Valley Bank

    Midcap Financial Secures Credit Facility and Strategic Relationship with Silicon Valley Bank

    MidCap Financial Secures Credit Facility and Strategic Relationship with Silicon Valley Bank MidCap Financial, LLC, a leading commercial finance company focused exclusively on middle market healthcare companies, announced it has closed a credit facility with Silicon Valley Bank, the premier commercial bank for companies in the technology, life science, and venture capital industries and a subsidiary of SVB Financial Group (Nasdaq: SIVB). The facility is a three year, revolving loan that provides financing against MidCap’s life sciences loans. The credit facility is part of an overall strategic relationship, pursuant to which MidCap and Silicon Valley Bank will collaborate on senior debt transactions with healthcare service providers and life sciences companies. “We are pleased to have Silicon Valley Bank as a partner,” said Will Gould, President, Specialty Finance, of MidCap Financial. “Many of our professionals have worked closely with the people at SVB for years, so formalizing these relationships is a natural fit. We believe that combining SVB’s premiere status in the banking community serving the life sciences and venture capital industries with our healthcare lending expertise will enable us jointly to provide best in class service to our customers for all of their financial needs.” ”In everything we do, we aim to provide the best products, services and connections to help our clients grow,” said Pete Scott, Region Manager specializing in life sciences for Silicon Valley Bank. “Dedicated to the life science sector, we are pleased to deepen our relationship with MidCap Financial in order to give our life science clients even more options and opportunities to succeed.” Silicon Valley Bank’s nationwide Life Science Practice banks more than 50 percent of all early stage life cycle companies.
  • SBA Participating 7A Lenders in Colorado (Colorado Based Lenders in Bold)

    SBA Participating 7A Lenders in Colorado (Colorado Based Lenders in Bold)

    SBA Participating 7a Lenders in Colorado (Colorado Based Lenders in Bold) 5 Star Bank Canvas CREDIT UNION Accion Canvas CREDIT UNION Adams Bank & Trust Celtic Bank Corporation Alamosa State Bank Champion Bank Alpine Bank Choice Financial Group America First FEDERAL CREDIT UNION CIBC Bank USA American Bank of Commerce Citizens Bank Ameris Bank Citywide Banks AMG National Trust Bank CoastalStates Bank ANB Bank Colorado Lending Source, Ltd. Atlantic Capital Bank, National Association Commerce Bank Bank of America, National Association Commonwealth Business Bank Bank of Colorado Community Banks of Colorado, A Division of Bank of Estes Park Crestmark Bank Bank of George CRF Small Business Loan Company, LLC Bank of Hope Custer Federal State Bank Bank of the West Del Norte Bank BankUnited, National Association Denver Community CREDIT UNION BBVA USA Denver Investment Advisors LLC Bellco CREDIT UNION Dubuque Bank and Trust Company Berkshire Bank Ent CREDIT UNION BOKF, National Association Evergreen National Bank Busey Bank Evolve Bank & Trust Byline Bank Farmers & Stockmens Bank Cache Bank & Trust Farmers Bank Cache Valley Bank Farmers State Bank Cadence Bank, National Association Farmers State Bank of Calhan Fidelity Bank, A Division of Hanmi Bank Fifth Third Bank High Country Bank First American State Bank High Plains Bank First Bank Home Loan State Bank First Bank Financial Centre HomeTrust Bank First Business Bank Immito, LLC First Colorado National Bank InBank First FarmBank IncredibleBank First Financial Bank Independence Bank First Home
  • The Evolution of the Financial Services Industry and Its Impact on U.S

    The Evolution of the Financial Services Industry and Its Impact on U.S

    THOUGHT LEADERSHIP SERIES THE EVOLUTION OF THE FINANCIAL SERVICES INDUSTRY AND ITS IMPACT ON U.S. OFFICE SPACE June 2017 TABLE OF CONTENTS OVERVIEW OF U.S. FINANCIAL SERVICES INDUSTRY I PAGE: 4 OVERVIEW OF OFFICE MARKET CONDITIONS IN 11 MAJOR FINANCIAL CENTERS PAGE: 8 A. ATLANTA, GA PAGE: 8 B. BOSTON, MA PAGE: 10 C. CHARLOTTE, NC PAGE: 12 D. CHICAGO, IL PAGE: 14 E. DALLAS-FORT WORTH, TX II PAGE: 16 F. DENVER, CO PAGE: 18 G. MANHATTAN, NY PAGE: 20 H. ORANGE COUNTY, CA PAGE: 22 I. SAN FRANCISCO, CA PAGE: 24 J. WASHINGTON, DC PAGE: 26 K. WILMINGTON, DE PAGE: 28 MARKET SUMMARY AND ACTION STEPS III PAGE: 30 KEY FINDINGS The financial services sector has adapted its office-space usage in ways that are consistent with many office-using industries. However, its relationship to real estate has changed as a result of its role within the broader economy. In particular, four major causes have spurred a reduction in gross leasing activity by financial services firms: increased government regulation following the Great Recession of 2007-2009, cost reduction, efficient space utilization, and the emergence of the financial technology (fintech) sector. While demand for office space among financial services tenants has edged down recently overall, industry demand is inconsistent among major metros. For example, leasing increased for financial services tenants in San Francisco from 10% of all leasing activity in 2015 to 20% in 2016, while leasing among tenants in New York City declined from 32% to 20% over the same time period. Leasing trends within the financial services industry correlate with: the types of institutions involved, environments with policies and incentives that are conducive to doing business, the scale of operations and access to a highly-skilled talent pool, a shift from some urban to suburban locations, and a desire for new construction.
  • Altegris /AACA Opportunistic Real Estate Fund

    Altegris /AACA Opportunistic Real Estate Fund

    Altegris /AACA Opportunistic Real Estate Fund PORTFOLIO OF INVESTMENTS (Unaudited) September 30, 2020 Shares Value COMMON STOCK - 36.1 % ASSET MANAGEMENT - 0.4 % 32,801 Brookfield Infrastructure Corp. $ 1,816,854 ELECTRIC UTILITIES - 0.9 % 77,975 Brookfield Renewable Corporation 4,569,320 LEISURE TIME - 12.5 % 484,238 Caesars Entertainment, Inc. * 27,146,382 3,344,000 Drive Shack, Inc. * 3,745,280 98,756 Las Vegas Sands Corp. 4,607,955 1,054,511 MGM Resorts International 22,935,614 60,393 Wynn Resorts Ltd. 4,336,821 62,772,052 REAL ESTATE - 3.0 % 890,864 IQHQ *^(a)(b) 14,887,852 TECHNOLOGY SERVICES - 5.1 % 30,069 CoStar Group, Inc. * 25,513,847 TELECOMMUNICATIONS - 14.2 % 449,324 GDS Holdings Ltd. - ADR *+ 36,768,183 2,215,783 Switch, Inc. 34,588,373 71,356,556 TOTAL COMMON STOCK (Cost - $144,134,832) 180,916,481 PARTNERSHIP SHARES -13.9 % ELECTRIC UTILITIES - 5.7 % 250,509 Brookfield Infrastructure Partners LP 11,929,239 311,899 Brookfield Renewable Partners LP 16,390,292 28,319,531 SPECIALTY FINANCE - 8.2 % 2,399,241 Fortress Transportation & Infrastructure Investors LLC 41,098,998 TOTAL PARTNERSHIP SHARES (Cost - $47,859,371) 69,418,529 REITS - 62.6 % REITS - 62.1 % 181,610 Alexandria Real Estate Equities, Inc. + 29,057,600 144,893 American Tower Corp. + 35,024,985 240,140 Americold Realty Trust 8,585,005 217,330 Crown Castle International Corp. + 36,185,445 232,737 CyrusOne, Inc. 16,298,572 25,447 Equinix, Inc. 19,343,028 234,215 Equity Lifestyle Properties, Inc.
  • 2020 Edition 01 03 05 07 10 12

    2020 Edition 01 03 05 07 10 12

    THE GREATER PHOENIX TECH STORY 2020 EDITION 01 03 05 07 10 12 The Greater Population Workforce Education Coworking Greater Phoenix Tech Phoenix Roots Tech Story TABLE OF CONTENTS 14 15 17 19 20 21 23 Data Company Cost of Venture Regulatory Operational Quality of Centers Profiles Doing Capital Policy Affordability Life Business and Private Equity THE GREATER PHOENIX TECH STORY 01 ©2020 GPEC & CBRE 02 >> Greater Phoenix is an emerging tech market. The region is sought after for its talent, collaborative environment, business-friendly culture and quality of life. Emerging tech companies choose Greater Phoenix to establish their footprints, test their technologies and scale. Over the last 70 years, Greater Phoenix has created a diversified tech ecosystem home to R&D, high- tech manufacturing, software companies and next-generation technologies. Today, there are roughly 500 software companies that call Greater Phoenix home. Companies including GoDaddy, Carvana, and LifeLock went from startups to household names right in our own backyard. New and innovative companies from coast to coast and around the globe seek Greater Phoenix where they can secure top talent and provide a high quality of life for their employees. STORY PHOENIX TECH THE GREATER Talent and Education Collaboration Startups and established tech firms alike find The Greater Phoenix ecosystem has enabled that Greater Phoenix works for them. Over long-time businesses, emerging disruptors, 85,000 high-tech employees are in the region. educational institutions and the public to work Tech companies can leverage the large and together to better the region. In Phoenix, it is talented workforce fueled by Arizona State easy to be new.