With a track record of driving digital transformation and AI integration at Charles Schwab, Van Moorleghem steps into key leadership role at Cambridge

FAIRFIELD, Iowa, March 24, 2025 /PRNewswire/ — Cambridge Investment Research, Inc. (“Cambridge“), a leading independent financial solutions firm serving 3,800 advisors nationwide, is pleased to welcome Sean Van Moorleghem as Executive Vice President and Chief Technology Officer. In this role, Van Moorleghem will lead Cambridge’s technology initiatives, overseeing the development and execution of innovative products, services, and systems that drive growth for the firm and its advisors. He also joins Cambridge’s Executive Council, where he will work with executive leaders to support firm-wide strategic goals.

“Sean is an experienced technologist with an impressive track record of leading successful digital transformations at some of the largest companies in our industry,” said President of Innovation and Experience, Colleen Bell. “As we continue our mission to build an industry-leading technology platform, Sean’s experience leading technology, digital transformation, and AI personalization will be invaluable. I’m thrilled to have him join our Cambridge family.”

Van Moorleghem joins Cambridge from Charles Schwab, where he held various technology-focused leadership roles at TD Ameritrade before its acquisition by Schwab in 2020. During his nearly 15-year tenure at Schwab/TD Ameritrade, he led multiple software engineering departments and played an important role in advancing platform modernization, implementing AI-driven automation, and supporting the firm’s transition from project-based to product-focused investment strategies. His extensive technology experience also includes leadership positions at West Corporation, First Data Corporation, and Deloitte.

Van Moorleghem earned a bachelor’s degree in management information systems from the University of Nebraska and completed the Securities Industry Institute (SII) Executive Leadership program at The Wharton School of the University of Pennsylvania.

About Cambridge
Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country. Learn more at joincambridge.com.

Contact: Jeff Wulf, Senior Vice President, Cambridge: jeff.wulf@cir2.com or 800-777-6080

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly owned subsidiaries of Cambridge Investment Group, Inc.

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SOURCE Cambridge

VANCOUVER, BC, March 24, 2025 /CNW/ – BTY has launched an expanded Renewable Energy Services business stream to position the firm as a top partner for developers, lenders, owners, and asset managers. With a dedicated sector team, enhanced technical expertise, and deep operational knowledge, BTY is well-positioned to provide a full range of renewable energy services.

“Renewable energy is essential to energy security and addressing climate change. Despite political challenges, global demand continues to grow. As part of BTY’s Strategic Growth Plan, we are accelerating our leadership in renewables with Ian McDonald at the helm. His deep expertise across the renewables lifecycle, combined with our expanded capabilities, will empower clients to invest with confidence — ensuring resilient, high-performing assets,” said Toby Mallinder, BTY Group’s Managing Director.

Renewable Energy Team: Covering North America and EMEA

BTY’s leadership in infrastructure has propelled its expansion into renewable energy, responding to the growing demand for specialized technical expertise from clients in global capital markets. To meet this need, BTY has assembled a premier team of renewable energy sector leaders across North America and EMEA and invested in bolstering in-house technical services. This allows the firm to deliver fast, responsive advisory and delivery services across all phases, from planning and design to construction, operations, maintenance, and secondary market transactions.

“In our fast-evolving market where technological advancements and revenue uncertainties add complexity, real operational experience is crucial for informed decision-making. I am excited to combine this expertise with BTY’s trusted, nimble, and pragmatic approach to advisory and delivery — so that our renewable energy clients receive a superior experience and can be confident in their investment decisions,” said Ian McDonald, Director of BTY’s Renewable Energy Services.

Ian McDonald, Director, Renewable Energy Services, Vancouver
Ian brings over 15 years of experience across more than 100 wind and solar projects, representing 50 GW of capacity. His expertise spans technical due diligence, owner’s engineering, project finance, construction, asset optimization, and risk mitigation. He specializes in translating technical risks and opportunities into clear financial implications, enabling clients to enhance project viability and accelerate investment decisions.

Matthew MacLean, Associate Director, Toronto
Matthew has extensive experience facilitating direct communication with project developers and lenders. As a professional engineer, he specializes in advising clients on project risks related to technical design, constructability, budget, schedule and regulatory approvals. His expertise lies in delivering comprehensive Lenders Technical Advisory Due Diligence on power plants, renewable energy assets, district energy systems, utility systems and infrastructure projects across Canada, the United States, the Caribbean, Europe and Asia.

Jack McInerney, Europe Managing Director, Dublin
Jack leads BTY’s award-winning Infrastructure Advisory practice and the firm’s strategic expansion in the European markets. With 15 years of industry experience, he has been pivotal in positioning BTY as a top-ranked advisory firm, overseeing a portfolio exceeding $100 billion across more than 200 transactions. Leveraging deep expertise in construction finance, technical due diligence, and his engineering background, Jack has driven BTY’s growth in key sectors, including renewable energy infrastructure, district energy, transportation, aviation, and data centres.

Emmalee Ast, Associate Director, New York
Emmalee has a background in civil engineering, and is responsible for technical advisory, operational phase services, and transaction due diligence for project finance, private finance, and P3 deals. She has led several engagements for institutional clients and asset managers in district energy, energy management, and renewable energy projects.

Tom Coyle, Director, London
Tom has over 15 years of experience in the UK, US, and Canada, spanning capital project delivery in district energy, renewables, transportation, and mixed-use developments. His dual expertise in engineering and construction provides a holistic perspective on project feasibility, risk management, constructability, and long-term asset management.

Tunca Ataoglu, EMEA Regional Director, Ankara
Tunca leads Sponsors’ and Lenders’ Technical and Commercial Advisory services for some of the largest greenfield and brownfield infrastructure project finance deals across the European Union, Central Asia, and the Middle East. He has spearheaded BTY’s advisory and delivery engagements for renewables, power generation and transmission sector projects in Türkiye, Saudi Arabia, UAE, Kazakhstan, and beyond.

Ethan McLaren, Project Consultant, Vancouver
Ethan has a background in sustainable energy engineering, specializing in energy yields, conversion, and storage systems and technologies. He has experience in project coordination and technical advisory roles, focusing on operations and lifecycle analysis, site condition assessments, and schedule and budget tracking.

Izabella Braga, Project Consultant, Dublin
Izabella is a Civil Engineer with expertise in construction and infrastructure Technical Advisory, and Compliance and Construction Monitoring. She contributes to technical due diligence, including design reviews, constructability assessments, and regulatory evaluations. With a growing focus on renewables, she is actively engaged in solar PV and wind energy projects.

Addressing Industry Challenges with Expertise and Agility

The renewable energy sector faces increasing complexity, from financial pressures to rapid technological changes. BTY is strategically positioned to help clients overcome these challenges with solutions tailored for success:

Project Complexity and Execution Risks: Success requires seamless integration between stakeholders. BTY acts as an extension of our clients’ teams, adapting to unique project needs and facilitating smooth execution.

Impact on Project Margins: Market conditions, supply chain dynamics, and tariffs are driving up costs while power purchase prices are declining. With project margins under pressure, clients demand a sharper focus on CapEx and OpEx certainty and optimization. BTY’s experts drive cost efficiency through early-stage planning and strategic financial insights.

Technology Uncertainty: Rapid advancements in wind, solar, and battery storage technology create supply chain complexities and performance risks. BTY leverages extensive operational knowledge to translate technical risks into clear financial implications, ensuring clients make informed investment decisions.

Climate Change Impacts: Increased variability in renewable energy generation and extreme weather pose asset durability and revenue risks. BTY’s operational insight ensures projects are resilient, bankable, and high performing.

Regulatory and Grid Bottlenecks: Interconnection delays and evolving regulations impact project timelines and financing certainty. BTY’s agile and solution-oriented approach accelerates project progress, ensuring alignment with regulatory requirements.

Full-Stack Renewable Energy Services

BTY’s expanded service offerings provide end-to-end coverage for renewables, including:

Lenders Technical Advisory: Clear, actionable risk analysis to support investment, financing, and project delivery decisions.

M&A Technical Advisory: Independent technical and financial assessments with due diligence streamlined for rapid reporting and advice on risks to enable deal progress with no surprises.

Project Management & Owner’s Advisory: Feasibility and development support, design and technical review, procurement and contract advisory, and management throughout the construction phase.

Energy Yield Analysis: Advanced modelling to improve production forecast certainty and financial model confidence.

Enabling Smarter Renewable Energy Investments

BTY’s strategic growth in the renewables sector builds on the firm’s 47-year track record of success in helping clients accelerate project investments, de-risk financing decisions through clear technical and commercial assessments and optimize projects with rigorous cost management and performance forecasting. As capital markets increasingly prioritize renewable energy assets, BTY’s expertise ensures clients can confidently advance energy security, decarbonization, and long-term asset value.

About BTY

BTY is an award-winning professional consultancy offering complete project solutions in real estate, infrastructure, and renewable energy planning, development, operations, and transactions. Founded in Western Canada in 1978, the firm now has offices across North America and the EMEA region, with a diverse global portfolio. BTY’s core services encompass Cost Management, Project Monitoring & Lender Services, Infrastructure Advisory, and Project Management. To learn more, visit BTY.COM

SOURCE BTY Group

Company welcomes four industry leaders to spearhead growth in key international market

SAN FRANCISCO, March 24, 2025 /PRNewswire/ — BPM LLP, one of the United States’ 35 largest public accounting and advisory firms, is achieving a major milestone in its global journey with expansion to the United Kingdom (UK). This strategic move reinforces BPM’s commitment to providing market-leading knowledge and expertise to international businesses who require unparalleled support across the US and UK markets for continued growth and success.

With its new presence in the UK, BPM is creating a comprehensive and integrated offering that allows international companies to access a full suite of audit, tax and advisory services. By operating in both locations, BPM is now uniquely positioned to offer a seamless experience for cross-border businesses on both sides of the Atlantic, providing vital support as they navigate entering new markets and international expansion.

To lead this initiative, BPM is pleased to welcome four distinguished partners, each bringing deep industry knowledge:

Adam DunnettDominic KingSean O’SullivanNick Whitehead

“Expanding into the UK is a natural next step in BPM’s global growth strategy,” said Jim Wallace, CEO of BPM. “With its robust infrastructure, thriving talent pool, and dynamic tech and financial sectors, the UK remains a top destination for international businesses. With our expanded presence, we are well-positioned to help clients seize new growth opportunities with high-quality accounting and consulting services.”

BPM will become a leading UK inward investment specialist, providing accounting and tax guidance to both first time expansions and established businesses seeking local knowledge. With a focus on sectors such as enterprise software, fintech, and professional services, the firm will leverage its global insights and deep technical insight to become a long-term advisor to clients navigating this international space.

“This is a natural fit. With an aligned focus on people – clients, colleagues and communities, launching BPM’s organic expansion into the UK is such an exciting opportunity for us. We now have a dedicated team on the ground who embody the BPM values and we’re more capable than ever of supporting international businesses,” said the UK partner group. “Whether it’s payroll and HR, tax compliance, advisory or audit services, our global presence ensures that our clients receive coordinated, high-quality support as they expand globally.”

This expansion advances BPM’s continued global growth, building on the Firm’s momentum following its recent formal entry into Canada in June 2024. As BPM accelerates its international presence, it remains dedicated to attracting top talent, fostering innovation, and delivering forward-thinking solutions to its diverse client base. With a team of over 1,200 professionals across more than 35 U.S. states and key global markets including India, Canada, and now the UK, these strategic moves enhance BPM’s capabilities and knowledge-base and strengthen its ability to serve clients worldwide.

For more information about BPM in the UK, please visit https://www.bpm.com/uk/. 

About BPM LLP
BPM LLP is one of the 35 largest public accounting and advisory firms in the United States, with offices domestically and internationally. Recognized as one of IPA’s 100 Fastest-Growing Firms, BPM works with clients in the consumer business, financial and professional services, life science, nonprofit, real estate, technology, and wine and agribusiness industries. As a Certified B Corp, BPM’s diverse perspectives, expansive industry knowledge and progressive solutions come together to create exceptional experiences for individuals and businesses around the world.

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