Technology

STRIVE LAUNCHES NEW WEALTH MANAGEMENT BUSINESS TO OFFER TRUE FINANCIAL FREEDOM TO AMERICAN CLIENTS

Published

3 hours ago

November 1, 2024

Strive intends to be the leading financial firm thoughtfully integrating Bitcoin into client portfolios.

Strive adds experienced industry executives to lead its new wealth management business.

Strive to move corporate headquarters to Texas in conjunction with wealth management launch.

DALLAS, Nov. 1, 2024 /PRNewswire/ — Strive Enterprises, Inc. (“Strive”) today launched its Wealth Management business in Dallas, Texas, following its recent close of a $30 million Series B financing round led by Cantor Fitzgerald. A key part of this business will include a focus on integrating Bitcoin into standard portfolios of everyday Americans as a hedge against risks Strive expects to persist over the next several decades, including unsustainable global debt levels, rising fixed income yields, long-run inflationary pressures, persistent geopolitical pressures, and potential restrictive monetary controls.

Strive’s Wealth Management business will be led by industry veterans Gary Dorfman, President, and Randol Curtis, Chief Investment Officer, CFA. Dorfman brings over 30 years of investment management experience to Strive, previously holding senior positions at Sanford C. Bernstein and Beacon Pointe Wealth Advisors. Most recently, he has served as Managing Director for One Capital Management. Curtis also brings over 30 years of investment experience to Strive, including senior positions at Morgan Stanley and his own firm, which was the predecessor to C-Quadrat Asset Management. Most recently, he served as Deputy Chief Investment Officer at One Capital Management, where he helped guide investment strategy on over $5 billion in assets.

The expansion is paired with a relocation of Strive’s corporate headquarters to Dallas, Texas. The company expects most of its Columbus-based staff to relocate to Dallas by end of Q1 2025, where Strive will also continue to operate its growing Asset Management business, which recently crossed $1.7 billion in AUM.

“Strive is building a new-age financial institution founded on the time-tested fiduciary principle of maximizing value over all other considerations,” said Matt Cole, CEO of Strive. “Our focus on offering clients true financial freedom — through the thoughtful integration of Bitcoin — differentiates our Wealth Management business from nearly all major competitors today. Our growth to date in Asset Management has been driven almost entirely by retail customers, and our expansion into wealth management will allow us to serve these customers more completely.”

“Texas has become the home of capital in the United States,” said Governor Greg Abbott. “Y’all Street is growing rapidly in Dallas, and Strive’s decision to relocate to Texas underscores our economic advantages that attract top businesses. With the Best Business Climate in the nation and as the top state for corporate relocation and expansion projects, Texas is the future hub of capital markets that will help cement our economic power on the global stage. I welcome Strive to our great state and look forward to working with them to create more jobs, spur innovation, and bring new investments to Dallas and the entire state of Texas.”

“When Strive launched in 2022, nearly every major corporation bent the knee to ESG,” said Vivek Ramaswamy, Strive co-founder. “Just two short years later, the national environment has changed dramatically, in no small part due to Strive’s efforts. The moment is now ripe to launch a pro-capitalism Wealth Management business focused on true financial freedom, with a focus on integrating Bitcoin into standard portfolios. I wish the team great success in the next stage of Strive’s incredible journey.”

To meet with a Strive Financial Advisor, please visit strive.com/wealth-management.

About Strive
Co-founded in 2022 by Vivek Ramaswamy, Strive is a financial services firm with a mission to maximize value for their clients through unapologetic capitalism. The firm has quickly grown to manage $1.7 billion in assets since the launch of its first fund in August 2022, competing directly with the world’s largest financial institutions by empowering Americans to invest with a sole focus on shareholder value maximization. Strive recently launched a wealth management business unit to offer true financial freedom, including the tailored integration of Bitcoin into the portfolios of everyday Americans. Learn more at strive.com.

Forward-Looking Statements
Certain statements included in this release contain forward-looking statements regarding Strive’s future operations and performance, including statements on future services. Such statements are based on current expectations, speak only as of the date of this release and are subject to risks and uncertainties that could cause actual results to differ materially. There can be no assurance that the events predicted in this release will be attained. Strive does not have any obligation to update any changes to the statements included in this release.

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SOURCE Strive Enterprises, Inc.

Technology

Blanchard Celebrates 45 Years of Empowering Leadership and Organizational Success

Published

7 mins ago

November 1, 2024

SAN DIEGO, Nov. 1, 2024 /PRNewswire/ — Blanchard®, a global pioneer in leadership development, consulting, and coaching, proudly announces the celebration of its 45-year anniversary. Ken and Margie Blanchard founded the company in 1979 with three simple goals: to make a positive difference in people’s lives, drive human worth and effectiveness in the workplace, and help each client organization become the provider, employer, and investment of choice.

Since its founding, Blanchard has been at the forefront of transforming leaders and organizations through innovative programs, contextualized learning journeys, and coaching designed to foster personal and professional growth.

Over the past 45 years, Blanchard has equipped thousands of organizations across industries with the tools to lead effectively and create lasting impact. With a strong commitment to helping individuals and teams unlock their full potential, the company’s programs have been trusted by Fortune 500 companies, government institutions, and nonprofit organizations worldwide.

“Reaching 45 years is a significant milestone for Blanchard,” says Scott Blanchard, CEO of Blanchard. “It’s a testament to the dedication of our team, the strength of our partnerships, and our unwavering focus on empowering leaders. We’re incredibly proud of the positive change we’ve helped bring to organizations over the years and look forward to continuing our mission for many more.”

Debbie Ung, President, says, “I’m proud of how our company has continually transformed to meet the needs of learners and we remain committed to providing dynamic new learning options to support our vision of leaders powered for good.”

Margie and Ken Blanchard say, “Growing this company has been a constant challenge to remind us to walk our talk. And to think that 45 years have passed. Unbelievable!”

Blanchard’s signature programs, including SLII®, have empowered leaders to adapt their styles to meet the needs of their teams, driving engagement and results. As leadership development evolves to meet the demands of a fast-changing global landscape, Blanchard remains committed to developing new methodologies and tools to serve the next generation of leaders.

For more information about how Blanchard can help your organization thrive, please visit www.blanchard.com.

About Blanchard
Blanchard is a global leader in leadership development, consulting, and coaching. For more than 40 years, Blanchard has partnered with organizations to maximize individual achievement and organizational performance, bringing measurable progress and true transformation. Blanchard’s SLII® is the global leadership model of choice, powering inspired leaders for more than 10,000 organizations worldwide. Blanchard also offers a suite of award-winning solutions through flexible delivery modalities to meet the specific needs of clients and learners. Discover more at www.blanchard.com.

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SOURCE Blanchard

Technology

PKF O’Connor Davies Publishes 20th Annual Architectural and Engineering Studies

Published

7 mins ago

November 1, 2024

Reports provide industry benchmarking data, trends and insights impacting firm profitability and productivity

NEW YORK, Nov. 1, 2024 /PRNewswire-PRWeb/ — PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced the release of its 20th Annual Architectural and Engineering Studies. Based on 2023 financial and operational data provided by a sample of participating architectural and engineering (A&E) firms, the studies reflect the state of the industry and enable firms to benchmark their performance against others as they seek ongoing profitability and growth.

For the first time, the studies provide a historical perspective, highlighting key milestones and industry trends that have shaped the A&E landscape over the past two decades. They also include firms’ current and future use of artificial intelligence, as well as expert insights on emerging trends. The studies present several key takeaways for the A&E industry, including:

During 2023, profit as a percentage of net fee income reached its highest level in the past five years.Firms’ billing multiple increased slightly as they continued their focus on project management efficiencies.Firms’ breakeven multiple and overhead rate continued their upward trend, driven by increases in indirect labor, employee and fringe benefits, and computer and IT investments.Raises as a percentage of base compensation remain higher than historical averages, despite a year-over-year decrease.

“We are excited to release the 20th anniversary edition of the Architectural and Engineering Studies prepared by our dedicated team of industry specialists. These studies have provided valuable insights to the A&E industry and allowed firms to benchmark their results so they may assess their performance in order to continue to grow and improve profitability,” said David M. Sullivan, Jr., Partner and Leader of the Architecture & Engineering Practice at PKF O’Connor Davies. “The A&E industry is going through a period of unprecedented changes. To fully capitalize on future opportunities, it’s crucial for industry leaders to have a strong understanding of industry trends.”

To access the 20th Annual Architectural and Engineering Studies, visit https://www.pkfod.com/annual-architectural-study/ and https://www.pkfod.com/annual-engineering-study/.

About PKF O’Connor Davies

PKF O’Connor Davies is a top-tier accounting, tax and advisory practice with a long history of serving domestic and international clients. “Know Greater Value” speaks to the confidence and guidance that our clients realize when they work with us. It reinforces our commitment to delivering the highest levels of value, expertise and service in everything we do. Our clients Know Greater Connections, Know Greater Insights and Know Greater Value. “PKF O’Connor Davies” is the brand name under which PKF O’Connor Davies LLP and PKF O’Connor Davies Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. PKF O’Connor Davies LLP is a licensed CPA firm that provides attest services and PKF O’Connor Davies Advisory LLC and its subsidiary entities provide tax and advisory services.

For more information, please visit pkfod.com, and follow us on LinkedIn and X (formerly Twitter).

Media Contact

Michelle Goyke, PKF O’Connor Davies, 914-341-7615, mgoyke@pkfod.com, https://www.pkfod.com/

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SOURCE PKF O’Connor Davies

Technology

Ziegler Advises Strata Health Solutions Inc. On Acquisition by VitalHub Corp.

Published

7 mins ago

November 1, 2024

Ziegler, a specialty investment bank, is pleased to announce its role as exclusive financial advisor to Strata Health Solutions Inc. (“Strata Health”, “Strata” or the “Company”) on its acquisition by VitalHub, a leading software company dedicated to empowering Health and Human Services providers.

CHICAGO, Nov. 1, 2024 /PRNewswire-PRWeb/ — Ziegler, a specialty investment bank, is pleased to announce its role as exclusive financial advisor to Strata Health Solutions Inc. (“Strata Health”, “Strata” or the “Company”) on its acquisition by VitalHub, a leading software company dedicated to empowering Health and Human Services providers.

“Ziegler’s guidance on the presentation of our business, financials, and growth strategy led us to this great outcome. We ultimately could not be happier about the partnership with VitalHub…” said Peter Smith, President and CEO of Strata Health Solutions Inc.

Based in Canada, Strata Health designs, builds, and deploys software that improves access and navigation to care. Strata Health has over 80 health system partners and works with over 500 hospitals to provide over 800 thousand patient transitions annually. The company serves customers in Canada, the UK, the US, and New Zealand with offices internationally.

Strata Health extends VitalHub’s solution set into the electronic referral market, a large and growing market opportunity internationally. Poor transitions of care result in fragmented delivery, unsatisfactory patient outcomes, and billions of dollars of inefficient healthcare system spend annually. Strata Health’s digital suite solves for these problems with solutions like electronic referral, waitlist management, and placement automation.

“Strata Health Solutions offers a comprehensive, technology-driven approach to streamline patient transitions across the healthcare continuum, addressing a critical market need for improved efficiency and patient outcomes. Strata Health’s value proposition lies in its ability to significantly improve patient flow logistics, reduce wait times, minimize unplanned readmissions, and ultimately deliver better patient experiences which are themes we are constantly trying to solve for in today’s healthcare environment. Strata’s partnership with VitalHub will create an incredible opportunity to expand electronic referral solutions internationally” stated Grant Chamberlain, Senior Managing Director in Ziegler’s Healthcare Investment Banking Practice.

“Ziegler’s guidance on the presentation of our business, financials, and growth strategy led us to this great outcome. We ultimately could not be happier about the partnership with VitalHub. We look forward to enhancing our product and market roadmap with the support of the VitalHub platform,” said Peter Smith, President and CEO of Strata Health Solutions Inc.

Ziegler’s Healthcare Investment Banking team is focused on delivering best-in-class advisory and financing solutions for companies and organizations across the healthcare industry. In our core practice areas of healthcare services, information technology, hospitals, and senior living, Ziegler is one of the most active M&A firms offering differentiated sell-side, buy-side, recapitalization/restructuring, equity private placement, and strategic partnering services.

For more information about Ziegler, please visit us at http://www.ziegler.com.

About Ziegler:
Ziegler is a privately held investment bank, capital markets, and proprietary investments firm. Specializing in the healthcare, senior living and education sectors, as well as general municipal and structured finance, enables Ziegler to generate a positive impact on the clients and communities it serves. Headquartered in Chicago with regional and branch offices throughout the United States, Ziegler provides its clients with capital raising, strategic advisory services, equity and fixed income sales & trading and research. To learn more, visit http://www.ziegler.com.

Certain comments in this news release represent forward-looking statements made pursuant to the provisions of the Private Securities Litigation Reform Act of 1995. This client’s experience may not be representative of the experience of other clients, nor is it indicative of future performance or success. The forward-looking statements are subject to a number of risks and uncertainties, in particular, the overall financial health of the securities industry, the strength of the healthcare sector of the U.S. economy and the municipal securities marketplace, the ability of the Company to underwrite and distribute securities, the market value of mutual fund portfolios and separate account portfolios advised by the Company, the volume of sales by its retail brokers, the outcome of pending litigation, and the ability to attract and retain qualified employees.

Media Contact

Christine McCarty, Ziegler, 3125961617, cmccarty@ziegler.com, www.ziegler.com

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SOURCE Ziegler